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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
PENNINGTON PARTNERS & CO., LLC
$292M
Top holdings
1
VANGUARD INDEX FDS
$68.7M
2
ISHARES TR
$65.6M
3
EA SERIES TRUST
$49.9M
POWELL INVESTMENT ADVISORS, LLC
$290M
Top holdings
1
ISHARES TR
$156M
2
INVESCO QQQ TR
$18.2M
3
AMAZON COM INC
$7.94M
PINEBRIDGE INVESTMENTS ASIA LTD
$289M
Top holdings
1
ISHARES TR
$226M
2
YUM CHINA HLDGS INC
$56.8M
3
VNET GROUP INC
$3.78M
PLUM STREET ADVISORS, LLC
$289M
Top holdings
1
SCHWAB STRATEGIC TR
$60.4M
2
ISHARES TR
$48.4M
3
VANGUARD INDEX FDS
$45.4M
PSQUARED ASSET MANAGEMENT AG
$287M
Top holdings
1
WARNER BROS DISCOVERY INC
$45.7M
2
IHS HOLDING LIMITED
$35.7M
3
SOLARIS RES INC
$35.3M
PROVIDENCE FIRST TRUST CO
$284M
Top holdings
1
ISHARES TR
$63.1M
2
VANGUARD SCOTTSDALE FDS
$33.4M
3
SELECT SECTOR SPDR TR
$21.1M
POWERS ADVISORY GROUP, LLC
$284M
Top holdings
1
SCHWAB STRATEGIC TR
$90.4M
2
ISHARES TR
$47.4M
3
VANGUARD SCOTTSDALE FDS
$27.3M
PANORAMIC HILLS CAPITAL LTD
$280M
Top holdings
1
LUMENTUM HLDGS INC
$141M
2
SANDISK CORP
$140M
PIVOTAL BIOVENTURE PARTNERS INVESTMENT ADVISOR LLC
$280M
Top holdings
1
VAXCYTE INC
$79.8M
2
OCULIS HOLDING AG
$44.7M
3
EVOMMUNE INC
$44.3M
PRAETORIAN PR LLC
$275M
Top holdings
1
SPROTT INC
$78.6M
2
ST JOE CO
$42.4M
3
UNIVERSAL TECHNICAL INST INC
$36.1M
PROSPERITY FINANCIAL GROUP, INC.
$271M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$19.3M
2
APPLE INC
$18.8M
3
NVIDIA CORPORATION
$11.6M
PUNCH CARD MANAGEMENT L.P.
$271M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$104M
2
CROCS INC
$49.4M
3
ISHARES TR
$46.3M
POWER WEALTH MANAGEMENT LLC
$269M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$63.7M
2
FIDELITY MERRIMACK STR TR
$37.9M
3
SPDR SERIES TRUST
$31.1M
PROSPERITAS FINANCIAL LLC
$268M
Top holdings
1
VANGUARD INDEX FDS
$35M
2
SCHWAB STRATEGIC TR
$34.4M
3
ALPHABET INC
$12.8M
PERSISTENT ASSET PARTNERS LTD
$268M
Top holdings
1
LUMENTUM HLDGS INC
$14.5M
2
AXT INC
$13.3M
3
INTEL CORP
$12.1M
POWSZECHNE TOWARZYSTWO EMERYTALNE ALLIANZ POLSKA S.A.
$268M
Top holdings
1
AMAZON COM INC
$63.8M
2
FREEPORT MCMORAN INC
$54.2M
3
ALPHABET INC
$50.1M
PACKER & CO LTD
$267M
Top holdings
1
PETROLEO BRASILEIRO S A
$74M
2
CENTENE CORP DEL
$46.3M
3
NEXGEN ENERGY LTD
$28.1M
PEACHTREE INVESTMENT PARTNERS, LLC
$262M
Top holdings
1
APPLE INC
$35.6M
2
MICROSOFT CORP
$23.6M
3
SCHWAB STRATEGIC TR
$21M
PEOPLES BANK
$262M
Top holdings
1
ISHARES TR
$75.5M
2
PEOPLES BANCORP INC
$14.6M
3
APPLE INC
$7.97M
PENNEY FINANCIAL, LLC
$261M
Top holdings
1
GOLDMAN SACHS ETF TR
$59.8M
2
VANGUARD INDEX FDS
$49.4M
3
ISHARES TR
$40.6M
