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Warren Buffett
Warren Buffett
26Q1
#버크셔해서웨이 #가치투자
$251.9B

Key investment analysis

  • Master of value investing (Berkshire Hathaway)
  • Long-term holding with a focus on economic moats
  • Keeps Apple (AAPL) at over 40% of the portfolio
Ray Dalio
Ray Dalio
26Q1
#브릿지워터 #올웨더
$14.6B

Key investment analysis

  • Founder of Bridgewater Associates
  • Creator of the All-Weather strategy
  • Emphasizes global macro and diversification
Bill Gates
Bill Gates
26Q1
#게이츠재단 #배당주
$31.6B

Key investment analysis

  • Bill & Melinda Gates Foundation portfolio
  • Prefers dividend stocks and stable infrastructure assets
  • Microsoft (MSFT) and collaboration with Warren Buffett
Stanley Druckenmiller
Stanley Druckenmiller
26Q1
#듀케인패밀리 #AI기술주
$3.1B

Key investment analysis

  • Founder of Duquesne Family Office
  • Aggressive macro trading with a preference for tech
  • Expanding exposure to AI and innovative growth sectors
Bill Ackman
Bill Ackman
26Q1
#퍼싱스퀘어 #행동주의
$13.7B

Key investment analysis

  • Harvard-educated activist investor
  • Founder of Pershing Square Capital
  • Favors restaurants (Chipotle), hotels (Hilton), Alphabet (GOOGL)
Steven Cohen
Steven Cohen
26Q1
#포인트72 #롱숏대부
$22.9B

Key investment analysis

  • Founder of Point72 Asset Management
  • Wall Street's top long-short and short-term trading master
  • Rigorous quant analysis and multi-manager operation
Jim Simons
Jim Simons
26Q1
#르네상스테크놀로지스 #퀀트선구자
$17.9B

Key investment analysis

  • Founder of Renaissance Technologies
  • Pioneer of quant (algorithmic) investing using math and data
  • Runs the legendary, top-performing Medallion Fund
George Soros
George Soros
26Q1
#소로스펀드 #매크로의거장
$6.7B

Key investment analysis

  • Founder of Soros Fund Management
  • Master of global macro, leading FX and commodity markets
  • Rigorous top-down analysis with aggressive directional bets
Ken Griffin
Ken Griffin
26Q1
#시타델 #전천후수익
$347.3B

Key investment analysis

  • Founder and CEO of Citadel
  • Multi-strategy hedge fund with rigorous risk management
  • All-weather returns powered by capital and algorithms
Howard Marks
Howard Marks
26Q1
#오크트리 #사이클의대가
$5.5B

Key investment analysis

  • Co-founder of Oaktree Capital Management
  • World authority on distressed debt and value investing
  • Exceptional risk management reading market cycles

Data source & notes

The portfolios on this page are analyzed based on 13F filings from the U.S. Securities and Exchange Commission (SEC).

A 13F filing is a report submitted by institutional investors managing over $100 million, within 45 days after the end of each quarter.

The portfolio at the time of filing may differ from the current one, and some data are estimates.

All materials are provided for educational and reference purposes only.

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