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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
JONES HILL CAPITAL LP
$466M
Top holdings
1
BIOMARIN PHARMACEUTICAL INC
$71.7M
2
VERTEX PHARMACEUTICALS INC
$48.5M
3
VAXCYTE INC
$37.5M
J. DEREK LEWIS & ASSOCIATES INC.
$445M
Top holdings
1
CAPITAL GRP FIXED INCM ETF T
$86.7M
2
CAPITAL GROUP CORE BALANCED
$42.6M
3
CAPITAL GROUP DIVIDEND VALUE
$32.1M
JPL WEALTH MANAGEMENT, LLC
$435M
Top holdings
1
ISHARES TR
$56.6M
2
EA SERIES TRUST
$41M
3
SCHWAB STRATEGIC TR
$22.5M
JOSEPH GROUP CAPITAL MANAGEMENT
$400M
Top holdings
1
SCHWAB STRATEGIC TR
$46.2M
2
J P MORGAN EXCHANGE TRADED F
$38.8M
3
DIMENSIONAL ETF TRUST
$31.4M
JRM INVESTMENT COUNSEL, LLC
$375M
Top holdings
1
AMERICAN CENTY ETF TR
$166M
2
BERKSHIRE HATHAWAY INC DEL
$113M
3
VANGUARD TAX-MANAGED FDS
$40.5M
JOHO CAPITAL LLC
$373M
Top holdings
1
MICROSOFT CORP
$114M
2
DUTCH BROS INC
$71.9M
3
TAIWAN SEMICONDUCTOR MANUFAC
$64.2M
JOULE FINANCIAL, LLC
$343M
Top holdings
1
ISHARES TR
$72.3M
2
VANGUARD BD INDEX FDS
$67.6M
3
SCHWAB STRATEGIC TR
$61.7M
JACKSON CREEK INVESTMENT ADVISORS LLC
$340M
Top holdings
1
TECHNIPFMC PLC
$3.16M
2
ARGAN INC
$3.09M
3
JABIL INC
$2.87M
JUNIPER CAPITAL ADVISORS, L.P.
$332M
Top holdings
1
BAYTEX ENERGY CORP
$222M
2
PEDEVCO CORP
$110M
JCIC ASSET MANAGEMENT INC.
$326M
Top holdings
1
ALPHABET INC
$20.1M
2
JPMORGAN CHASE & CO
$18.9M
3
APPLE INC
$17.9M
J. H. WHITNEY EQUITY PARTNERS VI, LLC
$326M
Top holdings
1
CARIS LIFE SCIENCES INC
$326M
JEPPSON WEALTH MANAGEMENT, LLC
$319M
Top holdings
1
APPLE INC
$24.4M
2
ISHARES TR
$18.9M
3
NVIDIA CORPORATION
$13.9M
JUNIPER INVESTMENT COMPANY, LLC
$313M
Top holdings
1
LINCOLN EDL SVCS CORP
$78.9M
2
BIOVENTUS INC
$63.4M
3
ALLIENT INC
$47M
JACKSON, GRANT INVESTMENT ADVISERS, INC.
$300M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$38.6M
2
SPDR SERIES TRUST
$35.6M
3
ISHARES TR
$30.1M
JUNCTURE WEALTH STRATEGIES, LLC
$299M
Top holdings
1
VANGUARD INDEX FDS
$72.6M
2
SCHWAB STRATEGIC TR
$52.3M
3
ISHARES TR
$29.7M
JVL ASSOCIATES LLC
$298M
Top holdings
1
ISHARES TR
$125M
2
VANGUARD INDEX FDS
$84.5M
3
INVESCO QQQ TR
$15.4M
JACOBSEN CAPITAL MANAGEMENT
$296M
Top holdings
1
VANGUARD INDEX FDS
$111M
2
VANGUARD TAX-MANAGED FDS
$56.1M
3
DIMENSIONAL ETF TRUST
$13.1M
JOSEPH P. LUCIA & ASSOCIATES, LLC
$280M
Top holdings
1
INVESCO EXCHANGE TRADED FD T
$31.5M
2
SCHWAB STRATEGIC TR
$30.5M
3
ISHARES TR
$29M
JESSUP WEALTH MANAGEMENT, INC
$274M
Top holdings
1
AMAZON COM INC
$31.9M
2
NVIDIA CORPORATION
$23.7M
3
APPLE INC
$22.5M
JDM FINANCIAL GROUP LLC
$259M
Top holdings
1
VANGUARD INDEX FDS
$52.5M
2
ISHARES TR
$44.8M
3
SPDR INDEX SHS FDS
$38.5M
