HEDGE FUND MANAGERS & BILLIONAIRES
Warren Buffett
Warren Buffet
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Chase Coleman
Chase Coleman
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Bill Ackman
Bill Ackman
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Carl Icahn
Carl Icahn
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Ray Dalio
Ray Dalio
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Larry Robbins
Larry Robbins
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Chilton Investment
Chilton Investment
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Farallon Capital
Farallon Capital
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Nelson Peltz
Nelson Peltz
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Daniel Loeb
Daniel Loeb
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David Tepper
David Tepper
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George Soros
George Soros
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Bruce Berkowitz
Bruce Berkowitz
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Stephen Mandel
Stephen Mandel
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Hahn Capital
Hahn Capital
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Mohnish Pabrai
Mohnish Pabrai
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Marvin & Palmer
Marvin & Palmer
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Luxor Capital Group
Luxor Capital Group
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Jeffrey C. Smith
Jeffrey C. Smith
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S&T Bank
S&T Bank
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Field & Main Bank
Field & Main Bank
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Bremer Bank National
Bremer Bank National
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TrustCo Bank
TrustCo Bank
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Security National Bank
Security National Bank
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NBT Bank N.A
NBT Bank N.A
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Commerzbank
Commerzbank
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Bell Bank
Bell Bank
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B&i Capital AG
B&i Capital AG
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H/2 Credit Manager
H/2 Credit Manager
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Colony Capital
Colony Capital
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Makena Capital
Makena Capital
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Uniplan Investment
Uniplan Investment
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Opseu Pension Plan
Opseu Pension Plan
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American Assets
American Assets
View InvestorLOUIS BACON INVESTOR OVERVIEW
Louis Moore Bacon is an American hedge fund manager and philanthropist. He was born on July 25, 1956, in Raleigh, North Carolina. Bacon is the founder and CEO of Moore Capital Management, a New York-based hedge fund that manages billions of dollars in assets.
He is known for his successful macro investing strategies and has made a significant impact on the hedge fund industry. Bacon is also a well-known philanthropist, and his charitable donations primarily focus on environmental conservation and preservation.
He has donated millions of dollars to various organizations, including the Everglades Foundation, the Robin Hood Foundation, and the Trinity School in New York City. Bacon is considered one of the most successful and influential hedge fund managers in the world.
Louis Moore Bacon is an American hedge fund manager and philanthropist. He was born on July 25, 1956, in Raleigh, North Carolina. Bacon is the founder and CEO of Moore Capital Management, a New York-based hedge fund that manages billions of dollars in assets.
He is known for his successful macro investing strategies and has made a significant impact on the hedge fund industry. Bacon is also a well-known philanthropist, and his charitable donations primarily focus on environmental conservation and preservation.
He has donated millions of dollars to various organizations, including the Everglades Foundation, the Robin Hood Foundation, and the Trinity School in New York City. Bacon is considered one of the most successful and influential hedge fund managers in the world.
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INVESTOR OVERVIEW
INVESTOR OVERVIEW
Louis Bacon is a hedge fund manager known for his macro investing strategies. He is the founder and CEO of Moore Capital Management, with a focus on analyzing economic and geopolitical trends for investments.
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HOLDINGS SUMMARY
HOLDINGS SUMMARY
Holdings are the contents of an investment portfolio held by an individual or an entity, such as a mutual fund or a pension fund.
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S.E.C. FILINGS
S.E.C. FILINGS
SEC filings are documents required to be submitted to the Securities and Exchange Commission (SEC) by publicly-traded companies and other regulated entities.
NELSON PELTZ INVESTOR OVERVIEW
Nelson Peltz is an American businessman and investor, known for his aggressive style of investing and involvement in high-profile corporate battles. He is the co-founder, CEO, and a founding partner of Trian Fund Management, L.P., a New York-based investment management firm.
Peltz has been involved with notable companies such as Procter & Gamble, Wendy’s, Heinz, and DuPont, and has served on several company boards.
He is also a philanthropist who has donated millions of dollars to various charities and organizations, particularly in education and healthcare.
All filings are valid from 23.03.27
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INVESTOR OVERVIEW
INVESTOR OVERVIEW
Nelson Peltz is a US businessman, investor, and CEO of Trian Fund Management, known for his aggressive investing style and involvement in high-profile corporate battles.
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HOLDINGS SUMMARY
HOLDINGS SUMMARY
Holdings are the contents of an investment portfolio held by an individual or an entity, such as a mutual fund or a pension fund.
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S.E.C. FILINGS
S.E.C. FILINGS
SEC filings are documents required to be submitted to the Securities and Exchange Commission (SEC) by publicly-traded companies and other regulated entities.
DAVID EINHORN INVESTOR OVERVIEW
David Einhorn is a well-known and successful hedge fund manager, investor, and philanthropist based in the United States.
He is the founder and president of Greenlight Capital, which has a reputation for generating high returns through a variety of investment strategies, including long-short equity investments.
Einhorn is also an active philanthropist and has donated significant amounts to various charitable causes over the years.
All filings are valid from 14.02.23
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INVESTOR OVERVIEW
INVESTOR OVERVIEW
David Einhorn is an American hedge fund manager, investor, and philanthropist. He is the founder and president of Greenlight Capital, a hedge fund that specializes in long-short equity investments.
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HOLDINGS SUMMARY
HOLDINGS SUMMARY
Holdings are the contents of an investment portfolio held by an individual or an entity, such as a mutual fund or a pension fund.
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MARKET VIEW
MARKET VIEW
covers broad issues, including the global economy, market environment, and/or sector overviews.
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PORTFOLIO HEALTH
PORTFOLIO HEALTH
As an alternative approach to equally weighting each of the six factors, the independent research firm, Verus Analytics, conducted a backtest to empirically determine an optimal factor blend.
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S.E.C. FILINGS
S.E.C. FILINGS
SEC filings are documents required to be submitted to the Securities and Exchange Commission (SEC) by publicly-traded companies and other regulated entities. These filings provide information about a company’s financial performance, management, ownership, and other important details that can help investors make informed decisions about investing in that company.
HARVARD MANAGEMENT INVESTOR OVERVIEW
Being an early entrant and bringing long-term focus has often allowed us to establish unique investment positions in less crowded areas.
As a result, our portfolio has significantly outperformed a typical 60/40 stock/bond portfolio and the average endowment portfolio.
This outperformance has contributed billions of dollars to Harvard University.
All filings are valid from 12.08.22
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INVESTOR OVERVIEW
INVESTOR OVERVIEW
Alibaba operates through seven segments. China Commerce segment includes China retail commerce businesses such as Taobao, Tmall and Freshippo, among others, and wholesale business.
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HOLDINGS SUMMARY
HOLDINGS SUMMARY
Holdings are the contents of an investment portfolio held by an individual or an entity, such as a mutual fund or a pension fund.
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MARKET VIEW
MARKET VIEW
covers broad issues, including the global economy, market environment, and/or sector overviews.
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ANNUAL REPORT
ANNUAL REPORT
For the most recent fiscal year, which ended on June 30, 2022, the return on the Harvard endowment was -1.8% and the value stood at $50.9 billion.
STEVEN COHEN INVESTOR OVERVIEW
Billionaire Steve Cohen is the founder of Point72 Asset Management, a global asset manager that uses discretionary long/short equity, systemic and macro investing strategies.
Previously, Cohen founded a similar firm called SAC Capital that used both fundamental and quantitative analysis-based strategies.
All filings are valid from 14.11.22
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INVESTOR OVERVIEW
INVESTOR OVERVIEW
Given the success of SAC Capital and Point72 Asset Management, Steve Cohen is one of the richest men in the world with a net worth of $12.8 billion as last reported.
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HOLDINGS SUMMARY
HOLDINGS SUMMARY
Holdings are the contents of an investment portfolio held by an individual or an entity, such as a mutual fund or a pension fund.
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MARKET VIEW
MARKET VIEW
covers broad issues, including the global economy, market environment, and/or sector overviews.
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PORTFOLIO HEALTH
PORTFOLIO HEALTH
As an alternative approach to equally weighting each of the six factors, the independent research firm, Verus Analytics, conducted a backtest to empirically determine an optimal factor blend.
CARL ICHAN INVESTOR OVERVIEW
Like Warren Buffett, Carl Icahn follows an unconventional investment strategy, choosing a position contrary to the sentiment of most investors.
In particular, he seeks stocks with low price-to-earnings ratios or book values exceeding their market value..
All filings are valid from 14.11.22
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INVESTOR OVERVIEW
INVESTOR OVERVIEW
With a net worth of over $16 billion, Icahn is the founder and manager of Icahn Enterprises. Icahn has developed a reputation as a “corporate raider”.
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HOLDINGS SUMMARY
HOLDINGS SUMMARY
Holdings are the contents of an investment portfolio held by an individual or an entity, such as a mutual fund or a pension fund.
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MARKET VIEW
MARKET VIEW
The AVERAGE SCORE combines the quantitative analysis of six widely-used investment decision-making tools: Earnings, Fundamental, Relative Valuation, Risk & more
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PORTFOLIO HEALTH
PORTFOLIO HEALTH
Typical signs of strong financial health include a steady flow of income, rare changes in expenses, strong returns on investments that have been made, and a cash balance that is growing and is on track to continue to grow.
BILL GATES INVESTOR OVERVIEW
All filings are valid from 14.11.22
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INVESTOR OVERVIEW
INVESTOR OVERVIEW
With a portfolio valued at over $18 billion, the Bill & Melinda Gates Foundation Trust holds the endowment and funds the Bill & Melinda Gates Foundation.
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HOLDINGS SUMMARY
HOLDINGS SUMMARY
Holdings are the contents of an investment portfolio held by an individual or an entity, such as a mutual fund or a pension fund.
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MARKET VIEW
MARKET VIEW
covers broad issues, including the global economy, market environment, and/or sector overviews.
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PORTFOLIO HEALTH
PORTFOLIO HEALTH
As an alternative approach to equally weighting each of the six factors, the independent research firm, Verus Analytics, conducted a backtest to empirically determine an optimal factor blend.
WARREN BUFFET INVESTOR OVERVIEW
| Ticker | Name | Holding ($mil) | % of Portfolio |
|---|---|---|---|
| AAPL | Apple Inc. | 84,248.0 | 30.1% |
| BAC | Bank of America Corporation | 41,076.5 | 14.7% |
| AXP | American Express Company | 35,105.5 | 12.5% |
| KO | The Coca-Cola Company | 25,460.0 | 9.1% |
| CVX | Chevron Corporation | 18,553.1 | 6.6% |
| OXY | Occidental Petroleum Corporation | 16,090.4 | 5.7% |
| KHC | The Kraft Heinz Company | 10,492.0 | 3.7% |
| MCO | Moody’s Corporation | 10,384.2 | 3.7% |
| CB | Chubb Limited | 6,895.8 | 2.5% |
| DVA | DaVita Inc. | 5,001.8 | 1.8% |
Warren Buffett, often referred to as the “Oracle of Omaha,” is one of the most successful investors of all time and the chairman and CEO of Berkshire Hathaway, a multinational conglomerate holding company.
His accomplishments include transforming Berkshire Hathaway from a struggling textile company into one of the world’s largest and most diversified corporations, with a market capitalization exceeding hundreds of billions of dollars. Buffett is renowned for his disciplined investment approach, focusing on acquiring high-quality companies with strong management and sustainable competitive advantages. His investment philosophy, rooted in value investing principles, has consistently outperformed the market over several decades, making him one of the wealthiest individuals globally.
DAVID TEPPER INVESTOR OVERVIEW
All filings are valid from 14.11.22
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INVESTOR OVERVIEW
INVESTOR OVERVIEW
In 2017 Forbes listed Tepper as one of the 25 highest-earning hedge fund managers. He’s the founder of Appaloosa Management.
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HOLDINGS SUMMARY
HOLDINGS SUMMARY
Holdings are the contents of an investment portfolio held by an individual or an entity, such as a mutual fund or a pension fund.
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MARKET VIEW
MARKET VIEW
covers broad issues, including the global economy, market environment, and/or sector overviews.
VIEW
PORTFOLIO HEALTH
PORTFOLIO HEALTH
As an alternative approach to equally weighting each of the six factors, the independent research firm, Verus Analytics, conducted a backtest to empirically determine an optimal factor blend.
VIEW
S.E.C. FILINGS
S.E.C. FILINGS
The SEC filing is a financial statement or other formal document submitted to the U.S. Securities and Exchange Commission (SEC).