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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
TOWNSEND FINANCIAL PLANNING, LLC
$103M
Top holdings
1
ISHARES TR
$90.4M
2
FIDELITY COVINGTON TRUST
$7.99M
3
VANGUARD WORLD FD
$1.85M
TRIVENI CAPITAL INVESTMENTS LP
$101M
Top holdings
1
ICICI BANK LIMITED
$13.9M
2
CAPITAL ONE FINL CORP
$10.9M
3
REINSURANCE GROUP AMER INC
$8.63M
TRAUB CAPITAL MANAGEMENT LLC
$101M
Top holdings
1
ISHARES TR
$15.8M
2
SCHWAB STRATEGIC TR
$10.4M
3
JANUS DETROIT STR TR
$7.24M
TITIUN YEJIEL
$99.2M
Top holdings
1
APPLE INC
$8.15M
2
MICROSOFT CORP
$7.92M
3
BERKLEY W R CORP
$7.05M
THAYER FINANCIAL, L.L.C.
$98M
Top holdings
1
VANGUARD INDEX FDS
$34.7M
2
DIMENSIONAL ETF TRUST
$25M
3
CAPITAL GRP FIXED INCM ETF T
$18.1M
TRUNORTH FINANCIAL SERVICES, INC.
$96.7M
Top holdings
1
ISHARES TR
$16.9M
2
SCHWAB STRATEGIC TR
$14.7M
3
WISDOMTREE TR
$13.5M
TELLIGENT FUND, LP
$93.6M
Top holdings
1
GE VERNOVA INC
$8.73M
2
BROADCOM INC
$8.67M
3
NVIDIA CORPORATION
$8.37M
TRIAD INVESTMENT MANAGEMENT
$84.7M
Top holdings
1
ALPHABET INC
$5.75M
2
WHITE MTNS INS GROUP LTD
$5.52M
3
ROPER TECHNOLOGIES INC
$4.88M
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
$79.7M
Top holdings
1
ISHARES TR
$46M
2
FAIR ISAAC CORP
$8.55M
3
VANGUARD TAX-MANAGED FDS
$5.15M
TOTEM POINT MANAGEMENT, LLC
$78.4M
Top holdings
1
NVIDIA CORPORATION
$13.4M
2
ADVANCED MICRO DEVICES INC
$8.59M
3
ON SEMICONDUCTOR CORP
$8.4M
T3 COMPANIES, LLC
$76.8M
Top holdings
1
MICRON TECHNOLOGY INC
$11.3M
2
HOLOGIC INC
$11.3M
3
LIQUIDIA CORPORATION
$7.77M
TRIPLETAIL WEALTH MANAGEMENT, LLC
$73.4M
Top holdings
1
JBT MAREL CORPORATION
$14.3M
2
PACER FDS TR
$5.4M
3
NVIDIA CORPORATION
$4.15M
TUTTLE CAPITAL MANAGEMENT, LLC
$60.8M
Top holdings
1
NVIDIA CORPORATION
$3.06M
2
META PLATFORMS INC
$2.82M
3
TESLA INC
$2.29M
TEXAS COUNTY & DISTRICT RETIREMENT SYSTEM
$60.8M
Top holdings
1
CRESCENT CAP BDC INC
$60.8M
TANAKA CAPITAL MANAGEMENT INC
$59.9M
Top holdings
1
UNITED STATES ANTIMONY CORP
$5.38M
2
NEXGEN ENERGY LTD
$5.1M
3
CORCEPT THERAPEUTICS INC
$4.47M
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH ALLIANZ POLSKA S.A.
$56.2M
Top holdings
1
NEWMONT CORP
$6.07M
2
AGNICO EAGLE MINES LTD
$6.02M
3
WHEATON PRECIOUS METALS CORP
$5.27M
TORONADO PARTNERS, LLC
$53M
Top holdings
1
IMPINJ INC
$7.21M
2
FABRINET
$6.79M
3
WIX COM LTD
$6.75M
TCG CAPITAL MANAGEMENT, LP
$39.4M
Top holdings
1
FUNKO INC
$39.4M
TEZA CAPITAL MANAGEMENT LLC
$27.3M
Top holdings
1
BANK AMERICA CORP
$1.69M
2
SLB LIMITED
$1.14M
3
FIFTH THIRD BANCORP
$815k
TRANSCE3ND, LLC
$11.3M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$2.2M
2
SPDR SERIES TRUST
$958k
3
J P MORGAN EXCHANGE TRADED F
$622k
