Famous investors’ portfolios, scored by worldview
Last updated · By StockDashes
StockDashes scores the latest 13F portfolios of five investment firms led by well-known investors against ten worldviews, the same way it scores yours: each holding is marked as benefiting from a worldview, under pressure from it, neutral or mixed, and the result is a 0–100 score. Each portfolio is shown against one worldview that suits how the investor is known to think, and can be re-scored against any of the ten.
The portfolios
| Portfolio | Default worldview | Score |
|---|---|---|
| Berkshire HathawayWarren Buffett · 13F, Q2 2026 | K-shaped economy | 84 Strong |
| Pershing SquareBill Ackman · 13F, Q2 2026 | K-shaped economy | 78 Solid |
| Appaloosa ManagementDavid Tepper · 13F, Q2 2026 | AI build-out | 87 Strong |
| Duquesne Family OfficeStanley Druckenmiller · 13F, Q2 2026 | Higher-for-longer interest rates | 61 Solid |
| Himalaya CapitalLi Lu · 13F, Q2 2026 | Rise of the emerging-market consumer | 86 Strong |
How the portfolios are scored
Each page takes the investor’s latest 13F filing with the SEC and scores its 15 largest US-listed stock holdings, weighted by their share of the stock the filing reports. Options and exchange-traded funds are not part of the score; when a holding has no price, the page says how many it covers.
Worldview fit is a 0–100 score for how well a stock portfolio matches an investor’s view of where the world is heading. It is 60% of the 0–100 score, and diversification and volatility, measured on a year of daily prices, are 20% each. A high score says the portfolio matches the worldview; it doesn’t say whether the worldview is right or whether the stocks are good value.
Score your own portfolio: free accountYour portfolio stays private to your account.
Frequently asked questions
What is a 13F filing?
A quarterly report that US investment managers with more than $100 million in US-listed stocks file with the SEC. It lists the long positions they held on the last day of the quarter and is due 45 days later, so it is public, quarterly and delayed.
What does a famous portfolio score against a worldview?
Berkshire Hathaway scores 84/100 against the K-shaped economy worldview; Pershing Square scores 78/100 against the K-shaped economy worldview; Appaloosa Management scores 87/100 against the AI build-out worldview; Duquesne Family Office scores 61/100 against the higher-for-longer interest rates worldview; Himalaya Capital scores 86/100 against the rise of the emerging-market consumer worldview. Every page also shows the score against each of the other worldviews.
Why does each portfolio have a default worldview?
The default is a worldview that suits how the investor is known to invest, so the first score shown is the most telling one. It isn’t a statement of the investor’s own views, and the page re-scores the portfolio against any of the ten with one click.
Can I score my own portfolio the same way?
Yes. Import your holdings from your broker into a StockDashes account, choose up to four worldviews, and every holding is marked against each one with a one-line reason.
13F data is public, quarterly and delayed: it shows US-listed long positions at the end of a quarter, filed up to 45 days later, and leaves out short positions, cash and holdings outside the US. Nothing on this page is investment advice.