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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
PREMIER FINANCIAL GROUP
$587M
Top holdings
1
DIMENSIONAL ETF TRUST
$581M
2
SPDR GOLD TR
$2.23M
3
ISHARES TR
$1.11M
PERENNIAL ADVISORS, LLC
$587M
Top holdings
1
APPLE INC
$31.1M
2
ALPHABET INC
$28.7M
3
MICROSOFT CORP
$27.9M
PAX FINANCIAL GROUP, LLC
$586M
Top holdings
1
ISHARES TR
$226M
2
BLACKROCK ETF TRUST
$64.1M
3
NORTHERN LTS FD TR IV
$46.7M
PATTEN GROUP, INC.
$575M
Top holdings
1
ISHARES TR
$75.4M
2
BERKSHIRE HATHAWAY INC DEL
$39.4M
3
NVIDIA CORPORATION
$28.4M
PERSHING SQUARE HOLDCO, L.P.
$569M
Top holdings
1
HOWARD HUGHES HOLDINGS INC
$569M
PRESILIUM PRIVATE WEALTH, LLC
$567M
Top holdings
1
VANGUARD INDEX FDS
$259M
2
VANGUARD INTL EQUITY INDEX F
$131M
3
VANGUARD SCOTTSDALE FDS
$62.1M
PEAK ASSET MANAGEMENT, LLC
$567M
Top holdings
1
INVESCO EXCHANGE TRADED FD T
$32.5M
2
AMERICAN CENTY ETF TR
$32.2M
3
ISHARES TR
$29.6M
PROVIDENCE EQUITY PARTNERS L.L.C.
$565M
Top holdings
1
OUTFRONT MEDIA INC
$236M
2
DOUBLEVERIFY HLDGS INC
$174M
3
CALLAWAY GOLF CO
$155M
PATIENT SQUARE CAPITAL LP
$564M
Top holdings
1
ROIVANT SCIENCES LTD
$226M
2
ARGENX SE
$26.8M
3
INSMED INC
$25.8M
PORTFOLIO DESIGN LABS, LLC
$562M
Top holdings
1
ISHARES TR
$84.3M
2
SPDR GOLD TR
$41.6M
3
NVIDIA CORPORATION
$29.3M
PALIDYE HOLDINGS CAYMANS LTD
$539M
Top holdings
1
NVIDIA CORPORATION
$258M
2
META PLATFORMS INC
$123M
3
MICROSOFT CORP
$114M
PARADICE INVESTMENT MANAGEMENT LLC
$532M
Top holdings
1
GLOBUS MED INC
$42.3M
2
GENERAC HLDGS INC
$40.7M
3
TANDEM DIABETES CARE INC
$39.2M
PROACTIVE WEALTH STRATEGIES LLC
$532M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$96.8M
2
FIRST TR EXCHANGE TRADED FD
$60.4M
3
SPROTT ASSET MANAGEMENT LP
$24.1M
PETTINGA FINANCIAL ADVISORS LLC
$531M
Top holdings
1
ISHARES TR
$224M
2
BLACKROCK ETF TRUST
$38.9M
3
INVESCO EXCHANGE TRADED FD T
$26.6M
PRAETORIAN WEALTH MANAGEMENT, INC.
$526M
Top holdings
1
VANGUARD WORLD FD
$184M
2
ISHARES TR
$151M
3
VANGUARD INDEX FDS
$108M
PERKINS COIE TRUST CO
$520M
Top holdings
1
VANGUARD INDEX FDS
$67.1M
2
VANGUARD TAX-MANAGED FDS
$49.4M
3
ISHARES TR
$35M
PLATFORM TECHNOLOGY PARTNERS
$519M
Top holdings
1
APPLE INC
$38.2M
2
ISHARES TR
$24.4M
3
NVIDIA CORPORATION
$22.8M
PALO DURO INVESTMENT PARTNERS, LP
$515M
Top holdings
1
ANTERO RESOURCES CORP
$89.8M
2
GULFPORT ENERGY CORP
$74.5M
3
PERMIAN RESOURCES CORP
$65.8M
PALOMA PARTNERS MANAGEMENT CO
$510M
Top holdings
1
ISHARES TR
$66.9M
2
CHARTER COMMUNICATIONS INC
$65.5M
3
ALIBABA GROUP HLDG LTD
$48.7M
PRESTIGE WEALTH MANAGEMENT GROUP LLC
$509M
Top holdings
1
WISDOMTREE TR
$103M
2
ISHARES TR
$65.2M
3
SELECT SECTOR SPDR TR
$52.8M
