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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
RICHARDS, MERRILL & PETERSON, INC.
$273M
Top holdings
1
COSTCO WHOLESALE CORPORATION
$12.7M
2
APPLE INC
$12.2M
3
MICROSOFT CORP
$11.7M
RJA ASSET MANAGEMENT LLC
$272M
Top holdings
1
APPLE INC
$249M
2
AFFIRM HLDGS INC
$11.2M
3
TWILIO INC
$8.57M
RAVENSWOOD PARTNERS LP
$271M
Top holdings
1
NVIDIA CORPORATION
$19.2M
2
TAIWAN SEMICONDUCTOR MANUFAC
$15.5M
3
AMAZON COM INC
$14M
REGISTER FINANCIAL ADVISORS LLC
$271M
Top holdings
1
VANGUARD INDEX FDS
$22.1M
2
ISHARES TR
$10.3M
3
APPLE INC
$9.93M
RATAN CAPITAL MANAGEMENT LP
$269M
Top holdings
1
AMAZON COM INC
$39.1M
2
META PLATFORMS INC
$32.4M
3
NVIDIA CORPORATION
$30.3M
ROEHL & YI INVESTMENT ADVISORS, LLC
$266M
Top holdings
1
PIMCO ETF TR
$22.2M
2
VANGUARD INDEX FDS
$18.9M
3
ISHARES TR
$16M
RETIREMENT CAPITAL STRATEGIES
$265M
Top holdings
1
ISHARES TR
$48.1M
2
VANGUARD INDEX FDS
$42.5M
3
VANGUARD INTL EQUITY INDEX F
$30.1M
ROBERTSON OPPORTUNITY CAPITAL, LLC
$260M
Top holdings
1
WILLIAMS COS INC
$26.5M
2
SOMNIGROUP INTERNATIONAL INC
$26.2M
3
ALPHABET INC
$21.7M
RUGGAARD & ASSOCIATES LLC
$252M
Top holdings
1
ISHARES TR
$42.7M
2
J P MORGAN EXCHANGE TRADED F
$29.7M
3
VANGUARD INDEX FDS
$20M
REDW WEALTH LLC
$251M
Top holdings
1
ISHARES TR
$37.5M
2
VANGUARD INDEX FDS
$34.5M
3
AMERICAN CENTY ETF TR
$30.8M
ROSALIND ADVISORS, INC.
$249M
Top holdings
1
DELCATH SYS INC
$30.6M
2
XERIS BIOPHARMA HOLDINGS INC
$18.7M
3
FENNEC PHARMACEUTICALS INC
$17.9M
RESOLUTE CAPITAL, LLC
$247M
Top holdings
1
WISDOMTREE TR
$74.6M
2
VANGUARD INDEX FDS
$47.2M
3
VANGUARD MALVERN FDS
$26.2M
RETIREMENT PLANNING CO OF NEW ENGLAND, INC.
$246M
Top holdings
1
VANGUARD INDEX FDS
$11M
2
ALPHABET INC
$9.89M
3
NVIDIA CORPORATION
$9.18M
RIDGEWOOD INVESTMENTS LLC
$244M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$23M
2
ISHARES TR
$18.8M
3
VANGUARD INDEX FDS
$13.4M
RED SPRUCE CAPITAL, LLC
$244M
Top holdings
1
INVESCO EXCH TRD SLF IDX FD
$34.4M
2
ALPHABET INC
$17.5M
3
APPLIED MATLS INC
$10.5M
RESOLUTE ADVISORS LLC
$242M
Top holdings
1
ISHARES TR
$52.2M
2
VANGUARD INDEX FDS
$49.3M
3
INVESCO QQQ TR
$23.3M
RAKUTEN SECURITIES, INC.
$241M
Top holdings
1
NVIDIA CORPORATION
$22.6M
2
MICRON TECHNOLOGY INC
$16.3M
3
PALANTIR TECHNOLOGIES INC
$12.6M
RED TORTOISE LLC
$240M
Top holdings
1
SCHWAB STRATEGIC TR
$97.2M
2
ISHARES TR
$58M
3
VANGUARD SCOTTSDALE FDS
$10.9M
ROBINSON CAPITAL MANAGEMENT, LLC
$239M
Top holdings
1
BLACKROCK MUNIHOLDINGS FD IN
$24.2M
2
BLACKROCK MUNIYILD QULT FD I
$18.4M
3
BLACKROCK MUNIYIELD QUALITY
$17.5M
RAELIPSKIE PARTNERSHIP
$236M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$25.5M
2
VANGUARD TAX-MANAGED FDS
$21.4M
3
INVESCO EXCHANGE TRADED FD T
$20.2M
