How We Curate Funds

The Standard

We include funds when their public holdings can teach something about durable investing judgment. The core filter is high performance over a long period of time, not fame, recent attention, or one strong year.

The roster is deliberately small. A fund should earn its place by showing evidence of compounding skill across cycles, not by making the dashboard larger.

What We Look For

• Long-term investment performance across many years and, when possible, more than one market regime.
• A public-equity portfolio that is meaningful enough for 13F filings to be useful.
• A manager or firm with a clear investment style, repeatable judgment, and decisions worth studying quarter after quarter.
• Holdings that look like intentional capital allocation rather than mechanical exposure, index replication, or transient trading noise.

What We Exclude

We exclude famous funds when their 13F filings are a poor proxy for long-term investing skill. That can happen when the public filing is dominated by short-horizon trades, tiny crossover positions, sector mechanics, arbitrage books, or holdings that do not reflect the manager's core edge.

We also remove funds when they add noise to the cross-fund signal. The goal is not to track every sophisticated institution; it is to keep a focused list where each included investor improves the quality of the aggregate view.

How The List Changes

The fund list is editorial and reviewed over time. We add slowly, remove when the filings stop being useful, and prefer a compact set of exceptional long-period performers over a broad directory.

13F filings are delayed, incomplete snapshots of public U.S. equity holdings. They are useful for research, but they are not a complete portfolio record and they are not investment advice.