Model Marketplace · Investall Pro
Invest like the greats.
How it works
From a public filing to your portfolio
- 1
Big investors report their holdings
Investment managers with $100 million or more in certain US-listed securities must file a Form 13F with the SEC every quarter, within 45 days after the quarter ends. SEC: Form 13F FAQ - 2
We turn the filing into a model portfolio
Each model is built from up to 20 of the positions reported in the investor's latest filing that we've processed, reweighted to add up to 100%. The model is updated when a new filing is processed. - 3
You invest in the model
Invest from $500. The model runs as your Auto Invest strategy in your own brokerage account, and you can stop it whenever the market is open. Investing in a model is part of Investall Pro.
In the app
See it in the app
Browse Model Marketplace, open an investor's model to see its holdings, then fund it like any Auto Invest strategy.
The investors
Whose filings we use
Models are built from the 13F filings of well-known investors and their firms, including the ones below. The app also has models built from the filings of hedge funds and large asset managers. See each model's current holdings in the app.
- Warren BuffettBerkshire Hathaway Inc.
- Bill AckmanPershing Square Capital Management
- Carl IcahnCarl C. Icahn
- David TepperAppaloosa LP
- Steve CohenPoint72 Asset Management
- Ray DalioBridgewater Associates
- George SorosSoros Fund Management
- Paul Tudor JonesTudor Investment Corporation
- Michael BurryScion Asset Management
- Seth KlarmanThe Baupost Group
- Howard MarksOaktree Capital Management
- Jim SimonsRenaissance Technologies
- Ken GriffinCitadel Advisors
- Chase ColemanTiger Global Management
- Philippe LaffontCoatue Management
- Joel GreenblattGotham Asset Management
Risks
What to know before you invest
- It's delayed. A 13F shows holdings as of the last day of a quarter and can be filed up to 45 days later. By the time you see it, the investor may already have sold.
- It's incomplete. A 13F lists long positions in US-listed stocks and certain other securities. It doesn't show short positions, cash, bonds, most non-US holdings or private investments, so the model isn't the investor's full strategy.
- It's not the same portfolio. The model uses up to 20 positions reweighted to 100%, so its weights, and its results, will differ from the filer's actual portfolio.
- It's often a firm, not a person. Many filings are made by a firm with many portfolio managers, not by the individual whose name is on the model.
- It can be concentrated. A model with few holdings can move sharply when a single stock does.
- Nobody here is advising you. The investors named are not affiliated with Investall and don't endorse it or any model.
- You can lose money. Past results of any investor or model don't guarantee future returns.
Questions
Am I copying the investor's trades in real time?
No. The models are built from quarterly 13F filings, which are made up to 45 days after the quarter ends. You're investing in a model portfolio based on a past snapshot, not following live trades.
Are these investors involved with Investall?
No. None of the investors or firms named are affiliated with Investall or endorse it. Their 13F filings are public records published by the SEC.
How much do I need to start?
The minimum is $500. Investing in a model is part of Investall Pro ($9.99 a month in the US, with a 14-day free trial).
Can I hold more than one model?
A model runs as your Auto Invest strategy, and one Auto Invest strategy can be active at a time. You can still buy any stock yourself in your self-directed account.
Explore the models in the app
Browsing is free. Investing in a model needs Investall Pro.
Model portfolios are based on publicly available Form 13F filings and are not affiliated with, sponsored by or endorsed by the investors or firms named. Names are used only to identify the source filing. A model's holdings and weights differ from the filer's actual portfolio, and filings are reported with a delay.
Investall, Inc. is an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Brokerage services are provided by Alpaca Securities LLC, member FINRA/SIPC. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Nothing on this page is a recommendation to buy or sell any security. See our disclosures.