Investing cheat code:
Steal ideas from the best investors.
Here's how to track what the top fund managers are buying and selling (for free):
Steal ideas from the best investors.
Here's how to track what the top fund managers are buying and selling (for free):
US Fund managers with >$100 million in assets must report their holdings quarterly to the SEC by filing a 13F.
Tracking these using the SEC is a pain, but WhaleWisdom & Dataroma make it easy.
Here's how to find Warren Buffett's (Berkshire Hathaway) latest buys on
@whalewisdom
Tracking these using the SEC is a pain, but WhaleWisdom & Dataroma make it easy.
Here's how to find Warren Buffett's (Berkshire Hathaway) latest buys on
@whalewisdom
Which funds are worth tracking?
Here's my list of the top funds to watch depending on your investing style (Value, Growth, Activist):
Here's my list of the top funds to watch depending on your investing style (Value, Growth, Activist):
Growth:
▪️Altarock Partners
▪️AKO Capital
▪️Appaloosa (David Tepper)
▪️ARK Invest (Cathie Wood)
▪️Akre Capital (Chuck Akre)
▪️Dorsey (Pat Dorsey)
▪️Fundsmith (Terry Smith)
▪️Motley Fool AM
▪️Pabrai (Monish Pabrai)
▪️Polen Capital
▪️ShawSpring Partners (Dennis Hong)
▪️Altarock Partners
▪️AKO Capital
▪️Appaloosa (David Tepper)
▪️ARK Invest (Cathie Wood)
▪️Akre Capital (Chuck Akre)
▪️Dorsey (Pat Dorsey)
▪️Fundsmith (Terry Smith)
▪️Motley Fool AM
▪️Pabrai (Monish Pabrai)
▪️Polen Capital
▪️ShawSpring Partners (Dennis Hong)
Value:
▪️Aquamarine Capital (Guy Spier)
▪️Baupost (Seth Klarman)
▪️Berkshire (Warren Buffett & Munger)
▪️Broad Run
▪️Ensemble Capital
▪️Fairholme (Bruce Berkowitz)
▪️Fairfax Financial (Prem Watsa)
▪️Gardner, Russo & Quinn (Thomas Russo)
▪️ Giverny Capital (François Rochon)
▪️Aquamarine Capital (Guy Spier)
▪️Baupost (Seth Klarman)
▪️Berkshire (Warren Buffett & Munger)
▪️Broad Run
▪️Ensemble Capital
▪️Fairholme (Bruce Berkowitz)
▪️Fairfax Financial (Prem Watsa)
▪️Gardner, Russo & Quinn (Thomas Russo)
▪️ Giverny Capital (François Rochon)
▪️Greenlight (David Einhorn)
▪️Himalaya (Li Lu)
▪️Lindsell Train (Nick Train)
▪️Markel (Tom Gayner)
▪️Oak Tree Capital (Howard Marks)
▪️Pabrais Investments (MohnishPabrai)
▪️Pershing Square (Bill Ackman)
▪️Scion (Michael Burry)
▪️Sequoia
▪️Third Point
▪️Valley Forge
▪️Himalaya (Li Lu)
▪️Lindsell Train (Nick Train)
▪️Markel (Tom Gayner)
▪️Oak Tree Capital (Howard Marks)
▪️Pabrais Investments (MohnishPabrai)
▪️Pershing Square (Bill Ackman)
▪️Scion (Michael Burry)
▪️Sequoia
▪️Third Point
▪️Valley Forge
Activists:
▪️Altafox (Connor Haley)
▪️Icahn Capital Management (Carl Icahn)
Macro:
▪️Duquesne Family (Stanely Drukenmiller)
▪️Altafox (Connor Haley)
▪️Icahn Capital Management (Carl Icahn)
Macro:
▪️Duquesne Family (Stanely Drukenmiller)
Here are these super investors' top 10 most widely owned stocks:
$AMZN - Amazon
$BAC - Bank of America
$BRK.A - Berkshire Hathaway
$GOOG - Alphabet
$MA - Mastercard
$META - Meta Platforms
$MSFT - Microsoft
$MU - Micron Technology
$V - Visa
$WFC - Wells Fargo
$AMZN - Amazon
$BAC - Bank of America
$BRK.A - Berkshire Hathaway
$GOOG - Alphabet
$MA - Mastercard
$META - Meta Platforms
$MSFT - Microsoft
$MU - Micron Technology
$V - Visa
$WFC - Wells Fargo
Important:
Borrowing ideas from other investors is smart.
Buying those investments without doing any research yourself is dumb.
Do the research!
Borrowing ideas from other investors is smart.
Buying those investments without doing any research yourself is dumb.
Do the research!
I keep links to all these funds in my investing checklist.
Want a free copy?
Grab it here: brianferoldi.com
Want a free copy?
Grab it here: brianferoldi.com
Like this thread? Follow me @BrianFeroldi.
I demystify the stock market with daily tweets and weekly threads like this.
To share with your audience, ♻️ retweet the first tweet below:
Which fund managers should I add to this list?
I demystify the stock market with daily tweets and weekly threads like this.
To share with your audience, ♻️ retweet the first tweet below:
Which fund managers should I add to this list?
If you liked this post, you'll love my free ebook.
I organized 50 of the most powerful investing images I've ever seen.
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brianferoldi.com
I organized 50 of the most powerful investing images I've ever seen.
Want a free copy? Get it here:
brianferoldi.com
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