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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
OLSTEIN CAPITAL MANAGEMENT, L.P.
$458M
Top holdings
1
DISNEY WALT CO
$10M
2
SENSATA TECHNOLOGIES HLDG PL
$9.8M
3
AVANTOR INC
$9.49M
ONE8ZERO8, LLC
$449M
Top holdings
1
APPLE INC
$30.2M
2
BERKSHIRE HATHAWAY INC DEL
$25M
3
FORTINET INC
$16.5M
OPAL WEALTH ADVISORS, LLC
$442M
Top holdings
1
PUTNAM ETF TRUST
$72.8M
2
LEGG MASON ETF INVT
$49.8M
3
VANGUARD INDEX FDS
$46.2M
OLD PORT ADVISORS
$434M
Top holdings
1
ISHARES TR
$25.9M
2
INVESCO EXCH TRD SLF IDX FD
$15.6M
3
SEAGATE TECHNOLOGY HLDNGS PL
$12.6M
OPEROSE ADVISORS LLC
$431M
Top holdings
1
VANGUARD INDEX FDS
$130M
2
ISHARES TR
$55.7M
3
VANGUARD WHITEHALL FDS
$48.5M
OAK HARBOR WEALTH PARTNERS, LLC
$427M
Top holdings
1
ISHARES TR
$59.5M
2
VANGUARD INDEX FDS
$55.2M
3
DIMENSIONAL ETF TRUST
$15M
ONYXPOINT GLOBAL MANAGEMENT LP
$424M
Top holdings
1
PERMIAN RESOURCES CORP
$164M
2
ISHARES TR
$96.1M
3
TALEN ENERGY CORP
$26.4M
OUTLOOK WEALTH ADVISORS, LLC
$413M
Top holdings
1
ISHARES TR
$106M
2
INNOVATOR ETFS TRUST
$50.2M
3
AIM ETF PRODUCTS TRUST
$22.8M
OCO CAPITAL PARTNERS, L.P.
$408M
Top holdings
1
VIASAT INC
$206M
2
APOLLO GLOBAL MGMT INC
$58.5M
3
ROCKET COS INC
$57M
OKEEFE STEVENS ADVISORY, INC.
$405M
Top holdings
1
NVIDIA CORPORATION
$63.6M
2
WARRIOR MET COAL INC
$27.3M
3
CORNING INC
$24.4M
ONE CHARLES PRIVATE WEALTH SERVICES, LLC
$400M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$46.4M
2
VANGUARD INDEX FDS
$41.8M
3
TEXAS PACIFIC LAND CORPORATI
$35.9M
OLDFIELD PARTNERS LLP
$393M
Top holdings
1
NOV INC
$94.9M
2
LEAR CORP
$78.1M
3
CHUBB LTD SWITZ
$57.6M
ONCE CAPITAL MANAGEMENT, LLC
$374M
Top holdings
1
NVIDIA CORPORATION
$98M
2
AST SPACEMOBILE INC
$65.5M
3
ROCKET LAB CORP
$39.7M
OXBOW CAPITAL MANAGEMENT HK LTD
$371M
Top holdings
1
SANDISK CORP
$111M
2
COHERENT CORP
$96.5M
3
SEAGATE TECHNOLOGY HLDNGS PL
$74.5M
OGOREK ANTHONY JOSEPH
$365M
Top holdings
1
FIRST TR EXCHNG TRADED FD VI
$89.1M
2
VANGUARD INDEX FDS
$52.9M
3
BLACKROCK ETF TRUST II
$38.8M
OLIO FINANCIAL PLANNING
$361M
Top holdings
1
VANGUARD INDEX FDS
$126M
2
DIMENSIONAL ETF TRUST
$77.2M
3
VANGUARD TAX-MANAGED FDS
$52.4M
OAK FAMILY ADVISORS, LLC
$355M
Top holdings
1
ISHARES TR
$33.7M
2
STATE STR SPDR S&P 500 ETF T
$26.2M
3
TAIWAN SEMICONDUCTOR MANUFAC
$17.5M
OBRIEN GREENE & CO. INC
$353M
Top holdings
1
SPROTT ASSET MANAGEMENT LP
$21.3M
2
INTERACTIVE BROKERS GROUP IN
$17M
3
FRANKLIN TEMPLETON ETF TR
$14.6M
OSPREY PRIVATE WEALTH LLC
$345M
Top holdings
1
ALPHABET INC
$32.7M
2
NVIDIA CORPORATION
$21.9M
3
JPMORGAN CHASE & CO
$17M
OFS ENTERPRISE LLC
$340M
Top holdings
1
ISHARES TR
$129M
2
VANGUARD INDEX FDS
$85.9M
3
STATE STR SPDR S&P MIDCAP 40
$34.6M
