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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
RECURRENT INVESTMENT ADVISORS LLC
$1.66B
Top holdings
1
CENOVUS ENERGY INC
$160M
2
TARGA RES CORP
$118M
3
ENERGY TRANSFER L P
$107M
ROUNDVIEW CAPITAL LLC
$1.61B
Top holdings
1
VANGUARD INDEX FDS
$127M
2
ISHARES TR
$81.9M
3
ALPHABET INC
$78.2M
REDMILE GROUP, LLC
$1.51B
Top holdings
1
SCHOLAR ROCK HLDG CORP
$446M
2
KRYSTAL BIOTECH INC
$174M
3
STOKE THERAPEUTICS INC
$136M
RHEOS CAPITAL WORKS INC.
$1.5B
Top holdings
1
FERRARI N V
$77.9M
2
AMAZON COM INC
$56.8M
3
BJS WHSL CLUB HLDGS INC
$54.1M
RUSH ISLAND MANAGEMENT, LP
$1.49B
Top holdings
1
ESSEX PPTY TR INC
$196M
2
SBA COMMUNICATIONS CORP
$168M
3
KILROY REALTY CORP
$137M
ROCKWOOD WEALTH MANAGEMENT, LLC
$1.4B
Top holdings
1
DIMENSIONAL ETF TRUST
$658M
2
AMERICAN CENTY ETF TR
$371M
3
ISHARES U S ETF TR
$115M
RANGER INVESTMENT MANAGEMENT, L.P.
$1.38B
Top holdings
1
LIGAND PHARMACEUTICALS INC
$53.5M
2
PEGASYSTEMS INC
$44.8M
3
PDF SOLUTIONS INC
$41.9M
ROBINHOOD ASSET MANAGEMENT, LLC
$1.38B
Top holdings
1
ISHARES TR
$641M
2
KRANESHARES TRUST
$43.6M
3
MICROSOFT CORP
$42.8M
RWWM, INC.
$1.37B
Top holdings
1
ALIBABA GROUP HLDG LTD
$271M
2
DAILY JOURNAL CORP
$174M
3
WELLS FARGO & CO
$137M
RADCLIFFE CAPITAL MANAGEMENT, L.P.
$1.33B
Top holdings
1
TELADOC HEALTH INC
$112M
2
COINBASE GLOBAL INC
$61.4M
3
ENPHASE ENERGY INC
$44.2M
RVW WEALTH, LLC
$1.28B
Top holdings
1
DIMENSIONAL ETF TRUST
$301M
2
ISHARES TR
$260M
3
WISDOMTREE TR
$132M
RMR WEALTH BUILDERS
$1.27B
Top holdings
1
VANGUARD INDEX FDS
$350M
2
ISHARES TR
$281M
3
NORTHERN LTS FD TR II
$52.8M
RETIREMENT INVESTMENT ADVISORS, INC.
$1.24B
Top holdings
1
VANGUARD INDEX FDS
$623M
2
ISHARES TR
$268M
3
VANGUARD BD INDEX FDS
$134M
RICHARD C. YOUNG & CO., LTD.
$1.21B
Top holdings
1
WORLD GOLD TR
$59.5M
2
SPDR GOLD TR
$51.4M
3
BROADCOM INC
$40.5M
ROSSMORE PRIVATE CAPITAL
$1.14B
Top holdings
1
ISHARES TR
$191M
2
EXXON MOBIL CORP
$90M
3
CHEVRON CORPORATION
$56.4M
ROCKBRIDGE INVESTMENT MANAGEMENT, LCC
$1.11B
Top holdings
1
DIMENSIONAL ETF TRUST
$270M
2
SCHWAB STRATEGIC TR
$262M
3
SPDR SERIES TRUST
$150M
RKL WEALTH MANAGEMENT LLC
$1.11B
Top holdings
1
ISHARES TR
$501M
2
SCHWAB STRATEGIC TR
$127M
3
SPDR SERIES TRUST
$73.7M
ROYAL FUND MANAGEMENT, LLC
$1.05B
Top holdings
1
ISHARES TR
$156M
2
VANGUARD INDEX FDS
$54.9M
3
VANGUARD WORLD FD
$51.9M
RANDOLPH CO INC
$1.05B
Top holdings
1
BROADCOM INC
$91.9M
2
NEWMONT CORP
$53M
3
ISHARES TR
$50.8M
RDST CAPITAL LLC
$1.04B
Top holdings
1
UNION PAC CORP
$70.8M
2
DATADOG INC
$70.5M
3
BLUE OWL CAPITAL INC
$69.8M
