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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
HARBOR ASSET PLANNING, INC.
$119M
Top holdings
1
ISHARES TR
$20.7M
2
VANGUARD INDEX FDS
$15.6M
3
SCHWAB STRATEGIC TR
$12M
HUDSON PORTFOLIO MANAGEMENT LLC
$119M
Top holdings
1
ISHARES TR
$19.7M
2
ALPHABET INC
$7.04M
3
ISHARES INC
$5.98M
HERSHEY FINANCIAL ADVISERS, LLC
$116M
Top holdings
1
ISHARES TR
$23.8M
2
VANGUARD WORLD FD
$15M
3
SPDR SERIES TRUST
$13.3M
HUDSON OAK WEALTH ADVISORY LLC
$115M
Top holdings
1
ISHARES TR
$44.5M
2
VANGUARD INDEX FDS
$16.8M
3
AMERICAN CENTY ETF TR
$9.49M
HBE WEALTH MANAGEMENT, LLC
$115M
Top holdings
1
DIMENSIONAL ETF TRUST
$36M
2
ISHARES TR
$18.4M
3
EA SERIES TRUST
$15.7M
HINGHAM INSTITUTION FOR SAVINGS
$113M
Top holdings
1
ALPHABET INC
$34.3M
2
BERKSHIRE HATHAWAY INC DEL
$21.3M
3
VISA INC
$19.7M
HESTIA CAPITAL MANAGEMENT, LLC
$111M
Top holdings
1
PITNEY BOWES INC
$90.1M
2
KOHLS CORP
$3.86M
3
FLOWERS FOODS INC
$2.23M
HERONETTA MANAGEMENT, L.P.
$110M
Top holdings
1
ENTERPRISE PRODS PARTNERS L
$18.7M
2
MPLX LP
$18.5M
3
WILLIAMS COS INC
$18.3M
H SQUARED MANAGEMENT LP
$109M
Top holdings
1
POST HLDGS INC
$19.8M
2
AMAZON COM INC
$19.6M
3
TAIWAN SEMICONDUCTOR MANUFAC
$19.5M
HEIGHTS POINT MANAGEMENT, LP
$108M
Top holdings
1
ENVIRI CORP
$16M
2
MERCURY SYS INC
$8.89M
3
PERFORMANCE FOOD GROUP CO
$6.13M
HEFFERNAN ADVISORY, INC
$108M
Top holdings
1
DIMENSIONAL ETF TRUST
$96.4M
2
LEGG MASON ETF INVT
$3.83M
3
ISHARES TR
$2.53M
HAVEN CAPITAL GROUP, INC.
$108M
Top holdings
1
BROADCOM INC
$23M
2
APPLE INC
$10.4M
3
NVIDIA CORPORATION
$8.4M
HARDWORKING CAPITAL ADVISORS, LLC
$107M
Top holdings
1
INNOVATOR ETFS TRUST
$15M
2
J P MORGAN EXCHANGE TRADED F
$8.89M
3
PIMCO ETF TR
$6.07M
HAVEN GLOBAL PARTNERS, LLC
$106M
Top holdings
1
UBS GROUP AG
$25.2M
2
RYANAIR HOLDINGS PLC
$23.1M
3
TOTALENERGIES SE
$21.1M
HELIUM ADVISORS LLC
$105M
Top holdings
1
ISHARES TR
$18.6M
2
J P MORGAN EXCHANGE TRADED F
$12.6M
3
MICROSOFT CORP
$8.93M
HANSEATIC MANAGEMENT SERVICES INC
$104M
Top holdings
1
ISHARES TR
$13.7M
2
SCHWAB STRATEGIC TR
$6.6M
3
SELECT SECTOR SPDR TR
$4.37M
HIGH POINT WEALTH MANAGEMENT, LLC
$104M
Top holdings
1
ISHARES TR
$26.1M
2
FIDELITY COVINGTON TRUST
$18.5M
3
FIRST TR EXCHANGE-TRADED FD
$5.15M
HIGHROAD WEALTH ADVISORS, LLC
$102M
Top holdings
1
VANGUARD INDEX FDS
$45.8M
2
ISHARES TR
$11.2M
3
SPDR SERIES TRUST
$10.8M
HYPOSWISS ADVISORS SA
$101M
Top holdings
1
ISHARES TR
$14.4M
2
VANGUARD INDEX FDS
$11.9M
3
ISHARES INC
$11.7M
HOBBS WEALTH MANAGEMENT, LLC
$101M
Top holdings
1
ISHARES TR
$39.9M
2
BLACKROCK ETF TRUST
$30.1M
3
SPDR SERIES TRUST
$15.3M
