Li Lu
Himalaya Capital
Value / China Focus
AUM: $10B+
China value investing, only known person Buffett recommended
Wikipedia →Investors Directory
The investors we study and learn from.
Seth Klarman
Baupost Group
Deep Value / Event-Driven
AUM: $30B+
Margin of Safety book, catalyst identification, patience
Wikipedia →Christian Sinding
EQT
Private Equity / Thematic Growth
AUM: €230B+
Thematic investing around societal megatrends (digitalization, decarbonization, aging). Culture-first approach.
Stanley Druckenmiller
Duquesne Family Office
Macro / Flexible
AUM: $10B+
Soros partnership, currency/bond calls, flexible style
Wikipedia →Stanley Druckenmiller
Duquesne Family Office
Macro / Flexible
AUM: $10B+
Soros partnership, currency/bond calls, flexible style
Wikipedia →Bill Ackman
Pershing Square
Activist / Concentrated
AUM: $20B+
High-profile activism, great letter writer
Wikipedia →Sir Christopher Hohn
TCI Fund Management
Activist / Concentrated Long-Term
AUM: $40B+
Aggressive shareholder activism, 15-25% position sizes, infrastructure focus
Wikipedia →Sir Christopher Hohn
TCI Fund Management
Activist / Concentrated Long-Term
AUM: $40B+
Aggressive shareholder activism, 15-25% position sizes, infrastructure focus
Wikipedia →Charlie Munger
Berkshire Hathaway / Daily Journal
Multi-disciplinary / Lollapalooza Effects
Mental models, inversion, worldly wisdom
Wikipedia →Joel Greenblatt
Gotham Capital / Formula Investing
Magic Formula / Special Situations
AUM: $5B+
Magic Formula, special situations, spinoffs
Wikipedia →Ray Dalio
Bridgewater Associates
Global Macro / All Weather
AUM: $150B+
Radical transparency, principles, economic machine
Wikipedia →Robert Wallace
Stanford Management Company
Endowment / Multi-Asset Institutional
AUM: $40B+
Partner selection rigor, first principles thinking, long-term discipline, low-ego team culture
Ray Dalio
Bridgewater Associates
Global Macro / All Weather
AUM: $150B+
Radical transparency, principles, economic machine
Wikipedia →Howard Marks
Oaktree Capital
Distressed / Value
AUM: $150B+
Second-level thinking, market cycles, risk assessment
Wikipedia →Charlie Munger
Berkshire Hathaway / Daily Journal
Multi-disciplinary / Lollapalooza Effects
Mental models, inversion, worldly wisdom
Wikipedia →Joel Greenblatt
Gotham Capital / Formula Investing
Magic Formula / Special Situations
AUM: $5B+
Magic Formula, special situations, spinoffs
Wikipedia →Seth Klarman
Baupost Group
Deep Value / Event-Driven
AUM: $30B+
Margin of Safety book, catalyst identification, patience
Wikipedia →Warren Buffett
Berkshire Hathaway
Value / Quality at Fair Price
AUM: $350B+
Owner earnings, margin of safety, wonderful companies at fair prices
Wikipedia →Warren Buffett
Berkshire Hathaway
Value / Quality at Fair Price
AUM: $350B+
Owner earnings, margin of safety, wonderful companies at fair prices
Wikipedia →Bill Ackman
Pershing Square
Activist / Concentrated
AUM: $20B+
High-profile activism, great letter writer
Wikipedia →