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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
SOCHA FINANCIAL GROUP, LLC
$197M
Top holdings
1
INVESCO QQQ TR
$46.5M
2
STATE STR SPDR S&P 500 ETF T
$43.6M
3
FIDELITY COVINGTON TRUST
$30.1M
SWP FINANCIAL LLC
$196M
Top holdings
1
ISHARES TR
$80M
2
VANGUARD INDEX FDS
$42.1M
3
BLACKROCK ETF TRUST
$24.5M
SCHOLTZ & COMPANY, LLC
$195M
Top holdings
1
MICROSOFT CORP
$15.1M
2
ALPHABET INC
$13.5M
3
AMAZON COM INC
$13.5M
SYMPHONY FINANCIAL SERVICES, INC.
$195M
Top holdings
1
PIMCO ETF TR
$20.6M
2
ISHARES TR
$18.5M
3
FIRST TR EXCHNG TRADED FD VI
$17.7M
SEA CLIFF PARTNERS MANAGEMENT, LP
$194M
Top holdings
1
BRIGHTSPRING HEALTH SVCS INC
$33.4M
2
WESCO INTL INC
$23.6M
3
LIFE TIME GROUP HOLDINGS INC
$17.7M
SANDLER CAPITAL MANAGEMENT
$193M
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$11.7M
2
KEYSIGHT TECHNOLOGIES INC
$9.34M
3
TKO GROUP HOLDINGS INC
$6.54M
SHARP CAPITAL GESTORA DE RECURSOS LTDA.
$192M
Top holdings
1
NU HLDGS LTD
$95.4M
2
MERCADOLIBRE INC
$37.2M
3
INTER & CO INC
$29.8M
SHEARWATER CAPITAL LLC
$191M
Top holdings
1
DIMENSIONAL ETF TRUST
$149M
2
SCHWAB STRATEGIC TR
$7.66M
3
BERKSHIRE HATHAWAY INC DEL
$5.73M
SBE LLC DBA CEDAR COVE WEALTH PARTNERS
$191M
Top holdings
1
GOLDMAN SACHS ETF TR
$36.4M
2
ISHARES TR
$28.8M
3
TOUCHSTONE ETF TRUST
$14.5M
SECURITY BENEFIT LIFE INSURANCE CO
$190M
Top holdings
1
ACCELERANT HOLDINGS
$78.4M
2
SERIES PORTFOLIOS TR
$71.1M
3
ISHARES TR
$13.7M
SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC
$190M
Top holdings
1
ISHARES TR
$52.4M
2
VANGUARD INDEX FDS
$19.1M
3
APPLE INC
$11.7M
SHERIDAN CAPITAL MANAGEMENT, LLC
$190M
Top holdings
1
ISHARES TR
$90.9M
2
PIMCO ETF TR
$46.7M
3
VANGUARD WORLD FD
$31.9M
STEFFES FINANCIAL, LTD.
$189M
Top holdings
1
ISHARES TR
$56.9M
2
VANGUARD INDEX FDS
$45.3M
3
SCHWAB STRATEGIC TR
$24.8M
STRIVE FINANCIAL GROUP ,LLC
$189M
Top holdings
1
VANGUARD INDEX FDS
$22.5M
2
ISHARES TR
$21.8M
3
ALPHABET INC
$14.8M
SYLVEST ADVISORS, LLC
$188M
Top holdings
1
ISHARES TR
$57.5M
2
PACER FDS TR
$24.3M
3
VANGUARD INDEX FDS
$22.5M
STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C.
$188M
Top holdings
1
CAMDEN PPTY TR
$67.9M
2
FIRST INDL RLTY TR INC
$33.6M
3
MID-AMER APT CMNTYS INC
$26.8M
SIGNATURE EQUITY PARTNERS, LLC
$186M
Top holdings
1
ISHARES TR
$16.5M
2
APPLE INC
$6.9M
3
SPDR GOLD TR
$6.43M
STRATEGIC VALUE BANK PARTNERS LLC
$186M
Top holdings
1
FIRST FNDTN INC
$39.9M
2
COMMERCE BANCSHARES INC
$35.1M
3
BEACON FINANCIAL CORP.
$18.7M
SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC
$186M
Top holdings
1
ISHARES TR
$52.8M
2
STATE STR SPDR S&P 500 ETF T
$22.3M
3
INVESCO QQQ TR
$9.37M
STEPHENSON & COMPANY, INC.
$184M
Top holdings
1
ISHARES TR
$54.4M
2
VANGUARD BD INDEX FDS
$30.7M
3
BERKSHIRE HATHAWAY INC DEL
$27.5M
