Institutional Holdings

Vantage MandatesVantage Mandate

The institutional manager registry sourced from SEC 13F filings in EDGAR — every row resolves to a filing entity + canonical CIK. Third-party directory listings may inform candidate discovery; SEC EDGAR is the source of truth.

SEC Form 13F · Retrospective Quarterly Disclosures (45-Day Reporting Lag)Holdings are published quarterly per SEC §13(f). Filing dates reflect official EDGAR submission vintages.

Tracked AUM

$14.0T

Vantage Mandates

Top Turnover

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Vantage Mandates Registry

Search by public name, filing entity, or alias · Vantage card grid

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45 matched

BlackRockVantage Mandate Pro

BlackRock Inc

USindex

World's largest asset manager — iShares + active.

Latest 13FAug 12, 2026

AUM$3.2T

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Holdings—

VanguardVantage Mandate Pro

The Vanguard Group Inc

USindex

Index-fund issuer; broad-market ETF exposure.

Latest 13FAug 13, 2026

AUM$2.9T

Turnover—

Holdings—

JPMorgan Asset ManagementVantage Mandate Pro

JPMorgan Chase & Co / Asset Mgmt

USmutual fund

Largest US bank-affiliated asset manager.

Latest 13FAug 14, 2026

AUM$1.7T

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State StreetVantage Mandate Pro

State Street Corp

USindex

Custody + SPDR ETF issuer. Heavy index exposure.

Latest 13FSep 22, 2026

AUM$1.4T

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Capital GroupVantage Mandate Pro

Capital International Inc

USlong only equity

American Funds operator. Multi-manager long-only.

Latest 13FAug 14, 2026

AUM$1.1T

Turnover—

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Wellington ManagementVantage Mandate Pro

Wellington Management Co LLP

USlong only equity

Private partnership, multi-strategy long-only.

Latest 13FAug 14, 2026

AUM$740B

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T. Rowe PriceVantage Mandate Pro

T. Rowe Price Group Inc

USlong only equity

Long-only fundamental equity + fixed income.

Latest 13FAug 14, 2026

AUM$620B

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Holdings—

CitadelVantage Mandate Pro

Citadel Advisors LLC

USlong short

Multi-strategy. One of the largest US hedge funds.

Latest 13FAug 14, 2026

AUM$530B

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Dodge & CoxVantage Mandate Pro

Dodge & Cox

USlong only equity

San Francisco value manager. Long-term focus.

Latest 13FAug 14, 2026

AUM$320B

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Berkshire HathawayVantage Mandate Pro

Berkshire Hathaway Inc

USlong only equity

Canonical long-only US compounder, ~40 concentrated names.

Latest 13FAug 14, 2026

AUM$280B

Turnover—

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AQR Capital ManagementVantage Mandate Pro

AQR Capital Management Holdings LLC

USlong short

Academic factor / value investor.

Latest 13FAug 14, 2026

AUM$220B

Turnover—

Holdings—

First EagleVantage Mandate

First Eagle Investment Management LLC

USlong only equity

Global value fund. Capital preservation bias.

Latest 13FAug 14, 2026

AUM$145B

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Holdings—

D.E. ShawVantage Mandate

D E Shaw & Co Inc

USlong short

Quant + discretionary long/short.

Latest 13FAug 14, 2026

AUM$130B

Turnover—

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Bridgewater AssociatesVantage Mandate

Bridgewater Associates Inc

USmacro

Largest global macro. Risk-parity + pure alpha.

Latest 13FAug 14, 2026

AUM$95B

Turnover—

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Bill GatesVantage Mandate

Bill & Melinda Gates Foundation Trust

USfamily office

Bill & Melinda Gates Foundation Trust. Concentrated blue-chip.

Latest 13FAug 14, 2026

AUM$71B

Turnover—

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Bill NygrenVantage Mandate

Harris Associates LP

USmutual fund

Oakmark Funds. Concentrated value, long-only mutual fund.

Latest 13FAug 14, 2026

AUM$70B

Turnover—

Holdings—

Two SigmaVantage Mandate

Two Sigma Investments LP

USquant

Quant fund — ML systematic equities + futures.

Latest 13FAug 14, 2026

AUM$68B

Turnover—

Holdings—

Renaissance TechnologiesVantage Mandate

Renaissance Technologies LLC

USquant

Medallion Fund operator. Statistical quant.

Latest 13FAug 14, 2026

AUM$49B

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Andreas HalvorsenVantage Mandate

Viking Global Investors LP

USlong short

Tiger Cub. Long/short equity, large-cap focus.

Latest 13FAug 14, 2026

AUM$47B

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Holdings—

Philippe LaffontVantage Mandate

Coatue Management LLC

USlong only equity

Tiger Cub. Tech-tilted long-only equity.

Latest 13FAug 14, 2026

AUM$38B

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GMOVantage Mandate

GMO LLC

USlong short

Value / mean-reversion oriented.

Latest 13FAug 14, 2026

AUM$28B

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Seth KlarmanVantage Mandate

The Baupost Group LLC

USlong only equity

Deep-value long-only. Margin-of-safety discipline.

Latest 13FAug 14, 2026

AUM$28B

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Chris DavisVantage Mandate

Davis Advisors

USlong only equity

Davis Funds. Quality-at-a-reasonable-price compounder.

Latest 13FAug 14, 2026

AUM$27B

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Carl IcahnVantage Mandate

Icahn Partners LP

USlong short

Activist. Concentrated positions + corporate campaigns.

Latest 13FAug 14, 2026

AUM$25B

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ARK InvestVantage Mandate

Ark Investment Management LLC

USlong only equity

Innovation / disruptive-tech thematic funds.

Latest 13FAug 14, 2026

AUM$23B

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Tom GaynerVantage Mandate

Markel Corp

USlong only equity

Markel Group equity portfolio. Quality compounder.

Latest 13FAug 14, 2026

AUM$22B

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David TepperVantage Mandate

Appaloosa Management LP

USlong short

Multi-strat. Deep distressed + macro overlay.

Latest 13FAug 14, 2026

AUM$18B

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Pershing SquareVantage Mandate

PS Management GP LLC

USlong short

Concentrated long/short, activist focus.

Latest 13FAug 14, 2026

AUM$14B

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Stanley DruckenmillerVantage Mandate

Duquesne Family Office LLC

USfamily office

Duquesne Family Office. Global macro legend.

Latest 13FAug 14, 2026

AUM$14B

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Soros Fund ManagementVantage Mandate

Soros Fund Management LLC

USmacro

Family office successor. Global macro.

Latest 13FAug 14, 2026

AUM$12B

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Chuck AkreVantage Mandate

Akre Capital Management LLC

USlong only equity

Concentrated compounder focus. High-conviction long-only.

Latest 13FAug 14, 2026

AUM$8B

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Holdings—

Lee AinslieVantage Mandate

Maverick Capital Ltd

USlong short

Tiger Cub. Long/short equity.

Latest 13FAug 14, 2026

AUM$8B

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Glenn GreenbergVantage Mandate

Brave Warrior Advisors LLC

USlong only equity

Concentrated value compounder.

Latest 13FAug 14, 2026

AUM$5B

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Joel GreenblattVantage Mandate

Gotham Asset Management LLC

USlong only equity

Magic-formula value. Long-only equity.

Latest 13FAug 14, 2026

AUM$5B

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Robert CitroneVantage Mandate

Discovery Capital Management LLC

USlong short

Tiger Cub. Long/short equity, mid/large-cap.

Latest 13FAug 14, 2026

AUM$4B

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Julian RobertsonVantage Mandate

Tiger Management LLC

USlong short

Tiger Management — long/short equity pioneer.

Latest 13FAug 14, 2026

AUM$4B

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David EinhornVantage Mandate

Greenlight Capital Inc

USlong short

Value + short-bias. Activist-friendly.

Latest 13FAug 14, 2026

AUM$2B

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Donald SmithVantage Mandate

Donald Smith & Co Inc

USlong only equity

Deep-value micro/small-cap specialist.

Latest 13FAug 14, 2026

AUM$2B

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Leon CoopermanVantage Mandate

Omega Advisors Inc

USlong only equity

Long/short + special situations. Former Goldman partner.

Latest 13FAug 14, 2026

AUM$2B

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Bruce BerkowitzVantage Mandate

Fairholme Capital Management LLC

USlong only equity

Concentrated value. Long-term compounding bias.

Latest 13FAug 14, 2026

AUM$1B

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Michael PriceVantage Mandate

MFP Investors LLC

USlong only equity

Deep-value. Distressed + special situations.

Latest 13FAug 14, 2026

AUM$1B

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Arnold SchneiderVantage Mandate

Schneider Capital Management Corp

USlong short

Long/short equity, value-tilted.

Latest 13FAug 14, 2026

AUM$850M

Turnover—

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Mohnish PabraiVantage Mandate

Pabrai Investment Funds

USlong only equity

Concentrated deep-value. Few-name philosophy.

Latest 13FAug 14, 2026

AUM$600M

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Arnold Van Den BergVantage Mandate

Centenus Global Macro Ltd

USlong only equity

Global macro + small-cap value.

Latest 13FAug 14, 2026

AUM$380M

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Charlie MungerVantage Mandate

Daily Journal Corp

USlong only equity

Daily Journal portfolio. Concentrated value compounder.

Latest 13FAug 14, 2026

AUM$280M

Turnover—

Holdings—

Vantage Source of Truth · SEC EDGAR

Pipeline contract

Every Vantage Mandate row maps to a live SEC EDGAR filing entity. Pipeline:

fetchFilingIndex(cik) — pulls the /submissions/CIK<10-digit>.json feed and filters forms to 13F-HR and 13F-HR/A.
fetchInfotableTsv(cik, accession) — pulls the information-table TSV from the /Archives/ path.
parseInfotableTsv() — header-aware TSV parser; classifies common vs option vs warrant vs preferred vs convertible vs debt.
resolveCusipAsync() — two-tier CUSIP → ticker resolver. Tier 1: offline seed (~40 well-known CUSIPs). Tier 2: live SEC company_tickers.json (24h cache).
transformToHoldings() — computes portfolio weight across all rows and a common-only variant for analysts filtering out preferred / options / warrants.
computeFilingDiff() — Pass K — diffs current vs prior-period holdings at a 0.5% MV noise floor; populates turnover %, buy/sell decomposition, and per-row shares delta.

Vantage Mandates does not query third-party manager directories — they are listed as discovery references only (third-party short-names are folded into the aliases[] field). Pro badge marks managers with ≥ $200B reported AUM (11 of 45 qualify).