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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
HOXTON PLANNING & MANAGEMENT, LLC
$333M
Top holdings
1
ISHARES TR
$153M
2
BLACKROCK ETF TRUST
$14.7M
3
SCHWAB STRATEGIC TR
$13.1M
HARBOR ADVISORY CORP
$333M
Top holdings
1
ISHARES TR
$76M
2
VANGUARD INDEX FDS
$36.2M
3
VANGUARD INTL EQUITY INDEX F
$27.1M
HIDDEN LAKE ASSET MANAGEMENT LP
$331M
Top holdings
1
ISHARES TR
$84.9M
2
MICROSOFT CORP
$44.4M
3
ZOOM COMMUNICATIONS INC
$30.3M
HT PARTNERS LLC
$330M
Top holdings
1
SCHWAB STRATEGIC TR
$155M
2
ISHARES TR
$60.8M
3
VANGUARD INDEX FDS
$23.6M
HARMONY ASSET MANAGEMENT LLC
$327M
Top holdings
1
ISHARES TR
$24.1M
2
CBOE GLOBAL MKTS INC
$20.8M
3
NVIDIA CORPORATION
$18.6M
HIXON ZUERCHER, LLC
$321M
Top holdings
1
GOLDMAN SACHS ETF TR
$35.2M
2
ISHARES TR
$12.9M
3
JOHNSON & JOHNSON
$11.7M
HAMILTON CAPITAL PARTNERS, LLC
$320M
Top holdings
1
SPDR SERIES TRUST
$53.6M
2
TESLA INC
$51M
3
ALPHABET INC
$37.6M
HAZLETT, BURT & WATSON, INC.
$320M
Top holdings
1
ISHARES TR
$31.8M
2
APPLE INC
$16.3M
3
INVESCO QQQ TR
$14.4M
HI-LINE CAPITAL MANAGEMENT, LLC
$318M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$52.2M
2
ISHARES TR
$49.8M
3
LIBERTY BROADBAND CORP
$16.9M
HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP, LLC
$317M
Top holdings
1
DIMENSIONAL ETF TRUST
$57.8M
2
AMERICAN CENTY ETF TR
$52.3M
3
PIMCO ETF TR
$40.3M
HERITAGE OAK WEALTH ADVISORS LLC
$315M
Top holdings
1
WALMART INC
$135M
2
ISHARES TR
$38M
3
SPDR SERIES TRUST
$33.4M
HAYEK KALLEN INVESTMENT MANAGEMENT
$307M
Top holdings
1
APPLE INC
$33.8M
2
MICROSOFT CORP
$21.8M
3
BERKSHIRE HATHAWAY INC DEL
$17.4M
HASSELL WEALTH MANAGEMENT, LLC
$298M
Top holdings
1
VANGUARD INDEX FDS
$78.2M
2
DIMENSIONAL ETF TRUST
$72.1M
3
VANGUARD SCOTTSDALE FDS
$63.8M
HF ADVISORY GROUP, LLC
$293M
Top holdings
1
SPDR SERIES TRUST
$26.3M
2
ISHARES TR
$25.4M
3
WISDOMTREE TR
$6.63M
HORIZON INVESTMENT SERVICES, LLC
$288M
Top holdings
1
NVIDIA CORPORATION
$19.1M
2
VANGUARD SCOTTSDALE FDS
$17.3M
3
ALPHABET INC
$15.9M
HS MANAGEMENT PARTNERS, LLC
$286M
Top holdings
1
ALPHABET INC
$20.7M
2
AMAZON COM INC
$20.4M
3
NETFLIX INC.
$19.5M
HALL LAURIE J TRUSTEE
$283M
Top holdings
1
MICROSOFT CORP
$19.8M
2
APPLE INC
$14.2M
3
ALPHABET INC
$12.8M
HALL CAPITAL MANAGEMENT CO INC
$280M
Top holdings
1
VANGUARD INTL EQUITY INDEX F
$22.4M
2
VANGUARD SCOTTSDALE FDS
$21M
3
VANGUARD INDEX FDS
$20.4M
HENRY JAMES INTERNATIONAL MANAGEMENT INC.
$277M
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$16.1M
2
ASML HLDG NV
$14.3M
3
AERCAP HOLDINGS NV
$10.7M
HEATHBRIDGE CAPITAL MANAGEMENT LTD.
$275M
Top holdings
1
VERIZON COMMUNICATIONS INC
$24.1M
2
AMERICAN ELEC PWR CO INC
$22.9M
3
TORONTO DOMINION BK ONT
$22.7M
