Research & Replicate Portfolios of the World's Best Investors
We give you the access and tools to invest like a Wall Street money
manager – at a Main Street price.
We give you the access and tools to invest like a Wall Street money
manager – at a Main Street price.
| YTD Return | 1-Year Return | 3-Year Return | Annualized All-Time (August 2008) |
|
|---|---|---|---|---|
| S&P 500 Total Return Index | 22.45% | 25.55% | 71.54% | 10.44% |
| WhaleIndex | -4.5% | 2.62% | 110.07% | 14.85% |
These managers can be private trusts, banks, insurance companies, investment advisors, and hedge funds. Funds must submit their list of qualifying 13F securities no more than 45 days after the end of quarter date.
Plenty. Individual investors can take advantage of the research already done by hedge funds by using the data disclosed in 13F filings. Hedge Funds have access to levels of investing talent and capital far beyond most individual investors or small RIAs.
Research has found that "Yes" despite the time lag, 13F holdings data is still valuable when released. The key is to focus on funds that tend to hold securities long-term and have a higher concentration of high conviction picks. Funds who favor short-term trading or whose portfolio is so diversified that it basically follows the S&P 500 will generally make poor candidates for copying.
Our WhaleScore system has algorithmically identified funds that make good candidates for copying and assigned a scoring system that's easy to follow.
Our 13F Backtesting Engine lets you test a fund or group of funds cloning potential with data going back as far as 2001.
Check out our NEW Insider Backtesting Engine. Backtest insider transactions. Use advanced clustering techniques to uncover alpha.
Our Heat Map attempts to find stocks that funds are starting to show an interest in.
The WhaleIndex tracks the highest-conviction stocks held by leading hedge fund managers.
Create a free account and start setting up email alerts whenever funds you are interested in submit new filings.
Use the search box at the top of every page to find stocks or funds. Additional search and reporting tools are available via our Dashboard.
Using WhaleWisdom's custom 13F backtesting tool will allow you to test your cloning strategies. Combine multiple funds to find consensus picks and find out how well they would have performed in the past.
Be sure to checkout our NEW Insider Backtesting Engine.
The WhaleScore helps investors quickly identify funds that consistently beat the market and make good candidates for cloning. Generally, WhaleScores that are higher than the S&P 500's score have a consistent track record of being a good cloning candidate.
You can use our WhaleIndex. The WhaleIndex tracks the highest-conviction stocks held by leading hedge fund managers.
For certain filings like 13F, 13D/G, 8-K, Form D, and insider forms 3,4 and 5, the WhaleWisdom email alert will contain
specific details about the actual contents of the filing giving you useful data
without having to actually read the filing yourself.
13D/G filings are often released before the closing bell. Using WhaleWisdom's email alert system,
you can be notified
when these filings are released in real-time and receive actionable
info you can use of a Whale's buy or sale
of a security you've been targeting.
WhaleWisdom will often tweet 13D/G events in real-time for some of the more popular funds.
See daily 13D/G activity or Search for past 13D/G transactions.Form D's are sent in by privately held companies that raise capital to declare exempt offerings of securities.
Start SearchingN-CEN and N-PORT filings are used by mutual funds and ETFs to disclose holdings and regulatory information
Start SearchingForms 3, 4, and 5 relate to insider transactions. These filings reveal when owners, officers, and directors of companies buy or sell the company's equity securities.
Start Searching8-K filings are used by public U.S. companies to notify investors of specific important events. 8-K's must be filed within four business days of the event triggering the report.
Learn how to receive alerts on 8-K events.