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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
NORTH STAR INVESTMENT MANAGEMENT CORP.
$1.65B
Top holdings
1
ISHARES TR
$205M
2
VANGUARD INDEX FDS
$93.6M
3
JPMORGAN CHASE & CO
$77.7M
NISHKAMA CAPITAL, LLC
$1.58B
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$258M
2
EQUINIX INC
$253M
3
INVESCO QQQ TR
$136M
NICHOLS & PRATT ADVISERS LLP
$1.55B
Top holdings
1
APPLE INC
$134M
2
ALPHABET INC
$127M
3
JOHNSON & JOHNSON
$115M
NBT BANK N A
$1.53B
Top holdings
1
ISHARES TR
$204M
2
ALPHABET INC
$83.6M
3
MICROSOFT CORP
$75M
NO STREET GP LP
$1.5B
Top holdings
1
UBER TECHNOLOGIES INC
$126M
2
GENERAC HLDGS INC
$107M
3
TWILIO INC
$90.5M
NORRIS PERNE & FRENCH LLP
$1.5B
Top holdings
1
ELEVATION SERIES TRUST
$556M
2
ISHARES TR
$101M
3
MICROSOFT CORP
$66.4M
NEXPOINT ASSET MANAGEMENT, L.P.
$1.49B
Top holdings
1
NEXPOINT REAL ESTATE FIN INC
$127M
2
HOLOGIC INC
$117M
3
CLEARWATER ANALYTICS HLDGS I
$94.7M
NEXTECH INVEST, LTD.
$1.42B
Top holdings
1
REVOLUTION MEDICINES INC
$739M
2
TYRA BIOSCIENCES INC
$155M
3
TANGO THERAPEUTICS INC
$152M
NICHOLAS INVESTMENT PARTNERS, LP
$1.39B
Top holdings
1
BWX TECHNOLOGIES INC
$53.5M
2
BRIDGEBIO PHARMA INC
$32.4M
3
INSMED INC
$29.8M
NEXT CENTURY GROWTH INVESTORS LLC
$1.38B
Top holdings
1
ASTRONICS CORP
$52.5M
2
LINCOLN EDL SVCS CORP
$42.3M
3
ALIGNMENT HEALTHCARE INC
$39.9M
NEVILLE RODIE & SHAW INC
$1.38B
Top holdings
1
APPLE INC
$112M
2
ALPHABET INC
$110M
3
QUANTA SVCS INC
$65.9M
NAPLES GLOBAL ADVISORS, LLC
$1.37B
Top holdings
1
ISHARES TR
$159M
2
SCHWAB STRATEGIC TR
$56.7M
3
VANGUARD INDEX FDS
$50.4M
NARWHAL CAPITAL MANAGEMENT
$1.36B
Top holdings
1
ISHARES TR
$188M
2
NVIDIA CORPORATION
$87.1M
3
ALPHABET INC
$82.1M
N.E.W. ADVISORY SERVICES LLC
$1.34B
Top holdings
1
VANGUARD INDEX FDS
$309M
2
SPDR SERIES TRUST
$243M
3
J P MORGAN EXCHANGE TRADED F
$98.8M
NBC SECURITIES, INC.
$1.33B
Top holdings
1
ISHARES TR
$104M
2
SPDR SERIES TRUST
$73.1M
3
VANGUARD INDEX FDS
$41.3M
NILSINE PARTNERS, LLC
$1.28B
Top holdings
1
ATMOS ENERGY CORP
$91.2M
2
FIRST TR EXCHANGE-TRADED FD
$81.2M
3
APPLE INC
$58.5M
NOVARE CAPITAL MANAGEMENT LLC
$1.26B
Top holdings
1
ISHARES TR
$97M
2
SELECT SECTOR SPDR TR
$76.8M
3
STATE STR SPDR S&P 500 ETF T
$68M
NIXON PEABODY TRUST CO
$1.26B
Top holdings
1
ISHARES TR
$226M
2
AMERICAN CENTY ETF TR
$85.1M
3
ALPHABET INC
$65.7M
NOVO HOLDINGS A/S
$1.23B
Top holdings
1
EDGEWISE THERAPEUTICS INC
$169M
2
BROOKFIELD CORP
$141M
3
ASML HLDG NV
$125M
NEUMEIER POMA INVESTMENT COUNSEL LLC
$1.21B
Top holdings
1
HA SUSTAINABLE INFRA CAP INC
$56.3M
2
OSI SYSTEMS INC
$50.8M
3
FABRINET
$50M
