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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
MCBROOM & ASSOCIATES, LLC
$180M
Top holdings
1
NVIDIA CORPORATION
$15.9M
2
LAM RESEARCH CORP
$13.5M
3
COSTCO WHOLESALE CORPORATION
$10.6M
MINK BROOK ASSET MANAGEMENT LLC
$179M
Top holdings
1
ENVELA CORP
$21.3M
2
BANK7 CORP
$18.8M
3
ACME UTD CORP
$17.1M
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC
$176M
Top holdings
1
APPLIED MATLS INC
$12.6M
2
MARATHON PETE CORP
$11.7M
3
MICROSOFT CORP
$11.6M
MOMENTOUS WEALTH MANAGEMENT, INC.
$175M
Top holdings
1
DIMENSIONAL ETF TRUST
$109M
2
VANGUARD MALVERN FDS
$29.4M
3
SCHWAB STRATEGIC TR
$15.5M
MUDRICK CAPITAL MANAGEMENT, L.P.
$174M
Top holdings
1
VERTICAL AEROSPACE LTD
$121M
2
VROOM INC
$52.8M
3
FUBOTV INC
$843k
MELFA WEALTH MANAGEMENT, INC.
$174M
Top holdings
1
DIMENSIONAL ETF TRUST
$31.6M
2
VANGUARD INDEX FDS
$11.9M
3
ISHARES TR
$11.3M
MAREST CAPITAL, LLC
$173M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$107M
2
ISHARES TR
$17.7M
3
BLACKROCK ETF TRUST II
$10.6M
MICHAEL S. RYAN, INC.
$172M
Top holdings
1
SPDR SERIES TRUST
$77.1M
2
ISHARES TR
$32M
3
WISDOMTREE TR
$20.4M
MAGNOLIA WEALTH MANAGEMENT, LLC
$172M
Top holdings
1
VANGUARD INDEX FDS
$68.2M
2
VANGUARD MALVERN FDS
$49.8M
3
ISHARES TR
$32M
MAC ALPHA CAPITAL MANAGEMENT, LP
$171M
Top holdings
1
B2GOLD CORP
$22.3M
2
CLOROX CO DEL
$14.5M
3
TECHNIPFMC PLC
$13.1M
MILESTONE ASSET MANAGEMENT GROUP, LLC
$171M
Top holdings
1
ISHARES TR
$24.6M
2
VANGUARD INDEX FDS
$14.1M
3
SPDR SERIES TRUST
$11.5M
MADRID FINANCIAL SERVICES
$169M
Top holdings
1
ISHARES TR
$41.5M
2
GLOBAL X FDS
$34.9M
3
VANECK ETF TRUST
$22.4M
MOUNTAIN HILL INVESTMENT PARTNERS CORP.
$169M
Top holdings
1
ISHARES TR
$19.6M
2
FIDELITY MERRIMACK STR TR
$14M
3
SELECT SECTOR SPDR TR
$12.7M
MCHUGH GROUP, LLC
$169M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$23.7M
2
NVIDIA CORPORATION
$21.1M
3
BERKSHIRE HATHAWAY INC DEL
$11.1M
MCCLARREN FINANCIAL ADVISORS, INC.
$169M
Top holdings
1
VANGUARD INDEX FDS
$65M
2
ISHARES TR
$24.4M
3
VANGUARD WORLD FD
$19.3M
MEADOWBROOK ADVISORS GROUP, LLC
$168M
Top holdings
1
APPLE INC
$13.9M
2
VANGUARD TAX-MANAGED FDS
$7M
3
MICROSOFT CORP
$5.6M
MEMBERS WEALTH LLC
$167M
Top holdings
1
ISHARES TR
$60.6M
2
SPDR SERIES TRUST
$18.6M
3
FIDELITY MERRIMACK STR TR
$12.2M
MONTAKA GLOBAL PTY LTD
$167M
Top holdings
1
AMAZON COM INC
$20.4M
2
MICROSOFT CORP
$18.1M
3
META PLATFORMS INC
$15.1M
MUSTARD SEED FINANCIAL, LLC
$167M
Top holdings
1
VANGUARD INDEX FDS
$37M
2
VANGUARD BD INDEX FDS
$30.7M
3
DIMENSIONAL ETF TRUST
$29.8M
MILLSTONE EVANS GROUP, LLC
$167M
Top holdings
1
APPLE INC
$14.4M
2
NVIDIA CORPORATION
$13.9M
3
ISHARES TR
$13.3M
