Trending
Tree map
Stacked
Scatter
Network
Map
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
PROSPECT HILL MANAGEMENT, LLC
$224M
Top holdings
1
APPLE INC
$128M
2
TESLA INC
$37.4M
3
ALPHABET INC
$16.6M
PILLSBURY LAKE CAPITAL LLC
$221M
Top holdings
1
LINCOLN EDL SVCS CORP
$15.5M
2
TURNING PT BRANDS INC
$14.8M
3
BOYD GROUP SERVICES INC
$12.5M
PFLUG KOORY, LLC
$218M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$24.8M
2
SCHWAB STRATEGIC TR
$12.9M
3
APPLE INC
$12.7M
PFS PARTNERS, LLC
$218M
Top holdings
1
INNOVATOR ETFS TRUST
$37.4M
2
ISHARES TR
$37M
3
JANUS DETROIT STR TR
$23.2M
PACK PRIVATE WEALTH, LLC
$218M
Top holdings
1
ISHARES TR
$85.1M
2
VANGUARD TAX-MANAGED FDS
$47.4M
3
VANGUARD INTL EQUITY INDEX F
$27.4M
POSTROCK PARTNERS LLC
$216M
Top holdings
1
APPLE INC
$36.5M
2
BERKSHIRE HATHAWAY INC DEL
$32.1M
3
ALPHABET INC
$21.8M
PAUL R. RIED FINANCIAL GROUP, LLC
$215M
Top holdings
1
GOLDMAN SACHS ETF TR
$51.7M
2
SPROTT FDS TR
$33.2M
3
MFS ACTIVE EXCHANGE TRADED F
$25.6M
PRIVATE WEALTH GROUP, LLC
$214M
Top holdings
1
SPDR SERIES TRUST
$134M
2
ISHARES TR
$25.4M
3
INVESCO EXCHANGE TRADED FD T
$9.47M
PACHIRA INVESTMENTS INC.
$214M
Top holdings
1
VANGUARD INDEX FDS
$30.1M
2
ISHARES TR
$29M
3
SELECT SECTOR SPDR TR
$19.4M
PKO BP BANKOWY UNIVERSAL PENSION SOCIETY JSC
$214M
Top holdings
1
MICRON TECHNOLOGY INC
$59.7M
2
FREEPORT MCMORAN INC
$31M
3
UBER TECHNOLOGIES INC
$28.2M
PINNACLE FAMILY ADVISORS, LLC
$213M
Top holdings
1
ISHARES TR
$46.4M
2
SPDR SERIES TRUST
$19M
3
TIDAL TRUST II
$17.8M
POWERS CAPITAL, LLC
$212M
Top holdings
1
VANGUARD INDEX FDS
$210M
2
SELECT SECTOR SPDR TR
$1.91M
PEOPLES FINANCIAL SERVICES CORP.
$211M
Top holdings
1
APPLE INC
$11M
2
ELI LILLY & CO
$10.5M
3
ALPHABET INC
$9.1M
P2 CAPITAL PARTNERS, LLC
$210M
Top holdings
1
ACADIA HEALTHCARE COMPANY IN
$41.5M
2
CBIZ INC
$30.6M
3
JBT MAREL CORPORATION
$28.8M
PAINTED PORCH ADVISORS LLC
$210M
Top holdings
1
ISHARES TR
$74.6M
2
BERKSHIRE HATHAWAY INC DEL
$38.1M
3
INVESCO EXCH TRADED FD TR II
$23.7M
PLAN A WEALTH LLC
$209M
Top holdings
1
NORTHERN LTS FD TR IV
$48.2M
2
UNIFIED SER TR
$29M
3
BERKSHIRE HATHAWAY INC DEL
$20.2M
PLUSTICK MANAGEMENT LLC
$207M
Top holdings
1
ECHOSTAR CORP
$45.7M
2
NEXTNAV INC
$27.4M
3
ANTERIX INC
$19.1M
PACIFIC SUN FINANCIAL CORP
$206M
Top holdings
1
INVESCO EXCHANGE TRADED FD T
$25.9M
2
ISHARES TR
$24.9M
3
FIRST TR EXCHANGE-TRADED FD
$23.4M
PALMER KNIGHT CO
$205M
Top holdings
1
EXXON MOBIL CORP
$10.8M
2
APPLIED MATLS INC
$10.1M
3
TRAVELERS COMPANIES INC
$9.08M
PINNACLE WEALTH MANAGEMENT GROUP, INC.
$204M
Top holdings
1
INNOVATOR ETFS TRUST
$40.6M
2
VICTORY PORTFOLIOS II
$16.3M
3
VANECK ETF TRUST
$12.3M
