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M*: Funds That Buy Like Buffett, 2018

TedTed
in Fund Discussions
FYI: This coming Saturday, May 5, Omaha, Nebraska will host the event sometimes referred to as "Woodstock for Capitalists": the annual Berkshire Hathaway (BRK.B) shareholder meeting, led by chairman Warren Buffett and vice chairman Charlie Munger. (For those who can’t make it in person, the meeting will be livestreamed.) That means it's time for our annual look at the mutual funds with the biggest stakes in the stocks held in Berkshire Hathaway's investment portfolio, as listed in Buffett's annual letter to shareholders and in Berkshire's annual report.
Regards,
Ted
https://www.morningstar.com/articles/863186/funds-that-buy-like-buffett-2018.html

Comments

  • BenWPBenWP
    Unfortunately or not, David Rolfe's RWGFX, a fund previously excoriated on this board, did not make the $1B AUM cutoff used by M* for this article. Its poor performance might have given lie to the proposition that "investing like Buffett" pays off. RWGFX holds more than 17% in BRK and AAPL, its top two positions, but still has been demoted to one-star status by M*. Rolfe got an interview on CNCB this AM because of his big Apple stake; the handsome man was not queried as to how his fund has done since a blow-out year in 2009. He did say that Buffett might buy more AAPL.
  • VintageFreakVintageFreak
    I have parked myself outside the river except for RPHYX and RSIVX.
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