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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.
$69.9T
Total reported value
8,726
Fund managers
13,294
Securities held
Q1 2026
Latest report
All fund managers
REAL TALK CAPITAL, LLC
$106M
Top holdings
1
VANGUARD INDEX FDS
$26.5M
2
ISHARES TR
$14.5M
3
PROSHARES TR
$12M
REALITY FINANCIAL PLANNING SERVICES, LLC
$104M
Top holdings
1
VANGUARD INDEX FDS
$26.5M
2
VANGUARD WHITEHALL FDS
$17.4M
3
VANGUARD SPECIALIZED FUNDS
$17.3M
RUGGIERO INVESTMENTS, INC.
$103M
Top holdings
1
NVIDIA CORPORATION
$11.2M
2
STATE STR SPDR S&P 500 ETF T
$8.4M
3
ISHARES TR
$7.89M
RANGELEY CAPITAL, LLC
$103M
Top holdings
1
LIQUIDIA CORPORATION
$8.49M
2
DRIVEN BRANDS HLDGS INC
$7.89M
3
PROTHENA CORP PLC
$4.37M
REDWOOD FAMILY WEALTH LLC
$102M
Top holdings
1
VANGUARD INDEX FDS
$18.1M
2
EXXON MOBIL CORP
$7.34M
3
APPLE INC
$7.21M
ROSENTHAL - HENRY CAPITAL ADVISORS, INC.
$102M
Top holdings
1
BANCORP INC DEL
$8.76M
2
SPDR SERIES TRUST
$8.57M
3
WINTRUST FINL CORP
$4.97M
ROYAL PALMS CAPITAL LLC
$101M
Top holdings
1
INTEL CORP
$5.37M
2
CORNING INC
$5.05M
3
KINDER MORGAN INC DEL
$4.54M
RULE ONE PARTNERS, LLC
$101M
Top holdings
1
NETFLIX INC.
$37M
2
SALESFORCE INC
$16.2M
3
SPROUTS FMRS MKT INC
$16.1M
ROBERT B. DAUGHERTY FOUNDATION
$100M
Top holdings
1
VALMONT INDS INC
$100M
RCW MANAGEMENT, LLC
$97.6M
Top holdings
1
SCHWAB STRATEGIC TR
$26.1M
2
VANGUARD WORLD FD
$20.8M
3
SELECT SECTOR SPDR TR
$13.3M
RAMSEY QUANTITATIVE SYSTEMS
$96.6M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$89.3M
2
READY CAPITAL CORP
$2.02M
3
PROSHARES TR II
$1.2M
RED REEF ADVISORS LLC
$95.5M
Top holdings
1
ISHARES TR
$16.9M
2
SCHWAB STRATEGIC TR
$11.4M
3
INNOVATOR ETFS TRUST
$9.68M
ROBOCAP ASSET MANAGEMENT LTD
$93.5M
Top holdings
1
NVIDIA CORPORATION
$12.2M
2
TERADYNE INC
$8.71M
3
SYNOPSYS INC
$6.52M
RIVERVIEW TRUST CO
$81.2M
Top holdings
1
ISHARES TR
$18.8M
2
FIDELITY MERRIMACK STR TR
$17.4M
3
VANGUARD INDEX FDS
$10.6M
RETIREFUL, LLC
$71M
Top holdings
1
VANGUARD WORLD FD
$7.38M
2
INVESCO EXCHANGE TRADED FD T
$5.88M
3
ISHARES TR
$3.39M
REVELATION CAPITAL MANAGEMENT, LLC
$67.4M
Top holdings
1
OMADA HEALTH INC
$65.5M
2
ARTIVA BIOTHERAPEUTICS INC
$1.93M
RITHM CAPITAL CORP.
$67.4M
Top holdings
1
RITHM PPTY TR INC
$18.7M
2
RITHM ACQUISITION CORP
$7M
3
GE VERNOVA INC
$3.01M
REGENERON PHARMACEUTICALS, INC.
$47.9M
Top holdings
1
INTELLIA THERAPEUTICS INC
$47.5M
2
ADICET BIO INC
$412k
RANGE ROCK CAPITAL, LLC
$46.7M
Top holdings
1
ROSS STORES INC
$4.16M
2
MARRIOTT INTL INC NEW
$4.16M
3
TARGET CORP
$3.79M
RIVERSTONE HOLDINGS LLC
$36.9M
Top holdings
1
PERMIAN RESOURCES CORP
$21.1M
2
SOLID POWER INC
$15.4M
3
CRESCENT ENERGY COMPANY
$374k
