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
Endowment Wealth Management, Inc. APPLETON, WIQ2 2026 181$258.6M
Pacific Excel Wealth Advisors, Inc. WALNUT CREEK, CAQ2 2026 228$258.4M
Werlinich Asset Management, LLC STAMFORD, CTQ3 2026 57$258.3M
5th Street Advisors, LLC Southport, CTQ2 2026 54$258.2M
Resolute Wealth Strategies, LLC JACKSON, MSQ2 2026 132$258.1M
Mach-1 Financial Group, LLC Rogers, ARQ2 2026 131$258.1M
Lloyd Advisory Services, LLC. SUWANEE, GAQ2 2026 628$258.0M
Family Capital Management, Inc. GRAND RAPIDS, MIQ2 2026 115$258.0M
Great Hill Partners, L.P. BOSTON, MAQ2 2026 1$257.8M
Robertson Opportunity Capital, LLC DALLAS, TXQ2 2026 29$257.7M
Inherent Management Corp. NEW YORK, NYQ2 2026 11$257.6M
Gainplan LLC BLOOMFIELD HILLS, MIQ3 2026 57$257.5M
Prospect Hill Management, LLC SHORT HILLS, NJQ2 2026 14$257.5M
Hiley Hunt Wealth Management OMAHA, NEQ3 2026 49$257.4M
Metavasi Capital LP LARCHMONT, NYQ2 2026 22$257.2M
Eastover Investment Advisors LLC CHARLOTTE, NCQ3 2026 49$257.2M
Transcendent Capital Group LLC EDMOND, OKQ2 2026 128$257.1M
Untitled Investments LP NEW YORK, NYQ2 2026 18$257.0M
Guardian Financial Partners, LLC ORANGE, CAQ2 2026 69$256.9M
HMV Wealth Advisors, LLC SHREVEPORT, LAQ2 2026 89$256.9M
Leslie Global Wealth, LLC Itasca, ILQ2 2026 85$256.8M
Birchcreek Wealth Management, LLC MIAMI TOWNSHIP, OHQ2 2026 134$256.7M
Daily Journal LOS ANGELES, CAQ2 2026 4$256.7M
CNB Bank CLEARFIELD, PAQ2 2026 518$256.6M
IVC Wealth Advisors LLC SILVERDALE, PAQ2 2026 177$256.4M
Long Island Wealth Management, Inc. MELVILLE, NYQ3 2026 98$256.3M
Kiker Wealth Management, LLC JASPER, GAQ2 2026 161$256.3M
Byrne Financial Freedom, LLC FRANKLIN, MAQ2 2026 119$256.1M
Sprinkle Financial Consultants LLC LITTLETON, COQ3 2026 108$256.1M
NBZ Investment Advisors LLC KNOXVILLE, TNQ2 2026 80$256.0M
Punch Card Management L.P. WINTER PARK, FLQ2 2026 5$256.0M
Grunden Financial Advisory, Inc. DENTON, TXQ4 2025 35$255.9M
Corigliano Investment Advisers, LLC RALEIGH, NCQ1 2026 37$255.9M
Wealth Management Strategies, Inc. PITTSBURGH, PAQ2 2026 45$255.9M
Causey Wealth LLC GREENWOOD VILLAGE, COQ2 2026 83$255.8M
1248 Management, LLC Kansas City, MOQ2 2026 149$255.8M
Diesslin Group, Inc. FORT WORTH, TXQ3 2026 56$255.7M
626 Financial, LLC PORTAGE, MIQ2 2026 126$255.7M
Tull Financial Group, Inc. CHESAPEAKE, VAQ2 2026 35$255.5M
State Insurance Fund NEW YORK, NYQ3 2026 1$255.3M
Impact Asset Management GmbH VIENNA, C4Q1 2025 75$255.2M
Tribridge Partners Financial LLC COLUMBIA, MDQ2 2026 82$255.2M
Carolina Wealth Advisors, LLC MYRTLE BEACH, SCQ2 2026 278$255.1M
Politan Capital Management LP NEW YORK, NYQ2 2026 2$255.0M
Melone Private Wealth, LLC AUBURN HILLS, MIQ3 2026 54$254.9M
Oliver Lagore Vanvalin Investment Group FLINT, MIQ2 2025 656$254.8M
Seamount Financial Group Inc. COLORADO SPRINGS, COQ3 2026 143$254.8M
Altrafin AG ZURICH, V8Q2 2026 44$254.7M
Flatrock Wealth Partners LLC NEWPORT BEACH, CAQ2 2026 173$254.6M
Woodward Diversified Capital, LLC BAKERSFIELD, CAQ3 2026 200$254.5M
Miller Capital Partners, Inc. TROY, MIQ2 2026 255$254.5M
Millington Financial Advisors, LLC NAPERVILLE, ILQ2 2026 128$254.4M
Essex Woodlands Management, Inc. THE WOODLANDS, TXQ2 2026 5$254.2M
Kaizen Financial Strategies CAMPBELL, CAQ3 2026 177$254.2M
Physician Wealth Solutions Inc. NORTH LAS VEGAS, NVQ3 2026 45$254.2M
Texas Capital Bancshares Inc Dallas, TXQ3 2025 416$254.1M
Hippocratic Financial Advisors, LLC WESTLAKE VILLAGE, CAQ3 2026 51$254.1M
Ransom Advisory, Ltd PROVIDENCE, RIQ4 2025 433$253.9M
Woodward Financial Advisors, Inc. CHAPEL HILL, NCQ3 2026 66$253.9M
Aurelius Family Office LLC BEDFORD, NHQ2 2026 49$253.9M
Stone Run Capital, LLC NEW YORK, NYQ3 2025 71$253.9M
McKinney Capital Management, LLC HOUSTON, TXQ2 2026 87$253.8M
Oxinas Partners, LLC JEFFERSONVILLE, INQ2 2026 149$253.7M
TRV GP Iv, LLC Boston, MAQ2 2026 2$253.7M
Silver Oak Advisory Group, Inc. PORTLAND, ORQ2 2026 86$253.6M
Innova Wealth Partners NEWTOWN, PAQ3 2026 169$253.6M
First Bancorp, Inc DAMARISCOTTA, MEQ2 2026 531$253.4M
WJ Wealth Management, LLC GLENDALE, AZQ2 2026 80$253.4M
Ergawealth Advisors, Inc. OAK BROOK, ILQ3 2026 53$253.4M
Optima Capital LLC PORTLAND, ORQ2 2026 165$253.4M
Dogwood Wealth Management LLC LENEXA, KSQ2 2026 851$253.4M
DCM Advisors, LLC NEW YORK, NYQ2 2026 38$253.3M
EMC Capital Management HOUSTON, TXQ2 2026 53$253.3M
SimpliFi, Inc. SAN DIEGO, CAQ2 2026 45$253.0M
Davidson Trust Co. SEATTLE, WAQ3 2026 183$253.0M
Granite Harbor Advisors, Inc. Houston, TXQ2 2026 132$252.9M
Finer Wealth Management, Inc. SALEM, MAQ3 2026 92$252.9M
Brentview Investment Management LLC NORTHFIELD, ILQ2 2026 63$252.7M
Empire Financial Management Company, LLC NEW YORK, NYQ2 2026 139$252.5M
Eos Management, L.P. NEW YORK, NYQ2 2026 35$252.4M
Darden Wealth Group Inc ANN ARBOR, MIQ2 2026 155$252.3M
Hutner Capital Management Inc. MANCHESTER, VTQ2 2026 43$252.1M
Optimum Investment Advisors Chicago, ILQ3 2025 612$252.0M
MW Advisory, LLC ATLANTA, GAQ3 2026 152$252.0M
Pennsylvania State University UNIVERSITY PARK, PAQ3 2026 3$251.7M
Shelton Wealth Management, LLC FORT WORTH, TXQ3 2026 126$251.6M
Kieckhefer Group LLC MEQUON, WIQ3 2026 62$251.5M
Regency Capital Management Inc.\DE HONOLULU, HIQ2 2026 64$251.4M
Client First Capital LLC SAN DIEGO, CAQ3 2026 33$251.3M
Norris Financial Group, LLC GREENVILLE, SCQ2 2026 82$251.3M
GEM Asset Management, LLC PLYMOUTH, MIQ3 2026 113$251.3M
Tandem Wealth Advisors LLC PHOENIX, AZQ2 2026 48$251.2M
MOR Wealth Management, LLC PHILADELPHIA, PAQ2 2026 122$251.2M
Tealwood Asset Management Inc. MINNEAPOLIS, MNQ3 2026 122$251.1M
HRC Wealth Management, LLC MOSCOW, IDQ3 2026 69$251.0M
Visionary Horizons, LLC KNOXVILLE, TNQ3 2026 144$251.0M
Alliance Wealth Advisors, LLC SCRANTON, PAQ3 2026 167$250.9M
Aufman Associates Inc SEWICKLEY, PAQ2 2026 67$250.9M
Compass Wealth Management, LLC Atlanta, GAQ2 2026 74$250.9M
Abound Financial, LLC GRANITE BAY, CAQ2 2026 297$250.8M