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Stock Quorum
Where 64 top fund managers' 13F portfolios agree
4 followers
Where 64 top fund managers' 13F portfolios agree
4 followers
Stock Quorum reads the SEC 13F filings of 64 long-term fund managers and ranks stocks by how many hold them at 3% or more of their portfolio. Company and manager pages, ten years of history and free CSV/JSON downloads.
@jodapogo The 3% rule is the part that stuck with me. Tracking every position always felt like noise. I’d want to see where they actually put real money. I’ll probably start with Berkshire and check which names keep popping up in other concentrated portfolios.
@santiago_perez13 Berkshire is a funny one to start with, because most of its big bets are pretty lonely. Coca-Cola, Chevron and Occidental don't show up at 3% in any of the other 63 portfolios. Alphabet is the opposite, 33 others hold it big. The one I'd look at is Moody's, seven others have it at 3% or more, which is a lot of company for a ratings agency. Here's the page if you want to dig: https://stockquorum.com/manager/berkshire/