Investor Strategy Backtests
See how portfolios based on institutional investor holdings would have performed historically, compared with the S&P 500
| Investor | Backtest Start Date | 1D | 30D | 3M | 6M | 1Y | CAGR | Max Drawdown | Beta | Alpha | Sharpe | Follow |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Thunderbird Partners | Sep 08, 2025 | +1.13% | -4.80% | -13.12% | +48.02% | +125.88% | +132.77% | -29.36% | 1.89 | 0.70 | 2.241 | Follow |
| Arbiter Partners Capital Management | Sep 08, 2025 | +2.87% | +28.65% | +40.62% | +65.34% | +55.65% | +106.66% | -34.69% | 1.60 | 0.66 | 1.812 | Follow |
| Situational Awareness Partners | Sep 08, 2025 | -0.49% | -5.94% | -8.12% | +18.92% | +38.84% | +70.79% | -45.04% | 3.32 | 0.24 | 1.162 | Follow |
| Dalal Street | Sep 08, 2025 | +2.52% | -11.76% | +15.37% | -3.46% | +42.34% | +46.57% | -28.80% | 0.61 | 0.41 | 1.223 | Follow |
| 7G Capital Management | Sep 08, 2025 | +0.29% | +3.81% | +0.38% | +16.58% | +33.59% | +43.24% | -12.13% | 1.23 | 0.18 | 2.146 | Follow |
| Duquesne Family Office Llc | Sep 08, 2025 | +1.27% | +2.92% | +9.15% | +26.13% | +37.57% | +40.26% | -14.54% | 1.26 | 0.16 | 1.783 | Follow |
| Aquamarine Capital | Sep 08, 2025 | +0.46% | -1.58% | +0.83% | +32.36% | +40.84% | +39.72% | -13.36% | 1.14 | 0.18 | 1.709 | Follow |
| Oaktree Capital Management | Sep 08, 2025 | +1.03% | +0.20% | +3.86% | +8.24% | +39.65% | +34.15% | -11.85% | 1.06 | 0.15 | 1.657 | Follow |
| Donald Smith & Co. | Sep 08, 2025 | -0.50% | -4.62% | +3.69% | +12.77% | +38.49% | +33.02% | -14.86% | 0.97 | 0.25 | 0.914 | Follow |
| Parnassus Endeavor Fund | Sep 08, 2025 | +0.38% | +2.82% | +2.10% | +33.24% | +32.61% | +31.57% | -11.30% | 0.92 | 0.16 | 1.329 | Follow |
| ARK Invest | Sep 08, 2025 | +2.33% | +6.64% | +13.22% | +39.02% | +7.06% | +24.43% | -29.26% | 2.09 | -0.11 | 0.863 | Follow |
| Triple Frond Partners | Sep 08, 2025 | +1.36% | +2.14% | +2.80% | +15.07% | +18.95% | +23.44% | -17.14% | 1.31 | -0.00 | 1.278 | Follow |
| Whale Rock Capital Management | Sep 08, 2025 | +0.82% | +3.82% | -3.88% | +18.09% | +19.38% | +22.68% | -26.17% | 2.24 | -0.14 | 0.782 | Follow |
| Muhlenkamp & Co | Sep 08, 2025 | +0.71% | -2.66% | +3.50% | +2.47% | +22.94% | +22.45% | -9.02% | 0.80 | 0.09 | 1.402 | Follow |
| Kahn Brothers Group | Sep 08, 2025 | +0.42% | -2.28% | +0.13% | +5.09% | +27.09% | +21.38% | -6.34% | 0.62 | 0.11 | 1.607 | Follow |
| H&H International Investment | Sep 08, 2025 | +0.31% | +4.53% | +5.06% | +15.69% | +15.77% | +20.66% | -11.04% | 0.73 | 0.08 | 1.353 | Follow |
| Appaloosa Management | Sep 08, 2025 | +0.83% | +1.73% | +0.07% | +17.02% | +9.95% | +20.33% | -18.46% | 1.67 | -0.09 | 0.896 | Follow |
| Disciplined Growth Investors | Sep 08, 2025 | +1.34% | +3.97% | +5.95% | +22.74% | +15.87% | +20.03% | -17.09% | 1.54 | -0.07 | 0.937 | Follow |
| Fairholme Capital Management | Sep 08, 2025 | -0.70% | -0.21% | +4.71% | -2.98% | +30.72% | +18.66% | -14.22% | 0.32 | 0.16 | 0.881 | Follow |
| Engaged Capital | Sep 08, 2025 | +1.49% | +7.29% | +35.36% | +41.22% | +31.03% | +17.91% | -20.49% | 0.99 | 0.14 | 0.562 | Follow |
| Sound Shore Management | Sep 08, 2025 | +0.87% | -1.49% | -1.78% | +7.11% | +15.50% | +17.14% | -8.26% | 0.84 | 0.02 | 1.298 | Follow |
| Mairs & Power Growth Fund | Sep 08, 2025 | +0.61% | +2.30% | +3.47% | +14.01% | +15.46% | +16.94% | -9.42% | 0.92 | 0.00 | 1.377 | Follow |
| Hillman Value Fund | Sep 08, 2025 | +0.32% | -2.54% | +1.41% | +12.30% | +16.95% | +16.81% | -11.59% | 0.59 | 0.07 | 1.123 | Follow |
| First Eagle U.S. Value | Sep 08, 2025 | +0.48% | -2.68% | +4.67% | +5.68% | +15.70% | +16.69% | -10.46% | 0.78 | 0.03 | 1.266 | Follow |
| Eagle Capital Management | Sep 08, 2025 | +0.43% | +1.87% | +1.71% | +13.08% | +15.45% | +16.64% | -8.46% | 0.93 | -0.00 | 1.384 | Follow |
| Torray Fund | Sep 08, 2025 | +0.70% | +1.02% | +4.30% | +14.23% | +16.42% | +16.35% | -11.78% | 0.62 | 0.07 | 1.003 | Follow |
| Third Avenue Management | Sep 08, 2025 | -0.09% | -4.91% | -0.21% | +1.34% | +20.90% | +15.77% | -11.02% | 0.66 | 0.05 | 1.048 | Follow |
| Renaissance Technologies LLC | Sep 08, 2025 | +0.62% | +0.48% | +1.18% | +14.23% | +13.82% | +14.84% | -8.44% | 1.00 | -0.03 | 1.087 | Follow |
| Himalaya Capital Management | Sep 08, 2025 | +1.37% | +4.02% | -0.93% | +5.75% | +14.29% | +14.83% | -13.64% | 1.00 | -0.02 | 0.889 | Follow |
| Berkshire Hathaway | Sep 08, 2025 | +0.03% | +0.03% | -0.16% | +10.40% | +15.76% | +14.71% | -6.94% | 0.43 | 0.08 | 1.277 | Follow |
| Cullen Value Fund | Sep 08, 2025 | +0.41% | +1.10% | +2.26% | +8.07% | +13.39% | +14.45% | -7.56% | 0.68 | 0.02 | 1.504 | Follow |
| Alta Fox Capital Management | Sep 08, 2025 | +0.21% | -2.50% | -2.35% | +5.67% | +17.51% | +14.37% | -13.94% | 0.98 | -0.02 | 0.780 | Follow |
| Matrix Advisors Value Fund | Sep 08, 2025 | +0.40% | -0.13% | -0.77% | +7.32% | +13.14% | +14.15% | -10.00% | 0.88 | -0.02 | 1.171 | Follow |
| Miller Value Partners | Sep 08, 2025 | -1.05% | -5.17% | +5.21% | +7.24% | +24.70% | +14.08% | -12.83% | 0.79 | 0.01 | 0.839 | Follow |
| Semper Augustus Investments Group | Sep 08, 2025 | +0.40% | -2.28% | -1.51% | -0.47% | +17.41% | +13.98% | -10.89% | 0.65 | 0.03 | 0.939 | Follow |
| Icahn Capital Management | Sep 08, 2025 | -1.53% | +4.17% | +11.24% | +9.80% | +11.95% | +13.26% | -15.40% | 0.34 | 0.10 | 0.716 | Follow |
| Yacktman Asset Management | Sep 08, 2025 | +0.47% | -1.07% | +4.39% | +5.82% | +13.04% | +12.96% | -6.84% | 0.33 | 0.08 | 1.422 | Follow |
| Eagle Capital Management | Sep 08, 2025 | +1.47% | +1.13% | +7.92% | +14.27% | +11.94% | +12.85% | -13.88% | 0.88 | -0.03 | 0.970 | Follow |
| Lountzis Asset Management | Sep 08, 2025 | +0.64% | +1.63% | -2.85% | +12.42% | +8.70% | +12.57% | -11.35% | 0.90 | -0.03 | 0.944 | Follow |
| Greenbrier Partners Capital Management | Sep 08, 2025 | +0.30% | +5.79% | +4.46% | +12.70% | +12.94% | +12.55% | -13.59% | 0.90 | -0.03 | 0.848 | Follow |
| Sequoia Financial Advisors | Sep 08, 2025 | +0.54% | +0.30% | +0.94% | +8.31% | +11.19% | +12.48% | -8.11% | 0.83 | -0.03 | 1.204 | Follow |
| Matrix Private Capital Group | Sep 08, 2025 | +0.46% | -0.68% | +1.29% | +7.48% | +11.51% | +12.36% | -6.80% | 0.76 | -0.01 | 1.249 | Follow |
| Baupost Group | Sep 08, 2025 | +1.30% | -0.38% | -1.49% | +4.89% | +11.38% | +12.30% | -10.80% | 0.81 | -0.02 | 0.875 | Follow |
| Ariel Appreciation Fund | Sep 08, 2025 | +0.01% | -1.93% | -2.23% | +5.82% | +15.16% | +11.68% | -12.04% | 0.94 | -0.05 | 0.768 | Follow |
| Sequoia Fund | Sep 08, 2025 | +0.50% | +0.70% | +1.56% | +11.69% | +8.38% | +10.95% | -14.76% | 0.92 | -0.05 | 0.797 | Follow |
| Hancock Classic Value | Sep 08, 2025 | +0.45% | -1.98% | +2.17% | +10.88% | +14.70% | +10.75% | -11.26% | 0.78 | -0.03 | 0.796 | Follow |
| Aquamarine Zurich AG | Sep 08, 2025 | +0.98% | +0.51% | +2.51% | +8.70% | +7.83% | +9.62% | -12.96% | 0.49 | 0.02 | 0.786 | Follow |
| Viking Global Investors | Sep 08, 2025 | +0.87% | -1.25% | -2.75% | +6.53% | +9.58% | +9.50% | -11.18% | 0.95 | -0.08 | 0.748 | Follow |
| Dorsey Asset Management | Sep 08, 2025 | +0.46% | -0.42% | -5.44% | +2.47% | +9.21% | +9.35% | -12.92% | 1.12 | -0.10 | 0.610 | Follow |
| Oakcliff Capital Partners | Sep 08, 2025 | +1.04% | -1.46% | -4.34% | +6.40% | +4.19% | +9.24% | -15.18% | 1.24 | -0.13 | 0.563 | Follow |
| Fairfax Financial Holdings | Sep 08, 2025 | +0.68% | -7.04% | -13.38% | -7.93% | +8.15% | +9.22% | -18.61% | 0.92 | -0.05 | 0.508 | Follow |
| Ancient Art (Teton Capital) | Sep 08, 2025 | +0.60% | -2.08% | -5.02% | +1.10% | +1.53% | +9.01% | -23.09% | 1.44 | -0.15 | 0.491 | Follow |
| Pershing Square Capital Management | Sep 08, 2025 | +1.64% | +3.43% | +3.66% | +9.12% | +7.87% | +9.00% | -15.89% | 1.12 | -0.11 | 0.584 | Follow |
| Olstein Capital Management | Sep 08, 2025 | +0.32% | -2.48% | -1.56% | +6.75% | +11.37% | +8.99% | -11.61% | 0.74 | -0.04 | 0.718 | Follow |
| Egerton Capital UK | Sep 08, 2025 | +1.22% | +1.79% | -4.15% | +9.33% | +8.47% | +8.79% | -13.00% | 0.98 | -0.09 | 0.641 | Follow |
| Bill & Melinda Gates Foundation Trust | Sep 08, 2025 | -0.00% | -1.55% | -4.76% | +1.77% | +6.88% | +8.57% | -8.19% | 0.38 | 0.02 | 0.868 | Follow |
| Cantillon Capital Management | Sep 08, 2025 | +0.88% | +2.70% | +3.65% | +11.63% | +7.97% | +8.48% | -13.77% | 1.09 | -0.11 | 0.634 | Follow |
| Dodge & Cox Stock Fund | Sep 08, 2025 | +0.90% | -1.63% | -0.19% | +3.83% | +8.13% | +7.80% | -7.75% | 0.65 | -0.04 | 0.736 | Follow |
| Greenhaven Associates | Sep 08, 2025 | -0.24% | -0.98% | +1.31% | +9.46% | +17.39% | +6.82% | -18.40% | 0.90 | -0.07 | 0.426 | Follow |
| Alapocas Investment Partners | Sep 08, 2025 | +1.25% | +3.72% | +4.31% | +14.10% | +8.85% | +6.50% | -15.68% | 0.76 | -0.07 | 0.521 | Follow |
| Tweedy, Browne Co All Funds (US) | Sep 08, 2025 | -0.42% | -8.12% | -2.55% | -3.75% | +6.80% | +6.09% | -11.90% | 0.60 | -0.04 | 0.502 | Follow |
| Joho Capital | Sep 08, 2025 | +0.38% | +0.46% | +1.83% | +13.86% | +4.90% | +6.09% | -20.11% | 1.27 | -0.16 | 0.402 | Follow |
| Chou Associates Management | Sep 08, 2025 | +0.40% | -1.75% | -0.37% | +3.06% | +5.70% | +5.43% | -9.54% | 0.58 | -0.05 | 0.520 | Follow |
| Fundsmith | Sep 08, 2025 | +0.81% | +5.37% | +3.59% | +15.44% | +6.05% | +4.62% | -13.77% | 0.65 | -0.07 | 0.433 | Follow |
| Giverny Capital | Sep 08, 2025 | +0.53% | +0.76% | +0.88% | +5.72% | +7.66% | +4.59% | -11.13% | 0.81 | -0.10 | 0.409 | Follow |
| Trian Fund Management | Sep 08, 2025 | +0.96% | -5.04% | -8.78% | -1.03% | +4.35% | +4.53% | -14.67% | 0.77 | -0.09 | 0.370 | Follow |
| Fundsmith Investment Services | Sep 08, 2025 | +0.78% | +5.42% | +3.11% | +13.86% | +5.79% | +4.29% | -13.42% | 0.64 | -0.07 | 0.406 | Follow |
| Wedgewood Partners | Sep 08, 2025 | +0.38% | +2.95% | +3.20% | +11.32% | +3.87% | +3.81% | -14.17% | 0.92 | -0.13 | 0.351 | Follow |
| TCI Fund Management | Sep 08, 2025 | +1.29% | -1.33% | -4.53% | +9.72% | +2.18% | +3.54% | -15.94% | 0.78 | -0.10 | 0.317 | Follow |
| AltaRock Partners | Sep 08, 2025 | +2.51% | +3.45% | +5.75% | +12.54% | +4.44% | +3.51% | -19.04% | 0.99 | -0.14 | 0.294 | Follow |
| Causeway Capital Management | Sep 08, 2025 | +0.39% | -4.47% | -2.01% | +1.49% | +3.39% | +3.00% | -16.74% | 1.12 | -0.17 | 0.266 | Follow |
| Gardner Russo & Quinn | Sep 08, 2025 | +0.81% | +2.36% | +2.34% | +5.70% | +3.04% | +2.77% | -9.95% | 0.52 | -0.06 | 0.302 | Follow |
| Scion Asset Management | Sep 08, 2025 | +0.60% | -3.46% | -15.55% | +1.71% | -3.43% | +2.60% | -29.69% | 0.61 | -0.04 | 0.255 | Follow |
| Thiel Macro LLC | Sep 08, 2025 | +1.32% | -1.54% | -3.80% | +9.98% | -13.51% | +2.31% | -26.30% | 1.42 | -0.22 | 0.234 | Follow |
| Jensen Investment Management | Sep 08, 2025 | +0.67% | +3.61% | +1.59% | +12.00% | +2.01% | +2.06% | -36.89% | 0.68 | 0.07 | 0.332 | Follow |
| Vulcan Value Partners | Sep 08, 2025 | +0.96% | -0.42% | +3.63% | +18.76% | +1.81% | +0.92% | -21.76% | 0.79 | -0.13 | 0.147 | Follow |
| Longleaf Partners | Sep 08, 2025 | -0.44% | -2.39% | -3.91% | -3.58% | +2.44% | -0.01% | -12.27% | 0.56 | -0.10 | 0.076 | Follow |
| Third Point | Sep 08, 2025 | +0.83% | +0.97% | -4.28% | -2.00% | -1.32% | -0.33% | -10.14% | 1.11 | -0.21 | 0.067 | Follow |
| Tiger Global Management | Sep 08, 2025 | +0.52% | +2.76% | +0.37% | +14.74% | -3.74% | -1.64% | -24.90% | 1.48 | -0.29 | 0.037 | Follow |
| Greenlight Capital | Sep 08, 2025 | +0.07% | -5.35% | -6.09% | -1.04% | -0.62% | -1.70% | -14.10% | 0.65 | -0.14 | -0.024 | Follow |
| Punch Card Management | Sep 08, 2025 | +0.59% | +2.82% | +0.00% | +4.87% | -3.28% | -1.85% | -12.88% | 0.47 | -0.11 | -0.061 | Follow |
| RV Capital | Sep 08, 2025 | +0.85% | -3.14% | +0.12% | +8.19% | -2.67% | -3.58% | -22.24% | 1.51 | -0.30 | 0.028 | Follow |
| Brave Warrior Advisors | Sep 08, 2025 | -0.01% | -6.28% | -7.78% | +4.59% | +0.34% | -3.62% | -16.14% | 0.77 | -0.18 | -0.137 | Follow |
| Meritage Group | Sep 08, 2025 | +1.11% | -0.21% | +9.20% | +17.46% | -2.81% | -4.02% | -23.25% | 0.89 | -0.20 | -0.077 | Follow |
| Polen Capital Management | Sep 08, 2025 | +1.26% | +3.55% | +5.75% | +14.79% | -6.81% | -4.21% | -23.42% | 1.02 | -0.24 | -0.168 | Follow |
| Bares Capital Management | Sep 08, 2025 | +1.03% | +1.22% | +2.91% | +15.73% | -9.92% | -5.97% | -27.89% | 1.21 | -0.27 | -0.104 | Follow |
| Lone Pine Capital | Sep 08, 2025 | +0.90% | -3.12% | -11.20% | +1.11% | -8.26% | -6.14% | -20.39% | 1.50 | -0.34 | -0.143 | Follow |
| Lindsell Train | Sep 08, 2025 | -0.32% | -1.86% | -1.20% | +1.82% | -7.50% | -6.48% | -15.67% | 0.58 | -0.18 | -0.331 | Follow |
| Turtle Creek Asset Management | Sep 08, 2025 | -0.33% | -4.39% | -8.86% | -7.29% | -2.05% | -7.50% | -17.77% | 0.99 | -0.26 | -0.264 | Follow |
| Greenlea Lane Capital Management | Sep 08, 2025 | +1.03% | +1.02% | -1.73% | +2.92% | -8.85% | -7.73% | -19.84% | 0.98 | -0.27 | -0.410 | Follow |
| Atlantic Investment Management | Sep 08, 2025 | -0.28% | -3.94% | -9.37% | -10.38% | -7.19% | -9.25% | -22.05% | 0.84 | -0.26 | -0.406 | Follow |
| ValueAct Holdings | Sep 08, 2025 | +1.25% | -0.62% | +4.73% | +14.13% | -6.08% | -10.52% | -27.44% | 1.12 | -0.33 | -0.448 | Follow |
| Greenlight Capital | Feb 19, 2026 | -0.17% | -3.63% | -9.36% | -0.94% | — | -11.07%* | -12.97% | 0.75 | -0.29 | -0.618 | Follow |
| AKO Capital | Sep 08, 2025 | +1.22% | -0.53% | +0.97% | +8.06% | -10.11% | -12.07% | -23.66% | 0.78 | -0.29 | -0.814 | Follow |
| CAS Investment Partners | Sep 08, 2025 | +0.66% | -11.98% | -5.86% | -4.58% | -9.87% | -12.26% | -36.41% | 2.06 | -0.41 | 0.011 | Follow |
| Abrams Capital Management | Sep 08, 2025 | +0.53% | -7.39% | -11.26% | -0.07% | -14.52% | -13.97% | -26.38% | 1.11 | -0.36 | -0.527 | Follow |
| Durable Capital Partners | Sep 08, 2025 | +1.60% | +2.49% | -5.60% | +0.42% | -16.54% | -16.20% | -24.96% | 1.25 | -0.43 | -0.769 | Follow |
| Akre Capital Management | Sep 08, 2025 | +0.86% | -4.51% | -1.13% | +4.08% | -15.30% | -17.15% | -23.95% | 0.66 | -0.33 | -0.928 | Follow |
| Valley Forge Capital Management | Sep 08, 2025 | +0.17% | -7.57% | -12.17% | +0.94% | -21.68% | -19.83% | -29.17% | 0.60 | -0.34 | -0.788 | Follow |
| ShawSpring Partners | Sep 08, 2025 | +3.99% | +17.18% | +26.82% | +44.04% | -17.67% | -21.32% | -47.14% | 0.92 | -0.40 | -0.588 | Follow |
| Conifer Management | Sep 08, 2025 | -1.25% | -8.93% | -6.12% | -0.95% | -23.00% | -23.59% | -32.13% | 0.68 | -0.40 | -0.961 | Follow |
| ADW Capital Management | Sep 08, 2025 | +0.03% | -1.15% | -3.24% | -1.63% | -18.82% | -26.69% | -33.14% | 0.89 | -0.50 | -1.227 | Follow |
* These results are hypothetical and for research only. They are not the fund’s live returns and are not investment advice.