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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
HEADWATER CAPITAL CO LTD
$622M
Top holdings
1
ALPHABET INC
$151M
2
TAIWAN SEMICONDUCTOR MANUFAC
$114M
3
META PLATFORMS INC
$108M
HERITAGE WEALTH MANAGEMENT, INC.
$617M
Top holdings
1
DIMENSIONAL ETF TRUST
$205M
2
ISHARES TR
$67.5M
3
AMERICAN CENTY ETF TR
$25.5M
HUNTLEIGH ADVISORS, INC.
$585M
Top holdings
1
NVIDIA CORPORATION
$62.2M
2
APPLE INC
$26.9M
3
ALPHABET INC
$20.9M
HARFST & ASSOCIATES, INC.
$560M
Top holdings
1
RAYMOND JAMES FINL INC
$154M
2
ISHARES TR
$70.2M
3
T ROWE PRICE ETF INC
$33.6M
HEIRLOOM WEALTH MANAGEMENT
$555M
Top holdings
1
PIMCO ETF TR
$102M
2
ALPHABET INC
$29.4M
3
NVIDIA CORPORATION
$29.4M
HARVEST INVESTMENT SERVICES, LLC
$547M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$82M
2
FIRST TR EXCHNG TRADED FD VI
$28.6M
3
FIRST TR EXCHANGE TRADED FD
$21.4M
HUTCHINSON CAPITAL MANAGEMENT
$544M
Top holdings
1
DIMENSIONAL ETF TRUST
$66.6M
2
BERKSHIRE HATHAWAY INC DEL
$34.3M
3
ALPHABET INC
$32.5M
HIGH GROUND INVESTMENT MANAGEMENT LLP
$539M
Top holdings
1
ARCH CAP GROUP LTD
$172M
2
AERCAP HOLDINGS NV
$166M
3
ELEVANCE HEALTH INC FORMERLY
$101M
HAZELVIEW SECURITIES INC.
$537M
Top holdings
1
PROLOGIS INC.
$64.4M
2
WELLTOWER INC
$61.9M
3
EQUINIX INC
$54M
HARBOUR CAPITAL ADVISORS, LLC
$525M
Top holdings
1
ISHARES TR
$59.1M
2
BROADCOM INC
$22M
3
ALPHABET INC
$19.9M
HUGHESLITTLE INVESTMENT MANAGEMENT LTD.
$511M
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$80.2M
2
SCHWAB CHARLES CORP
$66.1M
3
BROOKFIELD CORP
$62.3M
HIGH NOTE WEALTH, LLC
$509M
Top holdings
1
ISHARES TR
$144M
2
SELECT SECTOR SPDR TR
$54.4M
3
SCHWAB STRATEGIC TR
$29.9M
HOBART PRIVATE CAPITAL, LLC
$509M
Top holdings
1
SPDR SERIES TRUST
$92.4M
2
FIRST TR EXCHANGE TRADED FD
$65.5M
3
FIRST TR EXCHANGE-TRADED FD
$62.5M
HOLISTIC PLANNING, LLC
$502M
Top holdings
1
EA SERIES TRUST
$82.1M
2
VANGUARD INDEX FDS
$49.2M
3
ISHARES TR
$39.3M
HELEN STEPHENS GROUP, LLC
$501M
Top holdings
1
DIMENSIONAL ETF TRUST
$214M
2
ISHARES TR
$117M
3
J P MORGAN EXCHANGE TRADED F
$71.1M
H/2 CREDIT MANAGER, LP.
$500M
Top holdings
1
VERIS RESIDENTIAL INC
$103M
2
DIVERSIFIED HEALTHCARE TR
$99.1M
3
RLJ LODGING TR
$71.2M
HARRADEN CIRCLE INVESTMENTS, LLC
$499M
Top holdings
1
CANTOR EQUITY PARTNERS IV IN
$31.9M
2
BOLD EAGLE ACQUISITION CORP
$27M
3
PERIMETER ACQUISITION CORP I
$25.8M
HOLDERNESS INVESTMENTS CO
$498M
Top holdings
1
APPLE INC
$29.3M
2
NVIDIA CORPORATION
$27M
3
MICROSOFT CORP
$24.8M
HEADINVEST, LLC
$488M
Top holdings
1
ISHARES TR
$67.4M
2
VANGUARD INDEX FDS
$49.4M
3
MICROSOFT CORP
$15.8M
HOURGLASS CAPITAL, LLC
$480M
Top holdings
1
ALPHABET INC
$13.2M
2
CORE NATURAL RESOURCES INC
$13M
3
NEWMONT CORP
$12.7M
