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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
PEAK RETIREMENT PLANNING, INC.
$501M
Top holdings
1
VANGUARD INDEX FDS
$82.8M
2
ISHARES TR
$71.5M
3
SELECT SECTOR SPDR TR
$68.8M
PRECEDENT WEALTH PARTNERS, LLC
$500M
Top holdings
1
ISHARES TR
$78.7M
2
FIRST TR EXCHNG TRADED FD VI
$43.5M
3
VANGUARD INDEX FDS
$41.8M
PARK PLACE CAPITAL CORP
$499M
Top holdings
1
ETF SER SOLUTIONS
$168M
2
ISHARES TR
$77.2M
3
VANGUARD TAX-MANAGED FDS
$23.1M
PROFESSIONAL FINANCIAL ADVISORS, LLC
$491M
Top holdings
1
SPDR SERIES TRUST
$138M
2
ISHARES TR
$114M
3
WISDOMTREE TR
$39.6M
PCM ENCORE, LLC
$486M
Top holdings
1
ISHARES TR
$34.7M
2
NVIDIA CORPORATION
$23.4M
3
APPLE INC
$22.2M
PHRACTION MANAGEMENT LLC
$483M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$98.2M
2
ALPHABET INC
$42.2M
3
AMAZON COM INC
$29.9M
PRIVIUM FUND MANAGEMENT B.V.
$480M
Top holdings
1
TESLA INC
$82.5M
2
SHOPIFY INC
$48.3M
3
SPOTIFY TECHNOLOGY S A
$32.5M
PARAGON CAPITAL MANAGEMENT LTD
$476M
Top holdings
1
VANGUARD SPECIALIZED FUNDS
$65M
2
INVESCO EXCHANGE TRADED FD T
$55.4M
3
AIRBNB INC
$45.9M
POEHLING CAPITAL MANAGEMENT, INC.
$475M
Top holdings
1
FAIRFAX FINL HLDGS LTD F
$31.8M
2
BERKSHIRE HATHAWAY INC DEL
$28.6M
3
MARKEL GROUP INC
$25.7M
PAMPLONA CAPITAL MANAGEMENT, LLC
$473M
Top holdings
1
LATHAM GROUP INC
$278M
2
AMAZON COM INC
$183M
3
ELASTIC N V
$10.5M
PANVIEW CAPITAL LTD
$467M
Top holdings
1
APPLOVIN CORP
$87.4M
2
VANECK ETF TRUST
$84.9M
3
COREWEAVE INC
$69.5M
PARAFI CAPITAL LP
$462M
Top holdings
1
ISHARES BITCOIN TRUST ETF
$182M
2
BITWISE BITCOIN ETF TR
$62.6M
3
FIDELITY WISE ORIGIN BITCOIN
$62M
PACIFIC RIDGE CAPITAL PARTNERS, LLC
$462M
Top holdings
1
NORTHEAST BK PORTLAND ME
$14.3M
2
ALICO INC
$11.8M
3
NATURAL GAS SVCS GROUP INC
$11.5M
PUREHEART CAPITAL PTE LTD.
$459M
Top holdings
1
ISHARES TR
$459M
PRUDENT INVESTORS NETWORK, INC.
$459M
Top holdings
1
ISHARES TR
$197M
2
SELECT SECTOR SPDR TR
$56.9M
3
PIMCO ETF TR
$56.1M
PARADIEM, LLC
$454M
Top holdings
1
SCHWAB STRATEGIC TR
$56.3M
2
ISHARES TR
$34.6M
3
INVESCO EXCH TRD SLF IDX FD
$29.5M
PEDDOCK CAPITAL ADVISORS, LLC
$453M
Top holdings
1
ISHARES TR
$78.2M
2
NVIDIA CORPORATION
$61.8M
3
APPLE INC
$25.7M
PETIX & BOTTE CO
$449M
Top holdings
1
ISHARES TR
$85M
2
SPDR SERIES TRUST
$67.6M
3
INVESCO EXCH TRADED FD TR II
$47.2M
POST OAK ENERGY HOLDINGS, LLC
$449M
Top holdings
1
PERMIAN RESOURCES CORP
$449M
PLIMOTH TRUST CO LLC
$447M
Top holdings
1
APPLE INC
$27.4M
2
NVIDIA CORPORATION
$22.6M
3
ISHARES TR
$21.1M
