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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
MARIN BAY WEALTH ADVISORS, LLC
$166M
Top holdings
1
ISHARES TR
$44.9M
2
APPLE INC
$9.04M
3
CHEVRON CORPORATION
$8.04M
MITHAQ CAPITAL SPC
$166M
Top holdings
1
NEXXEN INTL LTD
$113M
2
CHILDRENS PL INC NEW
$45.7M
3
BURFORD CAPITAL LIMITED
$6.76M
MOON CAPITAL MANAGEMENT LP
$166M
Top holdings
1
ISHARES GOLD TR
$137M
2
VANECK ETF TRUST
$8.3M
3
APTIV PLC
$5.69M
MILLENNIUM CAPITAL ADVISORS, LLC
$162M
Top holdings
1
APPLE INC
$23.5M
2
NVIDIA CORPORATION
$11.9M
3
WALMART INC
$9.28M
M3 ADVISORY GROUP, LLC
$162M
Top holdings
1
VANGUARD INDEX FDS
$27.9M
2
SELECT SECTOR SPDR TR
$17.9M
3
VANGUARD SPECIALIZED FUNDS
$13.7M
MANUKA FINANCIAL, LLC
$162M
Top holdings
1
VANGUARD INDEX FDS
$53.7M
2
VANGUARD STAR FDS
$27.7M
3
VANGUARD BD INDEX FDS
$14.3M
MCALISTER, SWEET & ASSOCIATES, INC.
$161M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$48M
2
INNOVATOR ETFS TRUST
$17.1M
3
INVESCO QQQ TR
$11.5M
MITTELMAN WEALTH MANAGEMENT
$160M
Top holdings
1
ISHARES TR
$36M
2
VANGUARD SPECIALIZED FUNDS
$21.6M
3
VANGUARD INDEX FDS
$18.3M
MARTIN CAPITAL ADVISORS, LLP
$158M
Top holdings
1
APPLE INC
$34.6M
2
NVIDIA CORPORATION
$12.2M
3
INTUITIVE SURGICAL INC
$9.24M
MCGUIRE CAPITAL ADVISORS INC
$156M
Top holdings
1
NVIDIA CORPORATION
$29.9M
2
TIDAL TRUST II
$8.83M
3
APPLE INC
$7.54M
MINERVA ADVISORS LLC
$155M
Top holdings
1
GREAT LAKES DREDGE & DOCK CO
$17.5M
2
TREDEGAR CORP
$13.2M
3
INFUSYSTEM HLDGS INC
$11.1M
MOUNTAIN LAKE INVESTMENT MANAGEMENT LLC
$155M
Top holdings
1
SPROTT ASSET MANAGEMENT LP
$17.6M
2
ETFS GOLD TR
$14.5M
3
ALLISON TRANSMISSION HLDGS I
$13.1M
MEADOW CREEK WEALTH ADVISORS LLC
$155M
Top holdings
1
ISHARES TR
$17.5M
2
SONOCO PRODS CO
$12.9M
3
COCA COLA CO
$10.9M
MILLBANK DARTMOOR PORTSMOUTH LLC
$154M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$149M
2
ISHARES BITCOIN TRUST ETF
$4.54M
MCGINN PENNINGER INVESTMENT MANAGEMENT, INC.
$153M
Top holdings
1
APPLE INC
$11.7M
2
META PLATFORMS INC
$10.8M
3
JPMORGAN CHASE & CO
$10.4M
MARSHALL & STERLING WEALTH ADVISORS INC.
$153M
Top holdings
1
ISHARES TR
$14M
2
VANGUARD SCOTTSDALE FDS
$13.9M
3
WISDOMTREE TR
$10.9M
MORGAN CREEK CAPITAL MANAGEMENT, LLC
$151M
Top holdings
1
FIGURE TECHNOLOGY SOLUTIO
$132M
2
GEMINI SPACE STA INC
$11.7M
3
UBER TECHNOLOGIES INC
$3.24M
MERKKURI WEALTH ADVISORS LLC
$151M
Top holdings
1
ISHARES TR
$44.6M
2
SPDR SERIES TRUST
$17.1M
3
BLACKROCK ETF TRUST
$8.27M
MFA WEALTH SERVICES
$151M
Top holdings
1
ISHARES TR
$53.9M
2
AMERICAN CENTY ETF TR
$8.76M
3
VANGUARD INDEX FDS
$6.34M
M.E. ALLISON & CO., INC.
$151M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$9.76M
2
CAPITAL GROUP GROWTH ETF
$6.77M
3
CAPITAL GROUP DIVIDEND VALUE
$5.93M
