Distill investment wisdom from the world's best fund managers.
15 masters' methodologies + 13F tracking, built for AI agents and human investors
Quick Start · The 15 Masters · 5 Common Principles · AlphaGBM Skills
The best "open-source code" in investing is the public record: shareholder letters, SEC filings, books, interviews, and memos. This repo distills 15 top fund managers' methodologies into structured, actionable profiles that any AI agent or human can use.
This is not "AI roleplay as Buffett." This is methodology extraction -- understanding why they buy, how they manage risk, and when they exit.
| AI Roleplay Tools | Generic Finance Bots | Investment Masters | |
|---|---|---|---|
| Source | LLM training data | News feeds | Primary sources: letters, 13F, books, memos |
| Depth | Surface-level quotes | Price alerts | Full methodology: selection, sizing, risk, exit |
| Verifiable | "Buffett would say..." | N/A | Every claim has a source citation |
| Actionable | Entertainment | Information | Maps to systematic investment rules |
| 13F Tracking | No | No | Quarterly holdings with CIK links |
git clone https://github.com/AlphaGBM/investment-masters.git .claude/skills/investment-mastersgit clone https://github.com/AlphaGBM/investment-masters.git .cursor/skills/investment-mastersThen ask your AI:
"Distill Buffett's investment methodology"
"Compare Dalio and Marks on risk management"
"What did Bridgewater buy last quarter?"
"Write a research report on the 5 common principles"
| # | Master | Style | Profile |
|---|---|---|---|
| 1 | Bridgewater (Dalio) | Risk parity / All-weather | Principles, All Weather white paper |
| 2 | Buffett | Value / Moat | 60 years of shareholder letters |
| 3 | Renaissance (Simons) | Pure quant / Statistical arbitrage | The Man Who Solved the Market |
| 4 | AQR (Asness) | Factor investing / Momentum | 200+ research papers |
| 5 | Tepper | Contrarian / Extreme opportunity | 2009 crisis bottom-fishing |
| 6 | Soros | Macro / Reflexivity | The Alchemy of Finance |
| 7 | Ackman | Concentrated / Event-driven | 2020 CDS hedge |
| 8 | Howard Marks | Cycles / Second-level thinking | The Most Important Thing + memos |
| 9 | Hillhouse (Zhang Lei) | Long-termism / China | Value |
| 10 | ARK (Wood) | Disruptive innovation | Big Ideas report |
| 11 | Duan Yongping | Value / 本分 / Circle of competence | Xueqiu essays, Buffett lunch |
| 12 | Peter Lynch | GARP / Invest in what you know | One Up on Wall Street |
| 13 | Druckenmiller | Macro / Concentrated asymmetric bets | Quantum Fund, Duquesne |
| 14 | Liang Wenfeng (High-Flyer) | Quant / AI-driven | 幻方量化 + DeepSeek |
| 15 | Linda Raschke | Short-term technical / Swing | Street Smarts, Market Wizards |
Despite radically different styles, all 15 converge on these:
-
Systems Over Intuition -- Dalio built All-weather. Simons built quant models. AQR built factor frameworks. The best investors don't rely on gut feeling.
-
Risk Management Over Stock Picking -- Dalio: "Diversification is the holy grail." Marks: "Risk management is not about avoiding risk, but understanding it."
-
Clear Thesis + Willingness to Be Wrong -- Ackman: every position has written exit criteria. Soros: exits immediately when wrong. Know why you own it.
-
Cycle Awareness -- Marks' pendulum. Dalio's quadrants. Tepper's panic buying. Markets swing between excess optimism and excess pessimism.
-
Long-term > Short-term -- Buffett: "My favorite holding period is forever." Exception: Renaissance profits from short-term statistical arbitrage.
Quarterly institutional holdings from SEC EDGAR (free, public):
| Master | CIK | EDGAR Link |
|---|---|---|
| Bridgewater | 0001350694 | 13F filings |
| Berkshire (Buffett) | 0001067983 | 13F filings |
| Appaloosa (Tepper) | 0001656456 | 13F filings |
| Pershing Square (Ackman) | 0001336528 | 13F filings |
| Soros Fund | 0001029160 | 13F filings |
| Hillhouse | 0001510057 | 13F filings |
| ARK Invest | 0001803918 | 13F filings |
Renaissance Medallion and AQR's internal funds are proprietary and not in 13F.
| Query | What the AI Does |
|---|---|
| "Distill Buffett's methodology" | Outputs full profile: principles, sizing, risk control, latest 13F, takeaways |
| "Compare Dalio vs Marks on risk" | Side-by-side analysis of risk philosophies |
| "Ackman's latest 13F changes" | Pulls latest Pershing Square filing from EDGAR |
| "What's the Tepper signal?" | Explains the panic-buying framework with current market indicators |
| "Write a report on master principles" | Generates structured article from the 5 common principles |
| "How would Soros view today's market?" | Applies reflexivity framework to current conditions |
investment-masters/
├── README.md # This file
├── SKILL.md # AI agent skill definition
├── LICENSE # MIT
└── masters/ # Individual master profiles
├── ackman.md
├── aqr.md
├── ark.md
├── bridgewater.md
├── buffett.md
├── druckenmiller.md
├── duan_yongping.md
├── hillhouse.md
├── howard_marks.md
├── liang_wenfeng.md
├── lynch.md
├── raschke.md
├── renaissance.md
├── soros.md
└── tepper.md
- AlphaGBM Skills -- 26 AI skills for options intelligence with real market data
- AlphaGBM -- Full platform: stock analysis, options scoring, strategy builder
Want to add a master or improve a profile? PRs welcome:
- Add new master profiles following the template in SKILL.md
- Update 13F holdings after each quarterly filing
- Add notable quotes, interviews, or new publications
- Translations (currently EN + CN)
MIT -- see LICENSE.
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