Super-investors we track
Every manager in the cohort — 83 legendary value and hedge-fund investors — with their full 13F portfolio, this-quarter activity. Sort by name, portfolio size or activity; none of these is a recommendation.
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- Enduring moatsWarren Buffett Study how a long-term compounder allocates at enormous scale.29 disclosed positions
- Concentrated valueLi Lu See what makes the cut when every disclosed position must matter.8 disclosed positions
- Contrarian valueMohnish Pabrai Follow a small portfolio built around asymmetric upside.4 disclosed positions
- Activist situationsBill Ackman Track focused positions where ownership can shape the outcome.11 disclosed positions
- Global qualityChris Hohn Explore a concentrated portfolio of durable global businesses.11 disclosed positions
- Durable brandsThomas Russo See patient ownership expressed across consumer franchises.85 disclosed positions
Historical clone-performance archive · not an investor recommendation
Cloning vs the S&P 50014 of 77 managers beat the index when mechanically cloned·the median clone lagged the index by 2.2%/yr·backtests span 4.4–12.3 years
Methodology →Naive clone (long-equity only, weights at filing date, no cash sleeve, 30–45 day disclosure lag). Total return vs SPY total return.
All 83 managers
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- AKO Capital$4.29B22 pos·this Q +4·−14
- Alex Roepers$192M12 pos·this Q +7·−6
- AltaRock Partners$4.24B8 pos·this Q +3·−2
- Bill & Melinda Gates Foundation Trust$34.42B24 pos·this Q +2
- Bill Ackman$13.71B11 pos·this Q +1·−3
- Bill Miller$423M56 pos·this Q +11·−11
- Bill Nygren$75.16B161 pos·this Q +26·−26
- Bruce Berkowitz$1.49B13 pos·this Q +6
- Bryan Lawrence$268M9 pos·this Q +1
- Carl Icahn$8.26B12 pos·this Q −2
- Cathie Wood$15.40B190 pos·this Q +42·−33
- Chase Coleman$23.98B46 pos·this Q +11·−24
- Chris Hohn$52.77B11 pos·this Q +2·−1
- Christopher Bloomstran$885M50 pos·this Q +8·−6
- Christopher Davis$23.29B112 pos·this Q +12·−14
- Chuck Akre$5.11B19 pos·this Q −7
- Clifford Sosin$1.88B6 pos·this Q +2·−1
- Daniel Loeb$4.65B42 pos·this Q +28·−10
- David Abrams$5.48B11 pos·this Q −1
- David Katz$1.23B106 pos·this Q +18·−11
- David Rolfe$484M18 pos·this Q +4·−5
- David Tepper$7.47B25 pos·this Q +10·−16
- Dennis Hong$232M11 pos·this Q +5·−5
- Dodge & Cox Funds$191.01B222 pos·this Q +28·−20
- Duan Yongping$19.10B18 pos·this Q +2·−6
- First Eagle Investment Management$60.75B425 pos·this Q +184·−69
- First Pacific Advisors$8.08B74 pos·this Q +14·−23
- Francis Chou$217M31 pos·this Q +1·−1
- Francois Rochon$2.97B51 pos·this Q +10·−13
- George Soros$7.62B254 pos·this Q +124·−137
- Glenn Greenberg$4.59B40 pos·this Q +12·−6
- Glenn Welling$327M10 pos·this Q +2·−3
- Greenhaven Associates$8.66B28 pos·this Q +6·−5
- Greg Alexander$607M6 pos·this Q +2·−1
- Guy Spier$144M7 pos·this Q —
- Harry Burn$3.25B40 pos·this Q +17·−12
- Henry Ellenbogen$10.28B36 pos·this Q +12·−16
- Hillman Capital Management$138M54 pos·this Q +9·−13
- Howard Marks$5.31B138 pos·this Q +67·−61
- Jeffrey Ubben et al$5.63B18 pos·this Q +4·−7
- Jensen Investment Management$4.13B83 pos·this Q +6·−32
- Joel Greenblatt$174.22B6354 pos·this Q +3705·−3008
- John Armitage$10.35B23 pos·this Q +12·−10
- John Rogers$10.03B106 pos·this Q +20·−21
- Josh Tarasoff$364M10 pos·this Q +1
- Kahn Brothers Group$564M47 pos·this Q —
- Lee Ainslie$11.08B177 pos·this Q +113·−176
- Li Lu$3.70B8 pos·this Q +2·−6
- Lindsell Train$2.63B28 pos·this Q +2·−5
- Mairs & Power Funds$10.90B254 pos·this Q +28·−30
- Mason Hawkins$1.92B47 pos·this Q +6·−14
- Michael Burry$68M4 pos·this Q +4·−5
- Mohnish Pabrai$327M4 pos·this Q +1
- Nelson Peltz$4.23B8 pos·this Q +1·−1
- Norbert Lou$256M5 pos·this Q −1
- NVIDIA$63.44B8 pos·this Q +1
- Pat Dorsey$1.56B11 pos·this Q +5·−2
- Polen Capital Management$11.61B219 pos·this Q +110·−130
- Prem Watsa$2.64B32 pos·this Q +11·−5
- Ray Dalio$24.38B997 pos·this Q +526·−499
- Richard Pzena$34.07B161 pos·this Q +33·−29
- Robert Olstein$458M99 pos·this Q +21·−25
- Robert Vinall$383M13 pos·this Q +1·−1
- Samantha McLemore$3.01B39 pos·this Q +5·−7
- Sarah Ketterer$9.24B122 pos·this Q +46·−34
- Seth Klarman$5.42B23 pos·this Q +7·−7
- Stanley Druckenmiller$4.35B86 pos·this Q +55·−29
- Stephen Mandel$16.36B34 pos·this Q +19·−24
- Terry Smith$4.52B27 pos·this Q +13·−17
- Third Avenue Management$625M55 pos·this Q +8·−7
- Thomas Gayner$13.13B130 pos·this Q +7·−2
- Thomas Russo$8.93B85 pos·this Q +2·−9
- Tom Bancroft$128M11 pos·this Q +1·−7
- Torray Funds$741M91 pos·this Q +9·−12
- Triple Frond Partners$1.12B13 pos·this Q +2·−1
- Tweedy Browne$1.32B91 pos·this Q +38·−18
- Valley Forge Capital Management$3.12B7 pos·this Q −2
- Viking Global Investors$35.08B90 pos·this Q +41·−39
- Vulcan Value Partners$3.29B36 pos·this Q +5·−18
- Wallace Weitz$1.44B50 pos·this Q +6·−5
- Warren Buffett$299.25B29 pos·this Q +7·−4
- William Von Mueffling$665M27 pos·this Q −38
- Yacktman Asset Management$8.09B74 pos·this Q +7·−5