Anonymized portfolios from leading hedge funds, auto-refreshed weekly from their SEC 13F filings. Each card shows a codename, AUM bracket, and brief description — identities are intentionally obscured so the picks themselves are the product. Top 7 holdings per fund.
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Early-stage and crossover growth investor focused mainly on technology-enabled enterprise and consumer businesses.
Network-driven sourcing; founder partnership; combines private-company underwriting with public-market perspective and long-term thematic research.
Global public-equity manager focused on technology, media and telecom companies.
Fundamental research process emphasizing secular growth themes, company meetings, and concentrated exposure to perceived long-term winners.
Boutique small- and mid-cap growth investor seeking innovative companies that can create new markets or disrupt existing ones.
Bottom-up fundamental research; emphasis on revenue growth, innovation, management quality and long-term institutional portfolios.
SEC-registered adviser focused on small- and mid-cap public equity investing.
Fundamental analysis and rigorous primary research; active portfolio management across separate accounts, pooled vehicles and sub-advisory relationships.
Growth-equity manager focused on helping clients achieve goals through a disciplined growth strategy.
Disciplined, research-driven equity process emphasizing growth-oriented public companies for long-term clients.
Small-cap securities-focused adviser using long/short strategies and occasional activist engagement.
Fundamental small-cap research with long/short positioning and selective public-letter activism on portfolio holdings.
Technology-focused investment firm investing across public and private markets globally.
Concentrated, conviction-led investing across public equities and venture-stage technology companies with long-duration capital.
Investment manager focused on global public equities in technology and media.
Bottom-up fundamental research on global TMT names; long/short equity with concentrated public exposure.
Long-term investor in high-quality public companies using collaborative engagement with boards and management teams.
Concentrated 'constructive activist' approach: deep due diligence, multi-year holding periods, and direct engagement (often via board seats).
Concentrated long-equity investor focused on financially healthy businesses purchased with a margin of safety.
Value-oriented bottom-up research; concentrated long-only positions in businesses with durable economics and sound balance sheets.
Research-driven public-equity manager often associated with growth-at-a-reasonable-price and stable/recurring-revenue businesses.
Fundamental research focused on profitable, durable business models; long/short equity with healthcare and consumer concentrations.
Asset manager providing advisory services and concentrated long-term public-equity portfolios.
Concentrated long-only public equity selection with low turnover and long holding periods.
Raleigh-based investment manager known for focused value investing and engagement in undervalued companies.
Deep-value, concentrated investing; constructive engagement and selective activism with undervalued portfolio companies.
Healthcare and life-sciences specialist investing across public equities, private equity and venture opportunities.
Scientific, clinical, and commercial diligence on biotech and healthcare names; integrated public/private investing across asset classes.
Concentrated long-only investor in public companies expected to gain market share over long periods.
Highly concentrated long-only book; multi-year holdings in software and technology share-gainers.
Family office with a macro-oriented heritage and concentrated public-equity portfolio.
Top-down macro + bottom-up equity selection; nimble portfolio with flexibility across asset classes, sectors, and geographies.
Research-driven global investment firm investing in innovative companies across public and private markets.
Internet/technology-led fundamental research, with parallel public and private investment vehicles funding growth-stage companies globally.
Research-driven fundamental equity investor building concentrated portfolios from global, cross-sector research.
Bottom-up fundamental research across sectors and geographies; long/short and long-only books with concentrated positioning.
Concentrated, value-oriented investment manager focused primarily on equity investments in North America and Europe.
Activist-tilted concentrated value; engagement and capital-allocation advocacy with publicly traded portfolio companies.
Value-oriented special situations fund investing actively and passively in companies undergoing change.
Special-situations equity investing; activist and passive positions in catalyst-driven small/mid-cap names.
Long/short equity manager focused on technology, consumer and media sectors in the U.S.
Concentrated long/short fundamental research focused on TMT and consumer companies in U.S. markets.
Long-only growth equity manager focused on high-quality companies at disciplined valuations.
Long-only quality-growth investing; bottom-up research with strict valuation discipline and concentrated portfolios.
Independent growth investor focused on high-growth companies across micro-cap, small-cap, SMID and related strategies.
Bottom-up fundamental growth research focused on revenue acceleration and innovation across cap-tier strategies.
Biotechnology and life-sciences specialist investing primarily in healthcare public equities.
Long-duration biotech investing with deep scientific diligence; concentrated holdings across clinical and commercial-stage names.
Global investment firm focused on public and private companies and high risk-adjusted returns.
Multi-team fundamental research with long/short and long-only books; integrated public/private investing with global scope.
Private-fund adviser with a concentrated, flexible approach; public information on strategy is limited.
Concentrated, opportunistic private-fund approach; flexible mandate with limited public strategy disclosure.
Opportunistic investment firm historically known for distressed debt, public equities and fixed income.
Macro-aware distressed debt + public-equity investing; opportunistic positioning across asset classes.
Value-investing manager focused on publicly traded securities using long-biased long/short portfolios.
Deep-value research; long-biased long/short equity book targeting undervalued public companies.
Alternative asset manager focused on public equities across traditional and alternative energy.
Sector-specialist energy investing; long/short equity with exposure across traditional and alternative energy value chains.
Investment manager using rigorous independent research and disciplined long-term investing across long-only and long/short equity strategies.
Independent fundamental research with multi-strategy mandates; long-only and long/short equity portfolios with disciplined risk management.
