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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
HIGHVIEW CAPITAL MANAGEMENT LLC
$275M
Top holdings
1
ISHARES TR
$60.3M
2
STATE STR SPDR S&P 500 ETF T
$15.4M
3
APPLE INC
$14.9M
HENDLEY & CO INC
$270M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$24.7M
2
VISA INC
$20.7M
3
AMPHENOL CORP
$16.3M
HARBOR ISLAND CAPITAL LLC
$269M
Top holdings
1
APPLIED MATLS INC
$40.4M
2
LAM RESEARCH CORP
$34.1M
3
WARNER BROS DISCOVERY INC
$26.7M
HOLISTIC FINANCIAL PARTNERS
$269M
Top holdings
1
ELI LILLY & CO
$62.3M
2
FIRST TR EXCHANGE-TRADED FD
$42.9M
3
ISHARES TR
$23M
HATCH COVE CAPITAL, LLC
$262M
Top holdings
1
CENTERRA GOLD INC
$22.2M
2
PETROLEO BRASILEIRO S A
$20.2M
3
EXXON MOBIL CORP
$20M
HFM INVESTMENT ADVISORS, LLC
$260M
Top holdings
1
DIMENSIONAL ETF TRUST
$243M
2
ISHARES TR
$3.02M
3
VANGUARD INTL EQUITY INDEX F
$1.65M
HMS CAPITAL MANAGEMENT, LLC
$259M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$64.9M
2
ISHARES TR
$53.3M
3
INVESCO QQQ TR
$11.8M
HILLMAN CO
$257M
Top holdings
1
MASTEC INC
$46.6M
2
ISHARES TR
$36.1M
3
VANGUARD INDEX FDS
$34.2M
HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
$257M
Top holdings
1
ISHARES TR
$81.6M
2
STATE STR SPDR S&P 500 ETF T
$26.3M
3
VANGUARD INDEX FDS
$22M
HIGHLANDER PARTNERS, L.P.
$256M
Top holdings
1
VERTIV HOLDINGS CO
$66M
2
BLACKSTONE INC
$27.4M
3
KEYSIGHT TECHNOLOGIES INC
$22.4M
HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC
$251M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$122M
2
STATE STR SPDR S&P 500 ETF T
$38.2M
3
SCHWAB STRATEGIC TR
$34.8M
HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC
$251M
Top holdings
1
ISHARES TR
$82.8M
2
VANGUARD SPECIALIZED FUNDS
$73.7M
3
VANGUARD INDEX FDS
$21.6M
HILLCREST WEALTH ADVISORS - NY, LLC
$247M
Top holdings
1
ISHARES TR
$85.5M
2
VANGUARD INDEX FDS
$67M
3
VANGUARD INTL EQUITY INDEX F
$22.5M
HANOVER ADVISORS INC
$246M
Top holdings
1
VANGUARD INDEX FDS
$71.3M
2
STATE STR SPDR S&P 500 ETF T
$38.8M
3
ISHARES TR
$32M
HIGHMARK WEALTH MANAGEMENT LLC
$246M
Top holdings
1
ISHARES TR
$140M
2
AXOGEN INC
$11.4M
3
VANGUARD INDEX FDS
$11.1M
HUTNER CAPITAL MANAGEMENT INC
$243M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$49.6M
2
COSTCO WHOLESALE CORPORATION
$14M
3
PHILIP MORRIS INTL INC
$11.9M
HOWARD BAILEY SECURITIES, LLC
$243M
Top holdings
1
ISHARES TR
$79.4M
2
CAPITOL SER TR
$29.5M
3
SIMPLIFY EXCHANGE TRADED FUN
$24.4M
HENGISTBURY INVESTMENT PARTNERS LLP
$240M
Top holdings
1
VISA INC
$150M
2
INTERACTIVE BROKERS GROUP IN
$70.5M
3
MASTERCARD INCORPORATED
$20M
HERITAGE WEALTH ARCHITECTS, INC.
$239M
Top holdings
1
SCHWAB STRATEGIC TR
$45.4M
2
AMERICAN CENTY ETF TR
$31.3M
3
PGIM ETF TR
$27.3M
HF CAPITAL, LLC
$239M
Top holdings
1
ISHARES TR
$125M
2
WESTROCK COFFEE CO
$54.2M
3
KAYNE ANDERSON BDC INC
$32.2M
