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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
FLATROCK WEALTH PARTNERS LLC
$222M
Top holdings
1
SCHWAB STRATEGIC TR
$41.3M
2
SPDR SERIES TRUST
$18.4M
3
PIMCO ETF TR
$14.9M
FORMULA GROWTH LTD
$222M
Top holdings
1
MICRON TECHNOLOGY INC
$7.09M
2
LATHAM GROUP INC
$6.74M
3
STRATASYS LTD
$6.25M
FINANCIAL AVENGERS, INC.
$219M
Top holdings
1
NVIDIA CORPORATION
$28.8M
2
ALPHABET INC
$23M
3
AMAZON COM INC
$22.3M
FOGEL CAPITAL MANAGEMENT, INC.
$219M
Top holdings
1
ALPHABET INC
$34.9M
2
MICROSOFT CORP
$18.4M
3
BERKSHIRE HATHAWAY INC DEL
$17.2M
FAIRTREE ASSET MANAGEMENT PTY LTD
$218M
Top holdings
1
MICROSOFT CORP
$16.4M
2
NVIDIA CORPORATION
$11.6M
3
AMAZON COM INC
$10.5M
FINLEY FINANCIAL, LLC
$214M
Top holdings
1
ISHARES TR
$181M
2
INVESCO QQQ TR
$13.9M
3
ISHARES INC
$8.44M
FIRE CAPITAL MANAGEMENT LLC
$214M
Top holdings
1
NVIDIA CORPORATION
$30.3M
2
ISHARES TR
$23.4M
3
INVESCO EXCHANGE TRADED FD T
$8.61M
FIRST CITIZENS FINANCIAL CORP
$212M
Top holdings
1
ISHARES TR
$95M
2
J P MORGAN EXCHANGE TRADED F
$12.2M
3
SELECT SECTOR SPDR TR
$9.66M
FSA WEALTH PARTNERS, INC.
$210M
Top holdings
1
ISHARES TR
$69.9M
2
STATE STR SPDR S&P 500 ETF T
$29.3M
3
INVESCO EXCHANGE TRADED FD T
$16.3M
FOX HILL WEALTH MANAGEMENT
$208M
Top holdings
1
MICROSOFT CORP
$16.1M
2
NVIDIA CORPORATION
$12.3M
3
APPLE INC
$10.7M
FORTUNE 45 LLC
$205M
Top holdings
1
VANGUARD INDEX FDS
$78.1M
2
INVESCO QQQ TR
$54M
3
SPDR SERIES TRUST
$19.7M
FOUNDERS CAPITAL MANAGEMENT
$205M
Top holdings
1
INVESCO QQQ TR
$16.1M
2
CORNING INC
$14.5M
3
MICROSOFT CORP
$12M
FOCUS WEALTH ADVISORS, LLC
$205M
Top holdings
1
ISHARES TR
$39.8M
2
FIRST TR EXCHNG TRADED FD VI
$37.1M
3
VANGUARD BD INDEX FDS
$15.5M
FOUNDRY FINANCIAL GROUP, INC.
$202M
Top holdings
1
ISHARES TR
$90.4M
2
AMERICAN CENTY ETF TR
$33.1M
3
J P MORGAN EXCHANGE TRADED F
$18.9M
FIRST BANCORP, INC
$201M
Top holdings
1
DIMENSIONAL ETF TRUST
$28.8M
2
VANGUARD INDEX FDS
$26.2M
3
FIRST BANCORP INC ME
$20.8M
FREDERICK FINANCIAL CONSULTANTS, LLC
$201M
Top holdings
1
FIRST TR EXCHANGE TRADED FD
$35.8M
2
ISHARES TR
$24.6M
3
SPDR SERIES TRUST
$24.1M
FORAGER CAPITAL MANAGEMENT, LLC
$201M
Top holdings
1
MASTERCRAFT BOAT HLDGS INC
$33M
2
REGIONAL MGMT CORP
$32.9M
3
HOVNANIAN ENTERPRISES INC
$26.2M
FINANCIAL FREEDOM, LLC
$201M
Top holdings
1
VANGUARD WORLD FD
$32.1M
2
ISHARES TR
$31.4M
3
SELECT SECTOR SPDR TR
$17.9M
FPC INVESTMENT ADVISORY, INC.
$201M
Top holdings
1
ISHARES TR
$52.1M
2
VANGUARD BD INDEX FDS
$39M
3
SCHWAB STRATEGIC TR
$34.7M
FRESHFORD CAPITAL MANAGEMENT, LLC
$200M
Top holdings
1
FAIR ISAAC CORP
$27.2M
2
AMAZON COM INC
$18.2M
3
CANADIAN PACIFIC KANSAS CITY
$14.9M
