The influencer portfolio
What the big names actually own, from the filings they are required to publish, each stamped with its as-of date.
Worked example — Warren Buffett's disclosed US equity portfolio, as of march 31, 2026 (q1 2026 13f, filed may 15, 2026): About $263 billion across 29 US holdings. 10 of 29 disclosed positions shown, 91% of the book by weight.
Warren Buffett: Highest search volume of the five tracked managers; already the correct default.
Michael Saylor's bitcoin cost basis vs today's value
Strategy has paid $63,500,000,000 for 842,138 bitcoin, an average of $75,419 per coin. At about $62,700 per coin today, the treasury is worth $52,800,000,000, an unrealized loss of $10,700,000,000.
| Basis | Total | Per coin |
|---|---|---|
| Cost paid | $63,500,000,000 | $75,419 |
| Market value today | $52,800,000,000 | $62,700 |
| Unrealized loss | $10,700,000,000 | n/a |
13F filing lag: why this isn't 'live'
A 13F reports US equity positions as of the quarter-end date, published up to 45 days later, so it always lags the market. It excludes non-US holdings, short positions, private assets, and cash. ETF holdings, like Cathie Wood's ARKK, are daily disclosures instead. Nothing on this board is a recommendation; it is what each manager publicly reported owning, and it says so beside every figure.
A 13F answers one question: what did they own
That lag is the honest reading of "Berkshire's portfolio": it describes March 31, 2026, not today. The Buffett research file, Ackman's file, and Dalio's file carry the role and source records that sit behind each manager.
What the filings cannot show
A 13F excludes non-US holdings, short positions, private assets, and cash, which is a real gap for these books: Berkshire's $397 billion of cash and Treasuries is disclosed in its own reports, not in the 13F that lists Apple. Bridgewater runs roughly a thousand positions across a global book; the table shows the visible US top of it.
A holding is a fact; a claim is a bet
What a manager disclosed owning on a filing date is a fact with an accession number behind it. What they said would happen is a different kind of claim, scored separately on the claims scoreboard, which holds 12 audits. The strategy backtester prices the advice these same people give; this board prices only what they disclosed owning.
What their advice would have done Strategy backtester: five strategies, five years 
Where their claims get graded Claims scoreboard: the rule, the deadline, the source What Pro adds to filing research
New-quarter 13F changes and holding deltas, dated and sourced, are Pro features. The launch list sends one email at launch.