All Investors (150)

Buffett's intellectual partner who transformed value investing from cigar butts to wonderful businesses, embodying concentrated, long-term, downside-aware inves...

The GOAT; our philosophical foundation, but Berkshire's size limits actionable idea overlap -- follow for philosophy, temperament, and market signals.

The most intellectually original investor of the past 30 years -- his 'scale economics shared' and 'destination analysis' frameworks, hyper-concentrated Amazon/...

Munger's only external manager; extreme concentration, 25yr+ exceptional record, deeply aligned with our philosophy but low transparency.

Shameless cloner with Buffett fee structure; highly concentrated, transparent, strong 25yr record, Micron position aligns with AGI thesis.

Ultra-concentrated investor with 2-3 stock portfolio (Amazon, Meta); possibly the closest philosophical match to our approach; excellent track record but very l...

Master of compounding with a 25+ year track record of market-beating returns using the 'three-legged stool' framework -- exceptional concentration, integrity, a...

One of the best-performing hedge funds in history running an ultra-concentrated 9-stock, $53.6B portfolio of monopoly-quality businesses -- exceptional alignmen...

Exceptional concentrated value investor with 17% annualized returns over 20 years in ~11 high-quality positions; highly aligned with our approach.

Highly concentrated Buffett-style investor with 5-8 positions; strong overlap with our philosophy on concentration, quality, and downside protection; track his...

Canada's finest quality compounder investor with a 30+ year track record of 15%+ annualized returns, extraordinary transparency through annual letters since 199...

Intellectually honest European concentrated investor with 12-stock portfolio and exceptionally thoughtful annual letters; strong philosophical alignment.

Fearless forensic accountant turned quality compounder with a 15-year track record of 15%+ annualized returns, a Meta/Microsoft-heavy portfolio, and 'buy good c...

The most analytically rigorous investor alive -- his 100+ page annual letters and definitive Berkshire Hathaway intrinsic value analysis provide a masterclass i...

The father of growth investing whose concentrated, long-term, qualitative approach to finding exceptional businesses is a direct intellectual ancestor of our in...

The gold standard of margin-of-safety investing with a 40-year track record of protecting capital, though his multi-asset complexity and tech avoidance limit di...

Legendary capital preservation-first value investor whose tech bubble discipline and 'lose shareholders not their money' philosophy is a masterclass in integrit...

Ultra-concentrated Buffett disciple with 3-5 massive positions in wide-moat businesses; philosophically ideal but nearly zero public transparency.

The foremost thinker on economic moats, running a concentrated portfolio of high-ROIC compounders with long reinvestment runways -- intellectually the closest m...

Quintessential long-term compounder with 35+ years of disciplined global brand investing and impeccable integrity, though near-zero tech exposure limits relevan...

Self-taught Canadian deep value investor with exceptional intellectual honesty, Buffett-like shareholder letters, and strong long-term returns despite painful r...

The world's foremost valuation teacher; unmatched in transparency and intellectual rigor; invaluable as a framework provider but not a concentrated conviction i...

Patient, principled Berkshire-style capital allocator who built Markel into a mini-conglomerate with excellent long-term returns, high integrity, and strong ali...

Perhaps the purest modern expression of concentrated, patient, downside-focused value investing — extraordinary returns with 5-8 positions, voluntarily returned...

Disciplined GARP investor with 40+ years at one firm, focused on growing intrinsic value per share, strong track record, and a willingness to own tech within a...

One of the most intellectually rigorous value investors in history; his 'safe AND cheap' framework, balance-sheet primacy, and credit-analysis approach to equit...

Grew IRA from $70K to $264M; exceptional record but positions buried in Berkshire's 13F, limiting real-time tracking utility.

Legacy Canadian global deep value investor with a superb 30-year track record, meticulous diaries, and one of the purest Ben Graham approaches ever practiced —...

Third-generation value investor with $2B+ co-invested in his own funds, Berkshire board member, and a multi-decade compounder approach -- exceptional integrity...

The father of value investing whose margin-of-safety framework is the foundation of our floor-price philosophy, though his diversified quantitative approach div...

One of the greatest venture capitalists ever, with exceptional analytical rigor and integrity -- a superb intellectual resource on technology business models bu...

Possibly the greatest risk-adjusted track record in hedge fund history, with strong AI conviction and concentration tendencies, but his macro-driven, actively t...

One of history's greatest investors whose 'buy at maximum pessimism' philosophy and 38-year track record validate deep contrarian value investing.

Buffett-lineage concentrated value fund with high transparency and strong philosophical alignment, though scarred by the Valeant debacle.

The investment industry's premier meta-thinker; expectations investing and base rate frameworks are essential tools; more researcher than portfolio manager but...

The greatest investment thinker/writer alive with unmatched transparency through his memos, but primarily a credit/distressed investor whose 13F equity holdings...

Deep value purist with exceptional integrity and $1.2B co-investment, whose concentrated, engaged approach matches our philosophy perfectly on paper -- but 15 y...

Self-taught Holocaust survivor who built a 50-year track record through disciplined value investing, large cash buffers, and psychological mastery — a near-perf...

Deeply original contrarian thinker with a royalty-company-focused, long-term, concentrated approach and exceptionally transparent research, though heavy commodi...

Deeply principled Buffett disciple with excellent behavioral discipline and high integrity, but average returns and cloning-based approach mean he's better as a...

Thoughtful capital preservation-first global value investor with gold hedge, strong integrity, but too diversified for our concentrated style.

Canadian deep-value master who applied Graham's NCAV methodology globally for 30+ years with ~15% annualized returns — a strong philosophical match for our floo...

Ultra-long-term, highly concentrated UK quality compounder with a 20+ year track record of outperformance — strong philosophy alignment but avoids technology an...

Most concentrated Tiger Cub with quality-growth philosophy and 87% in top 10 holdings closely mirrors our high-conviction approach, though his 2019 step-back ma...

The original 'baby Berkshire' duo compiled a stellar 19% CAGR over 34 years through distressed, contrarian investing across diverse industries, but Leucadia no...

One of the greatest hedge fund track records ever, probability-weighted framework aligns with floor price thinking, and now heavily positioned in AI/tech stocks...

Spain's top deep value investor with a 21-year 15%+ track record at Bestinver, now running Cobas — strong philosophy alignment on downside protection but explic...

The 'Warren Buffett of Canada' runs an insurance-float value investing model with strong long-term compounding, though a costly 13-year macro hedging error show...

Elite growth stock picker (Morningstar Manager of the Year) running a concentrated $10.6B portfolio of durable growth compounders -- strong on quality and long-...

The most AI-aware traditional fund manager in public equities -- concentrated tech portfolio with strong returns, excellent AI industry commentary, but growth-o...

Highly concentrated activist investor evolving toward quality compounders; exceptional transparency but volatile track record with some ego-driven mistakes.

Legendary contrarian with a 15-year S&P-beating streak and prescient Amazon/Bitcoin calls, but 2008's catastrophic losses from stubborn concentration in collaps...

A quiet, steady Omaha-based Buffett-style value investor with a clean 40-year track record, moderate concentration, and notable willingness to own tech (Meta, A...

Australian quality-growth investor who built a A$100B firm through concentrated bets on global platform companies, but whose departure and the Alibaba debacle h...

The 31-year contrarian value master whose low-P/E Total Return Ratio provides a useful screening tool, though his diversified mean-reversion approach differs fr...

Premier international value stock-picker with 30+ year track record but moderate concentration and limited AGI awareness.

Ultra-concentrated 11-stock growth investor with Yale Endowment pedigree and strong alignment on concentration and long-term orientation, but limited track reco...

Quality compounder investor with concentrated portfolio of wide-moat businesses; solid but limited public transparency.

Legendary early track record (40% for 20 years) with a concentrated special situations approach, but current systematic Magic Formula strategy with 500+ positio...

Extraordinary builder-founders with exceptional integrity and long-term thinking, but they are operators not investors -- no followable portfolio, though Stripe...

Philosophically the most aligned in this group — downside-first thinking mirrors our approach perfectly — but primarily a credit investor with opaque positionin...

Respected Canadian concentrated value manager with 26-year track record; risk-first philosophy aligns but limited public transparency.

The most data-driven AGI bull in the world now runs a $5.5B hedge fund -- his 13F portfolio is a roadmap of AGI infrastructure plays (data centers, power, chips...

Brilliant forensic value investor with great transparency but long/short style, macro overlay, and painful 2015-2020 drought limit alignment with our concentrat...

MIT-trained technologist running a $40B concentrated tech fund with the strongest AGI awareness in this group and genuine technical understanding of AI, making...

Concentrated tech investor with strong AI conviction and an activist edge, but growth-oriented approach with higher risk tolerance diverges from our downside-fi...

Intellectually rigorous quantitative deep-value investor whose books and free screener tools are more valuable than his fund track record; strong philosophical...

Elite global equity investor with outstanding track record and quality-first framework, but governance tolerance and high turnover reduce alignment.

Conservative, high-integrity Tisch family conglomerate that buys assets below intrinsic value and returns capital through buybacks, but mid-single-digit returns...

The purest Graham disciple in history — 47 years of 15.3% annualized returns buying diversified baskets of cheap stocks with perfect integrity, but his statisti...

Legendary biotech investors with extraordinary returns and deep scientific rigor, but SEC settlement and inherently speculative biotech focus limit alignment wi...

Most disciplined Tiger Cub with excellent 25-year track record, strong risk management, and quality-focused approach, but long/short structure and moderate dive...

The best technology PE investor alive with outstanding returns (Dell, Alibaba, Skype), crossover public market investments, and deep CEO relationships — the mos...

Thoughtful Buffett-tradition investor and excellent podcaster; strong on capital allocation thinking but limited public track record and moderate concentration;...

The greatest mutual fund manager ever, whose 29% annual returns over 13 years were achieved through hyper-diversified GARP investing — brilliant but antithetica...

Legendary Buffett-school value investor whose brilliant decades-long record was severely tarnished by the Valeant catastrophe; now retired with no current posit...

The greatest institutional investor in history who pioneered the endowment model -- his intellectual rigor and long-term orientation are inspiring, but his dive...

Colorful contrarian macro-thematic investor with excellent transparency through his blog and strong recent returns on shipping/uranium/inflation themes, but tra...

Legendary UK contrarian value investor with a 28-year track record of ~19.5% annualized returns, now retired — philosophy is admirable but portfolio style is to...

Runs one of the most concentrated major hedge funds in the world (95% in top 10) with a platform/consumer focus -- extreme concentration aligns with our philoso...

Buffett lieutenant and GEICO CEO; mixed stock-picking record at Berkshire, more growth-willing than our philosophy, low transparency.

Father of the hedge fund industry with admirable principles and integrity, but deceased since 2022 and his long/short, actively traded approach provides no acti...

Elite Tiger Cub with outstanding track record but fund is closed to outsiders, limiting current relevance and transparency.

Legendary 100-year-old Graham-tradition value firm with impeccable integrity and the 'What Has Worked in Investing' paper -- a valuable intellectual resource, b...

Elite Tiger Cub with deep fundamental research and strong analytical rigor, but hedge fund structure (long-short, leverage) and low transparency limit direct al...

Built the world's largest alternative asset manager with an exceptional real estate track record and massive AI/data center conviction, but his fee-extracting,...

Legendary long-tenured Contrafund manager with exceptional track record across 35 years, but broad diversification and GARP style limit alignment.

Self-made 'Warren Buffett of Asia' with a 30+ year value investing track record in Greater China, but recent decade of underperformance reflects China's structu...

Pioneer of independent value investing in Japan with 35+ years of experience, vindicated by Japan's recent governance revolution — a thoughtful Buffett-influenc...

Legendary contrarian real estate investor whose 'Grave Dancer' approach to buying distressed assets is philosophically instructive, but he is deceased, operated...

Singapore-based concentrated value investor whose 10-20 stock portfolio and long-term philosophy closely mirror our approach, but extreme privacy makes it impos...

Belgian permanent-capital holding company that operates like a mini-Berkshire with concentrated, patient, long-term positions — philosophically aligned but prac...

Australian global contrarian value investor with a strong early track record but severe underperformance in the tech era, leading to the firm's effective demise...

Morningstar's Manager of the Decade (2000s) who then destroyed his track record with catastrophic concentrated bets in Sears and Fannie/Freddie — a cautionary t...

Legendary Notre Dame endowment CIO who grew $425M to $18B over 32 years with exceptional integrity, but his diversified institutional approach offers minimal di...

The most successful software PE investor alive with top-decile returns and sector expertise directly relevant to our AGI thesis, but private, leveraged, and clo...

The most intellectually transparent quant investor alive — his research on value factors and behavioral biases is worth reading, but his diversified systematic...

Swensen-trained MIT endowment leader with outstanding returns driven by VC-heavy allocation, but extremely private and his institutional approach offers limited...

Solid institutional Canadian value manager within a respected firm, but too diversified, team-based, and geographically narrow to offer actionable insights for...

Best-in-class operational activist with exceptional research quality and the famous Darden Restaurants board takeover, but mid-cap fix-it focus and 1-3 year hor...

Brilliant tech stock picker with extreme concentration but growth-momentum philosophy and poor downside protection (52% loss in 2022) make him a useful idea sou...

Sharp multi-strategy hedge fund operator with increasing tech/AI focus and strong long-term returns, but high turnover and hedge fund complexity make him more u...

Perhaps the greatest macro trader in history with a brilliant intellectual framework, but his leveraged, short-term, macro-driven approach is fundamentally inco...

Deeply knowledgeable natural resource contrarians with excellent research output, but exclusive commodity focus and 50-70 position diversification limit relevan...

Constructive operational activist with good transparency and integrity, but focus on old-economy fix-it situations with declining influence and no AGI awareness...

The godfather of small-cap value investing with a solid philosophical framework on downside protection and quality, but extreme diversification and modest recen...

Concentrated tech growth investor with strong returns but momentum-oriented philosophy diverges from our downside-first approach.

Brilliant natural gas trader who made billions through quantitative commodity trading, but retired in 2012 and his derivatives-focused approach has no applicabi...

Experienced Singapore-based contrarian investor with 44 years of China expertise and investigative research approach, but long/short strategy and low transparen...

The most successful hedge fund in history with nearly 50 years of consistent returns, but the multi-strategy, low-transparency approach is fundamentally incompa...

The most AI-native quant firm with genuine AGI awareness through its ML-first approach and AI venture investments — intellectually interesting for AGI thesis va...

Honest and transparent about his hedge fund failures but poor track record, no longer managing money, and now primarily a financial educator/newsletter writer w...

Skilled healthcare hedge fund manager whose event-driven, long/short, policy-trading approach diverges significantly from our patient value philosophy.

Disciplined and principled long/short manager with 30+ year clean record, but diversified approach, modest returns, and lack of tech/AGI focus make him a poor f...

A brilliant computer scientist who built a hybrid quant-fundamental powerhouse — intellectually admirable but operationally irrelevant to our approach, with ins...

Legendary for The Big Short but post-2008 career marked by high turnover, failed macro calls, AI skepticism, and near-zero transparency - antithetical to our pa...

Pioneering emerging markets investor with colorful career but inconsistent recent track record and low alignment with our concentrated value approach.

The greatest quantitative investor in history with an unreplicable computational edge — intellectually fascinating but completely irrelevant to our concentrated...

Legendary macro trader with outstanding capital preservation instincts and genuine philanthropic character, but his technical, macro, and derivatives-heavy appr...

Skilled opportunistic real estate investor who excels at cycle timing and capital stack flexibility, but his leveraged, private-deal, fee-extracting fund model...

Principled Columbia endowment CEO with solid but not top-tier returns, whose diversified institutional approach and ESG focus offer limited applicability to our...

MD/MBA biotech activist with genuine scientific edge in micro-cap pharma, but the speculative, small-cap, activist-driven approach is incompatible with our pass...

Brilliant macro thinker and systems builder, but his ultra-diversified, leveraged, all-weather approach is the antithesis of concentrated long-term value invest...

Competent Harvard endowment CEO who managed through the 2008 crisis with integrity but produced middling returns, and whose diversified institutional approach o...

Legendary PE pioneer with strong institutional returns but antithetical to our philosophy — leveraged, diversified, fee-driven, and short-to-medium duration hol...

A brilliant hedge fund operator with an exceptional track record built on institutional infrastructure, multi-strategy diversification, and market-making domina...

Legendary value investor with a sound PMV-with-catalyst framework, but extreme diversification, declining recent performance, and governance concerns make him a...

Brilliant entrepreneur with strong AI awareness but a venture/diversified investor, not a concentrated value stock picker — wrong archetype for our approach.

Brilliant distressed debt investor with an exceptional early track record, but the Epstein scandal, fee-extracting fund model, credit-focused strategy, and mini...

Pioneering healthcare-dedicated investment platform with $18B AUM but too diversified, event-driven, and institutional to align with our concentrated value appr...

Once-brilliant concentrated value investor whose ego and conflicts of interest destroyed $10B+ at Sears -- an essential cautionary tale about concentration risk...

Brilliant contrarian PE dealmaker with a colorful legacy, but the leveraged, diversified, fee-driven model is fundamentally misaligned with our approach — and h...

Value Partners co-founder who has largely stepped back from active investing to focus on philanthropy and governance — not a useful source of distinct investmen...

Legendary energy speculator and corporate raider whose leveraged, trading-oriented approach and volatile track record are antithetical to our long-term, downsid...

The most AGI-aware institutional investor with unmatched technology trend insight, but operates in a completely different paradigm (VC, power-law, diversified,...

Legendary activist raider whose best days are behind him — leverage-heavy, event-driven approach with recent integrity issues and no AI awareness makes him irre...

Mutual Series pedigree and principled governance activist (notably Coca-Cola), but Wintergreen Fund's sustained underperformance, high fees, and eventual closur...

Brilliant one-hit subprime trade followed by a decade of underperforming macro bets; derivative-heavy style is fundamentally incompatible with our approach.

Pioneering French macro-driven flexible allocator with a strong pre-2010 record that faded — approach is too diversified, active, and macro-driven to be relevan...

Made the greatest trade in history but gave it all back — a cautionary tale about one-hit wonders and the danger of straying from one's circle of competence.

Solid distressed credit investor but entirely debt-focused with low transparency and minimal relevance to our equity-oriented, AGI-themed approach.

Brilliant bankruptcy turnaround artist but serious integrity issues, retired, and no relevance to our long-term equity approach.

Highly transparent disruptive innovation investor whose speculative, momentum-driven approach with no downside discipline is antithetical to our floor-price, ma...

Legendary early career with Soros but 40+ years of questionable public calls since; commodity/macro focus with zero AGI awareness makes him irrelevant to our ap...

Self-styled Buffett imitator who copies the words but not the character -- massive self-enrichment through embedded hedge fund fees, poor returns, governance en...

A single-asset, leveraged Bitcoin maximalist with a past accounting fraud settlement -- represents the antithesis of our value-oriented, downside-protection-fir...

Brilliant operator-turned-SPAC-promoter whose gap between stated principles and actual behavior, combined with billions in investor losses across SPACs, makes h...

Exceptional raw returns tainted by systematic insider trading at SAC; short-term, hyper-diversified trading operation is the exact opposite of our concentrated...

Resilient operator who rebuilt Cantor Fitzgerald after 9/11, but primarily a financial services executive and deal-maker — not a portfolio investor — with Tethe...

Once-great UK income investor whose reputation was destroyed by catastrophic style drift, liquidity mismatches, and integrity failures at his own firm — a cauti...