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Fund Manager Reports
Learn about the top fund managers in the U.S. stock market through reports generated from Form 13F.
Form 13F is a quarterly report that institutional investment managers in the U.S. are required to file with the Securities and Exchange Commission (SEC) if they manage over $100 million in assets. These filings provide insights into institutional managers' investment holdings, revealing the composition of their portfolios, market positions, and strategic trends.
$70T
Total reported value
8,726
Fund managers
13,294
Securities held
Q1 2026
Latest report
All fund managers
ELEVATE WEALTH ADVISORY, INC
$158M
Top holdings
1
ISHARES TR
$45.1M
2
DIMENSIONAL ETF TRUST
$42.9M
3
AMERICAN CENTY ETF TR
$15.3M
ELKHORN PARTNERS LIMITED PARTNERSHIP
$157M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$62M
2
KENNEDY-WILSON HOLDINGS INC
$45.4M
3
WHITE MTNS INS GROUP LTD
$27.9M
ES4, LLC
$155M
Top holdings
1
ISHARES TR
$86.4M
2
SELECT SECTOR SPDR TR
$30.4M
3
ISHARES INC
$20.4M
EQUITY WEALTH PARTNERS, LLC
$155M
Top holdings
1
VANGUARD INDEX FDS
$33.4M
2
ISHARES TR
$24.9M
3
SCHWAB STRATEGIC TR
$18M
ELEVATE CAPITAL ADVISORS, LLC
$155M
Top holdings
1
ISHARES TR
$36.4M
2
SPROTT ASSET MANAGEMENT LP
$8.06M
3
PNC FINL SVCS GROUP INC
$5.89M
ELLERSON GROUP INC
$153M
Top holdings
1
NVIDIA CORPORATION
$16.5M
2
PALANTIR TECHNOLOGIES INC
$11.6M
3
APPLE INC
$10.2M
ENTRUITY WEALTH, LLC
$147M
Top holdings
1
CAPITAL GRP FIXED INCM ETF T
$27.2M
2
CAPITAL GROUP DIVIDEND VALUE
$18.2M
3
SPROTT ASSET MANAGEMENT LP
$14.7M
ENDURE CAPITAL MANAGEMENT, LLC
$146M
Top holdings
1
PATRIA INVESTMENTS LIMITED
$76.3M
2
CARMAX INC
$15.2M
3
XPLR INFRASTRUCTURE LP
$12.1M
EXCHANGE BANK
$144M
Top holdings
1
ISHARES TR
$20.6M
2
APPLE INC
$7.24M
3
JOHNSON & JOHNSON
$6.76M
ENCORE GLOBAL MANAGEMENT, LP
$143M
Top holdings
1
SELECT SECTOR SPDR TR
$9.3M
2
META PLATFORMS INC
$5.01M
3
VALERO ENERGY CORP
$4.89M
ENTRUST FINANCIAL LLC
$143M
Top holdings
1
DIMENSIONAL ETF TRUST
$49M
2
VANGUARD INDEX FDS
$24M
3
VANGUARD ADMIRAL FDS INC
$15.1M
EJF CAPITAL LLC
$142M
Top holdings
1
SIMMONS FIRST NATL CORP
$4.76M
2
COASTALSOUTH BANCSHARES INC
$4.74M
3
BEACON FINANCIAL CORP.
$4.44M
EVOLUTION WEALTH MANAGEMENT INC.
$137M
Top holdings
1
ISHARES TR
$16.5M
2
INNOVATOR ETFS TRUST
$14.8M
3
SIMPLIFY EXCHANGE TRADED FUN
$14.6M
ENHANCING CAPITAL LLC
$135M
Top holdings
1
MICROSOFT CORP
$9.29M
2
ELI LILLY & CO
$7.63M
3
NVIDIA CORPORATION
$7.4M
EVERGREEN WEALTH PARTNERS LLC
$131M
Top holdings
1
SPDR SERIES TRUST
$29.6M
2
VANGUARD SCOTTSDALE FDS
$22.8M
3
ISHARES TR
$14.9M
EMMETT INVESTMENT MANAGEMENT, LP
$131M
Top holdings
1
WHITESTONE REIT
$10.2M
2
LOEWS CORP
$10.1M
3
CME GROUP INC
$9.72M
EDDIE PATEL INC
$130M
Top holdings
1
SELECT SECTOR SPDR TR
$15.8M
2
ISHARES TR
$7.56M
3
INVESCO EXCH TRADED FD TR II
$5.88M
ELIZABETH PARK CAPITAL ADVISORS, LTD.
$130M
Top holdings
1
QCR HLDGS INC
$7.27M
2
ORIGIN BANCORP INC
$5.32M
3
HORIZON BANCORP IND
$4.72M
EPACRIA CAPITAL PARTNERS, LLC
$129M
Top holdings
1
PHILIP MORRIS INTL INC
$17.6M
2
BRITISH AMERN TOB PLC
$17M
3
VANGUARD TAX-MANAGED FDS
$15M
EHRENKRANZ PARTNERS L.P.
$126M
Top holdings
1
ISHARES INC
$52.6M
2
ISHARES TR
$17.9M
3
VANGUARD INDEX FDS
$14.6M
