Tracking Guru Trades with AI

And a Star Wars style stock report!

Today’s post is a detailed example for how to create infographics for investment insights using LLMs.

The task is to track hedge fund gurus’ portfolio changes in 2025Q2.

LLMs used: ChatGPT Deep Research and Gemini.

The result is shown here (alphaguru.ai) with a snapshot below.

There is also a Star Wars style stock report for Rocket Lab at the end - see how Master Yoda would view this investment opportunity!

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1. ChatGPT for 13F changes retrieval

Prompt 1:

Now get lists of investing gurus from those pages. https://www.gurufocus.com/guru/portfolio https://www.gurufocus.com/guru/portfolio?page=2

ChatGPT said:

Here are the gurus listed on those two GuruFocus pages.

Page 1

• Carl Icahn

• Donald Smith & Co

• John Paulson

• Glenn Greenberg

• Ron Baron

• HOTCHKIS & WILEY

• Dodge & Cox

• John Rogers

• Brandes Investment Partners, LP

• Barrow, Hanley, Mewhinney & Strauss

• Chris Davis

• Warren Buffett

• Richard Pzena

• Seth Klarman

• First Eagle Investment

• Bill Ackman

• Bruce Berkowitz

• Prem Watsa

• Private Capital

• David Einhorn

• Mason Hawkins

• Robert Karr

• Kahn Brothers

• Tom Gayner

• Third Avenue Management

• Steve Mandel

• Jefferies Group

• George Soros

• Leon Cooperman

• Bill Gates

• Yacktman Asset Management

• Tweedy Browne

• Wallace Weitz

• Mohnish Pabrai

• Ruane Cunniff

• Akre Capital Management

• Ken Fisher

• Tiger Management

• Yale University

• David Tepper.

Page 2

• Robert Bruce

• Mario Gabelli

• Robert Olstein

• Ronald Muhlenkamp

• Bill Nygren

• Yacktman Focused Fund

• Steven Scruggs

• Arnold Van Den Berg

• Daily Journal Corp

• Joel Greenblatt

• Keeley-Teton Advisors, LLC.

Prompt 2:

Now deep research on the major changes of their 13F holdings from 2025Q1 to 2025Q2. New buys, sells, major adds and trims.

ChatGPT said:

To accurately analyze the major changes in 13F holdings from Q1 to Q2 2025 for these investing gurus, could you confirm a few things:

1. Should I include all 56 gurus from the two pages, or focus on a subset of high-profile ones (e.g., Buffett, Icahn, Greenblatt, etc.)?

2. Are you interested only in top-level portfolio moves (e.g., new buys, sold out, biggest additions/reductions), or should I also include dollar-value shifts, sector trends, or position size changes?

3. Do you want insights across all sectors, or focus on certain industries (e.g., tech, healthcare, energy)?

4. What output format do you prefer—brief bullets per guru, or a narrative per guru with breakdowns?

Let me know and I’ll dive into it.

Prompt 3:

All 56. Top level portfolio moves, and dollar-value shifts, sector trends, or position size change, insights across all sectors, a narrative per guru with breakdowns. Then summaries of all guru changes and relevant insights for my high conviction growth stock portfolio.

ChatGPT said:

Understood. I’ll analyze the top-level portfolio changes for all 56 investing gurus from Q1 to Q2 2025, including new buys, full exits, significant adds or reductions, and dollar-value shifts. I'll provide sectoral trends, position size changes, and a narrative breakdown for each guru.

Once complete, I’ll synthesize all the data into a cross-guru insight summary tailored to your high-conviction growth stock portfolio strategy.

I’ll get started now and let you know as soon as it's ready.

The result pdf file is attached below.

https://drive.google.com/file/d/1F3EwLxxINC-vleO94xh9l6A_FnMTST5Y/view?usp=sharing

2. Gemini for infographic generation

Then I used Gemini to make infographic for the summary and the guru portfolio changes.

Prompt 4:

Do a professional infographic for this content in structured summaries with details for guru portfolio changes. Pasted ChatGPT output.

The result is shown on my website alphaguru.ai

Bonus - Rocket Lab investment report in the style of Star Wars

This is a fun experiment I did.

If you are also a fan of Star Wars, hope you’ll like it!