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13F Intelligence

Who Should You Listen To?

Every great investor has to show their hand. Here's what the data says.

Every institutional investor managing over $100M must disclose their equity holdings quarterly via SEC Form 13F. We analyzed the filings of every investor profiled on this site who has public disclosures — ranked by whose opinion should carry the most weight.

8

13F Filers Analyzed

$287B+

Combined AUM

41

Profiled Investors

200+

Quarterly Filings

The Thesis

Not All Opinions Are Created Equal

There are 5,000+ institutional investors who file 13F reports with the SEC every quarter. But the signal quality varies enormously. A fund with 500 positions across every sector tells you almost nothing — it's a closet indexer. A fund with 5 positions tells you exactly what that manager thinks is the best risk-adjusted opportunity in the world right now.

We built a Signal Score to cut through the noise. It measures not just what someone owns, but how much conviction they have, how long they've been doing it, whether they're managing their own money or other people's, and whether they explain their reasoning publicly. The higher the score, the more you should pay attention when their portfolio changes.

Signal Score Rankings

Ranked by whose 13F filings are most useful for other investors

Himalaya Capital Management · CIK: 0001709323

Ultra-concentrated, Munger-backed quality compounder · 2010–present

Signal Score

10/10

$3.57B

13F Value

$17.2B

AUM

9

Positions

100%

Top 10

Top Holdings

GOOGL22.31%GOOG21.55%BAC16.08%PDD14.64%BRK.B12.64%EWBC8.74%OXY1.69%CROX1.51%

Behavioral DNA

Charlie Munger's only outside money manager — the ultimate endorsement
Alphabet is 43.9% of portfolio (combined classes) — decades-long conviction
Ultra-patient: 6 of 9 positions unchanged in Q4 2025 — zero share changes
New 'toe-in-the-water' entries: PDD (Q2 2025) and Crocs (Q4 2025) — sizes up over time

Why This Score

Charlie Munger trusted Li Lu with his personal $88M (grew to ~$400M). Only 9 holdings, all maximum conviction. 26.4% annualized since 1998 vs S&P's 2.25% over same period. His 13F returned +53% in the trailing year. When Li Lu starts a new position (like Crocs or PDD), the investment world should pay attention.

Recent Moves

NEW: Crocs (CROX, $54M) — brand compounder at a discount, small starter position

Exited Sable Offshore entirely — speculative energy bet didn't work out

Swapped 92K GOOGL shares for GOOG (Class C) — same economics, no voting rights

Pershing Square Capital Management · CIK: 0001336528

Ultra-concentrated activist · 2004–present

Signal Score

9/10

$15.5B

13F Value

$19.7B

AUM

11

Positions

99.5%

Top 10

Top Holdings

BN18.15%UBER15.90%AMZN14.28%GOOG12.46%META11.37%QSR10.05%HHH9.69%HLT5.60%

Behavioral DNA

Ultra-concentrated: 11 positions, 99.5% in top 10
Activist mindset: became Executive Chairman of Howard Hughes, invested $900M
Willing to cut losses: exited Nike (~$600M loss) and Chipotle when thesis broke
Platform monopoly thesis: UBER, AMZN, META, GOOG — dominant digital platforms

Why This Score

Ultra-concentrated portfolio means every position is high-conviction. PSH returned +20.9% in 2025, +22% CAGR over 8 years. When Ackman adds a new position (like META), he's done deep work. Filed for dual IPO modeled after Berkshire Hathaway.

Recent Moves

NEW: Meta Platforms ($1.76B) — massive new position in Q4 2025

Added 65% more Amazon shares (+$874M) — platform compounder thesis

Exited Chipotle (CMG) entirely — held since 2015, ~16% IRR

Dalal Street LLC (Pabrai Investment Funds) · CIK: 0001549575

Ultra-concentrated Buffett disciple — few bets, big bets · 2000–present

Signal Score

9/10

$402M

13F Value

$1.1B

AUM

4

Positions

100%

Top 10

Top Holdings

HCC39.47%RIG27.78%AMR27.00%VAL5.76%

Behavioral DNA

Extreme concentration: only 4 positions — two sub-sectors (met coal + offshore drilling)
Shameless cloner: openly admits to copying ideas from great investors
Asymmetric bets: 'heads I win, tails I don't lose much'
Added to RIG (+10.6%) despite 32% Q4 gain — conviction over profit-taking

Why This Score

Only 4 positions. That's it. Every dollar is a maximum-conviction bet. $650K Buffett lunch (2007) + 24-year track record of ~25% annualized (2000–2018). Zero tech, zero growth — pure cyclical deep value in met coal and offshore drilling. When Pabrai has only 4 stocks, each one is a screaming thesis.

Recent Moves

Added 2.6M Transocean shares (+10.6%) — deepening offshore drilling conviction

Exited Noble Corp (NE) entirely — consolidated into Transocean

Trimmed Valaris -57% — portfolio optimization, not sector exit

Paulson & Co. (family office since 2020) · CIK: 0001035674

Ultra-concentrated event-driven — gold, pharma, special situations · 2006–present (family office since July 2020)

Signal Score

8/10

$3.26B

13F Value

$10.7B (family office)

AUM

9

Positions

100%

Top 10

Top Holdings

MDGL30.48%PPTA24.00%BHC15.61%AAMI11.16%NG7.78%AEM4.07%THM4.00%SOLS2.08%

Behavioral DNA

Greatest single trade in history: $15B from the 2007 housing short
Only 9 positions — top 3 are 70% of portfolio. Extreme concentration for a $10.7B office
Activist-level stakes: ~10% of MDGL, ~26% of PPTA, ~19% of BHC — these aren't passive
Gold/mining thesis: central banks diversifying away from USD post-Russia sanctions

Why This Score

Only 9 positions managing his own $10.7B — pure skin-in-the-game signal. The portfolio returned +81% trailing 12 months and +14% in Q4 alone. Gold miners generated 104% gains in 2023. His PPTA thesis (antimony = national security) is the kind of contrarian insight that 13F analysis was built for.

Recent Moves

NEW: Solstice Advanced Materials ($68M) — new advanced materials position

Reduced Madrigal (MDGL) by 10.5% — took profits on #1 holding

Added 3.5% more Bausch Health — restructuring catalyst conviction deepening

CapWealth Advisors · CIK: 0001531809

Sophisticated Simplicity — quality + contrarian + activist · 2013–present

Signal Score

8/10

$1.46B

13F Value

$1.9B

AUM

121

Positions

57.6%

Top 10

Top Holdings

PLTR5.28%WMB4.45%MSFT4.29%BRK-B3.58%GLW3.49%IBM3.04%LUMN3.03%GE2.75%

Behavioral DNA

High-conviction concentrator with 121 positions but 57.6% in top 10
Infrastructure obsessed: LVLT→LUMN, WMB, GLW, TSM
Contrarian entry: FNMA preferreds, AT&T +3,242%, LUMN after 90% decline
Activist catalyst seeker: creates the catalyst himself (Investors Unite)

Why This Score

Pagliara doesn't just pick stocks — he creates catalysts. Founded Investors Unite, filed lawsuits, wrote a book. 12-year track record with 3.7x growth. His FNMA preferred position is the signature activist bet. Infrastructure and contrarian entry patterns are highly replicable signals.

Recent Moves

FNMA preferreds became top holding in Q3-Q4 2025 restatement

Added 502K AT&T shares (+3,242%)

LUMN call options: 500K contracts on top of 5.5M equity shares

Oaktree Capital Management · CIK: 0000949509

Distressed debt & credit specialist (equity arm) · 2007–present

Signal Score

7/10

$7.03B

13F Value

$223B

AUM

172

Positions

60%

Top 10

Top Holdings

EXE12.31%TRMD11.62%AU7.23%GTX6.57%INDV5.62%VNOM5.35%TDS3.33%CORZ2.68%

Behavioral DNA

Deep cyclical bias: energy, mining, shipping, and commodities dominate
Distressed-to-recovery DNA: GTX (post-bankruptcy), CBL (post-bankruptcy REIT)
Active hedger: massive SPY, IWM, XHB put positions signal macro caution
Disciplined profit-taker: trimmed TRMD -35%, GTX -46%, VIST -58% in Q4

Why This Score

Marks manages $223B total but only $7B in equities (~3% of AUM) — his real genius is in credit markets that 13F doesn't capture. Still, 172 equity positions dilute individual stock signal. His memos and the overall sector allocation (heavy energy/mining/distressed) are more valuable than any single pick.

Recent Moves

Expand Energy (fka Chesapeake) is now #1 position — natural gas conviction

Added 30.5% to Core Scientific (CORZ) — Bitcoin/AI data center thesis

Added Grupo Aeromexico ($83M) — new emerging market recovery play

ARK Investment Management · CIK: 0001697748

Disruptive innovation growth — high volatility, high conviction · 2014–present

Signal Score

6/10

$15.07B

13F Value

$13B

AUM

196

Positions

42%

Top 10

Top Holdings

TSLA8.73%SHOP4.27%ROKU4.25%COIN3.83%PLTR3.83%AMD3.67%CRSP3.67%HOOD3.62%

Behavioral DNA

Innovation-only mandate: 196 positions across AI, genomics, crypto, robotics, space
Active daily trading: publishes trades in real-time (unique transparency vs 45-day lag)
High volatility: Beta of 2.67, drawdowns of 60-70% (2022: -67%, 2023: +68%)
Systematic rebalancer: trims positions up 20%+ and redeploys into laggards

Why This Score

ARK is unique — they publish daily trades, making the 13F redundant for followers. ARKK returned +35% in 2025 and +68% in 2023, but -67% in 2022. The innovation thesis is polarizing but she spots disruption themes 2-3 years early. Best used as a disruptive innovation scout, not a portfolio template. 196 positions dilutes individual stock signal.

Recent Moves

Trimmed Tesla -19% but it remains #1 position ($1.31B) — robotaxi thesis intact

Added Tempus AI (TEM, +25%) — AI-powered precision medicine conviction

Added Coinbase (+6%) while trimming Robinhood — crypto proxy rotation

Scion Asset Management · CIK: 0001649339

Contrarian deep-value — FUND TERMINATED Nov 2025 · 2013–2025 (terminated Nov 10, 2025)

Signal Score

4/10

$1.38B (notional)

13F Value

$155M (terminated)

AUM

8

Positions

100%

Top 10

Top Holdings

PLTR66.04%NVDA13.51%PFE11.07%HAL4.45%MOH1.73%LULU1.29%SLM0.96%BRKR0.95%

Behavioral DNA

Fund TERMINATED Nov 10, 2025 — second time Burry shut down a fund
Final bet: massive AI bubble short — 80% of portfolio in PLTR + NVDA puts
Complete portfolio reset Q2→Q3: exited ALL prior positions, rebuilt from scratch
Options-heavy: $1.38B notional but only ~$68M actual equity value

Why This Score

Famous for 'The Big Short' but fund is now TERMINATED. His final filing was a massive AI bubble short (PLTR + NVDA puts). Historical 13Fs showed +460% cumulative returns since 2013, but extreme turnover (126.7%/quarter) made position-level signals unreliable. His macro themes were more valuable than specific picks.

Recent Moves

PLTR puts ($912M notional) — massive bearish AI bet in final filing

NVDA puts ($187M notional) — short semiconductor/AI thesis

Exited ALL Chinese stocks (BABA, BIDU, JD) and healthcare (UNH, REGN) from Q2

Where the Smart Money Agrees

Positions held by multiple ranked investors

GOOGL / GOOG
Ackman (13.8%)Li Lu (43.9%)

Both see Alphabet as the dominant AI + search + cloud platform — combined $3.5B in conviction between them

Energy / Mining
Pabrai (100%)Marks (#1 sector)Paulson (40%)

Three different investors, same macro thesis: energy and mining are structurally undervalued. Met coal, gold miners, offshore drilling, natural gas.

PLTR
Pagliara (5.3%)Wood (3.8%)

AI/defense convergence — government and enterprise AI adoption play. Meanwhile Burry bet AGAINST it with $912M in puts.

BRK-B
Li Lu (12.6%)Pagliara (3.6%)

Berkshire as the ultimate quality anchor — Buffett's compounding machine held by both concentrated investors

BAC
Li Lu (16%)Pagliara

Both are long-term Bank of America holders — US banking system as infrastructure play

Gold Miners
Paulson (NG, AEM, THM)Marks (AU, B)

Central banks diversifying away from USD post-Russia sanctions. Both see gold miners as leveraged play on gold appreciation.

Signal Score Methodology

FactorWeight
Track Record Length20%
Concentration / Conviction20%
Skin in the Game20%
Transparency & Reasoning15%
Consistency of Approach15%
Scale Relevance10%

Why Don't These Investors File?

SEC Form 13F only applies to institutional investment managers with over $100M in public equity holdings. Entrepreneurs, athletes, authors, VC investors, and private fund managers aren't required to disclose. That doesn't mean their investment thinking is less valuable — it just means it's harder to track.

For every person below, we've identified what a 13F-style behavioral analysis could reveal if applied to their public statements, known investments, and business decisions. The same analytical framework works — the data sources are just different.

Sam Altman

VC/startup investor — private investments not subject to 13F

A 13F-style analysis of AI investment patterns could map the future of the industry

Marc Andreessen

VC fund — private market investments, not public equities

a16z's portfolio companies going public creates a trackable pattern

Patrick Bet-David

Insurance & media company — not an investment manager

His public stock picks on Valuetainment could be tracked systematically

Sara Blakely

Entrepreneur — personal investments not disclosed

Consumer brand pattern recognition from a founder who built Spanx

Tom Brady

Athlete/broadcaster — personal investments private

His VC portfolio (Autograph, TB12) reveals sports-tech conviction

Grant Cardone

Real estate fund — 13F only covers public equities

His real estate portfolio data could create a property-market equivalent

Tucker Carlson

Media personality — not an investment manager

Media influence analysis on market movements would be novel

Chamath Palihapitiya

Stopped filing 13F after Q2 2019 — Social Capital restructured to family office/SPAC sponsor

His SPAC track record and Form 4 insider filings (SOFI, CLOV) reveal conviction patterns

Brian Chesky

CEO — insider holdings disclosed via Form 4, not 13F

Insider trading patterns (Form 4) reveal confidence in Airbnb

James Clear

Author — personal investments private

Habit-based investing framework could be a unique analytical lens

Jim Cramer

CNBC host — his Charitable Trust is tracked separately by CNBC, not via 13F

His public picks are already tracked but lack systematic behavioral analysis

Mark Cuban

Individual investor — below 13F threshold or uses private vehicles

His Shark Tank deal patterns + public market commentary are trackable

Daniel Ek

CEO — insider holdings via Form 4, not investment manager

Insider trading pattern shows confidence in Spotify's trajectory

Tim Ferriss

Angel/VC investor — private investments, not public equities

His angel portfolio (Uber, Twitter, etc.) shows early-stage pattern recognition

Lex Fridman

Researcher/podcaster — not an investment manager

His guest selection patterns predict which companies get attention

Keith Gill

Individual retail investor — below 13F threshold

His public posts revealed a thesis process worth systematizing

Alex Hormozi

Private equity — buys private businesses, not public stocks

His acquisition framework applied to public markets would be powerful

Andrew Huberman

Neuroscientist — not an investment manager

Biotech picks based on neuroscience expertise would carry weight

Dwayne Johnson

Actor/entrepreneur — personal investments private

His brand-building instincts applied to consumer stock selection

Michael Jordan

Owner/investor — personal investments via family office, may not file

His brand equity + competitive instincts applied to investing

Travis Kalanick

Entrepreneur — CloudKitchens is private

His platform-economics thinking applied to public markets

Conor McGregor

Athlete/entrepreneur — personal investments private

His brand-monetization patterns predict consumer trends

MrBeast

Creator/entrepreneur — personal investments private

His media analytics + consumer insights applied to stock selection

Kevin O'Leary

O'Shares ETFs are transparent; personal portfolio not fully disclosed via 13F

His Shark Tank deal analysis + ETF construction reveal investment DNA

Dolly Parton

Entertainer/philanthropist — personal investments private

Her business empire (Dollywood, licensing) shows long-term compounding

Jordan Peterson

Academic/author — not an investment manager

Behavioral psychology applied to market psychology

Joe Rogan

Podcaster — personal investments private

His content selection predicts which companies get cultural attention

Cristiano Ronaldo

Athlete — personal investments private

His brand portfolio (CR7, hotels) reveals global consumer patterns

Arnold Schwarzenegger

Actor/politician — personal investments private

His real estate portfolio history shows long-term asset allocation thinking

Taylor Swift

Musician — personal investments private

Her economic impact ('Swift Effect') on companies she touches is measurable

Nassim Taleb

Universa Investments (advisor) — tail-risk fund with limited 13F disclosure

His barbell strategy and tail-risk positions would be the most valuable 13F in markets

Gary Vaynerchuk

Entrepreneur/VC — private investments via VaynerFund

His consumer trend-spotting applied to public markets

Oprah Winfrey

Media mogul — personal portfolio not disclosed via 13F

Her brand endorsement patterns predict consumer stock performance

The Vision

Democratize Investment Intelligence

Right now, this analysis is manually compiled from public SEC filings. But the system behind it can be automated, expanded, and applied to any of the 5,000+ institutional investors who file 13F reports. Imagine:

For Individual Investors

Real-time alerts when your favorite investor adds a new position. Behavioral fingerprints that explain why they bought, not just what. Portfolio comparison tools that show how your holdings stack up.

For Wealth Managers

White-label analysis for client conversations. Show clients how their portfolio compares to the top minds in investing. Generate talking points from the latest 13F changes. Differentiate with data.

For Fund Managers

Competitive intelligence on what other managers are buying. Consensus vs. contrarian analysis. Crowded trade detection. Style drift monitoring across your peer group.

Want this built for your portfolio, your clients, or your fund?

Frequently Asked Questions

What is a 13F filing?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in equity assets. It discloses all long equity and options positions. Filings are due 45 days after quarter-end, so data always represents a lagged snapshot. It does NOT include short positions, bonds, private investments, or non-US securities.

How is the Signal Score calculated?

The Signal Score (1-10) rates how useful an investor's 13F filings are for other investors. It weighs: track record length (20%), concentration/conviction (20%), skin in the game (20%), public transparency about reasoning (15%), consistency of approach (15%), and scale relevance (10%). Higher concentration, longer track records, and own-money management score higher.

Should I just copy these portfolios?

No. 13F filings are 45 days delayed — by the time you see them, the position may have changed. These investors also have different risk tolerances, time horizons, and tax situations than you. The value is in understanding HOW they think and what patterns drive their decisions, not in blindly copying positions.

Why don't all investors file 13F?

13F filings are only required for institutional investment managers with over $100M in public equity holdings. VC funds (private investments), individual investors (below threshold), real estate funds (non-equity), and media personalities don't file because they don't manage public equity portfolios at institutional scale.

How often is this data updated?

13F filings are published quarterly, with data due 45 days after each quarter-end (mid-February, mid-May, mid-August, mid-November). This page is updated after each filing cycle. The dynamic platform we're building will pull new filings automatically within hours of publication.

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Keep Exploring

Disclaimer: This analysis is based on publicly available SEC 13F filings and reflects the author's interpretation of historical patterns. It is not endorsed by any investor profiled on this page. Signal Scores are qualitative assessments, not quantitative models. 13F filings are 45 days delayed and only show long equity/options positions. This is not financial or investment advice. Past performance does not predict future results. Glen Bradford holds positions in Fannie Mae and Freddie Mac securities. Some content was generated or edited with AI assistance.

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