Track what the smartest investors in the world are buying and selling
We track 149 investors. 13F filing history is currently available for 60 SEC filers, and we're expanding from there.
For the covered investors, we track not just what they own, but how positions change over time. Selected holdings also get AI-generated conviction research and price-aware tracking.
This is a one-person effort, kept free for everyone.
Our Thesis
We believe the best way to find great investments is to follow investors whose philosophy we trust — concentrated, long-term, downside-focused thinkers. Not quants. Not momentum traders. People who eat their own cooking and explain their reasoning publicly.
Every analysis is done with AGI by 2030 as a core assumption. If a business can't survive that transition, it doesn't belong in the portfolio.
We compute “floor prices” — prices at which there's very little chance of losing money — and track how each investor's thesis evolves as new data arrives.
We don't give buy or sell recommendations. We provide the analysis for you to decide.
What You Get
Portfolio Tracking
See every position, every change, every quarter for the investors currently covered by the 13F pipeline.
Browse investors →Conviction Analysis
Deep dives into selected high-conviction positions. This coverage expands separately from the 13F dataset.
Read conviction bets →Track Record
See how covered investors' decisions have panned out historically with quarter-over-quarter changes and dollar impact.
View latest changes →Best Ideas
Cross-investor ranking of the most compelling current opportunities based on overlap, concentration, and investor quality.
Explore best ideas →Recent Activity
View all →A note on sustainability
This site is currently free. As usage grows, we plan to sustain it through advertising.
The AI assistant is free for now but may become a paid feature as costs increase.
Have feedback? Use the AI chat to tell us what you'd like to see.