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
9258 Wealth Management, LLC BLUE ASH, OHQ3 2024 356$676.5M
Ashton Thomas Securities, LLC ROCHESTER, NYQ2 2026 377$676.4M
Encompass Wealth Advisors, LLC PORTLAND, ORQ3 2026 118$676.3M
Elwood & Goetz Wealth Advisory Group, LLC ATHENS, GAQ2 2026 148$676.0M
Atlas Legacy Advisors, LLC LOS ANGELES, CAQ2 2026 208$675.5M
Polymer Capital Management (US) LLC NEW YORK, NYQ2 2026 602$675.0M
Bellwether Advisors, LLC LINCOLN, NEQ2 2026 167$675.0M
Annandale Capital, LLC DALLAS, TXQ2 2026 124$675.0M
Carrera Capital Advisors TROY, MIQ2 2026 210$674.9M
Essex Investment Management Co. LLC BOSTON, MAQ3 2026 301$674.7M
Blume Capital Management, Inc. BERKELEY, CAQ2 2026 356$674.4M
WPWealth LLP FORT WORTH, TXQ2 2026 103$673.9M
Vertex Planning Partners, LLC DOWNERS GROVE, ILQ2 2026 158$673.5M
Truvestments Capital LLC SARASOTA, FLQ2 2026 1,150$673.1M
Deeter Investments LLP AUSTIN, TXQ2 2026 94$673.0M
PAX Financial Group, LLC SAN ANTONIO, TXQ2 2026 207$673.0M
Cornerstone Management, Inc. DULUTH, GAQ3 2026 67$672.6M
Allen Mooney & Barnes Investment Advisors LLC THOMASVILLE, GAQ3 2026 158$672.5M
Mengis Capital Management, Inc. PORTLAND, ORQ3 2026 215$672.5M
Matthew Goff Investment Advisor, LLC HOUSTON, TXQ3 2026 107$672.1M
Curran Financial Partners, LLC DANIEL ISLAND, SCQ2 2026 140$671.8M
MA Private Wealth SAN CARLOS, CAQ2 2026 88$671.4M
Northcape Capital Pty Ltd SYDNEY, C3Q3 2026 8$670.6M
Square Wave Capital, LLC BROOKLYN, NYQ2 2026 11$670.3M
Founders Capital Management, LLC Hartford, CTQ2 2026 79$670.1M
Exchange Capital Management, Inc. Ann Arbor, MIQ2 2025 206$670.0M
Perennial Advisors, LLC NEW YORK, NYQ3 2026 140$669.4M
Ellis Investment Partners, LLC BERWYN, PAQ3 2026 279$669.3M
Stewart & Patten Co. LLC LAFAYETTE, CAQ1 2024 94$668.9M
General Pension Society PZU Joint Stock Co WARSAW, R9Q2 2026 16$668.1M
Asset Allocation Strategies LLC FARMINGTON, MIQ3 2026 171$668.0M
TSG Advice Partners, LLC COLUMBUS, OHQ1 2026 135$667.4M
Ascentis Wealth Management, LLC DALLAS, TXQ2 2026 714$667.3M
Harfst & Associates, Inc. SHERIDAN, WYQ3 2026 122$667.3M
Orrstown Financial Services Inc. HARRISBURG, PAQ3 2026 119$667.0M
Vancity Investment Management Ltd VANCOUVER, A1Q2 2026 92$666.4M
Annis Gardner Whiting Capital Advisors, LLC TAMPA, FLQ2 2026 349$666.3M
Capital Management Corp. GLEN ALLEN, VAQ2 2026 72$666.3M
Edge Wealth Management LLC NEW YORK, NYQ3 2026 89$665.8M
Armbruster Capital Management, Inc. PITTSFORD, NYQ3 2026 132$665.8M
Cynosure Group, LLC Salt Lake City, UTQ2 2026 180$665.5M
Cantillon Capital Management LLC New York, NYQ2 2026 27$665.1M
West Financial Advisors, LLC DES MOINES, IAQ3 2026 275$665.0M
Advisory Resource Group Tulsa, OKQ2 2026 183$665.0M
Jackson Square Capital, LLC SAN FRANCISCO, CAQ3 2026 143$664.2M
Citizens Business Bank ONTARIO, CAQ2 2026 139$664.1M
McMorgan & Co. LLC SAN FRANCISCO, CAQ2 2026 37$664.0M
CMH Wealth Management LLC PORTSMOUTH, NHQ3 2026 112$663.7M
Capital Group Investment Management Pte. LTD. Raffles Quay, U0Q2 2026 143$663.5M
Bain Capital Prairie, LLC Boston, MAQ2 2026 1$663.1M
WFM ASIA (BVI) Ltd HONG KONG, K3Q2 2026 5$662.8M
Wick Capital Partners, LLC WAYNE, PAQ2 2026 246$662.7M
Brady Martz Wealth Solutions, LLC GRAND FORKS, NDQ2 2026 228$662.0M
Wealthstream Advisors, Inc. NEW YORK, NYQ3 2025 204$661.3M
Montecito Bank & Trust SANTA BARBARA, CAQ3 2026 272$660.5M
Providence Capital Advisors, LLC CHARLOTTE, NCQ2 2026 385$660.5M
Beck Bode, LLC DEDHAM, MAQ2 2026 104$660.4M
Fourth Sail Capital LP GRAND CAYMAN, E9Q2 2026 26$659.9M
Essex LLC DEER PARK, ILQ3 2026 183$659.9M
Partners in Financial Planning SALEM, VAQ2 2026 131$659.5M
San Luis Wealth Advisors LLC SAN LUIS OBISPO, CAQ3 2026 181$659.5M
Garrett Wealth Advisory Group, LLC WEATHERFORD, TXQ3 2026 148$658.4M
Pandi, LLC KANSAS CITY, MOQ2 2026 4$658.3M
Blue Owl Capital Holdings LP New York, NYQ2 2026 71$658.0M
Mitchell Capital Management Co. LEAWOOD, KSQ2 2026 117$657.5M
Belmont Capital, LLC LOS ANGELES, CAQ2 2025 167$657.5M
Alpha Omega Wealth Management LLC RICHMOND, VAQ2 2026 208$657.0M
Clear Trail Advisors, LLC HOUSTON, TXQ3 2026 159$657.0M
Ritter Daniher Financial Advisory LLC / DE CINCINNATI, OHQ2 2026 602$656.8M
Community Financial Services Group, LLC NEWPORT, VTQ3 2026 539$654.9M
Factor Wealth Management LTD CHICAGO, ILQ3 2026 163$654.1M
WealthShield Partners, LLC CARY, NCQ2 2026 379$653.8M
Sovereign Financial Group, Inc. STAMFORD, CTQ2 2026 384$653.7M
Marble Wealth, LLC MONTGOMERY, ALQ2 2026 234$653.3M
Endurance Services Ltd PURCHASE, NYQ2 2026 8$653.0M
Institutional & Family Asset Management, LLC Fort Collins, COQ2 2024 745$652.6M
Stamos Capital Partners, L.P. Menlo Park, CAQ2 2026 140$652.5M
Nordwand Advisors, LLC RADNOR, PAQ2 2026 146$652.2M
Presilium Private Wealth, LLC RADNOR, PAQ2 2026 96$651.4M
New Harbor Financial Group, LLC WORCESTER, MAQ3 2026 57$651.2M
Precedent Wealth Partners, LLC HOUSTON, TXQ3 2026 207$651.0M
BlueSpruce Investments, LP CHICAGO, ILQ2 2026 18$650.4M
Strategy Asset Managers LLC PASADENA, CAQ3 2026 262$650.4M
Broad Run Investment Management, LLC ARLINGTON, VAQ2 2026 24$649.7M
Onex Canada Asset Management Inc. TORONTO, A6Q2 2026 80$649.3M
Ask Capital Management, LLC SAN FRANCISCO, CAQ2 2026 3$649.2M
Div Capital Phoenix Assets Ltd GEORGETOWNQ3 2026 10$648.0M
Goodman Financial Corp HOUSTON, TXQ2 2026 73$647.0M
Harvest Investment Services, LLC Oakbrook Terrace, ILQ2 2026 383$646.9M
Gibraltar Capital Management, Inc. TULSA, OKQ2 2026 124$646.4M
JB Capital Partners LP Armonk, NYQ2 2026 87$646.4M
Broderick Brian C BOSTON, MAQ2 2026 95$646.1M
Advocate Group LLC MINNETONKA, MNQ3 2026 122$646.0M
Point72 Asia (Singapore) Pte. Ltd. Singapore, U0Q3 2025 864$645.8M
Concord Asset Management, LLC ABINGDON, VAQ2 2026 126$645.8M
Advisors Preferred, LLC ROCKVILLE, MDQ2 2026 220$645.6M
Patient Square Capital LP MENLO PARK, CAQ2 2026 23$645.5M
Waterfront Wealth Inc. OVERLAND PARK, KSQ2 2026 298$645.5M
Mayport, LLC NEWTON, MAQ2 2026 134$644.8M
Sahana Capital Management LP GREENWICH, CTQ2 2024 10$644.6M