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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
RAYBURN WEST FINANCIAL SERVICES LLC
$170M
Top holdings
1
ALPHABET INC
$13.9M
2
MICROSOFT CORP
$10.2M
3
SYSCO CORP
$8.11M
ROI FINANCIAL ADVISORS, LLC
$167M
Top holdings
1
NVIDIA CORPORATION
$10.6M
2
ALPHABET INC
$10.2M
3
APPLE INC
$9.71M
ROCHESTER WEALTH STRATEGIES, LLC
$165M
Top holdings
1
VANGUARD INDEX FDS
$50.8M
2
ISHARES TR
$40.3M
3
VANGUARD TAX-MANAGED FDS
$16.2M
ROYAL CAPITAL WEALTH MANAGEMENT, LLC
$161M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$21.6M
2
ALPHABET INC
$11.3M
3
BERKSHIRE HATHAWAY INC DEL
$11.1M
ROBERT BOSCH GMBH
$160M
Top holdings
1
ADS TEC ENERGY PLC
$120M
2
WERIDE INC
$33.3M
3
VIA TRANSN INC
$6.75M
RICHARDSON FINANCIAL SERVICES INC.
$160M
Top holdings
1
VANGUARD INDEX FDS
$23.4M
2
ISHARES TR
$16.7M
3
SPDR SERIES TRUST
$14.5M
RIHO PARTNERS, LLC
$159M
Top holdings
1
MURPHY USA INC
$27M
2
PROGRESSIVE CORP
$25.6M
3
OREILLY AUTOMOTIVE INC
$18.9M
RETIREMENT WEALTH SOLUTIONS LLC
$159M
Top holdings
1
ISHARES TR
$57M
2
VANGUARD INDEX FDS
$29.2M
3
VANGUARD TAX-MANAGED FDS
$14.2M
REFINED WEALTH MANAGEMENT
$158M
Top holdings
1
VANGUARD TAX-MANAGED FDS
$17.9M
2
INVESCO EXCHANGE TRADED FD T
$15M
3
INVESCO QQQ TR
$13.4M
RIVERTREE ADVISORS, LLC
$158M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$41.5M
2
FIRST TR EXCHNG TRADED FD VI
$20.1M
3
FIRST TR EXCHANGE TRADED FD
$14.7M
RETIREMENT PLANNING GROUP, LLC NY
$155M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$18.7M
2
INVESCO EXCH TRADED FD TR II
$14.9M
3
GLOBAL X FDS
$11M
RARE WOLF CAPITAL LLC
$154M
Top holdings
1
ALPHABET INC
$19.1M
2
WISDOMTREE TR
$16.1M
3
MICROSOFT CORP
$9.68M
RWQ FINANCIAL MANAGEMENT SERVICES, INC.
$153M
Top holdings
1
VANECK ETF TRUST
$17.7M
2
APPLE INC
$14M
3
TAIWAN SEMICONDUCTOR MANUFAC
$13.3M
ROUND HILL ASSET MANAGEMENT
$153M
Top holdings
1
AMGEN INC
$13.4M
2
S&P GLOBAL INC
$10.5M
3
MERCK & CO INC
$8.66M
REDWOOD FINANCIAL NETWORK CORP
$153M
Top holdings
1
SELECT SECTOR SPDR TR
$18.1M
2
ISHARES TR
$16.6M
3
SPDR SERIES TRUST
$16.1M
RICHMOND BROTHERS, INC.
$150M
Top holdings
1
VANGUARD WORLD FD
$69.6M
2
INVESCO QQQ TR
$43.5M
3
VANGUARD BD INDEX FDS
$11.3M
REDWOOD PARK ADVISORS LLC
$150M
Top holdings
1
GOLDMAN SACHS ETF TR
$48.3M
2
ISHARES TR
$17M
3
DIMENSIONAL ETF TRUST
$15.2M
RAINIER FAMILY WEALTH INC
$149M
Top holdings
1
SPDR SERIES TRUST
$27.5M
2
ISHARES TR
$16.9M
3
NVIDIA CORPORATION
$9.02M
ROCKBRIDGE CAPITAL MANAGEMENT LLC
$149M
Top holdings
1
MARKEL GROUP INC
$18M
2
AMERICAN TOWER CORP
$14.3M
3
OREILLY AUTOMOTIVE INC
$13.5M
ROBINSON SMITH WEALTH ADVISORS LLC
$148M
Top holdings
1
SCHWAB STRATEGIC TR
$31M
2
DIMENSIONAL ETF TRUST
$23.3M
3
ISHARES TR
$21.9M
