Explore & Discover
The Explore section lets you browse investment portfolios from hedge funds, politicians, and curated investment themes. See what professional investors are holding and discover stocks grouped by compelling themes.What You’ll Find
Hedge Fund Portfolios
Track the holdings of major hedge funds based on their 13F filings:- Berkshire Hathaway — Warren Buffett’s legendary value investing portfolio
- Pershing Square — Bill Ackman’s concentrated activist positions
- Scion Asset — Michael Burry’s contrarian bets
- Appaloosa LP — David Tepper’s macro-driven portfolio
- Tiger Global — Tech-focused growth investing
- Bridgewater Associates — Ray Dalio’s all-weather approach
- Soros Fund — George Soros’s global macro positions
- Duquesne Family — Stanley Druckenmiller’s portfolio
- Elliott Investment — Paul Singer’s activist positions
- Number of holdings
- YTD return performance
- Portfolio composition
Politician Portfolios
See what members of Congress are buying and selling based on their required financial disclosures:- Nancy Pelosi — Former House Speaker’s trades
- Marjorie Taylor Greene — Representative’s portfolio
- Ro Khanna — Silicon Valley representative’s holdings
- Tommy Tuberville — Senator’s investment activity
- Josh Gottheimer — Representative’s trades
- And many more…
- Number of holdings
- YTD return performance
- Recent trading activity
⚠️ Note: Politician trades are disclosed after the fact (up to 45 days later). This data is for research purposes only.
Investment Themes
Explore curated collections of stocks grouped by investment thesis: Sector Themes- Commodities — Commodity sector stocks
- Biotechnology — Biotech sector stocks
- Inflation — Stocks that benefit from inflation
- Space Technology — Satellite, aerospace, and space companies
- Drones — Drone manufacturers and software
- Rare Earths — Critical mineral miners and processors
- Trump Administration — Companies with strategic policy exposure
- Loneliness Economy — Companies benefiting from social isolation trends
- Warren Buffett — Holdings similar to Berkshire’s approach
- Ray Dalio — All-weather portfolio concepts
- Bill Ackman — Concentrated position ideas
- David Tepper — Distressed debt expertise
- Number of holdings in the theme
- YTD return performance
- Description of the investment thesis
How to Use Explore
On Web
- Click “Explore” in the left sidebar
- Browse categories in the left panel:
- Funds — Hedge fund portfolios
- Politicians — Congressional trading
- Themes — Curated stock collections
- Click any card to view full holdings
- Use the search bar to find specific portfolios
On Mobile
- Tap “Explore” in the navigation
- Swipe between Funds, Politicians, and Themes
- Tap any card to view details
Understanding the Data
Performance Metrics
Each portfolio card shows:- Holdings — Number of stocks in the portfolio
- YTD Return — Year-to-date performance (green = positive, red = negative)
Data Sources
- Hedge funds: 13F filings with the SEC (updated quarterly)
- Politicians: Congressional financial disclosures (updated as filed)
- Themes: Curated by Rallies based on investment thesis
Limitations
- 13F data is delayed (filed 45 days after quarter end)
- Politician disclosures can be delayed up to 45 days
- Holdings represent a snapshot in time
- Performance calculations are approximate
Use Cases
Research Ideas
Browse themed collections when looking for:- Stocks in a specific sector
- Companies benefiting from a trend
- Diversification ideas
See What Pros Own
Track hedge fund portfolios to:- Understand professional positioning
- Find stocks with institutional backing
- Learn from different investment styles
Track Political Activity
Monitor politician trades to:- See disclosure patterns
- Research companies getting attention
- Understand potential policy implications
Important Disclaimers
- This is not investment advice — Use for research only
- Data is delayed — Holdings may have changed since filing
- Past performance ≠ future results — Don’t blindly copy trades
- Do your own research — Verify information independently