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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
GRIMES & COMPANY, INC.
$3.61B
Top holdings
1
ISHARES TR
$619M
2
VANGUARD INDEX FDS
$373M
3
SELECT SECTOR SPDR TR
$335M
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT
$3.14B
Top holdings
1
SPDR SERIES TRUST
$570M
2
ISHARES TR
$512M
3
SELECT SECTOR SPDR TR
$406M
GTS SECURITIES LLC
$2.83B
Top holdings
1
ISHARES TR
$393M
2
SELECT SECTOR SPDR TR
$187M
3
INVESCO QQQ TR
$140M
GLOBALT INVESTMENTS LLC GA
$2.8B
Top holdings
1
ISHARES TR
$1.06B
2
SPDR SERIES TRUST
$665M
3
SELECT SECTOR SPDR TR
$80.3M
GEOWEALTH MANAGEMENT, LLC
$2.78B
Top holdings
1
VANGUARD INDEX FDS
$528M
2
DIMENSIONAL ETF TRUST
$467M
3
ISHARES TR
$434M
GIVERNY CAPITAL INC.
$2.73B
Top holdings
1
ALPHABET INC
$278M
2
BERKSHIRE HATHAWAY INC DEL
$189M
3
META PLATFORMS INC
$176M
GLADSTONE INSTITUTIONAL ADVISORY LLC
$2.7B
Top holdings
1
ISHARES TR
$372M
2
SPDR SERIES TRUST
$275M
3
VANGUARD INDEX FDS
$117M
GM ADVISORY GROUP, LLC
$2.6B
Top holdings
1
ISHARES TR
$708M
2
SPDR SERIES TRUST
$580M
3
ISHARES GOLD TR
$138M
GALLAGHER FIDUCIARY ADVISORS, LLC
$2.58B
Top holdings
1
MCDONALDS CORP
$1.34B
2
PG&E CORP
$325M
3
DELTA AIR LINES INC
$255M
GATEWAY WEALTH PARTNERS, LLC
$2.57B
Top holdings
1
ISHARES TR
$353M
2
SPDR SERIES TRUST
$216M
3
FIRST TR EXCHANGE-TRADED FD
$165M
GREENWICH WEALTH MANAGEMENT LLC
$2.45B
Top holdings
1
INTERACTIVE BROKERS GROUP IN
$666M
2
STATE STR SPDR S&P 500 ETF T
$225M
3
FUTU HLDGS LTD
$168M
GHP INVESTMENT ADVISORS, INC.
$2.43B
Top holdings
1
ISHARES TR
$288M
2
SCHWAB STRATEGIC TR
$162M
3
SPDR SERIES TRUST
$131M
GC WEALTH MANAGEMENT RIA, LLC
$2.42B
Top holdings
1
TEMPUS AI INC
$299M
2
ALPHABET INC
$253M
3
META PLATFORMS INC
$205M
GENTRUST, LLC
$2.34B
Top holdings
1
VANGUARD INDEX FDS
$601M
2
ISHARES TR
$305M
3
VANGUARD INTL EQUITY INDEX F
$233M
GREENOAKS CAPITAL PARTNERS LLC
$2.3B
Top holdings
1
CARVANA CO
$1.32B
2
COUPANG INC
$485M
3
NAVAN INC
$190M
GLADIUS CAPITAL MANAGEMENT LP
$2.24B
Top holdings
1
NVIDIA CORPORATION
$295M
2
APPLE INC
$260M
3
ALPHABET INC
$199M
GREENHOUSE FUNDS LLLP
$2.23B
Top holdings
1
SPORTRADAR GROUP AG
$157M
2
GLOBALSTAR INC
$146M
3
NORWEGIAN CRUISE LINE HLDGS
$142M
GMT CAPITAL CORP
$2.19B
Top holdings
1
HUDBAY MINERALS INC
$457M
2
DELTA AIR LINES INC
$294M
3
ALPHABET INC
$150M
GENERAL ATLANTIC, L.P.
$2.15B
Top holdings
1
DLOCAL LTD
$605M
2
CHIME FINL INC
$398M
3
XP INC
$392M
GAMMA INVESTING LLC
$2.14B
Top holdings
1
NVIDIA CORPORATION
$109M
2
APPLE INC
$94.8M
3
ISHARES TR
$92.4M
