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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
MITCHELL CAPITAL MANAGEMENT CO
$545M
Top holdings
1
NVIDIA CORPORATION
$46.7M
2
ALPHABET INC
$29.5M
3
APPLE INC
$28.6M
MILESTONE ASSET MANAGEMENT, LLC
$543M
Top holdings
1
ISHARES TR
$96.2M
2
FIRST TR EXCHNG TRADED FD VI
$72.4M
3
SPDR SERIES TRUST
$26.4M
MONACO ASSET MANAGEMENT SAM
$542M
Top holdings
1
MICRON TECHNOLOGY INC
$101M
2
ISHARES SILVER TR
$50.4M
3
PATTERSON-UTI ENERGY INC
$49.9M
MAYPORT, LLC
$538M
Top holdings
1
VANGUARD INDEX FDS
$235M
2
VANGUARD SCOTTSDALE FDS
$90.3M
3
VANGUARD TAX-MANAGED FDS
$42.5M
MAGNOLIA GROUP, LLC
$538M
Top holdings
1
NELNET INC
$215M
2
BOSTON OMAHA CORP
$65.3M
3
CORE NATURAL RESOURCES INC
$63.1M
M. KULYK & ASSOCIATES, LLC
$536M
Top holdings
1
ISHARES TR
$125M
2
ALPHABET INC
$25.5M
3
NVIDIA CORPORATION
$21.7M
MCNAMARA FINANCIAL SERVICES, INC.
$528M
Top holdings
1
SPDR INDEX SHS FDS
$136M
2
ISHARES TR
$116M
3
SPDR SERIES TRUST
$79.3M
MANCHESTER FINANCIAL INC
$521M
Top holdings
1
SCHWAB STRATEGIC TR
$117M
2
FIRST TR EXCHANGE-TRADED FD
$92M
3
INVESCO EXCH TRD SLF IDX FD
$63.2M
MASON & ASSOCIATES INC
$516M
Top holdings
1
ISHARES TR
$64.8M
2
DIMENSIONAL ETF TRUST
$39.4M
3
COLUMBIA ETF TR I
$39.2M
MATTERN WEALTH MANAGEMENT LLC
$513M
Top holdings
1
DIMENSIONAL ETF TRUST
$246M
2
AMERICAN CENTY ETF TR
$58.2M
3
MICROSOFT CORP
$18.9M
MANHATTAN WEST ASSET MANAGEMENT, LLC
$511M
Top holdings
1
ISHARES TR
$114M
2
SPDR SERIES TRUST
$39.5M
3
NVIDIA CORPORATION
$29.3M
MAGNOLIA CAPITAL ADVISORS LLC
$509M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$68.6M
2
ISHARES TR
$50.8M
3
VANGUARD INDEX FDS
$49.8M
MACHINA CAPITAL S.A.S.
$508M
Top holdings
1
VISTRA CORP
$11.4M
2
OTIS WORLDWIDE CORP
$7.49M
3
TJX COS INC NEW
$6.84M
MFA WEALTH ADVISORS, LLC
$508M
Top holdings
1
ISHARES TR
$98.2M
2
SCHWAB STRATEGIC TR
$64.9M
3
VANGUARD BD INDEX FDS
$47.5M
MALTESE CAPITAL MANAGEMENT LLC
$508M
Top holdings
1
SOUTHSTATE BK CORP
$18.5M
2
FIRST FNDTN INC
$13.1M
3
CNB FINL CORP PA
$13M
MOLLER WEALTH PARTNERS
$507M
Top holdings
1
SCHWAB STRATEGIC TR
$108M
2
VANGUARD INDEX FDS
$82M
3
VANGUARD INTL EQUITY INDEX F
$66.7M
MANITOU INVESTMENT MANAGEMENT LTD.
$506M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$83.4M
2
ALPHABET INC
$68.1M
3
AMAZON COM INC
$58M
MYCIO WEALTH PARTNERS, LLC
$502M
Top holdings
1
CHUBB LTD SWITZ
$310M
2
ISHARES TR
$79.2M
3
STATE STR SPDR S&P 500 ETF T
$18.7M
MISSION CREEK CAPITAL PARTNERS, INC.
$501M
Top holdings
1
ISHARES TR
$38.9M
2
WORLD GOLD TR
$35.6M
3
VANGUARD INDEX FDS
$21.4M
MARIETTA INVESTMENT PARTNERS LLC
$499M
Top holdings
1
APPLE INC
$36.4M
2
NVIDIA CORPORATION
$24.6M
3
ALPHABET INC
$22.7M
