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

HIGHLINE WEALTH PARTNERS LLC
$392M
Top holdings
1
ISHARES TR
$46.7M
2
J P MORGAN EXCHANGE TRADED F
$43.3M
3
JANUS DETROIT STR TR
$37M
HOLLOW BROOK WEALTH MANAGEMENT LLC
$392M
Top holdings
1
WORLD GOLD TR
$113M
2
DORCHESTER MINERALS L P
$21.8M
3
BERKSHIRE HATHAWAY INC DEL
$19.5M
HILLTOP PARTNERS LLC
$390M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$79.3M
2
DBX ETF TR
$45.7M
3
VANGUARD INDEX FDS
$33.8M
HUDSON CAPITAL MANAGEMENT LLC
$387M
Top holdings
1
ISHARES TR
$92.4M
2
PIMCO ETF TR
$39.5M
3
INVESCO EXCH TRD SLF IDX FD
$25.7M
HWG HOLDINGS LP
$385M
Top holdings
1
ISHARES TR
$89.8M
2
CURTISS WRIGHT CORP
$29.7M
3
ALPHABET INC
$28.3M
HIDDENITE CAPITAL PARTNERS LP
$381M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$48.8M
2
EXPAND ENERGY CORPORATION
$35.1M
3
EQT CORP
$31.8M
HIGHLAND FINANCIAL ADVISORS, LLC
$379M
Top holdings
1
AMERICAN CENTY ETF TR
$127M
2
SPDR SERIES TRUST
$43.1M
3
DIMENSIONAL ETF TRUST
$39M
HELIX PARTNERS MANAGEMENT LP
$374M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$146M
2
INVESCO QQQ TR
$70.7M
3
CORE SCIENTIFIC INC NEW
$66M
HIGHLAND PEAK CAPITAL, LLC
$373M
Top holdings
1
ISHARES TR
$124M
2
SILICON MOTION TECHNOLOGY CO
$49.9M
3
CHEMOURS CO
$32.1M
HIGHVISTA STRATEGIES LLC
$362M
Top holdings
1
INVESCO DB COMMDY INDX TRCK
$30.6M
2
ABIVAX SA
$12.6M
3
PRAXIS PRECISION MEDICINES I
$8.48M
HEIGHTS CAPITAL MANAGEMENT, INC
$359M
Top holdings
1
SOLID POWER INC
$37.2M
2
FLUTTER ENTMT PLC
$30M
3
IONQ INC
$23.5M
HOLOWESKO PARTNERS LTD.
$357M
Top holdings
1
SLB LIMITED
$34.3M
2
YUM CHINA HLDGS INC
$28.5M
3
EXPAND ENERGY CORPORATION
$27.4M
HENRICKSON NAUTA WEALTH ADVISORS, INC.
$356M
Top holdings
1
DIMENSIONAL ETF TRUST
$221M
2
AMERICAN CENTY ETF TR
$81M
3
ISHARES TR
$13.4M
HEADLAND CAPITAL, LLC
$355M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$75.7M
2
PROGRESSIVE CORP
$40M
3
INVESCO EXCH TRD SLF IDX FD
$37.6M
HTG INVESTMENT ADVISORS, INC.
$352M
Top holdings
1
DIMENSIONAL ETF TRUST
$111M
2
AMERICAN CENTY ETF TR
$66.3M
3
J P MORGAN EXCHANGE TRADED F
$33.2M
HAMEL ASSOCIATES, INC.
$351M
Top holdings
1
ISHARES TR
$39.6M
2
SCHWAB STRATEGIC TR
$28M
3
WALMART INC
$17.4M
HIBERNIA WEALTH PARTNERS, LLC
$338M
Top holdings
1
SPDR SERIES TRUST
$102M
2
SSGA ACTIVE TR
$43.5M
3
AMPLIFY ETF TR
$39M
HAVERFORD FINANCIAL SERVICES, INC.
$336M
Top holdings
1
APPLE INC
$22.3M
2
MICROSOFT CORP
$18.7M
3
NVIDIA CORPORATION
$17.2M
HUDSON VALUE PARTNERS, LLC
$335M
Top holdings
1
ALPHABET INC
$28.9M
2
BERKSHIRE HATHAWAY INC DEL
$22M
3
APPLE INC
$16.1M
HOBBS GROUP ADVISORS, LLC
$334M
Top holdings
1
EA SERIES TRUST
$73.1M
2
SPDR SERIES TRUST
$39.1M
3
SPDR INDEX SHS FDS
$26.9M
1
8
9
10
17
Have questions, comments, or concerns?
Send us an e-mail: support@oec.world
Follow @OECtoday on
Created, Designed, and Developed by:
In collaboration with