Super-investor portfolios, explained

OpenStocks team·2026-03-30·6 min read
13Finvestors

Who counts as a "super-investor"

The term is informal but the OpenStocks list is curated around three criteria:

1. Track record. Multi-decade public returns, ideally with documented drawdown discipline. 2. Concentration. Top 10 holdings represent ≥ 60% of disclosed AUM. We're tracking conviction, not index drift. 3. Self-directed. The portfolio reflects the manager's view, not a sub-advised mandate or an index overlay.

Roughly 70 funds clear that bar today. Three quick examples:

Berkshire Hathaway (Warren Buffett)

  • AUM disclosed in 13F: ~$300B.
  • Top 5 = ~70% of book.
  • Hold period: years to decades.
  • Active changes per quarter: small. Most of what shows up is rebalancing or starter positions.
  • Read it for: long-duration bets and "what is Apple worth to a 30-year holder."

Scion Asset Management (Michael Burry)

  • AUM disclosed: $50–$200M (varies wildly).
  • Concentrated, often 5–10 names.
  • Hold period: weeks to a few quarters.
  • Famous for fast pivots and explicit shorts (which 13F doesn't show).
  • Read it for: thesis trades, not duration.

Pabrai Investment Funds (Mohnish Pabrai)

  • AUM disclosed: ~$500M–$1B.
  • Often 5–8 names. The ultimate concentrated value book.
  • Hold period: years.
  • Frequently overlaps with Berkshire on quality compounders, with deeper deep-value tilts in EM.
  • Read it for: a check on Buffett-school selection.

The trap of copy-trading

Even with the best 13F readers, copy-trading a super-investor portfolio is structurally disadvantaged:

  • 45-day lag. Their cost basis isn't yours.
  • Hedges are invisible. Funds with paired short books look more concentrated long than they really are.
  • Position sizing. A 1% position for Buffett may be a "starter" worth $3B; a 1% position in your portfolio is a real bet for you.
  • Tax basis. They may be holding for years to defer taxes; you're starting from scratch.

The actually-useful way to use super-investor data is as a research surface: which names are showing up in multiple high-conviction books? When they cluster (e.g. Buffett + Klarman + Berkowitz all owning a regional bank), that's usually a researchable thesis.

How OpenStocks surfaces this

We compute three views per investor:

  • Portfolio — current holdings with weight and quarter-over-quarter delta.
  • Activity — every 13F transaction (new, add, trim, exit), filterable.
  • Performance — disclosed-portfolio mark-to-market, with the 45-day-lag caveat baked into the chart.

And on /popular, /buys, and /new-positions, we aggregate across all 70 super-investors so you can spot crowding before it's news.