Master Returns TOP 10
Rank leading value investors by estimated 13F portfolio returns and durable long-term performance.
- Michael Burry+318.21%
- Duan YongPing+178.26%
- Edgar Wachenheim III+153.09%
Value Investing 13F Tracker & Superinvestor Portfolio Lookup
Track 13F filings from Buffett, Duan Yongping, Li Lu and other superinvestors. Compare disclosed holdings, portfolio weights, consensus stocks and quarterly activity.
Latest Value Invest Portfolio Holdings
| Master | Fund | Market Value ($B) | Stocks | Latest Period |
|---|---|---|---|---|
 Warren Buffett | Berkshire Hathaway | 2630.96 | 29 | 2026Q1 |
 Chris Hohn | TCI Fund Management | 451.71 | 10 | 2026Q1 |
 Bill Gates | Bill & Melinda Gates Foundation Trust | 316.66 | 22 | 2026Q1 |
 Ravenel Boykin Curry IV | Eagle Capital Management | 298.22 | 60 | 2026Q1 |
Portfolio Rankings from 13F Filings
Portfolio Stability TOP 10
Measure quarter-to-quarter portfolio overlap to find disciplined masters who hold through market noise.
- Bruce Berkowitz96.9%
- Charlie Munger96.0%
- Dev Kantesaria95.4%
Concentration Discipline TOP 10
Compare average position size to understand portfolio concentration and restrained master allocation.
- Warren Buffett$9.07B/stock
- Chris Hohn$4.52B/stock
- Bill Gates$1.44B/stock
Consensus Stocks TOP 10
Find stocks held by the most value investing masters across the latest 13F filings.
- ALPHABET INC (GOOGL)19 holders
- Amazon.com, Inc. (AMZN)16 holders
- MICROSOFT CORP (MSFT)15 holders
Portfolio Weight TOP 10
Rank stocks by share of the combined master holdings pool to surface core high-conviction assets.
View allConviction Stocks TOP 10
Spot stocks with the highest single-fund portfolio weight and strongest master conviction.
- Carvana Co. (CVNA)81.67%
- ST JOE CO (JOE)79.67%
- PALANTIR TECHNOLOGIES INC (PLTR)66.04%
Portfolio Holdings and Activity Screeners
Filter value invest holdings by investor count, holding period, portfolio weight and quarterly activity, then review matching results on this page.
How to Research a Value Invest Portfolio
Understand what a filing covers, compare holdings structure and changes, and treat every disclosed position as a research lead rather than a recommendation.
Verify the disclosed holdings
A 13F filing reports selected U.S.-traded securities held by an eligible institutional investment manager at quarter end. Start with the report period, share count, market value, portfolio weight and first disclosed period. A stock appearing in a value invest portfolio shows a historical disclosed position; it does not prove that the current price is attractive or that the manager still owns the same amount today.
Compare portfolio changes carefully
New, increased, reduced and exited labels come from comparisons between adjacent filing periods. They can reveal the direction of a manager’s disclosed activity, but price moves, stock splits, mergers and amended filings may change the apparent result. A pattern across several quarters is usually more informative than one isolated trade, and any material change should be checked against the original SEC filing.
Build an independent research list
Combine investor consensus, holding duration, portfolio concentration and activity strength to prioritize companies for further work. Do not copy a portfolio without context. Review the company’s business model, competitive position, management, financial quality, valuation and downside risks. Use 13F filings as supporting evidence, record the assumptions behind your thesis and identify information that could prove the thesis wrong.
Value Invest Portfolio and 13F FAQ
Review the update schedule, calculation rules and limitations before using the screeners.
What portfolio holdings appear in 13F filings?
13F filings generally cover selected U.S.-traded equities, certain ETFs and other securities on the SEC list for qualifying institutional managers. They do not provide a complete portfolio. Cash, short positions, many bonds and derivatives, private investments and numerous foreign securities may be absent, so disclosed holdings must be read as a partial view.
How often is a value invest portfolio updated?
Most 13F filings are submitted quarterly and can arrive up to about 45 days after quarter end. ValueInvest.Fund organizes the data after public filings become available. The latest page is therefore a historical snapshot, not a real-time portfolio. Always confirm the report period before comparing managers or acting on a research idea.
How are new, increased, reduced and exited positions calculated?
The site compares reported share counts in adjacent periods. A position absent previously and present now is new; a higher share count is increased; a lower count is reduced; and a previously reported position that disappears is exited. Amendments and corporate actions can complicate those labels, so important changes should be verified in the source filing.
How can investor consensus support value investing research?
Start by finding companies held by several investors, held for longer periods or assigned meaningful portfolio weight. Then compare when each manager first disclosed the position and whether recent activity points in the same direction. Consensus helps order a research queue, but business quality, valuation, margin of safety and personal risk capacity still require independent judgment.
Why can portfolio value change without active trading?
Market value reflects both share count and market price. A stock can become a larger portfolio weight because its price rose even when the manager bought no additional shares, while a falling price can reduce its weight. Evaluate reported share changes first, then use portfolio weight, price history, corporate actions and filing notes for context.
Does ValueInvest.Fund provide investment advice?
No. The site organizes public 13F filings into holdings, activity, rankings and screening views for research and education. Public records can be delayed, incomplete or incorrectly mapped. Verify material data against the original SEC filing and make every investment decision independently based on your objectives, financial position and ability to accept risk.
About ValueInvest.Fund
Where does the data come from?
Our data comes from quarterly 13F reports published by the U.S. Securities and Exchange Commission.
We clean and organize public filings so investors can study the portfolio moves of leading value investors.
What do we do?
We turn raw SEC filing data into practical investment research views.
Through holdings analysis, consensus extraction and activity tracking, ValueInvest.Fund helps users observe smart-money moves with more context.
Vision, Mission and Values
Vision:Help more people use value investing to build wealth and intellectual confidence.
Mission:Share value investing principles and inspire long-term thinking.
Values:Integrity, professionalism and generosity