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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
TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC
$123M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$44.2M
2
BROOKFIELD CORP
$9.54M
3
ICICI BANK LIMITED
$8.5M
TARGETED FINANCIAL SERVICES LLC
$122M
Top holdings
1
FIDELITY MERRIMACK STR TR
$24.3M
2
GOLDMAN SACHS ETF TR
$22.8M
3
ISHARES TR
$17.4M
TT CAPITAL MANAGEMENT LLC
$121M
Top holdings
1
JANUS DETROIT STR TR
$36.7M
2
ISHARES TR
$10.7M
3
VICI PPTYS INC
$6.61M
TENZING GLOBAL MANAGEMENT, LLC
$121M
Top holdings
1
META PLATFORMS INC
$24.3M
2
HERBALIFE LTD
$15.5M
3
UBER TECHNOLOGIES INC
$13.8M
TROUTMAN WEALTH MANAGEMENT, LLC
$120M
Top holdings
1
CAPITAL GRP FIXED INCM ETF T
$26.8M
2
VANGUARD BD INDEX FDS
$15.9M
3
VANGUARD WHITEHALL FDS
$10.5M
TAO CAPITAL MANAGEMENT LP
$119M
Top holdings
1
TWIST BIOSCIENCE CORP
$39.4M
2
TESLA INC
$32.1M
3
OUSTER INC
$15.5M
TOPOR & CO. KOREA
$118M
Top holdings
1
VANGUARD INTL EQUITY INDEX F
$43.5M
2
ISHARES TR
$27.8M
3
VANGUARD INDEX FDS
$25M
TANDEM INVESTMENT PARTNERS LLC
$118M
Top holdings
1
SPDR SERIES TRUST
$17.4M
2
PACER FDS TR
$10.3M
3
VANGUARD MALVERN FDS
$8.05M
TSG CONSUMER PARTNERS LP
$115M
Top holdings
1
DUTCH BROS INC
$115M
TITAN INVESTMENT MANAGEMENT LLC
$113M
Top holdings
1
NVIDIA CORPORATION
$15.6M
2
VANGUARD SCOTTSDALE FDS
$9.56M
3
SPDR SERIES TRUST
$7.09M
TRUSTCO BANK CORP N Y
$113M
Top holdings
1
APPLIED MATLS INC
$8.62M
2
GE AEROSPACE
$7.24M
3
JPMORGAN CHASE & CO
$6.4M
TWIN CITIES RETIREMENT GROUP LLC
$109M
Top holdings
1
DIMENSIONAL ETF TRUST
$36M
2
VANGUARD SCOTTSDALE FDS
$31.2M
3
ISHARES TR
$21.4M
TORREY-PAYNE WEALTH MANAGEMENT, LLC
$109M
Top holdings
1
ISHARES TR
$43M
2
STATE STR SPDR S&P 500 ETF T
$14.9M
3
VANGUARD BD INDEX FDS
$11.1M
TABR CAPITAL MANAGEMENT, LLC
$109M
Top holdings
1
ISHARES TR
$58.7M
2
PGIM ETF TR
$8.68M
3
INVESCO EXCH TRADED FD TR II
$7.23M
TRUSTWELL FINANCIAL ADVISORS, LLC
$106M
Top holdings
1
AMERICAN CENTY ETF TR
$22.9M
2
SPROTT ASSET MANAGEMENT LP
$21.3M
3
FIDELITY MERRIMACK STR TR
$12.7M
TANDEMGROWTH FINANCIAL ADVISORS LLC
$106M
Top holdings
1
DIMENSIONAL ETF TRUST
$43M
2
AMERICAN CENTY ETF TR
$40.1M
3
SCHWAB STRATEGIC TR
$18.1M
TOWN LANE MANAGEMENT LP
$106M
Top holdings
1
ALEXANDRIA REAL ESTATE EQ IN
$40.2M
2
KITE REALTY GROUP TRUST
$26.1M
3
EQUITY RESIDENTIAL
$25M
TRASK ADAM ROLAND
$106M
Top holdings
1
ELI LILLY & CO
$7.64M
2
GOLDMAN SACHS ETF TR
$7.22M
3
CENTRUS ENERGY CORP
$7.17M
TIMMONS WEALTH MANAGEMENT, LLC
$106M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$28.7M
2
SCHWAB STRATEGIC TR
$17.6M
3
VANGUARD TAX-MANAGED FDS
$11.5M
TRAILHEAD PLANNERS LLC
$104M
Top holdings
1
AMERICAN CENTY ETF TR
$48.4M
2
DIMENSIONAL ETF TRUST
$41M
3
ISHARES TR
$4.62M
