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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
ROSENBLUM SILVERMAN SUTTON S F INC
$382M
Top holdings
1
NVIDIA CORPORATION
$43.1M
2
ALPHABET INC
$27.8M
3
AMAZON COM INC
$19.9M
ROOTED WEALTH ADVISORS, INC.
$379M
Top holdings
1
VANGUARD INDEX FDS
$63.7M
2
ISHARES TR
$34.5M
3
INVESCO EXCH TRADED FD TR II
$34.4M
RIT CAPITAL PARTNERS PLC
$374M
Top holdings
1
VANECK ETF TRUST
$88.3M
2
BOOKING HOLDINGS INC
$36.6M
3
MASTERCARD INCORPORATED
$34M
RFG - BRISTOL WEALTH ADVISORS, LLC
$371M
Top holdings
1
ISHARES TR
$66.3M
2
SPDR INDEX SHS FDS
$29.5M
3
SCHWAB STRATEGIC TR
$21.4M
ROCK POINT ADVISORS, LLC
$370M
Top holdings
1
CITIGROUP INC
$16.5M
2
TJX COS INC NEW
$14.5M
3
APPLE INC
$13.6M
REDMOND ASSET MANAGEMENT, LLC
$366M
Top holdings
1
ALPHABET INC
$15.2M
2
JPMORGAN CHASE & CO
$12.1M
3
WATSCO INC
$11.1M
ROBERTS GLORE & CO INC
$364M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$28.8M
2
ALPHABET INC
$24M
3
VANGUARD INDEX FDS
$17.6M
ROMAN BUTLER FULLERTON & CO
$364M
Top holdings
1
ISHARES TR
$27.4M
2
NVIDIA CORPORATION
$20.8M
3
APPLE INC
$15.7M
REIK & CO., LLC
$363M
Top holdings
1
CHURCH & DWIGHT CO INC
$110M
2
CINTAS CORP
$40.6M
3
WILLIAMS SONOMA INC
$37.6M
REVISOR WEALTH MANAGEMENT LLC
$362M
Top holdings
1
SCHWAB STRATEGIC TR
$31.1M
2
VANGUARD SCOTTSDALE FDS
$20M
3
APPLE INC
$13.3M
RR ADVISORS, LLC
$360M
Top holdings
1
ANTERO MIDSTREAM CORP
$34.5M
2
KINDER MORGAN INC DEL
$28.7M
3
KINETIK HOLDINGS INC
$28M
RHINO INVESTMENT PARTNERS, INC
$359M
Top holdings
1
HOPE BANCORP INC
$29M
2
WESBANCO INC
$24.3M
3
HANMI FINL CORP
$23.2M
RUDIUS MANAGEMENT LP
$358M
Top holdings
1
VERALTO CORP
$222M
2
ALCON AG
$135M
3
CERTARA INC
$163k
RETIREMENT FINANCIAL SOLUTIONS, LLC
$350M
Top holdings
1
AMERICAN CENTY ETF TR
$96.2M
2
SPDR SERIES TRUST
$44.3M
3
INVESCO EXCH TRADED FD TR II
$28.6M
REGIMEN WEALTH, LLC
$342M
Top holdings
1
ISHARES TR
$71.6M
2
SCHWAB STRATEGIC TR
$39.9M
3
DIMENSIONAL ETF TRUST
$39.1M
RED WAVE INVESTMENTS LLC
$335M
Top holdings
1
VANGUARD INDEX FDS
$89.9M
2
ISHARES TR
$40.2M
3
VANGUARD BD INDEX FDS
$38.5M
RENCH WEALTH MANAGEMENT, INC.
$332M
Top holdings
1
NVIDIA CORPORATION
$30.9M
2
APPLE INC
$22.5M
3
MICROSOFT CORP
$17.6M
RELIANT WEALTH PLANNING
$331M
Top holdings
1
ISHARES TR
$91.7M
2
AMPLIFY ETF TR
$47.8M
3
VANGUARD BD INDEX FDS
$47.2M
RESTON WEALTH MANAGEMENT LLC
$326M
Top holdings
1
SPDR SERIES TRUST
$127M
2
SCHWAB STRATEGIC TR
$91.5M
3
FIDELITY COVINGTON TRUST
$38.3M
REDWOOD GROVE CAPITAL, LLC
$310M
Top holdings
1
ELANCO ANIMAL HEALTH INC
$30.9M
2
ALPHABET INC
$23.4M
3
SHOALS TECHNOLOGIES GROUP IN
$20M
