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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
MUDITA ADVISORS LLP
$490M
Top holdings
1
HILTON GRAND VACATIONS INC
$109M
2
IAMGOLD CORP
$44.7M
3
ESTABLISHMENT LABS HLDGS INC
$43.4M
MASCOMA WEALTH MANAGEMENT LLC
$484M
Top holdings
1
ISHARES TR
$245M
2
J P MORGAN EXCHANGE TRADED F
$63.1M
3
VANGUARD TAX-MANAGED FDS
$36.6M
MONTIS FINANCIAL, LLC
$484M
Top holdings
1
ISHARES TR
$76M
2
PROFESIONALLY MANAGED PORTFO
$42.7M
3
FIRST TR EXCH TRADED FD III
$36.5M
MCRAE CAPITAL MANAGEMENT INC
$482M
Top holdings
1
MICROSOFT CORP
$22.9M
2
LABCORP HOLDINGS INC
$22.3M
3
KEYSIGHT TECHNOLOGIES INC
$21.1M
MORSE ASSET MANAGEMENT, INC
$481M
Top holdings
1
NVIDIA CORPORATION
$34.6M
2
BROADCOM INC
$20.6M
3
AMAZON COM INC
$18.3M
MEDINA VALUE PARTNERS, LLC
$477M
Top holdings
1
THERMON GROUP HLDGS INC
$48.7M
2
KENNAMETAL INC
$40.3M
3
GREIF INC
$34M
MSH CAPITAL ADVISORS LLC
$472M
Top holdings
1
ISHARES TR
$78.3M
2
APPLE INC
$43.3M
3
VANGUARD INDEX FDS
$30.3M
MASS GENERAL BRIGHAM, INC
$469M
Top holdings
1
ISHARES TR
$293M
2
KARMAN HLDGS INC
$125M
3
REVOLUTION MEDICINES INC
$33.5M
MORTON COMMUNITY BANK
$460M
Top holdings
1
INVESCO EXCH TRD SLF IDX FD
$28.7M
2
SELECT SECTOR SPDR TR
$21M
3
ISHARES TR
$20.9M
MADRONA FINANCIAL SERVICES, LLC
$457M
Top holdings
1
ISHARES TR
$83.2M
2
INVESCO QQQ TR
$37.7M
3
NORTHERN LTS FD TR IV
$28.7M
MARION WEALTH MANAGEMENT
$451M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$84M
2
ISHARES TR
$52.2M
3
VANGUARD INDEX FDS
$28.4M
MAGNITUDE CAPITAL, LLC
$450M
Top holdings
1
HAMILTON INSURANCE GROUP LTD
$450M
MIRAMAR CAPITAL, LLC
$449M
Top holdings
1
CHEVRON CORPORATION
$22.5M
2
ABBVIE INC
$22.3M
3
VERIZON COMMUNICATIONS INC
$22.2M
MARATHON CAPITAL MANAGEMENT
$445M
Top holdings
1
PRICE T ROWE GROUP INC
$57.6M
2
SPDR SERIES TRUST
$17.9M
3
CORNING INC
$14.3M
MANDATUM LIFE INSURANCE CO LTD
$445M
Top holdings
1
ISHARES TR
$200M
2
VANGUARD INDEX FDS
$37.7M
3
ALPHABET INC
$13.3M
MILITIA CAPITAL MANAGEMENT LLC
$443M
Top holdings
1
EA SERIES TRUST
$15.5M
2
AMAZON COM INC
$12.7M
3
ISHARES TR
$12.2M
MASON & ASSOCIATES, LLC
$437M
Top holdings
1
ISHARES TR
$168M
2
VANGUARD INDEX FDS
$164M
3
PIMCO ETF TR
$28M
MBM WEALTH CONSULTANTS, LLC
$436M
Top holdings
1
VANGUARD INDEX FDS
$115M
2
J P MORGAN EXCHANGE TRADED F
$55.9M
3
VANGUARD WHITEHALL FDS
$49.1M
MYSTIC ASSET MANAGEMENT, INC.
$431M
Top holdings
1
APPLE INC
$27.4M
2
MICROSOFT CORP
$18.8M
3
NVIDIA CORPORATION
$17.7M
MIDWEST PROFESSIONAL PLANNERS, LTD.
$425M
Top holdings
1
ISHARES TR
$97.6M
2
STATE STR SPDR S&P 500 ETF T
$44.1M
3
NVIDIA CORPORATION
$13.8M
