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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
STRATEGIC FINANCIAL CONCEPTS, LLC
$405M
Top holdings
1
ISHARES TR
$58.7M
2
T ROWE PRICE ETF INC
$31.8M
3
J P MORGAN EXCHANGE TRADED F
$26.9M
SWS PARTNERS
$405M
Top holdings
1
ISHARES TR
$69.7M
2
SCHWAB STRATEGIC TR
$40.4M
3
ETF SER SOLUTIONS
$27.8M
STEAMBOAT CAPITAL PARTNERS, LLC
$403M
Top holdings
1
ALPHABET INC
$21.5M
2
CALIFORNIA RES CORP
$17.1M
3
CENTURY ALUM CO
$16.2M
STRENGTHENING FAMILIES & COMMUNITIES, LLC
$401M
Top holdings
1
VANGUARD WORLD FD
$53.6M
2
APPLE INC
$14.1M
3
TIDAL TRUST I
$13.1M
SEARLE & CO.
$398M
Top holdings
1
APPLE INC
$23.2M
2
MICROSOFT CORP
$14.9M
3
CATERPILLAR INC
$13.9M
SINGAPORE TECHNOLOGIES TELEMEDIA PTE LTD
$396M
Top holdings
1
GDS HLDGS LTD
$396M
STARR INDEMNITY & LIABILITY CO
$394M
Top holdings
1
SPDR GOLD TR
$261M
2
ISHARES TR
$90.5M
3
VANGUARD ADMIRAL FDS INC
$41.6M
SUNFLOWER BANK, N.A.
$392M
Top holdings
1
ISHARES TR
$58.1M
2
VANGUARD INDEX FDS
$58M
3
VANGUARD MUN BD FDS
$44.7M
SCHUSTERMAN INTERESTS, LLC
$391M
Top holdings
1
KARMAN HLDGS INC
$164M
2
INVESCO EXCHANGE TRADED FD T
$120M
3
STATE STR SPDR S&P 500 ETF T
$87.1M
SICART ASSOCIATES LLC
$389M
Top holdings
1
SPDR SERIES TRUST
$36.8M
2
SPDR GOLD TR
$36.2M
3
ISHARES TR
$23.6M
SCOTT & SELBER, INC.
$387M
Top holdings
1
NVIDIA CORPORATION
$30.1M
2
APPLE INC
$27.8M
3
BROADCOM INC
$20.3M
SIENA CAPITAL PARTNERS GP, LLC
$385M
Top holdings
1
WEST COAST COMMUNITY BANCORP
$13.9M
2
SOUTHERN BANCSHARES NC INC
$12.7M
3
PLUMAS BANCORP
$11.7M
SCIENCE & TECHNOLOGY PARTNERS, L.P.
$382M
Top holdings
1
LUMENTUM HLDGS INC
$26.5M
2
KEYSIGHT TECHNOLOGIES INC
$24.4M
3
LAM RESEARCH CORP
$23.2M
STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.
$381M
Top holdings
1
SCHWAB STRATEGIC TR
$73.3M
2
ISHARES TR
$33.8M
3
VANGUARD INDEX FDS
$25.1M
SOMERVILLE KURT F
$379M
Top holdings
1
ALPHABET INC
$24.4M
2
NVIDIA CORPORATION
$21.8M
3
APPLE INC
$19.9M
ST. CLAIR ADVISORS, LLC
$376M
Top holdings
1
ISHARES TR
$176M
2
ISHARES INC
$21.5M
3
APPLE INC
$20.8M
STRAIGHT PATH WEALTH MANAGEMENT
$374M
Top holdings
1
DIMENSIONAL ETF TRUST
$158M
2
ISHARES TR
$67.4M
3
INVESCO EXCH TRD SLF IDX FD
$54.6M
SOLUS ALTERNATIVE ASSET MANAGEMENT LP
$372M
Top holdings
1
BRISTOW GROUP INC
$135M
2
VALERO ENERGY CORP
$46.8M
3
VEON LTD
$41.1M
SAYBROOK CAPITAL
$371M
Top holdings
1
ALPHABET INC
$93.6M
2
BERKSHIRE HATHAWAY INC DEL
$65.6M
3
APPLE INC
$37.8M
STRATA WEALTH ADVISORS, LLC
$365M
Top holdings
1
SCHWAB STRATEGIC TR
$75.6M
2
VANGUARD INDEX FDS
$52.5M
3
VANGUARD SCOTTSDALE FDS
$49.3M
