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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
SHAYNE & JACOBS, LLC
$324M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$93.7M
2
HCA HEALTHCARE INC
$43.3M
3
VANGUARD INDEX FDS
$17.5M
SANTORI & PETERS, INC.
$321M
Top holdings
1
WABTEC
$151M
2
AMETEK INC
$52.6M
3
FIRST TR EXCHNG TRADED FD VI
$15.5M
SELECT ASSET MANAGEMENT & TRUST
$320M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$109M
2
STATE STR SPDR DOW JONES IND
$27.6M
3
VANGUARD SPECIALIZED FUNDS
$26.8M
STEPHENS GRETH FOUNDATION
$320M
Top holdings
1
VANGUARD INDEX FDS
$224M
2
VANGUARD INTL EQUITY INDEX F
$72.1M
3
ISHARES INC
$24.3M
SAGEWOOD ASSET MANAGEMENT LP
$319M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$42.6M
2
APPLE INC
$12.1M
3
NVIDIA CORPORATION
$11.8M
SAM ADVISORS, LLC
$319M
Top holdings
1
VANGUARD INDEX FDS
$119M
2
VANGUARD STAR FDS
$55.9M
3
SPDR SERIES TRUST
$27.1M
STOREN LEGACY PARTNERS, LLC
$319M
Top holdings
1
ISHARES TR
$57.9M
2
BLACKROCK ETF TRUST
$30.3M
3
VANGUARD INDEX FDS
$21.9M
SNOW PHIPPS GROUP, LLC
$318M
Top holdings
1
VELOCITY FINL INC
$242M
2
LAUREATE ED INC
$76M
SEVEN FLEET CAPITAL MANAGEMENT LP
$315M
Top holdings
1
CG ONCOLOGY INC
$103M
2
TANGO THERAPEUTICS INC
$16.8M
3
ENLIVEN THERAPEUTICS INC
$10.2M
SPECTRUM ASSET MANAGEMENT, INC. NB
$315M
Top holdings
1
FIRST TR EXCHNG TRADED FD VI
$51.1M
2
WELLS FARGO & CO
$33M
3
SCHWAB STRATEGIC TR
$29.5M
SENTRY LLC
$314M
Top holdings
1
FEDEX CORP
$126M
2
ISHARES TR
$16.1M
3
CATERPILLAR INC
$13.2M
SILVER COAST INVESTMENTS LLC
$313M
Top holdings
1
ISHARES TR
$91.8M
2
VANGUARD INDEX FDS
$36.7M
3
SCHWAB STRATEGIC TR
$32.3M
STRONGBOX WEALTH, LLC
$313M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$44.4M
2
ISHARES TR
$37.5M
3
CAPITAL GROUP INTERNATIONAL
$12.9M
SEVEN POST INVESTMENT OFFICE LP
$310M
Top holdings
1
VANGUARD INDEX FDS
$91.4M
2
STATE STR SPDR S&P 500 ETF T
$45.4M
3
EQUITY RESIDENTIAL
$35.1M
SYNERGY INVESTMENT MANAGEMENT, LLC
$306M
Top holdings
1
ISHARES TR
$50M
2
VANGUARD INDEX FDS
$45M
3
SPDR SERIES TRUST
$44.7M
SUNPOINTE, LLC
$305M
Top holdings
1
AMERICAN CENTY ETF TR
$33.9M
2
NVIDIA CORPORATION
$18.6M
3
VANGUARD INDEX FDS
$18.3M
SLAGLE FINANCIAL, LLC
$303M
Top holdings
1
SPDR SERIES TRUST
$17.2M
2
NVIDIA CORPORATION
$16.2M
3
APPLE INC
$14.4M
SYKON CAPITAL LLC
$300M
Top holdings
1
SPDR SERIES TRUST
$58.3M
2
INVESCO EXCHANGE TRADED FD T
$42.4M
3
WISDOMTREE TR
$30.6M
SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC
$298M
Top holdings
1
APPLE INC
$32.5M
2
BROADCOM INC
$20.7M
3
NVIDIA CORPORATION
$19M
SVF SPONSOR III DE LLC
$297M
Top holdings
1
SYMBOTIC INC
$297M
