Famous Investors

Warren BuffettBerkshire HathawayPeter ThielThiel MacroBill Gates / Michael LarsonGates Foundation TrustGeorge SorosSoros Fund ManagementBill AckmanPershing SquareMichael BurryScion Asset ManagementRay DalioBridgewater AssociatesCathie WoodARK Investment ManagementKen GriffinCitadel AdvisorsCharlie MungerDaily JournalStanley DruckenmillerDuquesne Family OfficeLeopold AschenbrennerSituational AwarenessSteve CohenPoint72 Asset ManagementJim Simons / Peter BrownRenaissance TechnologiesCarl IcahnIcahn CapitalDavid TepperAppaloosaBrad GerstnerAltimeter Capital ManagementMohnish PabraiPabrai Investments (Dalal Street)Seth KlarmanBaupost GroupLi LuHimalaya Capital ManagementHoward MarksOaktree Capital ManagementPaul Tudor JonesTudor Investment CorporationJoel GreenblattGotham Asset ManagementCliff AsnessAQR Capital ManagementJeremy GranthamGMORon BaronBaron Capital (BAMCO)John PaulsonPaulson & Co.Bill MillerMiller Value PartnersTerry SmithFundsmithDavid EinhornGreenlight Capital (DME Capital Management)Nelson PeltzTrian Fund ManagementLeon CoopermanOmega Advisors (Leon Cooperman)Mario GabelliGAMCO InvestorsKen FisherFisher Asset ManagementDuan YongpingH&H International InvestmentGuy SpierAquamarine Capital (Aquamarine Zurich)Dan LoebThird PointPaul SingerElliott Investment ManagementChris HohnTCI Fund ManagementChase ColemanTiger Global ManagementPhilippe LaffontCoatue ManagementAndreas HalvorsenViking Global InvestorsStephen MandelLone Pine CapitalTom GaynerMarkel GroupBill NygrenHarris Associates (Oakmark Funds)Prem WatsaFairfax Financial HoldingsDavid E. ShawD. E. Shaw & Co.Israel EnglanderMillennium ManagementDaniel SundheimD1 Capital PartnersGavin BakerAtreides ManagementGlenn GreenbergBrave Warrior AdvisorsDavid AbramsAbrams Capital ManagementTom RussoGardner Russo & QuinnDev KantesariaValley Forge Capital ManagementFrancois RochonGiverny CapitalChuck AkreAkre Capital ManagementJohn W. Rogers Jr.Ariel InvestmentsStephen YacktmanYacktman Asset ManagementPat DorseyDorsey Asset ManagementBruce BerkowitzFairholme Capital ManagementMason MorfitValueAct CapitalJeff SmithStarboard ValueLee AinslieMaverick CapitalChris BloomstranSemper Augustus InvestmentsAlex SacerdoteWhale Rock Capital Management

All Funds

ManagerLocationLatest FilingPositions13F Reported Value
Optima Capital LLC PORTLAND, ORQ2 2026 165$253.4M
Ergawealth Advisors, Inc. OAK BROOK, ILQ3 2026 53$253.4M
WJ Wealth Management, LLC GLENDALE, AZQ2 2026 80$253.4M
First Bancorp, Inc DAMARISCOTTA, MEQ2 2026 531$253.4M
Innova Wealth Partners NEWTOWN, PAQ3 2026 169$253.6M
Silver Oak Advisory Group, Inc. PORTLAND, ORQ2 2026 86$253.6M
TRV GP Iv, LLC Boston, MAQ2 2026 2$253.7M
Oxinas Partners, LLC JEFFERSONVILLE, INQ2 2026 149$253.7M
McKinney Capital Management, LLC HOUSTON, TXQ2 2026 87$253.8M
Stone Run Capital, LLC NEW YORK, NYQ3 2025 71$253.9M
Aurelius Family Office LLC BEDFORD, NHQ2 2026 49$253.9M
Woodward Financial Advisors, Inc. CHAPEL HILL, NCQ3 2026 66$253.9M
Ransom Advisory, Ltd PROVIDENCE, RIQ4 2025 433$253.9M
Hippocratic Financial Advisors, LLC WESTLAKE VILLAGE, CAQ3 2026 51$254.1M
Texas Capital Bancshares Inc Dallas, TXQ3 2025 416$254.1M
Physician Wealth Solutions Inc. NORTH LAS VEGAS, NVQ3 2026 45$254.2M
Kaizen Financial Strategies CAMPBELL, CAQ3 2026 177$254.2M
Essex Woodlands Management, Inc. THE WOODLANDS, TXQ2 2026 5$254.2M
Millington Financial Advisors, LLC NAPERVILLE, ILQ2 2026 128$254.4M
Miller Capital Partners, Inc. TROY, MIQ2 2026 255$254.5M
Woodward Diversified Capital, LLC BAKERSFIELD, CAQ3 2026 200$254.5M
Flatrock Wealth Partners LLC NEWPORT BEACH, CAQ2 2026 173$254.6M
Altrafin AG ZURICH, V8Q2 2026 44$254.7M
Seamount Financial Group Inc. COLORADO SPRINGS, COQ3 2026 143$254.8M
Oliver Lagore Vanvalin Investment Group FLINT, MIQ2 2025 656$254.8M
Melone Private Wealth, LLC AUBURN HILLS, MIQ3 2026 54$254.9M
Politan Capital Management LP NEW YORK, NYQ2 2026 2$255.0M
Carolina Wealth Advisors, LLC MYRTLE BEACH, SCQ2 2026 278$255.1M
Tribridge Partners Financial LLC COLUMBIA, MDQ2 2026 82$255.2M
Impact Asset Management GmbH VIENNA, C4Q1 2025 75$255.2M
State Insurance Fund NEW YORK, NYQ3 2026 1$255.3M
Tull Financial Group, Inc. CHESAPEAKE, VAQ2 2026 35$255.5M
626 Financial, LLC PORTAGE, MIQ2 2026 126$255.7M
Diesslin Group, Inc. FORT WORTH, TXQ3 2026 56$255.7M
1248 Management, LLC Kansas City, MOQ2 2026 149$255.8M
Causey Wealth LLC GREENWOOD VILLAGE, COQ2 2026 83$255.8M
Wealth Management Strategies, Inc. PITTSBURGH, PAQ2 2026 45$255.9M
Corigliano Investment Advisers, LLC RALEIGH, NCQ1 2026 37$255.9M
Grunden Financial Advisory, Inc. DENTON, TXQ4 2025 35$255.9M
Punch Card Management L.P. WINTER PARK, FLQ2 2026 5$256.0M
NBZ Investment Advisors LLC KNOXVILLE, TNQ2 2026 80$256.0M
Sprinkle Financial Consultants LLC LITTLETON, COQ3 2026 108$256.1M
Byrne Financial Freedom, LLC FRANKLIN, MAQ2 2026 119$256.1M
Kiker Wealth Management, LLC JASPER, GAQ2 2026 161$256.3M
Long Island Wealth Management, Inc. MELVILLE, NYQ3 2026 98$256.3M
IVC Wealth Advisors LLC SILVERDALE, PAQ2 2026 177$256.4M
CNB Bank CLEARFIELD, PAQ2 2026 518$256.6M
Daily Journal LOS ANGELES, CAQ2 2026 4$256.7M
Birchcreek Wealth Management, LLC MIAMI TOWNSHIP, OHQ2 2026 134$256.7M
Leslie Global Wealth, LLC Itasca, ILQ2 2026 85$256.8M
HMV Wealth Advisors, LLC SHREVEPORT, LAQ2 2026 89$256.9M
Guardian Financial Partners, LLC ORANGE, CAQ2 2026 69$256.9M
Untitled Investments LP NEW YORK, NYQ2 2026 18$257.0M
Transcendent Capital Group LLC EDMOND, OKQ2 2026 128$257.1M
Eastover Investment Advisors LLC CHARLOTTE, NCQ3 2026 49$257.2M
Metavasi Capital LP LARCHMONT, NYQ2 2026 22$257.2M
Hiley Hunt Wealth Management OMAHA, NEQ3 2026 49$257.4M
Prospect Hill Management, LLC SHORT HILLS, NJQ2 2026 14$257.5M
Gainplan LLC BLOOMFIELD HILLS, MIQ3 2026 57$257.5M
Inherent Management Corp. NEW YORK, NYQ2 2026 11$257.6M
Robertson Opportunity Capital, LLC DALLAS, TXQ2 2026 29$257.7M
Great Hill Partners, L.P. BOSTON, MAQ2 2026 1$257.8M
Family Capital Management, Inc. GRAND RAPIDS, MIQ2 2026 115$258.0M
Lloyd Advisory Services, LLC. SUWANEE, GAQ2 2026 628$258.0M
Mach-1 Financial Group, LLC Rogers, ARQ2 2026 131$258.1M
Resolute Wealth Strategies, LLC JACKSON, MSQ2 2026 132$258.1M
5th Street Advisors, LLC Southport, CTQ2 2026 54$258.2M
Werlinich Asset Management, LLC STAMFORD, CTQ3 2026 57$258.3M
Pacific Excel Wealth Advisors, Inc. WALNUT CREEK, CAQ2 2026 228$258.4M
Endowment Wealth Management, Inc. APPLETON, WIQ2 2026 181$258.6M
Alternative Investment Advisors, LLC. Maitland, FLQ2 2026 69$258.6M
New England Research & Management, Inc. CHICAGO, ILQ3 2026 131$258.8M
William John Sempolinski EASTON, MAQ3 2026 104$258.9M
Heritage Family Offices, LLP SCOTTSDALE, AZQ2 2026 233$258.9M
Elevation Capital Advisory, LLC BEND, ORQ2 2026 63$259.0M
Cherokee Insurance Co STERLING HEIGHTS, MIQ2 2026 124$259.1M
Optimist Retirement Group LLC BELLEVUE, WAQ2 2026 118$259.2M
MY.Alpha Management HK Advisors Ltd HONG KONG, K3Q2 2026 9$259.6M
Palmer Knight Co Jacksonville, FLQ2 2026 36$259.7M
Heritage Wealth Management, Inc./Texas HOUSTON, TXQ2 2026 44$259.7M
Family CFO Inc LOS ALTOS, CAQ2 2026 47$259.9M
Family Office Research LLC BETHESDA, MDQ3 2026 85$260.0M
Kaye Capital Management EL SEGUNDO, CAQ2 2025 41$260.0M
PFC Capital Group, Inc. LOS ANGELES, CAQ2 2026 89$260.1M
Midwest Financial Partners Investments, Inc. ST. CLOUD, MNQ3 2026 80$260.1M
Patron Partners, LLC HOUSTON, TXQ2 2026 193$260.1M
Virtus Advisers, LLC HARTFORD, CTQ2 2026 509$260.2M
Quarry Hill Advisors, LLC ST PAUL, MNQ2 2026 53$260.2M
Weik Capital Management WYOMISSING, PAQ2 2026 93$260.3M
Northbridge Financial Group, LLC TAMPA, FLQ2 2026 183$260.3M
4D Advisors, LLC REDONDO BEACH, CAQ2 2026 37$260.3M
BIP Alliance, LLC ATLANTA, GAQ2 2025 49$260.4M
Cottage Street Advisors LLC MARION, MAQ3 2026 148$260.6M
Revere Asset Management, Inc DALLAS, TXQ2 2026 37$260.6M
Bravera Wealth BISMARCK, NDQ2 2026 352$260.8M
Cherry Creek Investment Advisors, Inc. ENGLEWOOD, COQ3 2026 127$260.8M
Horizon Financial Services, LLC WINSTON SALEM, NCQ2 2026 646$260.8M
NYL Investors LLC NEW YORK, NYQ2 2026 29$260.8M
Fairtree Asset Management (Pty) Ltd BELLVILLE, T3Q2 2026 96$260.9M
JBR Co Financial Management Inc ARDMORE, OKQ3 2026 126$261.3M