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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
MCDONALD PARTNERS LLC
$424M
Top holdings
1
APPLE INC
$15.3M
2
ISHARES TR
$14.6M
3
VANGUARD INDEX FDS
$13.6M
MILWEALTH GROUP LLC
$420M
Top holdings
1
VANGUARD INDEX FDS
$141M
2
DIMENSIONAL ETF TRUST
$81.7M
3
VANGUARD SCOTTSDALE FDS
$77.9M
MERIDIAN INVESTMENT COUNSEL INC.
$420M
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$28.6M
2
ISHARES TR
$20.8M
3
SELECT SECTOR SPDR TR
$19.9M
MATTSON FINANCIAL SERVICES, LLC
$419M
Top holdings
1
BONDBLOXX ETF TRUST
$32.7M
2
DOUBLELINE ETF TRUST
$21.3M
3
SPDR SERIES TRUST
$20.2M
MONETARY MANAGEMENT GROUP INC
$419M
Top holdings
1
NVIDIA CORPORATION
$31.6M
2
APPLE INC
$30.7M
3
ISHARES TR
$26.3M
MILLSTREET CAPITAL MANAGEMENT LLC
$418M
Top holdings
1
DIEBOLD NIXDORF INC
$394M
2
DIVERSIFIED ENERGY CO
$24M
MILESTONE INVESTMENT ADVISORS LLC
$414M
Top holdings
1
SCHWAB STRATEGIC TR
$114M
2
INVESCO EXCHANGE TRADED FD T
$49.9M
3
ISHARES TR
$49.4M
MONARCH CAPITAL MANAGEMENT INC
$409M
Top holdings
1
MICROSOFT CORP
$17.8M
2
ALPHABET INC
$15.3M
3
APPLE INC
$15.2M
M & L CAPITAL MANAGEMENT LTD
$407M
Top holdings
1
NVIDIA CORPORATION
$204M
2
BROADCOM INC
$53.7M
3
LUMENTUM HLDGS INC
$36.6M
MEIJI YASUDA AMERICA INC
$404M
Top holdings
1
NVIDIA CORPORATION
$36.1M
2
APPLE INC
$26.9M
3
MICROSOFT CORP
$25.2M
M3F, INC.
$404M
Top holdings
1
WILLIS LEASE FIN CORP
$115M
2
PONCE FINANCIAL GROUP INC
$33.5M
3
AERCAP HOLDINGS NV
$32.6M
MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC
$403M
Top holdings
1
ISHARES TR
$208M
2
ETF SER SOLUTIONS
$109M
3
SPDR GOLD TR
$17.2M
MERIDIAN MANAGEMENT CO
$402M
Top holdings
1
ISHARES TR
$146M
2
VANGUARD TAX-MANAGED FDS
$38.7M
3
VANGUARD SCOTTSDALE FDS
$32.9M
MOKOSAK ADVISORY GROUP, LLC
$399M
Top holdings
1
SCHWAB STRATEGIC TR
$225M
2
VANGUARD INDEX FDS
$92.7M
3
VANGUARD WORLD FD
$29.2M
MONUMENT CAPITAL MANAGEMENT
$399M
Top holdings
1
ISHARES TR
$66.1M
2
ISHARES INC
$24.2M
3
MICROSOFT CORP
$11.3M
MAY HILL CAPITAL, LLC
$398M
Top holdings
1
ISHARES TR
$175M
2
VANGUARD INDEX FDS
$24M
3
BLACKROCK ETF TRUST
$15.7M
MEZZASALMA ADVISORS, LLC
$391M
Top holdings
1
ALPHABET INC
$25.6M
2
TESLA INC
$25M
3
APPLE INC
$24.2M
MILLER VALUE PARTNERS, LLC
$383M
Top holdings
1
NABORS INDUSTRIES LTD
$38.2M
2
CRESCENT ENERGY COMPANY
$27M
3
GRAY MEDIA INC
$23.3M
MILESTONES ADMINISTRADORA DE RECURSOS LTDA.
$383M
Top holdings
1
MICROSOFT CORP
$66.4M
2
LINDE PLC
$49.9M
3
GE AEROSPACE
$46.6M
MARKS WEALTH, LLC
$380M
Top holdings
1
ISHARES TR
$303M
2
VANGUARD SCOTTSDALE FDS
$43.4M
3
LISTED FDS TR
$30.8M
