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
| Manager | Location | Latest Filing | Positions | 13F Reported Value |
|---|---|---|---|---|
| Potentia Wealth | SAN JOSE, CA | Q2 2026 | 60 | $244.2M |
| Dover Advisors, LLC | RICHMOND, VA | Q2 2026 | 153 | $244.2M |
| 8VC AI Fund I MM, LLC | AUSTIN, TX | Q2 2026 | 1 | $244.2M |
| Trademark Financial Management, LLC | Bloomington, MN | Q2 2026 | 107 | $244.2M |
| Deane Retirement Strategies, Inc. | NEW ORLEANS, LA | Q3 2026 | 53 | $244.1M |
| Leicht Financial Planning & Wealth Management, Inc. | PARSIPPANY, NJ | Q2 2026 | 16 | $244.1M |
| Georgetown University | WASHINGTON, DC | Q2 2026 | 11 | $244.0M |
| Second Half Financial Partners, LLC | SEBRING, FL | Q2 2026 | 109 | $243.9M |
| Sterling Group Wealth Management, LLC | PASADENA, CA | Q2 2026 | 62 | $243.7M |
| Grey Rock Energy Management, LLC | DALLAS, TX | Q2 2026 | 1 | $243.7M |
| Norway Savings Bank | PORTLAND, ME | Q3 2026 | 103 | $243.7M |
| Security National Bank of Sioux City Iowa | SIOUX CITY, IA | Q2 2026 | 321 | $243.7M |
| Powers Capital, LLC | SAN FRANCISCO, CA | Q2 2026 | 2 | $243.7M |
| Allodium Investment Consultants, LLC | MINNEAPOLIS, MN | Q3 2026 | 56 | $243.5M |
| MRWM Advisors, LLC | NASHVILLE, TN | Q2 2026 | 80 | $243.3M |
| Tejara Capital Ltd | London, X0 | Q2 2026 | 66 | $243.3M |
| JNE Partners LLP | London, X0 | Q2 2026 | 6 | $243.2M |
| Motive Wealth Advisors | BIRMINGHAM, MI | Q2 2026 | 96 | $243.2M |
| Udine Wealth Management, Inc. | BOCA RATON, FL | Q2 2026 | 40 | $242.9M |
| Greenberg Financial Group | TUCSON, AZ | Q4 2025 | 111 | $242.8M |
| Councilor Wealth, LLC | BETHESDA, MD | Q3 2026 | 87 | $242.7M |
| Threadgill Financial, LLC | SPRING, TX | Q2 2026 | 36 | $242.6M |
| Legacy Wealth Managment, LLC | BOISE, ID | Q2 2026 | 193 | $242.6M |
| VVR Holdings LLC | BELLINGHAM, WA | Q3 2026 | 41 | $242.6M |
| Pacific Sun Financial Corp | LOS ANGELES, CA | Q2 2026 | 219 | $242.5M |
| Selway Asset Management | BOISE, ID | Q1 2025 | 75 | $242.4M |
| Eukles Asset Management | CINCINNATI, OH | Q2 2026 | 228 | $242.4M |
| Higgins & Schmidt Wealth Strategies LLC | DENVER, CO | Q2 2026 | 65 | $242.3M |
| IRON Financial LLC | NORTHBROOK, IL | Q2 2026 | 151 | $242.3M |
| World Equity Group, Inc. | SCHAUMBURG, IL | Q3 2026 | 256 | $242.2M |
| DoubleLine ETF Adviser LP | Tampa, FL | Q2 2026 | 170 | $242.2M |
| TrueWealth Financial Partners | BELLEVUE, WA | Q2 2026 | 28 | $242.0M |
| 93 Financial Group, LLC | WOBURN, MA | Q3 2026 | 8 | $242.0M |
| Royalty Pharma Sub-Manager, LLC | New York, NY | Q2 2026 | 4 | $241.9M |
| Sunesis Advisors, LLC | OVERLAND PARK, KS | Q2 2026 | 61 | $241.9M |
| Worth Financial Advisory Group, LLC | CHARLOTTE, NC | Q3 2026 | 197 | $241.8M |
| Unconventional Investor, LLC | PORTSMOUTH, NH | Q2 2026 | 49 | $241.8M |
| Arcus Capital Partners, LLC | ATLANTA, GA | Q2 2026 | 108 | $241.7M |
| Thayer Partners, LLC / MA | WYNDMOOR, PA | Q2 2026 | 100 | $241.6M |
| Peak Financial Advisors LLC | DENVER, CO | Q2 2026 | 78 | $241.5M |
| Junk Investment Group, LLC | HUNT VALLEY, MD | Q3 2026 | 98 | $241.5M |
| Curry Webb Wealth Management LLC | INDIANAPOLIS, IN | Q3 2026 | 67 | $241.5M |
| PACK Private Wealth, LLC | WAYZATA, MN | Q2 2026 | 61 | $241.5M |
| Alethea Capital Management, LLC | MERCER ISLAND, WA | Q2 2026 | 41 | $241.4M |
| Nia Impact Advisors, LLC | OAKLAND, CA | Q2 2026 | 72 | $241.4M |
| Riverstone Advisors, LLC | NEW BRAUNFELS, TX | Q2 2026 | 85 | $241.1M |
| Financial Avengers, Inc. | OAKLAND, CA | Q2 2026 | 155 | $241.1M |
| Old North State Wealth Management, LLC | WILMINGTON, NC | Q3 2026 | 108 | $241.0M |
| Westhampton Capital, LLC | WINSTON-SALEM, NC | Q2 2026 | 131 | $241.0M |
| Pearl Planning LLC | DEXTER, MI | Q3 2026 | 61 | $241.0M |
| Bullock Wealth Management Group | BLOOMINGTON, IN | Q3 2026 | 628 | $241.0M |
| Plotkin Financial Advisors, LLC | CHEVY CHASE, MD | Q2 2026 | 110 | $241.0M |
| Arcadia Investment Advisors LLC | EAGLE, ID | Q3 2026 | 87 | $240.8M |
| Marshall Investment Management, LLC | LITTLETON, CO | Q2 2026 | 497 | $240.8M |
| Avos Capital Management, LLC | SEATTLE, WA | Q2 2026 | 22 | $240.7M |
| Hanwha Asset Management Co., Ltd. | Seoul, M5 | Q2 2025 | 1 | $240.6M |
| Privium Fund Management (UK) Ltd | LONDON, X0 | Q2 2026 | 29 | $240.4M |
| Define Financial, LLC | SAN DIEGO, CA | Q3 2026 | 52 | $240.4M |
| Masso Torrence Wealth Management Inc. | MARLTON, NJ | Q3 2025 | 108 | $240.3M |
| St. Louis Financial Planners Asset Management, LLC | CHESTERFIELD, MO | Q3 2026 | 61 | $240.3M |
| Grand Wealth Management, LLC | GRAND RAPIDS, MI | Q2 2026 | 49 | $239.9M |
| LCW Services, LLC | VIRGINIA BEACH, VA | Q3 2026 | 41 | $239.7M |
| Wasserstein Management, L.P. | NEW YORK, NY | Q2 2026 | 5 | $239.6M |
| GPM Growth Investors, Inc. | BLOOMFIELD HILLS, MI | Q2 2026 | 43 | $239.5M |
| Catalyst Private Wealth, LLC | SAN MATEO, CA | Q3 2026 | 106 | $239.5M |
| Southern Capital Advisors, LLC | Jackson, TN | Q2 2026 | 84 | $239.5M |
| Brown Financial Advisory | FAIRHOPE, AL | Q2 2026 | 49 | $239.4M |
| Cerity Partners Retirement Plan Advisors LLC | NEW YORK, NY | Q2 2026 | 34 | $239.4M |
| Koesten, Hirschmann & Crabtree, INC. | OVERLAND PARK, KS | Q3 2026 | 54 | $239.4M |
| Econ Financial Services Corp | HARRISBURG, PA | Q3 2026 | 85 | $239.1M |
| WealthCare Asset Management, LLC | SPRINGFIELD, MO | Q2 2026 | 73 | $239.1M |
| Cna Financial Corp. | CHICAGO, IL | Q2 2026 | 18 | $239.0M |
| Brighton Securities Corp. | ROCHESTER, NY | Q3 2026 | 48 | $239.0M |
| Olistico Wealth, LLC | TULSA, OK | Q3 2026 | 353 | $239.0M |
| Saraza Management, LP | NEW YORK, NY | Q2 2026 | 18 | $238.9M |
| Bright Financial Advisors, Inc. | Portage, MI | Q2 2026 | 72 | $238.9M |
| Kapstone Financial Advisors LLC | LEBANON, OH | Q2 2026 | 175 | $238.8M |
| Ryan Investment Management, Inc. | BASALT, CO | Q3 2026 | 43 | $238.7M |
| Carl P. Sherr & Co., LLC | WORCESTER, MA | Q2 2026 | 134 | $238.6M |
| Blue Sky Capital Consultants Group, Inc. | POWAY, CA | Q3 2026 | 79 | $238.5M |
| Clarity Capital Advisors, LLC | Lakewood Ranch, FL | Q2 2026 | 95 | $238.5M |
| City National Bank of Florida | CORAL GABLES, FL | Q2 2026 | 150 | $238.5M |
| Oasis Advisors, LLC | FOREST CITY, IA | Q3 2026 | 85 | $238.4M |
| Pinnacle Family Advisors, LLC | Springfield, MO | Q2 2026 | 155 | $238.4M |
| Red Tortoise LLC | ATLANTA, GA | Q1 2026 | 590 | $238.1M |
| SMA Capital LLC | NEW YORK, NY | Q2 2026 | 121 | $238.1M |
| Saxony Capital Management, LLC | ST. LOUIS, MO | Q3 2026 | 192 | $238.0M |
| Atlas Private Wealth Management, LLC | ALBANY, NY | Q1 2024 | 119 | $238.0M |
| First Citizens Financial Corp | MASON CITY, IA | Q3 2026 | 137 | $237.9M |
| Wealth Science Advisors LLC | ALPHARETTA, GA | Q3 2026 | 80 | $237.9M |
| Collaborative Wealth Managment Inc. | LAKE MARY, FL | Q2 2026 | 167 | $237.7M |
| Edge Financial Advisors LLC | WHEATON, IL | Q4 2025 | 135 | $237.7M |
| Boit C F David | BOSTON, MA | Q2 2026 | 85 | $237.6M |
| Cornerstone Select Advisors, LLC | ST. LOUIS, MO | Q2 2026 | 149 | $237.6M |
| Tableaux LLC | STOCKBRIDGE, MA | Q2 2026 | 120 | $237.5M |
| NBH Bank | GREENWOOD VILLAGE, CO | Q2 2026 | 552 | $237.4M |
| Sender Co & Partners, Inc. | NEW YORK, NY | Q2 2026 | 61 | $237.3M |
| Bluedoor Private Wealth, LLC | BEVERLY, MA | Q2 2026 | 160 | $237.2M |
| Ardent Capital Management, Inc. | CINCINNATI, OH | Q3 2026 | 32 | $237.2M |
| Crestview Partners III GP, L.P. | NEW YORK, NY | Q2 2026 | 1 | $237.2M |