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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
SHERRY GROUP, INC.
$91.6M
Top holdings
1
NVIDIA CORPORATION
$17.2M
2
ISHARES TR
$15.4M
3
INNOVATOR ETFS TRUST
$12.9M
SPRUCE POINT CAPITAL MANAGEMENT, LLC
$90.9M
Top holdings
1
VANECK ETF TRUST
$32.3M
2
BUNGE GLOBAL SA
$14.1M
3
ISHARES TR
$11.4M
SCP INVESTMENT, LP
$90.3M
Top holdings
1
ALPHABET INC
$12.2M
2
UBER TECHNOLOGIES INC
$10.6M
3
AMAZON COM INC
$7.29M
SAGE INVESTMENT COUNSEL LLC
$90.1M
Top holdings
1
PINNACLE FINL PARTNERS INC
$6.45M
2
BERKSHIRE HATHAWAY INC DEL
$4.93M
3
APPLE INC
$4.88M
STONE HOUSE CAPITAL MANAGEMENT, LLC
$90M
Top holdings
1
RIDENOW GROUP INC
$50.2M
2
DESIGNER BRANDS INC
$39.8M
SHELTER INS RETIREMENT PLAN
$89.8M
Top holdings
1
ISHARES TR
$72.6M
2
ISHARES INC
$10.4M
3
BOOKING HOLDINGS INC
$2.53M
SASSICAIA CAPITAL ADVISERS LLC
$88.8M
Top holdings
1
SPDR GOLD TR
$20.3M
2
NVIDIA CORPORATION
$15.2M
3
MICRON TECHNOLOGY INC
$11.4M
SPARTA 24 LTD.
$87.5M
Top holdings
1
UP FINTECH HLDG LTD
$36.6M
2
ISHARES TR
$22.2M
3
FIVERR INTL LTD
$9.41M
SUNSTONE ASSET MANAGEMENT, L.P.
$85.2M
Top holdings
1
NVIDIA CORPORATION
$5.31M
2
BILL HOLDINGS INC
$4.16M
3
MONGODB INC
$3.92M
STONEBRIDGE ADVISORS LLC
$84.5M
Top holdings
1
WELLS FARGO & CO
$71.2M
2
INVESCO EXCH TRADED FD TR II
$13.3M
SONOMA PRIVATE WEALTH LLC
$81.2M
Top holdings
1
ISHARES TR
$20.3M
2
MICROSOFT CORP
$8.91M
3
SPROTT ASSET MANAGEMENT LP
$6.24M
SIGNIFICANT WEALTH PARTNERS LLC
$81.2M
Top holdings
1
GOLDMAN SACHS ETF TR
$6.12M
2
BERKSHIRE HATHAWAY INC DEL
$2.94M
3
FLEX LNG LTD
$1.97M
SUMMITPOINT CAPITAL MANAGEMENT
$78.8M
Top holdings
1
ISHARES TR
$35.3M
2
SCHWAB STRATEGIC TR
$24.9M
3
J P MORGAN EXCHANGE TRADED F
$4.69M
SPAHN WEALTH & RETIREMENT LLC
$78.6M
Top holdings
1
SELECT SECTOR SPDR TR
$10.5M
2
NVIDIA CORPORATION
$7.33M
3
TESLA INC
$6.87M
STAPP WEALTH MANAGEMENT, PLLC
$78.3M
Top holdings
1
TIDAL TRUST II
$11.3M
2
EA SERIES TRUST
$10.1M
3
NORTHERN LTS FD TR II
$8.12M
STATE OF NEW JERSEY COMMON PENSION FUND E
$77.7M
Top holdings
1
BLUE OWL TECHNOLOGY FIN CORP
$77.7M
SQUARE PEG CAPITAL PTY LTD
$75.2M
Top holdings
1
DATADOG INC
$13.3M
2
BLOCK INC
$9.91M
3
SNOWFLAKE INC
$9.52M
SHENGQI CAPITAL HONG KONG LTD
$67.6M
Top holdings
1
MICRON TECHNOLOGY INC
$67.6M
2
ALPHABET INC
$28.7k
3
PROSHARES TR
$8.34k
SAMSON ROCK CAPITAL LLP
$67M
Top holdings
1
ALLIED GOLD CORP
$44.2M
2
WARNER BROS DISCOVERY INC
$22.9M
SOLUTIONS 4 WEALTH, LTD
$66.5M
Top holdings
1
GLOBAL X FDS
$10.3M
2
INVESCO SR INCOME TR
$9.09M
3
WISDOMTREE TR
$6.29M
