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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
WIMMER ASSOCIATES 1, LLC
$205M
Top holdings
1
ALPHABET INC
$17.4M
2
APPLE INC
$14.2M
3
NVIDIA CORPORATION
$11M
WEST BANCORPORATION INC
$200M
Top holdings
1
ISHARES TR
$59.2M
2
VANGUARD INDEX FDS
$32.8M
3
VANGUARD WHITEHALL FDS
$25.7M
W ADVISORS, LLC
$195M
Top holdings
1
ISHARES TR
$80.2M
2
APPLE INC
$10.3M
3
MERCK & CO INC
$8.73M
WESTCAP MANAGEMENT, LLC
$195M
Top holdings
1
STUBHUB HLDGS INC
$181M
2
KLARNA GROUP PLC
$14M
WYNN CAPITAL, LLC
$195M
Top holdings
1
SCHWAB STRATEGIC TR
$25.5M
2
MICROSOFT CORP
$10.9M
3
TESLA INC
$9.33M
WAYPOINT WEALTH COUNSEL
$193M
Top holdings
1
VANGUARD INDEX FDS
$27.7M
2
ISHARES TR
$16.3M
3
SPDR GOLD TR
$9.85M
WHIPPLEWOOD ADVISORS, LLC
$193M
Top holdings
1
JANUS DETROIT STR TR
$17.3M
2
J P MORGAN EXCHANGE TRADED F
$14.6M
3
INNOVATOR ETFS TRUST
$12.1M
WESTVIEW MANAGEMENT DBA WESTVIEW INVESTMENT ADVISORS
$192M
Top holdings
1
ISHARES TR
$34.8M
2
VANGUARD SCOTTSDALE FDS
$14M
3
JANUS DETROIT STR TR
$7.56M
WESTERN STANDARD LLC
$190M
Top holdings
1
GREEN DOT CORP
$39.8M
2
COMPASS DIVERSIFIED
$24.7M
3
TELEFLEX INCORPORATED
$22.1M
WASSERSTEIN DEBT OPPORTUNITIES MANAGEMENT, L.P.
$189M
Top holdings
1
CALUMET INC
$164M
2
TERAWULF INC
$15.2M
3
AEVA TECHNOLOGIES INC
$9.21M
WINTHROP PARTNERS - WNY, LLC
$188M
Top holdings
1
ISHARES TR
$74.3M
2
BROADCOM INC
$8.38M
3
APPLE INC
$7.65M
WINGATE WEALTH ADVISORS, INC.
$187M
Top holdings
1
ISHARES TR
$31.1M
2
VANGUARD SPECIALIZED FUNDS
$21.7M
3
SCHWAB STRATEGIC TR
$17.8M
WHALEN WEALTH MANAGEMENT INC.
$187M
Top holdings
1
ISHARES TR
$31.3M
2
NVIDIA CORPORATION
$8.27M
3
APPLE INC
$6.19M
WALKER ASSET MANAGEMENT, LLC
$185M
Top holdings
1
HENRY JACK & ASSOC INC
$36.9M
2
WALMART INC
$16.3M
3
INVESCO EXCHANGE TRADED FD T
$15.4M
WESPAC ADVISORS, LLC
$183M
Top holdings
1
ISHARES TR
$24.6M
2
PGIM ETF TR
$11.1M
3
SELECT SECTOR SPDR TR
$10.6M
WISCONSIN CAPITAL MANAGEMENT LLC
$182M
Top holdings
1
NVIDIA CORPORATION
$24.8M
2
ALPHABET INC
$16M
3
APPLE INC
$9.46M
WALNUT PRIVATE EQUITY PARTNERS, LLC
$181M
Top holdings
1
BLACKSTONE INC
$41.8M
2
ENERGY TRANSFER L P
$39.5M
3
WILLIAMS COS INC
$34.9M
WOLFF WIESE MAGANA LLC
$181M
Top holdings
1
ISHARES TR
$18.2M
2
VANGUARD INDEX FDS
$7.67M
3
NVIDIA CORPORATION
$6.93M
WATERFALL ASSET MANAGEMENT, LLC
$179M
Top holdings
1
PENNYMAC CORP
$61.6M
2
CAMDEN PPTY TR
$12.9M
3
AVALONBAY CMNTYS INC
$12.3M
WEALTH SCIENCE ADVISORS LLC
$178M
Top holdings
1
CAPITAL GROUP GROWTH ETF
$29.7M
2
CAPITAL GROUP DIVIDEND VALUE
$28.2M
3
CAPITAL GROUP GBL GROWTH EQT
$22.1M
