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

RUBICON GLOBAL CAPITAL LTD
$235M
Top holdings
1
MONDAY COM LTD
$99.7M
2
META PLATFORMS INC
$39.1M
3
ALPHABET INC
$35.2M
RESOLUTE WEALTH STRATEGIES, LLC
$232M
Top holdings
1
APPLE INC
$32.7M
2
J P MORGAN EXCHANGE TRADED F
$23.3M
3
ISHARES TR
$14.9M
REDWOOD WEALTH MANAGEMENT GROUP, LLC
$232M
Top holdings
1
SCHWAB PRIME ADVANTAGE MONEY INVESTOR
$22.3M
2
ISHARES TR
$16.8M
3
SCHWAB GOVERNMENT MONEY INV
$15.6M
REBEL FINANCIAL LLC
$231M
Top holdings
1
ISHARES TR
$44M
2
SPDR SERIES TRUST
$28.5M
3
VANGUARD INDEX FDS
$25M
ROBBINS FARLEY
$226M
Top holdings
1
SCHWAB STRATEGIC TR
$15.3M
2
NVIDIA CORPORATION
$9.41M
3
ISHARES TR
$8M
REGENCY CAPITAL MANAGEMENT INC.
$224M
Top holdings
1
ISHARES GOLD TR
$15.5M
2
BERKSHIRE HATHAWAY INC DEL
$14.8M
3
COSTCO WHOLESALE CORPORATION
$13.7M
RADCLIFF MANAGEMENT LLC
$220M
Top holdings
1
SPORTRADAR GROUP AG
$220M
ROCKINGSTONE ADVISORS LLC
$218M
Top holdings
1
ISHARES TR
$20.3M
2
SELECT SECTOR SPDR TR
$13.9M
3
VANGUARD INDEX FDS
$13.7M
RETIREMENT GUYS FORMULA LLC
$217M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$25.4M
2
VANGUARD INDEX FDS
$10.2M
3
INNOVATOR ETFS TRUST
$8.36M
ROUBAIX CAPITAL, LLC
$214M
Top holdings
1
YORK SPACE SYSTEMS INC
$8.49M
2
STANDARDAERO INC
$7.6M
3
PARK AEROSPACE CORP
$7.52M
RISING STELLA CAPITAL PTE. LTD
$214M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$92.7M
2
INVESCO QQQ TR
$91.1M
3
ISHARES BITCOIN TRUST ETF
$29.8M
RHS FINANCIAL, LLC
$211M
Top holdings
1
ISHARES TR
$56.5M
2
SCHWAB STRATEGIC TR
$44.1M
3
ISHARES INC
$15.7M
R. W. ROGE & COMPANY, INC.
$210M
Top holdings
1
VANGUARD INDEX FDS
$86.7M
2
VANGUARD SCOTTSDALE FDS
$17.6M
3
ISHARES TR
$15.2M
RELIANT INVESTMENT MANAGEMENT, LLC
$207M
Top holdings
1
BROADCOM INC
$17.3M
2
QUANTA SVCS INC
$14.4M
3
ALPHABET INC
$13.8M
RICHARDSON CAPITAL MANAGEMENT LLC
$207M
Top holdings
1
SCHWAB STRATEGIC TR
$123M
2
VANGUARD INDEX FDS
$23.4M
3
ISHARES TR
$23.1M
RETIREMITTEN FINANCIAL LLC
$207M
Top holdings
1
SPDR SERIES TRUST
$125M
2
VANGUARD WHITEHALL FDS
$28.4M
3
ISHARES TR
$19.5M
RIVERSTONE ADVISORS, LLC
$203M
Top holdings
1
ISHARES TR
$54.6M
2
ALPHABET INC
$24.4M
3
AMAZON COM INC
$16.5M
RIDGEPATH CAPITAL MANAGEMENT LLC
$201M
Top holdings
1
PROSHARES TR
$48.5M
2
J P MORGAN EXCHANGE TRADED F
$47.5M
3
ISHARES TR
$38.3M
REDPOINT MANAGEMENT, LLC
$201M
Top holdings
1
SENTINELONE INC
$112M
2
BITGO HOLDINGS INC
$88.5M
3
CYNGN INC
$302
RLH CAPITAL LLC
$197M
Top holdings
1
D. BORAL ARC ACQ I CORP.
$18.7M
2
CANTOR EQUITY PARTNERS III I
$16.4M
3
INFLECTION PT ACQUISITION CO
$12.9M
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