The Field Report
Same window. Same benchmark family. No cherry-picked dates on either side.
Through June 2026
Sources below
Every few weeks someone forwards a screenshot claiming a politician or a billionaire quietly outperforms every hedge fund alive. Usually the screenshot skips the part that matters most: what window, against what benchmark, and reconstructed from what. This report does not skip that part. It puts the Beat Lynch Master Portfolio side by side with six of the most closely tracked portfolios in public markets, Nancy Pelosi, Warren Buffett, Kenneth Griffin, Joseph Hooley, Bill Gates, and Bill Ackman, over the same trailing twelve months, against the same benchmark family, with every figure sourced and dated.
The short version: Beat Lynch finished the trailing year at +79.76%, ahead of every name on this list, including the one that gets the most attention for beating the market, Nancy Pelosi's tracked portfolio at +35.92%. But the more useful version of this report is not the ranking. It is why the gap exists, and that answer is less about any single stock pick and more about how concentrated each book is in the single best-performing trade of the last twelve months. Read to the end for that part.
- Beat Lynch's own figures come from its July 2026 Master Portfolio Score report, a live brokerage account, marked as of July 8, 2026, benchmarked against the S&P 500 at +21.90% for the trailing year.
- The other six portfolios are reconstructed by Webull's Portfolio Blueprint tracker, which rebuilds Nancy Pelosi's book from public STOCK Act disclosures and the other five from quarterly 13F institutional filings. Webull benchmarks all six against the same S&P 500 return, +20.19%, over the same trailing 12 month window.
- The two S&P figures differ slightly, 21.90% versus 20.19%, because they come from different data providers measuring slightly different day boundaries. That is normal cross-provider variance, not a data error, and it does not change any ranking in this report.
- 13F filings lag reality. Institutional holdings are disclosed up to 45 days after quarter end, so the allocations shown for Buffett, Griffin, Hooley, Gates, and Ackman are the most recent published snapshot, not a real-time position.
Seven books, one trailing year
Ranked by trailing twelve month return, with the S&P 500 dropped in for reference at its own place in line.
Beat Lynch figure and its S&P benchmark from Beat Lynch's own July 2026 report. All other figures and the S&P 500 reference from Webull Portfolio Blueprint, trailing 1 year, as of June 2026.
Return is only half the story
A bigger number earned with a rougher ride is a different achievement than the same number earned smoothly. Webull's tracker publishes max drawdown and Sharpe ratio for each of the six comparison portfolios. Beat Lynch does not publish a Sharpe ratio, so that field is left honestly blank rather than estimated. Its drawdown figure below is Beat Lynch's own self-reported number from its published monthly ledger, not calculated on the same methodology as Webull's, and is marked accordingly.
| Portfolio | Basis | 1Y Return | vs Benchmark | Max Drawdown | Sharpe |
|---|---|---|---|---|---|
| Beat LynchLive model portfolio | Brokerage account | +79.76% | +57.9 pts | −20%* | Not disclosed |
| Nancy PelosiPolitician | Public disclosures | +35.92% | +15.7 pts | −12.08% | 1.61 |
| Warren BuffettBerkshire Hathaway | 13F filing | +24.59% | +4.4 pts | −6.17% | 1.69 |
| Joseph HooleyFormer State Street CEO | 13F filing | +24.29% | +4.1 pts | −14.25% | 1.23 |
| Bill GatesGates Foundation Trust | 13F filing | +16.95% | −3.2 pts | −7.90% | 1.25 |
| Bill AckmanPershing Square | 13F filing | +9.86% | −10.3 pts | −15.81% | 0.33 |
| Kenneth GriffinCitadel | 13F filing | +5.20% | −15.0 pts | −20.61% | 0.06 |
*Beat Lynch's drawdown is self-reported from its published monthly ledger, approximately one fifth of account value in a single month, and is not built on Webull's methodology. Treat it as directionally comparable, not exact.
Two things worth sitting with. First, Buffett's Sharpe ratio of 1.69 is the best risk-adjusted number on this list, a reminder that a 24.59% year with a 6.17% drawdown is a genuinely different kind of achievement than a bigger number earned with a rougher ride. Second, Kenneth Griffin's Citadel-linked 13F portfolio, the one most people would assume is the sharpest book in the room, posted the weakest return and the widest drawdown of the group. A quarterly-disclosed 13F is a blurry photograph of a fund's public book, not the fund's actual trading performance, and it should be read that way.
Why the gap actually exists
Line up each portfolio's top holdings and one pattern jumps out immediately. It is not that some of these investors are bad at this. It is that some of them are structurally exposed to the single best-performing trade of the past year, artificial intelligence infrastructure and mega-cap technology, and some of them are not exposed to it at all.
| Portfolio | Top 3 Positions | Tech & Software Weight |
|---|---|---|
| Beat Lynch | MU, NVDA, TSM (chip and memory bottlenecks) | 60% AI infra / semis |
| Nancy Pelosi | AMZN 18.23%, GOOGL 15.27%, AAPL 15.18% | 72.2% |
| Joseph Hooley | NVDA 17.15%, AAPL 15.44%, MSFT 11.45% | 66.5% |
| Kenneth Griffin | NVDA 15.89%, IVV 13.29%, AMZN 8.22% | 55.4% |
| Bill Ackman | AMZN 17.08%, UBER 15.99%, MSFT 15.06% | 42.3% |
| Warren Buffett | AAPL 22.45%, AXP 17.95%, KO 12.15% | 29.2% |
| Bill Gates | BRK.B 26.06%, WM 20.41%, CNI 17.10% | 0% |
Tech and software weight combines Webull's Technology Equipment and Software & IT Services sector tags. Beat Lynch's figure is its own disclosed AI infrastructure and semiconductor weight, a close but not identical category.
- Beat Lynch60%+
- Nancy Pelosi72.2%
- Joseph Hooley66.5%
- Kenneth Griffin55.4%
- Bill Ackman42.3%
- Warren Buffett29.2%
- Bill Gates0%
The edge is real. Most of it is beta, not magic.
Beat Lynch beat Nancy Pelosi's tracked portfolio, the name most associated with beating the market, by more than 2 times over the trailing year, and beat Warren Buffett's Berkshire-linked book by more than 3 times. That is a genuine result and worth being proud of. But the honest read, the same kind of honest read Beat Lynch's own monthly report insists on for its own numbers, is that most of the AI-exposed names on this list moved together this year, because they were all riding the same current.
Beat Lynch's real differentiator is not that it found artificial intelligence as a theme. Pelosi's tracker, Hooley's 13F, and Griffin's 13F found it too. The differentiator is concentration with published rules underneath it, position caps, a leverage dial governed by a separate risk score, and no single-name shorts, applied to that theme with more conviction and tighter discipline than a politician's disclosed trades or a hedge fund's quarterly snapshot can show. Griffin's weak year, despite heavy Nvidia and Micron exposure, is the proof that exposure to the right theme is necessary but not sufficient.
Read the gap with the same mix of pride and humility Beat Lynch asks of every number in its own report. It is a real edge, on a real trailing year, against real tracked money. It is also an edge earned in a year when the AI infrastructure trade was the best-performing theme in the market, and a year like that does not repeat on command.
Where every number came from
| Portfolio | Source | Filing Basis |
|---|---|---|
| Beat Lynch | Beat Lynch, Master Portfolio Score, July 2026 | Live brokerage account |
| Nancy Pelosi | Webull Portfolio Blueprint | STOCK Act public disclosures |
| Warren Buffett | Webull Portfolio Blueprint | 13F institutional filing |
| Kenneth Griffin | Webull Portfolio Blueprint | 13F institutional filing |
| Joseph Hooley | Webull Portfolio Blueprint | 13F institutional filing |
| Bill Gates | Webull Portfolio Blueprint | 13F institutional filing |
| Bill Ackman | Webull Portfolio Blueprint | 13F institutional filing |
This report compares a live, actively managed portfolio, Beat Lynch, against reconstructions of other individuals' holdings built by a third party, Webull, from public disclosures and quarterly institutional filings. It is not a claim that Nancy Pelosi, Warren Buffett, Kenneth Griffin, Joseph Hooley, Bill Gates, or Bill Ackman personally hold, held, or traded the exact positions shown, and none of them are affiliated with Beat Lynch or Wealth Compoundry.
13F filings are disclosed up to 45 days after quarter end and reflect a snapshot in time, not a real-time account. Nancy Pelosi's disclosed trades are made by her spouse and reported under the STOCK Act with a similar disclosure lag. Past performance does not guarantee future results, and none of this is personalized investment advice or a recommendation to buy or sell any security. Beat Lynch, Wealth Compoundry, and National Investing League, Inc. are not registered investment advisers.