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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
NORTHERN RIGHT CAPITAL MANAGEMENT, L.P.
$281M
Top holdings
1
NEWS CORP NEW
$38.9M
2
FTAI AVIATION LTD
$25.3M
3
HOWARD HUGHES HOLDINGS INC
$24.2M
NCM CAPITAL MANAGEMENT, LLC
$279M
Top holdings
1
NVIDIA CORPORATION
$22.6M
2
ISHARES TR
$20.9M
3
J P MORGAN EXCHANGE TRADED F
$16.8M
NEW INSIGHT WEALTH ADVISORS
$279M
Top holdings
1
ISHARES TR
$60.2M
2
FIDELITY MERRIMACK STR TR
$18.1M
3
VANGUARD INDEX FDS
$17.2M
NORTHSTAR ADVISORY GROUP, LLC
$269M
Top holdings
1
ISHARES TR
$48.8M
2
SPDR SERIES TRUST
$23.3M
3
SELECT SECTOR SPDR TR
$21.9M
NATIONAL WEALTH MANAGEMENT GROUP, LLC
$269M
Top holdings
1
ISHARES TR
$33.3M
2
T ROWE PRICE ETF INC
$22.3M
3
SPDR SERIES TRUST
$18.3M
NVEST FINANCIAL, LLC
$268M
Top holdings
1
ISHARES TR
$49.2M
2
STATE STR SPDR S&P 500 ETF T
$13.3M
3
APPLE INC
$11.6M
NYL INVESTORS LLC
$265M
Top holdings
1
ISHARES TR
$99.4M
2
VANGUARD SCOTTSDALE FDS
$62.6M
3
SPDR SERIES TRUST
$36M
NWK GROUP, INC.
$261M
Top holdings
1
NVIDIA CORPORATION
$23.1M
2
ALPHABET INC
$21.1M
3
COSTCO WHOLESALE CORPORATION
$14.7M
NEWGEN ASSET MANAGEMENT LTD
$259M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$65M
2
HIGHLANDER SILVER CORP
$28.8M
3
AMERICAS GOLD AND SILVER COR
$28.1M
NASPERS LTD
$253M
Top holdings
1
REMITLY GLOBAL INC
$211M
2
SIMILARWEB LTD
$29.2M
3
SKILLSOFT CORP
$13.1M
NAVPOINT FINANCIAL, INC.
$247M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$40.7M
2
WORLD GOLD TR
$23.8M
3
VANGUARD INDEX FDS
$22.9M
NUT TREE CAPITAL MANAGEMENT, LP
$245M
Top holdings
1
GRUPO AEROMEXICO SAB DE CV
$89.6M
2
AVEANNA HEALTHCARE HLDGS INC
$83.2M
3
BRIGHTSPIRE CAPITAL INC
$61.6M
NEW ENGLAND PROFESSIONAL PLANNING GROUP INC.
$239M
Top holdings
1
ISHARES TR
$157M
2
J P MORGAN EXCHANGE TRADED F
$58.9M
3
RAYMOND JAMES FINL INC
$6.78M
NEW ENGLAND RESEARCH & MANAGEMENT, INC.
$237M
Top holdings
1
ALPHABET INC
$14.7M
2
APPLE INC
$9.61M
3
UNITED RENTALS INC
$8.07M
NAPEAN TRADING & INVESTMENT CO SINGAPORE PTE LTD
$233M
Top holdings
1
NAVAN INC
$77.8M
2
ROBINHOOD MKTS INC
$72.8M
3
BILLIONTOONE INC
$18.4M
NORTHBRIDGE FINANCIAL GROUP, LLC
$232M
Top holdings
1
NVIDIA CORPORATION
$26M
2
APPLE INC
$17.5M
3
JANUS DETROIT STR TR
$13.2M
NERDWALLET WEALTH PARTNERS, LLC
$229M
Top holdings
1
ISHARES TR
$115M
2
VANGUARD TAX-MANAGED FDS
$32.7M
3
WISDOMTREE TR
$21M
NBZ INVESTMENT ADVISORS LLC
$229M
Top holdings
1
SPDR SERIES TRUST
$30.5M
2
INVESCO EXCHANGE TRADED FD T
$27.6M
3
AMPLIFY ETF TR
$23.7M
NIA IMPACT ADVISORS, LLC
$225M
Top holdings
1
VANGUARD INDEX FDS
$14M
2
FIRST SOLAR INC
$9.1M
3
TAIWAN SEMICONDUCTOR MANUFAC
$8.44M
NAVI INTERNATIONAL - ADMINISTRADORA E GESTORA DE RECURSOS FINANCEIROS LTDA.
$222M
Top holdings
1
NU HLDGS LTD
$57.6M
2
MERCADOLIBRE INC
$52.4M
3
XP INC
$51M
