Skip to main content
AlphaBaseline

Copy-investor performance

Which superinvestor portfolios actually performed?

AlphaBaseline ranks focused investors by an auditable 13F copy-investor backtest: buy the disclosed equity portfolio after each filing, hold until the next disclosure, then rebalance. The leaderboard starts with 3-year returns because it is long enough to filter out one-quarter noise.

Clifford Sosin leads the AlphaBaseline 3-year copy-investor leaderboard with a return of 451.1%.

Data status
beta
QA scope
2026/QTR1
Coverage
1/82 managers current
Market data
100.0% pricing coverage
RankManagerFund3Y3Y Top 51YLatest filing
1Clifford SosinCAS Investment Partners+451.06%+451.06%+10.96%Q1 2026staledetails
2Robert VinallRV Capital GmbH+194.12%+181.75%+1.03%Q1 2026staledetails
3Stanley DruckenmillerDuquesne Family Office LLC+188.18%+225.17%+36.04%Q1 2026staledetails
4David TepperAppaloosa Management+150.48%+261.35%+37.24%Q1 2026staledetails
5Pat DorseyDorsey Asset Management+146.47%+222.31%+16.15%Q1 2026staledetails
6Chase ColemanTiger Global Management+119.68%+126.10%+12.47%Q1 2026staledetails
7Li LuHimalaya Capital Management+118.97%+129.21%+46.34%Q1 2026staledetails
8Bryan LawrenceOakcliff Capital+112.50%+171.72%+24.56%Q1 2026staledetails
9Lee AinslieMaverick Capital+106.82%+166.21%+27.48%Q1 2026staledetails
10Stephen MandelLone Pine Capital+100.69%+110.26%+7.64%Q1 2026staledetails
11Samantha McLemorePatient Capital Management+97.35%+88.49%+33.64%Q1 2026staledetails
12Christopher DavisDavis Advisors +97.22%+161.16%+25.26%Q1 2026staledetails
View the full leaderboardMethodology and limitationsHistorical SEC 13F data, delayed by filing rules. Not investment advice.

Latest portfolio updates

Recent SEC 13F periods tracked by AlphaBaseline.

Guy SpierAquamarine CapitalQ2 20267$144.09M
AKO CapitalAKO CapitalQ1 202627$5.11B
Alex RoepersAtlantic Investment ManagementQ1 202612$171.66M
AltaRock PartnersAltaRock PartnersQ1 20268$4.13B
Ariel InvestmentsAriel InvestmentsQ1 2026106$8.93B
Bill & Melinda Gates Foundation TrustBill & Melinda Gates Foundation TrustQ1 202622$31.67B
Bill AckmanPershing Square Capital ManagementQ1 202611$13.71B
Bill MillerMiller Value PartnersQ1 202655$383.18M
Bill NygrenOakmark FundsQ1 2026156$74.88B
Bruce BerkowitzFairholme CapitalQ1 202610$1.51B
Bryan LawrenceOakcliff CapitalQ1 20268$226.63M
Carl IcahnIcahn Capital ManagementQ1 202612$8.55B
Chase ColemanTiger Global ManagementQ1 202654$22.85B
Chris HohnTCI Fund Management Q1 202610$45.17B
Christopher BloomstranSemper AugustusQ1 202644$837.34M
Christopher DavisDavis Advisors Q1 2026112$21.78B
Chuck AkreAkre Capital ManagementQ1 202619$6.12B
Clifford SosinCAS Investment PartnersQ1 20265$1.75B
Daily Journal Corp (Charlie Munger)Daily Journal CorpQ1 20264$240.67M
Daniel LoebThird PointQ1 202633$2.08B
David AbramsAbrams Capital ManagementQ1 202611$4.64B
David EinhornGreenlight CapitalQ1 202645$3.19B
David KatzMatrix Asset AdvisorsQ1 2026105$1.09B
David RolfeWedgewood PartnersQ1 202622$484.29M
David TepperAppaloosa ManagementQ1 202631$5.93B
Dennis HongShawSpring Partners Q1 202612$267.61M
Dodge & CoxDodge & CoxQ1 2026222$181.98B
Duan YongpingH&H International InvestmentQ1 202619$20B
First EagleFirst Eagle Investment ManagementQ1 2026420$58.98B
First Pacific AdvisorsFirst Pacific AdvisorsQ1 202683$7B
Francis ChouChou AssociatesQ1 202630$207.81M
Francois RochonGiverny CapitalQ1 202651$2.73B
Glenn GreenbergBrave Warrior AdvisorsQ1 202636$4.04B
Glenn WellingEngaged CapitalQ1 20268$303.41M
Greenhaven AssociatesGreenhaven AssociatesQ1 202627$6.07B
Greg AlexanderConifer ManagementQ1 20266$523.83M
Harry BurnSound ShoreQ1 202640$2.98B
Henry EllenbogenDurable Capital PartnersQ1 202637$9.71B
Hillman Value FundHillman Value FundQ1 202656$144M
Howard MarksOaktree Capital ManagementQ1 202650$4.31B
Jensen Investment ManagementJensen Investment ManagementQ1 202684$5.07B
John ArmitageEgerton CapitalQ1 202624$9.01B
Josh TarasoffGreenlea Lane CapitalQ1 20269$344.29M
Kahn Brothers GroupKahn Brothers GroupQ1 202648$564.07M
Lee AinslieMaverick CapitalQ1 2026239$8.6B
Leon CoopermanLeon CoopermanQ1 202641$3.05B
Li LuHimalaya Capital ManagementQ1 202614$3.2B
Lindsell TrainLindsell TrainQ1 202627$3.14B
Mairs & Power Growth FundMairs & Power Growth FundQ1 2026245$9.79B
Mason HawkinsSoutheastern Asset ManagementQ1 202649$2.03B
Mohnish PabraiPabrai InvestmentsQ1 20263$422.89M
Nelson PeltzTrian Fund ManagementQ1 20268$3.86B
Norbert LouPunch Card ManagementQ1 20265$270.65M
Pat DorseyDorsey Asset ManagementQ1 202611$1.26B
Polen Capital ManagementPolen Capital ManagementQ1 2026221$14.46B
Prem WatsaFairfax Financial HoldingsQ1 202629$1.94B
Richard PzenaPzena Investment ManagementQ1 2026158$30.8B
Robert OlsteinOlstein Capital ManagementQ1 202699$458.07M
Robert VinallRV Capital GmbHQ1 202613$382.63M
Ruane Cunniff LPRuane Cunniff LPQ1 202650$6.03B
Samantha McLemorePatient Capital ManagementQ1 202638$2.68B
Sarah KettererCauseway Capital ManagementQ1 2026107$8.15B
Seth KlarmanBaupost Group Q1 202622$5.12B
Stanley DruckenmillerDuquesne Family Office LLCQ1 202665$2.94B
Stephen MandelLone Pine CapitalQ1 202636$12.54B
Terry SmithFundsmithQ1 202634$12.83B
Third Avenue ManagementThird Avenue ManagementQ1 202653$616.04M
Thomas GaynerMarkel Asset ManagementQ1 2026129$11.94B
Thomas RussoGardner Russo & QuinnQ1 202686$8.5B
Torray FundsTorray FundsQ1 202688$681.69M
Triple Frond PartnersTriple Frond PartnersQ1 202612$962.9M
Tweedy Browne Co.Tweedy Browne Value FundQ1 202693$1.26B
Valley Forge Capital ManagementValley Forge Capital ManagementQ1 20267$3.38B
ValueAct CapitalValueAct CapitalQ1 202618$5.71B
Viking Global InvestorsViking Global InvestorsQ1 202677$35.75B
Vulcan Value PartnersVulcan Value PartnersQ1 202633$3.77B
Wallace WeitzWeitz Investment ManagementQ1 202649$1.43B
Warren BuffettBerkshire Hathaway Q1 202629$263.1B
William Von MuefflingCantillon Capital ManagementQ1 202638$15.05B
Yacktman Asset ManagementYacktman Asset ManagementQ1 202676$7.5B
Makaira PartnersMakaira Partners LLCQ4 202511$127.9M
Michael BurryScion Asset ManagementQ3 20254$68.14M

Frequently asked questions

What is AlphaBaseline?
AlphaBaseline follows the SEC Form 13F filings of about 80 focused, high-conviction institutional investors and turns them into readable portfolios, quarter-over-quarter activity, and an auditable copy-investor backtest. Every figure traces back to a public SEC EDGAR filing.
What questions can AlphaBaseline answer?
What does a given investor hold now and how did it change last quarter; which stocks the most respected investors crowd into; what they bought and sold as a group; which investor's disclosed portfolio would have returned the most if copied; and which institutional managers hold a particular stock.
Where does the data come from?
Every holding is parsed directly from SEC EDGAR Form 13F-HR filings, including amendments. Holdings are assigned to the quarter of their reporting date, not their filing date, and each row carries its source SEC accession number.
How current is the data?
A nightly job ingests new EDGAR filings and pricing refreshes daily. Because 13F filings are disclosed with a lag of up to 45 days after quarter-end, AlphaBaseline reflects what managers held at the reporting date, not live positions.
What makes AlphaBaseline different from other 13F trackers?
It exposes an auditable copy-investor backtest — what following each investor would actually have returned — with the math shown leg-by-leg and downloadable as CSV that reconciles to the published number. It is also built to be cited: machine-readable data, methodology, and a glossary are published for both people and AI assistants.
Is AlphaBaseline investment advice?
No. It is a historical, informational view of disclosed institutional holdings and is not a recommendation to buy or sell any security.