Strategy 7 of 8
Get to know a manager before you follow it
How it invests, not just what it owns: how concentrated it is, how much it turns over, how long it keeps positions and what historically happened to anyone copying its 13F.
Free account for the details15 min
Step by step
- Start from the ranking, Great investors or the search box. In the ranking, choose Copy their portfolio or Follow their buys, the window in years and More filters. The filters stay in the page address.
- On the manager's page, the summary shows the portfolio value, the number of positions, the weight of the top 10, Turnover, the filer type with its evidence and Portfolio by sector.
- In Top holdings, tap Details on a line: how long it has held the position without a break and the range of quarter-end prices in the quarters it bought (not its cost).
With a free account, one step further
- History tab: how the portfolio changed quarter by quarter, and the Conviction matrix, with the weight of each stock over the last 12 quarters.
- Track record tab: If you had copied it, against the S&P 500, and the Manager signature: what happened 3, 6, 12 and 24 months after its openings, additions and reductions.
- Compare: add two to five managers, or your own portfolio, and see the similarity percentage and the stocks in common.
- If it convinces you, tap Follow and set the alert for when it files a material change.
What to look for and how to read it
- High concentration with low turnover usually points to conviction positions, worth understanding one by one.
- The conviction matrix shows whether a large position is new or one it has held for years.
- The track record is price only, with no dividends or costs, buying at the close after publication: it measures what a 13F reader could have done, not the fund's own result.
Limits and caveats
- The ranking sorts by past results: it does not say who is the better investor. The site's study found that copying blindly did not beat the index.
- For a global manager, the 13F only shows its US-listed holdings.
- The 13F belongs to the firm, not to the person.
Everything comes from public SEC filings. A 13F is filed up to 45 days after the quarter ends: these are not real-time positions. It is for research, not investment advice. How to read a 13F.