🗂 All mirrors
Every investor Prior Moves tracks, one model portfolio (“mirror”) each, identical for every reader: disclosed 13F holdings plus the stocks a model predicts they’ll buy next, about six weeks before the filing. Backtest figures are gross, small-sample and not statistically significant.
Warren Buffett · Berkshire Hathaway
Value, long-duration, quality businesses.
Value & quality29 holdings🔮 next buy: DHI
-2.1 pts/q vs S&P · 34q backtest
Michael Burry · Scion
Contrarian, special situations + short bias.
Specialist8 holdingsdormant · last filed Sep 2025
backtest pending
Bill Ackman · Pershing Square
Activist, concentrated long-only.
Activist11 holdings🔮 next buy: RRC
-0.7 pts/q vs S&P · 34q backtest
Howard Marks · Oaktree
Distressed credit + market-cycle awareness.
Specialist143 holdings🔮 next buy: BKLN
+0.1 pts/q vs S&P · 34q backtest
Stanley Druckenmiller · Duquesne
Macro, currencies, indexes, themes.
Macro90 holdings🔮 next buy: DHI
+1.2 pts/q vs S&P · 34q backtest
Chase Coleman · Tiger Global
Concentrated tech/growth (Tiger cub).
Growth & Tiger cubs46 holdings🔮 next buy: PAYP
+1.5 pts/q vs S&P · 34q backtest
Seth Klarman · Baupost
Deep value, special situations, defensive cash.
Value & quality23 holdings🔮 next buy: RRC
-2.3 pts/q vs S&P · 34q backtest
Carl Icahn · Icahn Capital
Activist, hostile when needed.
Activist12 holdings🔮 next buy: RRC
+0.8 pts/q vs S&P · 34q backtest
David Tepper · Appaloosa
Distressed + tech-heavy.
Specialist27 holdings🔮 next buy: BKLN
+1.4 pts/q vs S&P · 34q backtest
George Soros · Soros Fund Mgmt
Macro, reflexivity, big moves.
Macro150 holdings🔮 next buy: COO
+0.9 pts/q vs S&P · 34q backtest
David Einhorn · Greenlight
Value + activist short.
Value & quality40 holdingsdormant · last filed Dec 2023
+0.9 pts/q vs S&P · 26q backtest
Daniel Loeb · Third Point
Activist, event-driven.
Activist43 holdings🔮 next buy: RRC
+1.9 pts/q vs S&P · 34q backtest
Mohnish Pabrai · Dalal Street
Buffett-style, deep value.
Value & quality4 holdings🔮 next buy: RRC
+1.3 pts/q vs S&P · 24q backtest
Li Lu · Himalaya Capital
Concentrated value. Li Lu, Munger's pick.
Value & quality8 holdings🔮 next buy: RRC
backtest pending
Nelson Peltz · Trian
Operational activist.
Activist8 holdings🔮 next buy: RRC
-1.1 pts/q vs S&P · 34q backtest
Paul Singer · Elliott
Activist + distressed.
Activist28 holdings🔮 next buy: DHI
backtest pending
Philippe Laffont · Coatue
Tech + growth crossover (Tiger cub).
Growth & Tiger cubs66 holdings🔮 next buy: INTC
+1.5 pts/q vs S&P · 34q backtest
Brad Gerstner · Altimeter
Growth, tech, travel, AI.
Growth & Tiger cubs20 holdings🔮 next buy: RRC
-2 pts/q vs S&P · 34q backtest
Andreas Halvorsen · Viking Global
Long-short fundamental (Tiger cub).
Growth & Tiger cubs90 holdings🔮 next buy: COO
+3.6 pts/q vs S&P · 34q backtest
Ariel
Value & quality106 holdings🔮 next buy: DT
backtest pending
Bill Nygren · Oakmark
Classic contrarian value.
Value & quality150 holdings🔮 next buy: COO
0 pts/q vs S&P · 34q backtest
Bruce Berkowitz · Fairholme
Concentrated value.
Value & quality13 holdings🔮 next buy: RRC
-0.8 pts/q vs S&P · 34q backtest
Chris Bloomstran · Semper Augustus
Concentrated value.
Value & quality50 holdings🔮 next buy: SUNB
+1.7 pts/q vs S&P · 34q backtest
Chris Hohn · TCI
Concentrated activist, very high conviction.
Activist11 holdings🔮 next buy: RRC
backtest pending
Chuck Akre · Akre Capital
Quality compounders, near-zero turnover.
Value & quality19 holdings🔮 next buy: RRC
+0.8 pts/q vs S&P · 34q backtest
Corvex
Activist24 holdings🔮 next buy: PLNT
backtest pending
D. E. Shaw
Multi-strat quant (kept out of the consensus mirror).
Quant & multi-strat150 holdings🔮 next buy: BKLN
+2.3 pts/q vs S&P · 34q backtest
Dan Sundheim · D1 Capital
Growth crossover, public + private.
Growth & Tiger cubs55 holdings🔮 next buy: RRC
backtest pending
David Abrams · Abrams Capital
Concentrated value, low turnover.
Value & quality11 holdings🔮 next buy: RRC
-2.5 pts/q vs S&P · 34q backtest
Dev Kantesaria · Valley Forge
Concentrated quality.
Value & quality7 holdings🔮 next buy: RRC
backtest pending
Egerton
Value & quality23 holdings🔮 next buy: RRC
backtest pending
Engaged
Activist10 holdings🔮 next buy: RRC
backtest pending
Francois Rochon · Giverny
Quality compounders.
Value & quality51 holdings🔮 next buy: WSO
+4.3 pts/q vs S&P · 34q backtest
Guy Spier · Aquamarine
Buffett-style value.
Value & quality7 holdingsearly filer · ~day 16🔮 next buy: RRC
backtest pending
Hosking
Value & quality98 holdingsearly filer · ~day 35🔮 next buy: RRC
backtest pending
Hound
Growth & Tiger cubs32 holdings🔮 next buy: RRC
backtest pending
Izzy Englander · Millennium
Multi-strat quant (kept out of the consensus mirror).
Quant & multi-strat150 holdings🔮 next buy: FBTC
-1.8 pts/q vs S&P · 34q backtest
Jana
Activist9 holdingsdormant · last filed Jun 2023
backtest pending
Jeff Ubben · Inclusive Capital
ESG / impact activist.
Activist3 holdingsdormant · last filed Sep 2025
+0.3 pts/q vs S&P · 34q backtest
Joel Greenblatt · Gotham
Magic-formula value, special situations.
Specialist150 holdings🔮 next buy: BEPC
-2.8 pts/q vs S&P · 34q backtest
Ken Griffin · Citadel
Multi-strat quant (kept out of the consensus mirror).
Quant & multi-strat150 holdings🔮 next buy: BMNR
+2.4 pts/q vs S&P · 34q backtest
Larry Robbins · Glenview
Long-short healthcare.
Specialist44 holdings🔮 next buy: COO
-2.2 pts/q vs S&P · 34q backtest
Lee Ainslie · Maverick
Long-short (Tiger cub).
Growth & Tiger cubs150 holdings🔮 next buy: DT
-1.6 pts/q vs S&P · 34q backtest
Light Street
Growth & Tiger cubs27 holdings🔮 next buy: RRC
backtest pending
Norbert Lou · Punch Card
Ultra-concentrated value (3–5 names).
Value & quality5 holdings🔮 next buy: DT
backtest pending
Polen
Growth & Tiger cubs150 holdings🔮 next buy: IWO
backtest pending
Prem Watsa · Fairfax
Fairfax. Buffett-style with macro hedges.
Value & quality32 holdings🔮 next buy: RRC
-1.5 pts/q vs S&P · 34q backtest
Ray Dalio · Bridgewater
All-weather macro.
Macro150 holdings🔮 next buy: DIDIY
-0.1 pts/q vs S&P · 34q backtest
Renaissance Technologies
Quant, short-horizon, broad universe.
Quant & multi-strat150 holdings🔮 next buy: INTU
+1.9 pts/q vs S&P · 34q backtest
Sachem Head
Activist19 holdings🔮 next buy: DHI
backtest pending
Southeastern
Value & quality47 holdings🔮 next buy: ABT
backtest pending
Starboard
Activist21 holdings🔮 next buy: DT
backtest pending
Stephen Mandel · Lone Pine
Long-short growth (Tiger cub).
Growth & Tiger cubs34 holdings🔮 next buy: RRC
+0.7 pts/q vs S&P · 34q backtest
Steve Cohen · Point72
Multi-strat (kept out of the consensus mirror).
Quant & multi-strat150 holdings🔮 next buy: ETHA
-0.7 pts/q vs S&P · 34q backtest
Tom Russo · Gardner Russo & Quinn
Global brand compounders.
Value & quality85 holdings🔮 next buy: SUNB
-1.1 pts/q vs S&P · 34q backtest
Two Sigma
Quant. ML-driven, sector-diverse.
Quant & multi-strat150 holdings🔮 next buy: RRC
+2.4 pts/q vs S&P · 34q backtest
Valueact
Activist18 holdings🔮 next buy: PAYP
backtest pending
Whale Rock
Growth & Tiger cubs35 holdings🔮 next buy: RRC
backtest pending
“Next buy” = the name the model ranks first among everything that investor could buy next quarter. On walk-forward holdout a top-ranked name is the actual next buy 1.7% of the time, against a board base rate of 0.62%. Not a certainty, not advice. “Edge” = average quarterly out-performance vs the S&P 500 in a walk-forward backtest, before the 13F filing lag (broad as-of candidate universe, gross, complete quarters only). The consensus mirror's backtest shows +2.2 pts/quarter net vs the S&P 500 over 35 complete quarters (2017Q3 to 2026Q1), directional, NOT statistically significant (t≈1.3; 95% CI includes zero). Most of that average is one quarter: 2026Q1 posted a +47.5 pt edge, roughly half of it two AI-hardware names (SNDK +258%, AMD +186%) marked at what proved to be a local peak; excluding it the edge is +0.9 pts/quarter.