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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
NELSON CAPITAL MANAGEMENT, LLC
$819M
Top holdings
1
NVIDIA CORPORATION
$284M
2
SELECT SECTOR SPDR TR
$72.8M
3
ISHARES TR
$53M
NAVITER WEALTH, LLC
$801M
Top holdings
1
ALPS ETF TR
$70.8M
2
ISHARES TR
$39.6M
3
J P MORGAN EXCHANGE TRADED F
$39.2M
NEW ENGLAND ASSET MANAGEMENT INC
$786M
Top holdings
1
ISHARES TR
$162M
2
VANGUARD INDEX FDS
$87.8M
3
STATE STR SPDR S&P 500 ETF T
$66.3M
NELLORE CAPITAL MANAGEMENT LLC
$783M
Top holdings
1
AMAZON COM INC
$225M
2
ALPHABET INC
$130M
3
MERCADOLIBRE INC
$124M
NOTTINGHAM ADVISORS, INC.
$777M
Top holdings
1
ISHARES TR
$262M
2
SPDR SERIES TRUST
$165M
3
JANUS DETROIT STR TR
$63.6M
NUANCE INVESTMENTS, LLC
$717M
Top holdings
1
CALIFORNIA WTR SVC GROUP
$72.7M
2
MARTEN TRANS LTD
$63.2M
3
QIAGEN NV
$52.9M
NEXUS INVESTMENT MANAGEMENT ULC
$715M
Top holdings
1
JPMORGAN CHASE & CO
$54.8M
2
ROSS STORES INC
$52.6M
3
AMERICAN ELEC PWR CO INC
$51.6M
NORTHSTAR GROUP, INC.
$707M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$119M
2
VANGUARD INDEX FDS
$117M
3
ISHARES TR
$71.1M
NINE MASTS CAPITAL LTD
$693M
Top holdings
1
ALIBABA GROUP HLDG LTD
$147M
2
ALPHABET INC
$70.4M
3
HDFC BANK LTD
$47.3M
NIGHT SQUARED LP
$681M
Top holdings
1
ANALOG DEVICES INC
$22.6M
2
TAIWAN SEMICONDUCTOR MANUFAC
$22M
3
SHERWIN WILLIAMS CO
$20.6M
NOESIS CAPITAL MANGEMENT CORP
$676M
Top holdings
1
ALPHABET INC
$52.5M
2
JPMORGAN CHASE & CO
$40M
3
TAIWAN SEMICONDUCTOR MANUFAC
$39M
NORTHWEST WEALTH MANAGEMENT, LLC
$665M
Top holdings
1
DIMENSIONAL ETF TRUST
$179M
2
ISHARES TR
$94.6M
3
AMERICAN CENTY ETF TR
$87.8M
NORTH GROWTH MANAGEMENT LTD.
$653M
Top holdings
1
CIENA CORP
$61M
2
JABIL INC
$47M
3
APPLIED MATLS INC
$38.1M
NEWBRIDGE FINANCIAL SERVICES GROUP, INC.
$608M
Top holdings
1
ISHARES TR
$44.7M
2
NVIDIA CORPORATION
$41.9M
3
VANGUARD INDEX FDS
$27M
NORTH PEAK CAPITAL MANAGEMENT, LLC
$601M
Top holdings
1
HILTON GRAND VACATIONS INC
$173M
2
CARVANA CO
$132M
3
SCHWAB CHARLES CORP
$113M
NORDWAND ADVISORS, LLC
$572M
Top holdings
1
ISHARES TR
$36.9M
2
VANGUARD INDEX FDS
$28.7M
3
BROADCOM INC
$24.9M
NEW WORLD ADVISORS LLC
$569M
Top holdings
1
TJX COS INC NEW
$444M
2
ISHARES TR
$63.8M
3
APPLE INC
$8.33M
NEW HARBOR FINANCIAL GROUP, LLC
$567M
Top holdings
1
ISHARES TR
$177M
2
SPDR SERIES TRUST
$87.9M
3
SELECT SECTOR SPDR TR
$57.6M
NORTH POINT PORTFOLIO MANAGERS CORP
$561M
Top holdings
1
AMPHENOL CORP
$28.6M
2
ASML HLDG NV
$25.7M
3
COSTCO WHOLESALE CORPORATION
$25.3M
NEWBROOK CAPITAL ADVISORS LP
$560M
Top holdings
1
APOLLO GLOBAL MGMT INC
$74.9M
2
TAIWAN SEMICONDUCTOR MANUFAC
$69M
3
ECHOSTAR CORP
$60.7M
