{ "title": "Closelook Records — the cross-platform record catalogue", "description": "Public track records of traders, managers, funds, CTAs and analysts — documented, dated, sourced and graded by verifiability (A = platform-verified real account, B = timestamped/modelled fills or manager-reported in a regulated wrapper, C = public datable calls without a computed track record). Subjects have not contributed. Figures are quoted as shown at the named source on the stated date. Coverage, not endorsement; a diary, not advice.", "url": "https://closelook.net/records/", "humanPage": "https://closelook.net/records/", "publisher": "Closelooknet", "count": 19, "generated": "2026-10-23", "records": [ { "slug": "c2-ares-systemtrading", "url": "https://closelook.net/records/c2-ares-systemtrading/", "name": "ares_Systemtrading — \"ares\"", "type": "trader", "platform": "Collective2", "platformUrl": "https://collective2.eu/details-list/131145247", "assetFocus": "Micro Nasdaq (MNQ) futures, long and short", "style": "Automated short-term trend following — 1% risk per trade, no overnight positions, every trade stopped", "since": "since Sep 2020 (74 months)", "grade": "B", "gradeBasis": "Collective2 timestamps every signal and computes the track record platform-side — but fills are hypothetical by design, so execution quality is modelled rather than proven.", "metrics": [ { "label": "Annual return (hypothetical fills)", "value": "+32.4%", "asOf": "22 Oct 2026", "sourceLabel": "Collective2 strategy page", "sourceUrl": "https://collective2.eu/details-list/131145247" }, { "label": "Max drawdown", "value": "14.1% (Oct–Nov 2021)", "asOf": "22 Oct 2026", "sourceLabel": "Collective2 strategy page", "sourceUrl": "https://collective2.eu/details-list/131145247" }, { "label": "Winning months", "value": "64.9%", "asOf": "22 Oct 2026", "sourceLabel": "Collective2 strategy page", "sourceUrl": "https://collective2.eu/details-list/131145247" }, { "label": "Subscription", "value": "$100/month", "asOf": "22 Oct 2026", "sourceLabel": "Collective2 strategy page", "sourceUrl": "https://collective2.eu/details-list/131145247" } ], "summary": "The best risk/return profile we found on the Collective2 leaderboard: six years of timestamped Nasdaq-futures signals with a 14% maximum drawdown against a 32% hypothetical annual return — and clean risk rules stated up front.", "famousCalls": [], "updated": "2026-10-22", "computed": null }, { "slug": "ark-invest-cathie-wood", "url": "https://closelook.net/records/ark-invest-cathie-wood/", "name": "ARK Invest — Cathie Wood", "type": "manager", "platform": "ARK Funds (SEC-regulated ETF issuer)", "platformUrl": "https://www.ark-funds.com/funds/arkk", "assetFocus": "Disruptive-innovation equities — ARKK flagship plus thematic sister ETFs", "style": "High-conviction, concentrated active management; every trade disclosed daily by email and on the fund site", "since": "ARKK inception 31 Oct 2014 (~12y)", "grade": "A-", "gradeBasis": "An SEC-regulated ETF with a daily-priced NAV is the most verifiable record format there is; the minus reflects that the headline story depends entirely on the start date you choose on that record.", "metrics": [ { "label": "Record format", "value": "Daily NAV, SEC-regulated ETF, all trades disclosed next day", "asOf": "22 Oct 2026", "sourceLabel": "ARK Funds ARKK page", "sourceUrl": "https://www.ark-funds.com/funds/arkk" }, { "label": "Signature year", "value": "ARKK +152.5% in 2020", "asOf": "FY 2020", "sourceLabel": "ARK Funds performance data", "sourceUrl": "https://www.ark-funds.com/funds/arkk" }, { "label": "Signature drawdown", "value": "≈−80% peak-to-trough, Feb 2021 – Dec 2022", "asOf": "Dec 2022", "sourceLabel": "ARKK NAV history", "sourceUrl": "https://www.ark-funds.com/funds/arkk" } ], "summary": "The most transparent large active record in the catalogue — a regulated ETF with daily NAV and next-day trade disclosure — and the clearest case study in how the same record tells opposite stories depending on the window you cut.", "famousCalls": [ { "href": "/external-insights/2026-10-22-ark-daily-disclosures/", "label": "ARK's daily disclosures — the boldest transparency bet in asset management" } ], "updated": "2026-10-22", "computed": { "score": { "value": 37, "band": "Mixed", "cap": 100, "basis": "nav-verified", "formula": "v1", "components": { "evidence": 15.9, "riskAdjusted": 11.3, "drawdown": 7.5, "consistency": 2.6, "shortWindowDampener": 1 } }, "slug": "ark-invest-cathie-wood", "source": "closelook-lake", "symbol": "ARKK", "currency": "USD", "window": { "from": "2022-10-03", "to": "2026-10-21", "points": 1017, "years": 4 }, "computedAt": "2026-10-22", "method": "v1 — daily adjusted closes; Sharpe/Sortino with rf = 0; annualisation ×√252; monthly stats from month-end closes", "battery": [ { "label": "CAGR (window)", "value": "+22.2%" }, { "label": "Total return (window)", "value": "+125%" }, { "label": "Trailing 1y", "value": "-5.1%" }, { "label": "Volatility (ann.)", "value": "41.4%" }, { "label": "Sharpe (rf = 0)", "value": "0.54" }, { "label": "Sortino (rf = 0)", "value": "0.81" }, { "label": "Max drawdown", "value": "-39.6% (2025-02-14 → 2025-04-08)" }, { "label": "Calmar", "value": "0.56" }, { "label": "Winning months", "value": "48% of 48" }, { "label": "Best month", "value": "+31.4% (Nov 2023)" }, { "label": "Worst month", "value": "-16.6% (Dec 2022)" }, { "label": "Excess CAGR vs S&P 500 (SPY)", "value": "+0.6% (SPY: +21.6%)" }, { "label": "Beta vs SPY", "value": "2.06" }, { "label": "Correlation vs SPY", "value": "0.78" } ] } }, { "slug": "pershing-square-bill-ackman", "url": "https://closelook.net/records/pershing-square-bill-ackman/", "name": "Bill Ackman — Pershing Square", "type": "manager", "platform": "SEC EDGAR (13F-HR)", "platformUrl": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002026053&type=13F-HR", "assetFocus": "Concentrated US large caps — typically 8–15 positions", "style": "High-conviction activist value; one of the most concentrated large books in the 13F universe", "since": "Pershing Square founded 2004; 13F series continuous, since Q2 2026 filed under the restructured Pershing Square Inc.", "grade": "B+", "gradeBasis": "A sworn SEC filing, but a lagged quarterly window: long US-listed equities only, up to 45 days old on arrival, no return series derivable. The listed fund PSH (LSE/Euronext) carries a daily NAV — the future series for this record.", "metrics": [ { "label": "13F book (Q2 2026)", "value": "$19.5B across 14 issuers", "asOf": "2026-06-30, filed 14 Aug 2026", "sourceLabel": "SEC EDGAR 13F-HR", "sourceUrl": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002026053&type=13F-HR" }, { "label": "Top position", "value": "Uber — 12.7% of the 13F book", "asOf": "2026-06-30, filed 14 Aug 2026", "sourceLabel": "SEC EDGAR 13F-HR", "sourceUrl": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002026053&type=13F-HR" } ], "summary": "Fourteen positions, nineteen and a half billion dollars — the most concentrated large book in the catalogue, now filed under the restructured Pershing Square Inc., with the listed PSH fund as the record's verifiable daily layer.", "famousCalls": [], "updated": "2026-10-22", "computed": null }, { "slug": "intelligent-matrix-trend-christian-jagd", "url": "https://closelook.net/records/intelligent-matrix-trend-christian-jagd/", "name": "Christian Jagd — Intelligent Matrix Trend", "type": "trader", "platform": "wikifolio", "platformUrl": "https://www.wikifolio.com/de/de/w/wfimatrend", "assetFocus": "Global multi-asset with US focus — stocks plus long/short ETFs", "style": "Trend following — trend channels and breakouts, medium- to long-term, signals from a self-built tool", "since": "since 25 Mar 2014 (~12.5y)", "grade": "A", "gradeBasis": "Platform-recorded certificate trading on wikifolio — performance computed platform-side from real portfolio moves.", "metrics": [ { "label": "Performance since inception", "value": "+773.6%", "asOf": "22 Oct 2026", "sourceLabel": "wikifolio profile", "sourceUrl": "https://www.wikifolio.com/de/de/w/wfimatrend" }, { "label": "Average p.a.", "value": "+18.7%", "asOf": "22 Oct 2026", "sourceLabel": "wikifolio profile", "sourceUrl": "https://www.wikifolio.com/de/de/w/wfimatrend" }, { "label": "Invested capital", "value": "€18.9M", "asOf": "22 Oct 2026", "sourceLabel": "wikifolio profile", "sourceUrl": "https://www.wikifolio.com/de/de/w/wfimatrend" } ], "summary": "A twelve-year systematic trend record run from a self-built signal tool, with short ETFs used for risk management — the closest thing on the wikifolio platform to a published trading system with a verified live record.", "famousCalls": [], "updated": "2026-10-22", "computed": null }, { "slug": "alpha-ai-leaders-christoph-gum", "url": "https://closelook.net/records/alpha-ai-leaders-christoph-gum/", "name": "Christoph Gum — Alpha AI Leaders", "type": "manager", "platform": "wikifolio", "platformUrl": "https://www.wikifolio.com/de/de/w/wfpaailead", "assetFocus": "Global AI megatrend equities — 10–20 names, US focus", "style": "AI-model-proposed allocation (the firm's CAESAR model), quarterly rebalance, manual execution", "since": "since 20 Feb 2023 (~3.7y)", "grade": "A", "gradeBasis": "Platform-recorded certificate trading on wikifolio — performance computed platform-side; the shortest record in our wikifolio set, which the grade measures separately from verification.", "metrics": [ { "label": "Performance since inception", "value": "+186.6%", "asOf": "22 Oct 2026", "sourceLabel": "wikifolio profile", "sourceUrl": "https://www.wikifolio.com/de/de/w/wfpaailead" }, { "label": "Average p.a.", "value": "+33.1%", "asOf": "22 Oct 2026", "sourceLabel": "wikifolio profile", "sourceUrl": "https://www.wikifolio.com/de/de/w/wfpaailead" }, { "label": "1-year volatility", "value": "40.4%", "asOf": "22 Oct 2026", "sourceLabel": "wikifolio profile", "sourceUrl": "https://www.wikifolio.com/de/de/w/wfpaailead" }, { "label": "Invested capital", "value": "€18.1M", "asOf": "22 Oct 2026", "sourceLabel": "wikifolio profile", "sourceUrl": "https://www.wikifolio.com/de/de/w/wfpaailead" } ], "summary": "An AI-model-driven AI-stock portfolio with institutional backing and €18M invested — verified since early 2023, which means the record covers one great AI year and the current repricing, but not yet a full cycle.", "famousCalls": [], "updated": "2026-10-22", "computed": null }, { "slug": "dan-ives-wedbush", "url": "https://closelook.net/records/dan-ives-wedbush/", "name": "Dan Ives — Wedbush Securities", "type": "analyst", "platform": "Wedbush Securities (sell-side research & media calls)", "platformUrl": "https://www.wedbush.com/", "assetFocus": "US technology — Tesla, Apple, Microsoft, Palantir, the AI complex", "style": "Sell-side price targets with high media cadence; persistent tech bull; since 2025 the namesake of the Dan IVES Wedbush AI Revolution ETF (IVES)", "since": "covering technology on the sell side since the 1990s; at Wedbush since 2018", "grade": "C", "gradeBasis": "Sell-side price targets are public, dated and archived by aggregators — but there is no composite return series, targets are revised freely, and no platform computes an outcome record. The IVES ETF (since mid-2025) adds a first NAV-verifiable slice.", "metrics": [ { "label": "Record format", "value": "Dated public price targets + rating changes; aggregator-tracked, no composite record", "asOf": "22 Oct 2026", "sourceLabel": "Wedbush / public record", "sourceUrl": "https://www.wedbush.com/" }, { "label": "Signature position", "value": "Most prominent Tesla and AI-complex bull in US financial media", "asOf": "22 Oct 2026", "sourceLabel": "public record", "sourceUrl": "https://www.wedbush.com/" } ], "summary": "The loudest tech bull on the sell side. Every target is public and datable — and like all analyst records, the sum of them is unscored. The Famous Calls Record takes them one at a time.", "famousCalls": [ { "href": "/external-insights/2026-10-22-dan-ives-tesla-600/", "label": "Dan Ives' $600 Tesla target — tracked in the Famous Calls Record" } ], "updated": "2026-10-22", "computed": { "score": { "value": 50, "band": "Solid", "cap": 100, "basis": "nav-verified", "formula": "v1", "components": { "evidence": 9.3, "riskAdjusted": 30, "drawdown": 20, "consistency": 10.4, "shortWindowDampener": 0.68 } }, "slug": "dan-ives-wedbush", "source": "closelook-lake", "symbol": "IVES", "currency": "USD", "window": { "from": "2025-06-04", "to": "2026-10-21", "points": 348, "years": 1.4 }, "computedAt": "2026-10-22", "method": "v1 — daily adjusted closes; Sharpe/Sortino with rf = 0; annualisation ×√252; monthly stats from month-end closes", "battery": [ { "label": "CAGR (window)", "value": "+39.0%" }, { "label": "Total return (window)", "value": "+58%" }, { "label": "Trailing 1y", "value": "+19.2%" }, { "label": "Volatility (ann.)", "value": "26.9%" }, { "label": "Sharpe (rf = 0)", "value": "1.45" }, { "label": "Sortino (rf = 0)", "value": "2.14" }, { "label": "Max drawdown", "value": "-22.6% (2025-10-29 → 2026-03-30)" }, { "label": "Calmar", "value": "1.72" }, { "label": "Winning months", "value": "56% of 16" }, { "label": "Best month", "value": "+22.0% (May 2026)" }, { "label": "Worst month", "value": "-7.6% (Feb 2026)" }, { "label": "Excess CAGR vs S&P 500 (SPY)", "value": "+17.2% (SPY: +21.8%)" }, { "label": "Beta vs SPY", "value": "1.83" }, { "label": "Correlation vs SPY", "value": "0.82" } ] } }, { "slug": "appaloosa-david-tepper", "url": "https://closelook.net/records/appaloosa-david-tepper/", "name": "David Tepper — Appaloosa", "type": "manager", "platform": "SEC EDGAR (13F-HR)", "platformUrl": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001656456&type=13F-HR", "assetFocus": "US equities with a distressed-and-macro heritage — 27 positions, led by the mega-cap complex and China exposure", "style": "Opportunistic concentration where the macro case is loudest; Appaloosa returned outside capital in 2019 and runs as a family office", "since": "Appaloosa founded 1993; current 13F series under Appaloosa LP since 2016", "grade": "B+", "gradeBasis": "A sworn SEC filing, but a lagged quarterly window: long US-listed equities only, up to 45 days old on arrival, no return series derivable. The fund-era record (public-filing years) is historical.", "metrics": [ { "label": "13F book (Q2 2026)", "value": "$7.7B across 27 issuers", "asOf": "2026-06-30, filed 14 Aug 2026", "sourceLabel": "SEC EDGAR 13F-HR", "sourceUrl": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001656456&type=13F-HR" }, { "label": "Top position", "value": "Amazon — 15.4% of the 13F book", "asOf": "2026-06-30, filed 14 Aug 2026", "sourceLabel": "SEC EDGAR 13F-HR", "sourceUrl": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001656456&type=13F-HR" } ], "summary": "Twenty-seven positions behind one of the most market-moving voices in US investing — a book that concentrates where the macro case is loudest, currently led by Amazon at 15.4%.", "famousCalls": [], "updated": "2026-10-22", "computed": null }, { "slug": "cta-drury-diversified", "url": "https://closelook.net/records/cta-drury-diversified/", "name": "Drury Capital — Diversified Trend-Following", "type": "cta", "platform": "IASG (NFA-regulated CTA)", "platformUrl": "https://www.iasg.com/groups/drury-capital/programs/diversified-trend-following-program", "assetFocus": "Metals, agriculture, FX, stock indices, energy and financial futures", "style": "Systematic trend following — sponsor-stated target of about 20% a year at 17% volatility", "since": "client funds since May 1997 (~29y)", "grade": "B", "gradeBasis": "NFA-regulated CTA with a 29-year client-money record; database figures are manager-reported and the full series is registration-gated.", "metrics": [ { "label": "YTD 2026", "value": "+23.18%", "asOf": "22 Oct 2026", "sourceLabel": "IASG CTA Index rankings", "sourceUrl": "https://www.iasg.com/en/indexes/iasg-cta-index/rankings" }, { "label": "Terms", "value": "$5,000,000 minimum · 2% management / 20% performance", "asOf": "22 Oct 2026", "sourceLabel": "IASG programme page", "sourceUrl": "https://www.iasg.com/groups/drury-capital/programs/diversified-trend-following-program" } ], "summary": "Twenty-nine years of client money in a classic diversified trend programme, running +23% in 2026 — a professional-tier record with an institutional minimum to match.", "famousCalls": [], "updated": "2026-10-22", "computed": null }, { "slug": "cta-dunn-wma", "url": "https://closelook.net/records/cta-dunn-wma/", "name": "DUNN Capital — World Monetary & Agriculture (WMA)", "type": "cta", "platform": "IASG (NFA-regulated CTA)", "platformUrl": "https://www.iasg.com/groups/dunn-capital-management/programs/world-monetary-and-agriculture-program-wma-", "assetFocus": "Financial, energy, metal and agricultural futures", "style": "Fully diversified, 100% systematic medium- to long-term trend following (the programme's own description)", "since": "inception 1 Nov 1984 (~42y) — firm founded 1974", "grade": "B", "gradeBasis": "NFA-regulated managed-futures programme (NFA ID 0000526) with a four-decade public record; database figures on IASG are manager-reported, and the full CAROR/drawdown series sits behind the database's registration — hence B rather than A at catalogue level.", "metrics": [ { "label": "YTD 2026", "value": "+18.40%", "asOf": "22 Oct 2026", "sourceLabel": "IASG CTA Index rankings", "sourceUrl": "https://www.iasg.com/en/indexes/iasg-cta-index/rankings" }, { "label": "Terms", "value": "$100,000 minimum · 0% management / 25% performance", "asOf": "22 Oct 2026", "sourceLabel": "IASG programme page", "sourceUrl": "https://www.iasg.com/groups/dunn-capital-management/programs/world-monetary-and-agriculture-program-wma-" } ], "summary": "One of the longest live systematic records in existence: forty-two years of trend following under NFA regulation, with the rare 0/25 fee structure that only a manager confident in the long run offers.", "famousCalls": [], "updated": "2026-10-22", "computed": null }, { "slug": "c2-easy-value", "url": "https://closelook.net/records/c2-easy-value/", "name": "Easy Value Team — \"Easy Value\"", "type": "trader", "platform": "Collective2", "platformUrl": "https://collective2.eu/details-list/132169961", "assetFocus": "US stocks", "style": "Value investing — whole-portfolio, buy below estimated intrinsic value", "since": "since Nov 2020 (72 months)", "grade": "B", "gradeBasis": "Collective2 timestamps every signal and computes the record platform-side; fills are hypothetical by design.", "metrics": [ { "label": "Annual return (incl. costs)", "value": "+22.3%", "asOf": "22 Oct 2026", "sourceLabel": "Collective2 strategy page", "sourceUrl": "https://collective2.eu/details-list/132169961" }, { "label": "Max drawdown", "value": "31.8% (Mar–Sep 2022)", "asOf": "22 Oct 2026", "sourceLabel": "Collective2 strategy page", "sourceUrl": "https://collective2.eu/details-list/132169961" }, { "label": "Trade win rate", "value": "57.7%", "asOf": "22 Oct 2026", "sourceLabel": "Collective2 strategy page", "sourceUrl": "https://collective2.eu/details-list/132169961" }, { "label": "Last activity", "value": "trade closed 19 Oct 2026", "asOf": "22 Oct 2026", "sourceLabel": "Collective2 strategy page", "sourceUrl": "https://collective2.eu/details-list/132169961" } ], "summary": "Six years of timestamped value investing in US stocks — the current Collective2 leaderboard leader, with a 2022 drawdown of 31.8% sitting honestly in the middle of the record.", "famousCalls": [], "updated": "2026-10-22", "computed": null }, { "slug": "darwin-tha-finbou", "url": "https://closelook.net/records/darwin-tha-finbou/", "name": "finbou — DARWIN THA", "type": "trader", "platform": "Darwinex", "platformUrl": "https://www.darwinex.com/darwin/THA", "assetFocus": "Forex, indices and commodity CFDs", "style": "Systematic short-term — 18,756 trades, average hold under three hours", "since": "investable since 21 Jan 2017; the page header counts a 12-year track including imported pre-listing history", "grade": "A-", "gradeBasis": "Platform-computed from a real account on regulated Darwinex; the grade is a notch below A because part of the stated 12-year history predates the on-platform listing and needs separate verification.", "metrics": [ { "label": "Return (12 years, as stated)", "value": "+834.21% (gross)", "asOf": "22 Oct 2026", "sourceLabel": "Darwinex DARWIN page", "sourceUrl": "https://www.darwinex.com/darwin/THA" }, { "label": "Annualised return", "value": "+20.47% (gross)", "asOf": "22 Oct 2026", "sourceLabel": "Darwinex DARWIN page", "sourceUrl": "https://www.darwinex.com/darwin/THA" }, { "label": "Trade win rate", "value": "30.6%", "asOf": "22 Oct 2026", "sourceLabel": "Darwinex DARWIN page", "sourceUrl": "https://www.darwinex.com/darwin/THA" }, { "label": "Investors / allocated", "value": "452 / $10.3M", "asOf": "22 Oct 2026", "sourceLabel": "Darwinex DARWIN page", "sourceUrl": "https://www.darwinex.com/darwin/THA" } ], "summary": "One of Darwinex's two flagship long records: a high-frequency systematic programme with over $10M allocated and a 30% win rate that works — because the average winner is built to outweigh the average loser.", "famousCalls": [], "updated": "2026-10-22", "computed": null }, { "slug": "tsi-nasdaq-florian-riediger", "url": "https://closelook.net/records/tsi-nasdaq-florian-riediger/", "name": "Florian Riediger — TSI Strategie Nasdaq-Werte", "type": "trader", "platform": "wikifolio", "platformUrl": "https://www.wikifolio.com/de/de/w/wf0tsinsdq", "assetFocus": "US technology — Nasdaq small and mid caps", "style": "Relative-strength momentum (TSI) combined with fundamentals", "since": "since 13 Jan 2017 (~9.8y)", "grade": "A", "gradeBasis": "Platform-recorded certificate trading on wikifolio — performance computed platform-side from real portfolio moves.", "metrics": [ { "label": "Performance since inception", "value": "+701.5%", "asOf": "22 Oct 2026", "sourceLabel": "wikifolio profile", "sourceUrl": "https://www.wikifolio.com/de/de/w/wf0tsinsdq" }, { "label": "Average p.a.", "value": "+23.7%", "asOf": "22 Oct 2026", "sourceLabel": "wikifolio profile", "sourceUrl": "https://www.wikifolio.com/de/de/w/wf0tsinsdq" }, { "label": "1-year return", "value": "−20.4%", "asOf": "22 Oct 2026", "sourceLabel": "wikifolio profile", "sourceUrl": "https://www.wikifolio.com/de/de/w/wf0tsinsdq" }, { "label": "1-year volatility", "value": "72.8%", "asOf": "22 Oct 2026", "sourceLabel": "wikifolio profile", "sourceUrl": "https://www.wikifolio.com/de/de/w/wf0tsinsdq" } ], "summary": "Nearly a decade of momentum trading in Nasdaq small and mid caps — a platform-verified record whose current numbers show exactly what the strategy costs in a chip bear market: a −20% trailing year at 73% volatility.", "famousCalls": [], "updated": "2026-10-22", "computed": null }, { "slug": "darwin-oos-pepewin", "url": "https://closelook.net/records/darwin-oos-pepewin/", "name": "pepewin — DARWIN OOS", "type": "trader", "platform": "Darwinex", "platformUrl": "https://www.darwinex.com/darwin/OOS", "assetFocus": "Forex, index and commodity CFDs", "style": "Short-term systematic — 2,766 trades, average hold around eight hours, 47.7% wins", "since": "investable since 25 Feb 2019 (~7.7y)", "grade": "A", "gradeBasis": "Platform-computed from a real account on regulated Darwinex; repeated seed allocations from the platform's own DarwinIA programme add a second verification layer.", "metrics": [ { "label": "Return since inception", "value": "+42.37% (gross)", "asOf": "22 Oct 2026", "sourceLabel": "Darwinex DARWIN page", "sourceUrl": "https://www.darwinex.com/darwin/OOS" }, { "label": "Annualised return", "value": "+4.51% (gross)", "asOf": "22 Oct 2026", "sourceLabel": "Darwinex DARWIN page", "sourceUrl": "https://www.darwinex.com/darwin/OOS" }, { "label": "DarwinIA seed capital (historical)", "value": "≈€1.39M since 01/2019", "asOf": "Nov 2025 recap", "sourceLabel": "Darwinex DarwinIA recap PDF", "sourceUrl": "https://blog.darwinex.com/hubfs/DarwinIA_SILVER_GOLD_Darwinex/RecapNovember25.pdf" } ], "summary": "A modest-return, long-duration systematic record that the platform itself has repeatedly funded through its DarwinIA allocation programme — proof that verified consistency attracts capital even without headline numbers.", "famousCalls": [], "updated": "2026-10-22", "computed": null }, { "slug": "umbrella-richard-dobetsberger", "url": "https://closelook.net/records/umbrella-richard-dobetsberger/", "name": "Richard Dobetsberger — UMBRELLA", "type": "trader", "platform": "wikifolio", "platformUrl": "https://www.wikifolio.com/de/de/w/wfumbrella", "assetFocus": "Global equities — pharma and new tech, US-heavy, 6–12 positions", "style": "Concentrated long-term stock picking", "since": "since 16 Sep 2012 (~14y)", "grade": "A", "gradeBasis": "wikifolio records every trade in the certificate platform-side — the performance figures are computed by the platform from real portfolio moves, not self-reported.", "metrics": [ { "label": "Performance since inception", "value": "+3,064.8%", "asOf": "22 Oct 2026", "sourceLabel": "wikifolio profile", "sourceUrl": "https://www.wikifolio.com/de/de/w/wfumbrella" }, { "label": "Average p.a.", "value": "+27.7%", "asOf": "22 Oct 2026", "sourceLabel": "wikifolio profile", "sourceUrl": "https://www.wikifolio.com/de/de/w/wfumbrella" }, { "label": "1-year return", "value": "−24.7%", "asOf": "22 Oct 2026", "sourceLabel": "wikifolio profile", "sourceUrl": "https://www.wikifolio.com/de/de/w/wfumbrella" }, { "label": "1-year volatility", "value": "21.7%", "asOf": "22 Oct 2026", "sourceLabel": "wikifolio profile", "sourceUrl": "https://www.wikifolio.com/de/de/w/wfumbrella" }, { "label": "Invested capital", "value": "€103.4M", "asOf": "22 Oct 2026", "sourceLabel": "wikifolio profile", "sourceUrl": "https://www.wikifolio.com/de/de/w/wfumbrella" } ], "summary": "The flagship of the wikifolio platform: fourteen years of platform-recorded trading, a triple-digit-million certificate, and a record currently deep in a one-year drawdown — which is exactly what a verified record is for: it shows both sides.", "famousCalls": [], "updated": "2026-10-22", "computed": null }, { "slug": "darwin-syo-sersan-sistemas", "url": "https://closelook.net/records/darwin-syo-sersan-sistemas/", "name": "Sersan Sistemas — DARWIN SYO", "type": "trader", "platform": "Darwinex", "platformUrl": "https://www.darwinex.com/darwin/SYO", "assetFocus": "Forex, index and commodity CFDs", "style": "Systematic / algorithmic (run by the Spanish systems firm Sersan Sistemas)", "since": "investable since 19 Feb 2018 (~8.7y)", "grade": "A", "gradeBasis": "Darwinex is an FCA/CNMV-regulated broker: DARWIN performance is computed by the platform from a real underlying brokerage account.", "metrics": [ { "label": "Annualised return", "value": "+15.15% (gross, before 1.2%/20% fees)", "asOf": "22 Oct 2026", "sourceLabel": "Darwinex DARWIN page", "sourceUrl": "https://www.darwinex.com/darwin/SYO" }, { "label": "10-year return", "value": "+309.71% (gross)", "asOf": "22 Oct 2026", "sourceLabel": "Darwinex DARWIN page", "sourceUrl": "https://www.darwinex.com/darwin/SYO" }, { "label": "Investors", "value": "554", "asOf": "22 Oct 2026", "sourceLabel": "Darwinex DARWIN page", "sourceUrl": "https://www.darwinex.com/darwin/SYO" }, { "label": "Allocated capital", "value": "$13.6M", "asOf": "22 Oct 2026", "sourceLabel": "Darwinex DARWIN page", "sourceUrl": "https://www.darwinex.com/darwin/SYO" } ], "summary": "A systematic FX/CFD programme with nearly nine investable years on a regulated platform, $13.6M of third-party capital and a mid-teens gross annualised return — the kind of unglamorous, verified consistency leaderboards rarely rank first.", "famousCalls": [], "updated": "2026-10-22", "computed": null }, { "slug": "szew-grundinvestment-simon-weishar", "url": "https://closelook.net/records/szew-grundinvestment-simon-weishar/", "name": "Simon Weishar — Szew Grundinvestment", "type": "trader", "platform": "wikifolio", "platformUrl": "https://www.wikifolio.com/de/de/w/wf00szew01", "assetFocus": "German and European equities only — no ETFs, no leverage", "style": "Value, dividends and turnarounds, 6–12-month holding periods, own valuation algorithm", "since": "since 30 Dec 2014 (~12y)", "grade": "A", "gradeBasis": "Platform-recorded certificate trading on wikifolio — performance computed platform-side from real portfolio moves.", "metrics": [ { "label": "Performance since inception", "value": "+1,260.7%", "asOf": "22 Oct 2026", "sourceLabel": "wikifolio profile", "sourceUrl": "https://www.wikifolio.com/de/de/w/wf00szew01" }, { "label": "Average p.a.", "value": "+24.7%", "asOf": "22 Oct 2026", "sourceLabel": "wikifolio profile", "sourceUrl": "https://www.wikifolio.com/de/de/w/wf00szew01" }, { "label": "1-year volatility", "value": "23.6%", "asOf": "22 Oct 2026", "sourceLabel": "wikifolio profile", "sourceUrl": "https://www.wikifolio.com/de/de/w/wf00szew01" }, { "label": "Invested capital", "value": "€21.0M", "asOf": "22 Oct 2026", "sourceLabel": "wikifolio profile", "sourceUrl": "https://www.wikifolio.com/de/de/w/wf00szew01" } ], "summary": "Twelve years of German-and-European-only stock picking with a steady platform-verified record — a value discipline rare in the certificate world, where most long records lean on US tech beta.", "famousCalls": [], "updated": "2026-10-22", "computed": null }, { "slug": "duquesne-stanley-druckenmiller", "url": "https://closelook.net/records/duquesne-stanley-druckenmiller/", "name": "Stanley Druckenmiller — Duquesne Family Office", "type": "manager", "platform": "SEC EDGAR (13F-HR)", "platformUrl": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001536411&type=13F-HR", "assetFocus": "US equities across the macro view — 89 positions in the latest book, rotated hard every quarter", "style": "Macro-driven equity expression; the family office continues the approach of Duquesne Capital (1981–2010), which closed with no client-money down year on record", "since": "Duquesne Family Office 13F series since 2011; Duquesne Capital before that (1981–2010)", "grade": "B+", "gradeBasis": "A sworn SEC filing, but a lagged quarterly window: long US-listed equities only, up to 45 days old on arrival. The filing also reports in thousands against the current whole-dollar convention — our pipeline detects and converts it, stated here. The famous fund-era return record is historical and not derivable from filings.", "metrics": [ { "label": "13F book (Q2 2026)", "value": "$5.2B across 89 issuers", "asOf": "2026-06-30, filed 14 Aug 2026", "sourceLabel": "SEC EDGAR 13F-HR", "sourceUrl": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001536411&type=13F-HR" }, { "label": "Top position", "value": "Natera — 16.6% of the 13F book", "asOf": "2026-06-30, filed 14 Aug 2026", "sourceLabel": "SEC EDGAR 13F-HR", "sourceUrl": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001536411&type=13F-HR" } ], "summary": "Eighty-nine positions turned over hard every quarter — the filing reads less like a portfolio and more like a running macro diary, which is exactly why it is one of the most-watched 13Fs on EDGAR.", "famousCalls": [], "updated": "2026-10-22", "computed": null }, { "slug": "tom-lee-fundstrat", "url": "https://closelook.net/records/tom-lee-fundstrat/", "name": "Tom Lee — Fundstrat / FSInsight", "type": "analyst", "platform": "Fundstrat Global Advisors (public research & media calls)", "platformUrl": "https://fsinsight.com/", "assetFocus": "US equities — S&P 500 index targets, plus bitcoin and thematic calls", "style": "Published year-ahead and mid-year index targets, revised intra-year; high media cadence (CNBC) — since 2024 also co-manager of the Granny Shots ETF (GRNY)", "since": "Fundstrat founded 2014; JPMorgan chief equity strategist before that", "grade": "C", "gradeBasis": "Media and research calls carry no platform-computed track record: targets are public and datable, but there is no NAV, no fill, and no standard scoring convention for revised targets — self-reported by construction. The GRNY ETF (since Nov 2024) is the first NAV-verifiable slice of the record.", "metrics": [ { "label": "Record format", "value": "Dated public index targets + media appearances; no composite track record", "asOf": "22 Oct 2026", "sourceLabel": "FSInsight", "sourceUrl": "https://fsinsight.com/" }, { "label": "Reputation base", "value": "Among the most bullish — and most often right — S&P strategists of the 2023–2025 bull run", "asOf": "22 Oct 2026", "sourceLabel": "FSInsight / public record", "sourceUrl": "https://fsinsight.com/" } ], "summary": "The best-known bull of the post-2022 cycle. His S&P targets are public and datable — which makes them gradable call by call, even though no composite track record exists.", "famousCalls": [ { "href": "/external-insights/2026-10-22-tom-lee-sp500-8000/", "label": "Tom Lee's S&P 500 8,000 call — tracked in the Famous Calls Record" } ], "updated": "2026-10-22", "computed": { "score": { "value": 41, "band": "Mixed", "cap": 100, "basis": "nav-verified", "formula": "v1", "components": { "evidence": 11, "riskAdjusted": 16.4, "drawdown": 9.7, "consistency": 10.9, "shortWindowDampener": 0.81 } }, "slug": "tom-lee-fundstrat", "source": "closelook-lake", "symbol": "GRNY", "currency": "USD", "window": { "from": "2024-11-07", "to": "2026-10-21", "points": 489, "years": 2 }, "computedAt": "2026-10-22", "method": "v1 — daily adjusted closes; Sharpe/Sortino with rf = 0; annualisation ×√252; monthly stats from month-end closes", "battery": [ { "label": "CAGR (window)", "value": "+17.7%" }, { "label": "Total return (window)", "value": "+37%" }, { "label": "Trailing 1y", "value": "+9.0%" }, { "label": "Volatility (ann.)", "value": "22.0%" }, { "label": "Sharpe (rf = 0)", "value": "0.80" }, { "label": "Sortino (rf = 0)", "value": "1.17" }, { "label": "Max drawdown", "value": "-24.2% (2025-01-23 → 2025-04-08)" }, { "label": "Calmar", "value": "0.73" }, { "label": "Winning months", "value": "57% of 23" }, { "label": "Best month", "value": "+11.7% (Apr 2026)" }, { "label": "Worst month", "value": "-6.9% (Mar 2025)" }, { "label": "Excess CAGR vs S&P 500 (SPY)", "value": "+2.3% (SPY: +15.3%)" }, { "label": "Beta vs SPY", "value": "1.24" }, { "label": "Correlation vs SPY", "value": "0.94" } ] } }, { "slug": "berkshire-hathaway-warren-buffett", "url": "https://closelook.net/records/berkshire-hathaway-warren-buffett/", "name": "Warren Buffett — Berkshire Hathaway", "type": "manager", "platform": "SEC EDGAR (13F-HR) + NYSE (BRK.B)", "platformUrl": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001067983&type=13F-HR", "assetFocus": "US equities (13F book) inside a listed conglomerate — insurance, railroads, energy, operating businesses", "style": "Concentrated long-term value investing; the equity book is disclosed quarterly by regulation, the business compounds behind a listed share", "since": "Buffett controls Berkshire since 1965 (~61y); 13F series since the form exists", "grade": "A", "gradeBasis": "The share-price record is exchange-verified daily — the strongest format in the catalogue. The 13F equity book is a sworn SEC filing, but quarterly, up to 45 days lagged, long-US-only: a regulatory window, not the whole book.", "metrics": [ { "label": "13F book (Q2 2026)", "value": "$299.3B across 26 issuers", "asOf": "2026-06-30, filed 14 Aug 2026", "sourceLabel": "SEC EDGAR 13F-HR", "sourceUrl": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001067983&type=13F-HR" }, { "label": "Top position", "value": "Apple — 22% of the 13F book", "asOf": "2026-06-30, filed 14 Aug 2026", "sourceLabel": "SEC EDGAR 13F-HR", "sourceUrl": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001067983&type=13F-HR" } ], "summary": "The reference record of the catalogue: six decades of exchange-verified compounding behind a listed share, plus the quarterly regulatory window into the equity book that every copy-portfolio in the world watches with a 45-day lag.", "famousCalls": [], "updated": "2026-10-22", "computed": { "score": { "value": 66, "band": "Strong", "cap": 100, "basis": "nav-verified", "formula": "v1", "components": { "evidence": 15.9, "riskAdjusted": 23.5, "drawdown": 16.3, "consistency": 10.6, "shortWindowDampener": 1 } }, "slug": "berkshire-hathaway-warren-buffett", "source": "closelook-lake", "symbol": "BRK-B", "currency": "USD", "window": { "from": "2022-10-03", "to": "2026-10-21", "points": 1017, "years": 4 }, "computedAt": "2026-10-22", "method": "v1 — daily adjusted closes; Sharpe/Sortino with rf = 0; annualisation ×√252; monthly stats from month-end closes", "battery": [ { "label": "CAGR (window)", "value": "+18.3%" }, { "label": "Total return (window)", "value": "+98%" }, { "label": "Trailing 1y", "value": "+9.1%" }, { "label": "Volatility (ann.)", "value": "16.3%" }, { "label": "Sharpe (rf = 0)", "value": "1.13" }, { "label": "Sortino (rf = 0)", "value": "1.68" }, { "label": "Max drawdown", "value": "-14.9% (2025-05-02 → 2025-08-04)" }, { "label": "Calmar", "value": "1.23" }, { "label": "Winning months", "value": "54% of 48" }, { "label": "Best month", "value": "+9.6% (Feb 2025)" }, { "label": "Worst month", "value": "-6.2% (Dec 2024)" }, { "label": "Excess CAGR vs S&P 500 (SPY)", "value": "-3.3% (SPY: +21.6%)" }, { "label": "Beta vs SPY", "value": "0.52" }, { "label": "Correlation vs SPY", "value": "0.50" } ] } } ] }