Focused investors

This is the directory of the 85 high-conviction investors we track, the managers who put real weight behind a handful of ideas rather than spreading capital across hundreds of names. It helps you find a manager and judge at a glance how concentrated their latest portfolio is.

Managers are ranked by their latest top-five concentration, the share of their equity portfolio held in their five largest positions, so the most concentrated investors appear first. Select a manager to see their holdings, or a ticker to open the stock page. 85 of them have a complete, immutable portfolio loaded.