Super Investor Macro Consensus™
iAggregated portfolio-positioning signals across 22 tracked super investors based on their most recent public 13F filings. Implied macro views only — for research purposes only.
Consensus View
Average of 22 investors with sufficient data · 2026-Q2
Avg Confidence
Moderate (66%)Inflationi
BearishGDPi
ExpandingDollari
StrongInterest Ratesi
NeutralEnergyi
BearishTechnologyi
BullishEmploymenti
StableGrowth vs Value Tilti
Growth tilt← Deep ValueGrowth score: 78/100Pure Growth →
Individual Investor Signals
Implied macro scores per investor · sorted by data confidence
| Investor | Inflation | GDP | Dollar | Rates | Energy | Tech | G/V | Confidence |
|---|---|---|---|---|---|---|---|---|
| Warren Buffett Berkshire Hathaway | Neutral | Expanding | Strong | Higher-for-longer | Neutral | Bullish | V | High (83%) |
| Ken Griffin Citadel Advisors | Bearish | Expanding | Strong | Neutral | Bearish | Bullish | G | High (82%) |
| Howard Marks Oaktree Capital Management | Bullish | Expanding | Neutral | Neutral | Bullish | Neutral | G | High (80%) |
| Andreas Halvorsen Viking Global Investors | Neutral | Expanding | Neutral | Neutral | Bearish | Neutral | B | High (76%) |
| Philippe Laffont Coatue Management | Bearish | Expanding | Strong | Neutral | Bearish | Bullish | G | High (76%) |
| Izzy Englander Millennium Management | Bearish | Expanding | Strong | Neutral | Bearish | Bullish | G | High (76%) |
| Paul Tudor Jones Tudor Investment Corp | Bearish | Expanding | Strong | Neutral | Bearish | Bullish | G | High (74%) |
| Daniel Loeb Third Point LLC | Bearish | Expanding | Strong | Neutral | Bearish | Bullish | G | High (73%) |
| Chase Coleman Tiger Global Management | Bearish | Expanding | Strong | Neutral | Bearish | Bullish | G | High (73%) |
| Steve Cohen Point72 Asset Management | Bearish | Expanding | Strong | Neutral | Bearish | Bullish | G | High (72%) |
| George Soros Soros Fund Management | Neutral | Expanding | Strong | Neutral | Bearish | Bullish | G | High (72%) |
| Seth Klarman Baupost Group | Bearish | Expanding | Strong | Neutral | Bearish | Bullish | G | Moderate (67%) |
| Ray Dalio Bridgewater Associates | Neutral | Expanding | Neutral | Neutral | Bearish | Neutral | B | Moderate (67%) |
| David Tepper Appaloosa Management | Bearish | Expanding | Strong | Neutral | Bearish | Bullish | G | Moderate (66%) |
| Cathie Wood ARK Investment Management | Bearish | Expanding | Strong | Neutral | Bearish | Neutral | G | Moderate (63%) |
| Stanley Druckenmiller Duquesne Family Office | Bearish | Expanding | Strong | Neutral | Bearish | Neutral | G | Moderate (62%) |
| Bill Ackman Pershing Square | Bearish | Expanding | Strong | Higher-for-longer | Bearish | Bullish | G | Moderate (59%) |
| David Einhorn DME Capital Management, LP | Bearish | Slowing | Strong | Neutral | Bearish | Underweight | B | Moderate (58%) |
| Michael Burry Scion Asset Management | Bearish | Expanding | Strong | Neutral | Bearish | Bullish | G | Moderate (57%) |
| Steve Mandel Lone Pine Capital | Bearish | Expanding | Neutral | Neutral | Bearish | Underweight | G | Moderate (53%) |
| Leopold Aschenbrenner Situational Awareness LP | Bearish | Expanding | Strong | Neutral | Bearish | Bullish | G | Moderate (43%) |
| Carl Icahn Icahn Capital | Bearish | Slowing | Strong | Neutral | Bearish | Underweight | B | Low (29%) |
Disclaimer: This analysis is inferred from public filing data and portfolio positioning. It is for informational purposes only and is not financial advice. Scores represent implied macro views based on sector weights and quarter-over-quarter changes in public 13F disclosures — not predictions, buy/sell signals, or guaranteed forecasts. Data sourced from SEC EDGAR public filings. Past portfolio positioning does not guarantee future results.