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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
PARKMAN HEALTHCARE PARTNERS LLC
$970M
Top holdings
1
STRYKER CORPORATION
$50.9M
2
DEXCOM INC
$43.3M
3
KALVISTA PHARMACEUTICALS INC
$36.9M
PINNACLE WEALTH PLANNING SERVICES, INC.
$968M
Top holdings
1
SPDR SERIES TRUST
$187M
2
VANECK ETF TRUST
$103M
3
ISHARES TR
$82.4M
PEKIN HARDY STRAUSS, INC.
$957M
Top holdings
1
ISHARES INC
$58.5M
2
VANECK ETF TRUST
$34.8M
3
SIMPLIFY EXCHANGE TRADED FUN
$31.7M
PARADIGM OPERATIONS LP
$954M
Top holdings
1
COINBASE GLOBAL INC
$627M
2
ROBINHOOD MKTS INC
$298M
3
HYPERLIQUID STRATEGIES INC
$29.1M
PROVENANCE WEALTH ADVISORS, LLC
$945M
Top holdings
1
ISHARES TR
$373M
2
J P MORGAN EXCHANGE TRADED F
$118M
3
VANECK ETF TRUST
$85.4M
PORTLAND GLOBAL ADVISORS LLC
$938M
Top holdings
1
ISHARES TR
$271M
2
SPDR SERIES TRUST
$95M
3
VANGUARD SCOTTSDALE FDS
$90.7M
PRIVATE WEALTH ASSET MANAGEMENT, LLC
$935M
Top holdings
1
ISHARES TR
$332M
2
ISHARES INC
$60.6M
3
VANGUARD INDEX FDS
$32.1M
PETRUS TRUST COMPANY, LTA
$915M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$234M
2
CORPAY INC
$61.7M
3
AMAZON COM INC
$60.7M
PERSEVERANCE ASSET MANAGEMENT INTERNATIONAL
$909M
Top holdings
1
PDD HOLDINGS INC
$221M
2
H WORLD GROUP LTD
$195M
3
TAIWAN SEMICONDUCTOR MANUFAC
$151M
PER STIRLING CAPITAL MANAGEMENT, LLC.
$905M
Top holdings
1
ISHARES TR
$168M
2
J P MORGAN EXCHANGE TRADED F
$66.6M
3
FIRST TR EXCHNG TRADED FD VI
$47.8M
PERMIAN INVESTMENT PARTNERS, LP
$905M
Top holdings
1
GRIFOLS S A
$155M
2
TIC SOLUTIONS INC
$144M
3
NRG ENERGY INC
$134M
PERISCOPE CAPITAL INC.
$902M
Top holdings
1
ENBRIDGE INC
$77.5M
2
ISHARES TR
$75.6M
3
PEMBINA PIPELINE CORP
$69M
PRIME CAPITAL MANAGEMENT CO LTD
$891M
Top holdings
1
TESLA INC
$268M
2
TAIWAN SEMICONDUCTOR MANUFAC
$224M
3
NVIDIA CORPORATION
$154M
PARTHENON LLC
$875M
Top holdings
1
MICROSOFT CORP
$84.3M
2
ALPHABET INC
$77.5M
3
BERKSHIRE HATHAWAY INC DEL
$70.6M
POWER ALPHA INVESTMENT LTD
$874M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$818M
2
VANGUARD INDEX FDS
$39.8M
3
ISHARES TR
$6.01M
PRIVATE CAPITAL ADVISORS, INC.
$872M
Top holdings
1
ELI LILLY & CO
$373M
2
APPLE INC
$67.7M
3
ALPHABET INC
$61.9M
PACIFIC LIFE FUND ADVISORS LLC
$871M
Top holdings
1
ISHARES TR
$586M
2
AMERICAN CENTY ETF TR
$181M
3
ISHARES INC
$49.6M
PHILIP JAMES WEALTH MANGEMENT, LLC
$870M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$211M
2
OCCIDENTAL PETE CORP
$77.5M
3
EXXON MOBIL CORP
$74.7M
PARSIFAL CAPITAL MANAGEMENT, LP
$849M
Top holdings
1
COMPASS INC
$87.1M
2
HILTON GRAND VACATIONS INC
$84.6M
3
SHARKNINJA INC
$84M
PATTON ALBERTSON MILLER GROUP, LLC
$842M
Top holdings
1
ISHARES TR
$148M
2
BLACKROCK ETF TRUST
$48.7M
3
NVIDIA CORPORATION
$47.4M
