Discover Proven Investors
Worth Learning From
Berkshire Hathaway
BlackRock
Vanguard
Bridgewater
Fidelity
Pershing Square
How do we validate an institution's reference value?
Using SEC-filed holdings reports
we screen institutions with independently verifiable and easier-to-replicate long-term public records then rank them
More than five years of disclosed holdings
Track the top five long positions
Measure annualized return and consistency
Why track only the top five holdings?
The top five holdings usually represent an institution's core allocation intent, reducing tracking complexity while improving strategy clarity and replicability
Focus on core allocation intent
Reduce tracking decision load
Improve strategy replicability
"If I have seen further, it is by standing on the shoulders of giants."