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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
LUMMIS ASSET MANAGEMENT, LP
$167M
Top holdings
1
MATADOR RES CO
$21.1M
2
APPLE INC
$13.7M
3
MICROSOFT CORP
$12.5M
LIGHTHOUSE FINANCIAL LLC
$166M
Top holdings
1
ISHARES TR
$44.8M
2
VANGUARD SCOTTSDALE FDS
$23.6M
3
NVIDIA CORPORATION
$18.5M
LUMINUS MANAGEMENT LLC
$166M
Top holdings
1
O-I GLASS INC
$28.6M
2
CHEMOURS CO
$20.7M
3
FULLER H B CO
$18M
LONGVIEW FINANCIAL ADVISORS, INC.
$164M
Top holdings
1
PACER FDS TR
$27.7M
2
EA SERIES TRUST
$19.3M
3
ISHARES TR
$17.6M
LAGODA INVESTMENT MANAGEMENT, L.P.
$162M
Top holdings
1
TEXAS PACIFIC LAND CORPORATI
$40.9M
2
NATERA INC
$12.9M
3
ALPHABET INC
$10.7M
LAVELLE CAPITAL LP
$161M
Top holdings
1
TESLA INC
$26M
2
STATE STR SPDR S&P 500 ETF T
$23M
3
META PLATFORMS INC
$16.5M
LEGEND CAPITAL ADVISORS LLC
$160M
Top holdings
1
SNOWFLAKE INC
$47.4M
2
NU HLDGS LTD
$20M
3
META PLATFORMS INC
$15.8M
LALIA CAPITAL, LLC
$158M
Top holdings
1
BLUE OWL CAPITAL CORPORATION
$34.6M
2
GOLUB CAP BDC INC
$32.2M
3
SPDR SERIES TRUST
$12.8M
LIFESTEPS FINANCIAL, INC.
$158M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$23.6M
2
INVESCO QQQ TR
$23.5M
3
ISHARES TR
$13.8M
LIVET WEALTH, LLC
$157M
Top holdings
1
SCHWAB STRATEGIC TR
$31.2M
2
ISHARES TR
$27.5M
3
INVESCO EXCH TRD SLF IDX FD
$14.5M
LAKEWOOD ASSET MANAGEMENT LLC
$156M
Top holdings
1
SCHWAB STRATEGIC TR
$15.1M
2
VANGUARD MALVERN FDS
$9.71M
3
BERKSHIRE HATHAWAY INC DEL
$9.58M
LEGEND FINANCIAL ADVISORS, INC.
$155M
Top holdings
1
ISHARES TR
$21.3M
2
ISHARES GOLD TR
$15.5M
3
INVESCO QQQ TR
$14.5M
LECONTE WEALTH MANAGEMENT, LLC
$155M
Top holdings
1
ISHARES TR
$22.1M
2
INVESCO EXCHANGE TRADED FD T
$18.6M
3
VANGUARD SCOTTSDALE FDS
$15.4M
LEIGH BALDWIN & CO., LLC
$154M
Top holdings
1
ISHARES TR
$20.6M
2
BLACKROCK ETF TRUST
$7.22M
3
NVIDIA CORPORATION
$7.2M
LANSING MANAGEMENT LP
$151M
Top holdings
1
INTERACTIVE BROKERS GROUP IN
$19.5M
2
API GROUP CORP
$17.4M
3
HEICO CORP NEW
$16.9M
LAKESIDE ADVISORS, INC.
$150M
Top holdings
1
MICROSOFT CORP
$31.3M
2
BERKSHIRE HATHAWAY INC DEL
$13.5M
3
COSTCO WHOLESALE CORPORATION
$12.9M
L1 GLOBAL MANAGER PTY LTD
$149M
Top holdings
1
ISHARES TR
$15.9M
2
CENTURION ACQUISITION CORP
$6.19M
3
GP-ACT III ACQUISITION CORP
$6.15M
LAKEHOUSE CAPITAL PTY LTD
$148M
Top holdings
1
MERCADOLIBRE INC
$29.8M
2
SERVICENOW INC
$19M
3
WORKIVA INC
$16M
LIGHTHOUSE WEALTH MANAGEMENT INC.
$147M
Top holdings
1
SCHWAB STRATEGIC TR
$39.5M
2
PACER FDS TR
$21.4M
3
ISHARES TR
$19.2M
LESA SROUFE & CO
$147M
Top holdings
1
MICROSOFT CORP
$9.18M
2
NEWMONT CORP
$8.82M
3
ANGLOGOLD ASHANTI PLC
$8.25M
