Stock ideas
backed by proven track records

Performance is calculated by rebalancing the portfolio after SEC filings are disclosed. This approach accounts for the inherent delay, yet still delivers strong results due to the long-term strategies employed by the institutional investors being followed. The inception of each chart (starting date) varies depending on the inception dates of the funds being tracked.

SEC filings copied
CBRE and Cohen & Steers

Suggested ETFs to add onto
VNQ (Vanguard Real Estate ETF), SCHH (Schwab U.S. REIT ETF), IYR (iShares U.S. Real Estate ETF), XLRE (Real Estate Select Sector SPDR Fund)

This is the consensus portfolio of two prominent institutional investors with extensive experience and insider knowledge in the real estate industry: CBRE and Cohen & Steers.

1. CBRE is the global leader in real estate services, providing a wide range of services including investment management, property management, and leasing. Their deep insider knowledge, coupled with their comprehensive understanding of the real estate market, allows them to identify attractive REITs with strong growth potential and solid fundamentals.

2. Cohen & Steers is a leading global investment manager specializing in real assets, with a focus on real estate securities. Their experienced team of investment professionals employs a rigorous research-driven process to identify high-quality REITs with sustainable income and long-term growth potential.

This portfolio includes only Real Estate Investment Trusts and excludes other types of real estate investments they may have. REITs are known for their potential to generate steady income and offer capital appreciation.

Performance is calculated by rebalancing the portfolio after SEC filings are disclosed. This approach accounts for the inherent delay, yet still delivers strong results due to the long-term strategies employed by the institutional investors being followed. The inception of each chart (starting date) varies depending on the inception dates of the funds being tracked.

SEC filings copied
Bluescape Energy Partners, Reaves Asset Management, + 6 institutional investors.

Suggested ETFs to add onto
XLU (Utilities Select Sector SPDR Fund), VPU (Vanguard Utilities ETF), IDU (iShares U.S. Utilities ETF).

This Utilities portfolio is the consensus of eight institutional investors, each one with a proven track record in the utilities industry. We search for experts and insiders who specialize in identifying promising stocks in the utilities sector, offering exposure to companies that provide essential services such as electricity, gas, water, telecommunications, and renewable energy. We disclose two of these investors:

1. Bluescape Energy Partners, a private investment firm focused on the North American energy sector, including utilities. They emphasize capital preservation and defensive positioning. Main focus: strong cash flows, long term growth prospects, unrecognized value creation opportunities.

2. Reaves Asset Management, a highly specialized investment management firm with a focus on essential service companies. Their team consists of professionals dedicated to understanding the complexities of the utilities sector, including market dynamics and regulations. Investment philosophy: companies with limited competition, high regulatory scrutiny, consistent cash flow generation and profitable even in down economic cycles.

By exploring the stock ideas presented in this portfolio, you can uncover a diversified range of opportunities in the utilities industry, carefully selected based on a broad spectrum of specialists and insiders.

These stocks are known for their historical stability, reliable income, and strong dividend yields, making them an attractive addition to any investment portfolio.

Performance is calculated by rebalancing the portfolio after SEC filings are disclosed. This approach accounts for the inherent delay, yet still delivers strong results due to the long-term strategies employed by the institutional investors being followed. The inception of each chart (starting date) varies depending on the inception dates of the funds being tracked.

SEC filings copied: Buffett’s Berkshire Hathaway, Dalio’s Bridgewater, Marks’ Oaktree Capital, and Ackman’s Pershing Square.

These are the current top 5 stock from the combined portfolios of four of the most successful investors in History:

1. Warren Buffett, Chairman of Berkshire Hathaway;

2. Ray Dalio, Founder of Bridgewater Associates;

3. Bill Ackman, Founder of Pershing Square and

4. Howard Marks, Cofounder and Vice President of Oaktree Capital.

These investors have a reputation for investing in established companies with solid fundamentals, steady growth potential, and reliable dividend yields.

Performance is calculated by rebalancing the portfolio after SEC filings are disclosed. This approach accounts for the inherent delay, yet still delivers strong results due to the long-term strategies employed by the institutional investors being followed. The inception of each chart (starting date) varies depending on the inception dates of the funds being tracked.

SEC filings copied: Baillie Gifford, Crosslink Capital + 2 institutional investors.

The Future Value portfolio is designed to provide investors with exposure to high-growth companies, selected based on the consensus of four institutional investors, including Baillie Gifford and Crosslink Capital. While the portfolio may include some non-growth stocks, its primary focus is on companies with strong growth potential.

1. Baillie Gifford is a leading independent investment management firm with a long history of identifying high-growth companies across various sectors.

2. Crosslink Capital is a venture capital and growth equity firm with a long history of investing in private and public technology companies. Their deep industry knowledge and extensive network of relationships help them identify and support high-growth businesses across various sectors.

By considering the ideas in the Future Value portfolio, you can gain insights into a diverse range of high-growth companies, handpicked by experts. It’s important to note that growth stocks are conceptually opposed to value stocks: while growth stocks are characterized by the expectation of significant future value, value stocks are primarily focused on the present value of the company’s assets and earnings. This portfolio offers a selection of stocks that emphasize potential future growth, providing an attractive opportunity for investors seeking exposure to this investment style.

Performance is calculated by rebalancing the portfolio after SEC filings are disclosed. This approach accounts for the inherent delay, yet still delivers strong results due to the long-term strategies employed by the institutional investors being followed. The inception of each chart (starting date) varies depending on the inception dates of the funds being tracked.

SEC filings copied: Coho Partners, Lindsell Train + 14 institutional investors.

For those seeking safe ways of investing in stocks, we present a Consumer Staples portfolio, with well-known and stable companies, that were selected by sector-specialized institutional investors, who spend millions in research and analysis.

Spanning sectors from food and beverage manufacturing to household and grocery retail, consumer staples taps into businesses whose products or services are always in demand. The inherent stability in these sectors underpins the defensiveness of the portfolio, often outperforming others when the market is under stress.

As highlighted by Warren Buffett, the consumer staple sector is attractive due to its simplicity and indispensable nature. The products and services of these companies are easy to understand, with demand unaffected by AI advancements.

As a snapshot of our approach, we disclose two of the sixteen investors whose portfolios are fed into our algorithm.

Coho Partners. An investment firm focused on demand-defensive companies for more than two decades, aiming to significantly outperform in down markets and compete in all but the strongest up markets.

The second investor is Lindsell Train. A firm focused on UK and US equity of consumer branded goods, pursuing characteristics like heritage, predictable earnings through pricing power or intellectual property, low capital intensity and sustainably high returns on capital.

We seek to harness the power of brand equity, customer loyalty, and the stability that comes from commanding a significant share of the market. This is the case of companies such as Coca-cola, Procter and Gamble, and Church and Dwight.

This consumer staples portfolio presents a compelling proposition for investors seeking a low-risk strategy with strong long-term returns.

Performance is calculated by rebalancing the portfolio after SEC filings are disclosed. This approach accounts for the inherent delay, yet still delivers strong results due to the long-term strategies employed by the institutional investors being followed. The inception of each chart (starting date) varies depending on the inception dates of the funds being tracked.

SEC filings copied: Meritech Capital Partners, Wynnefield Capital, Inc. + 5 institutional investors.

Suggested base ETFs: IWM (iShares Russell 2000 ETF), IJR (iShares Core S&P Small-Cap ETF), IWC (iShares Micro-Cap ETF)

The Small and Microcap Add-On presents a collection of stock ideas derived from the combined portfolio of seven institutional investors with expertise in identifying promising microcap companies across various sectors. We disclose two of these investors:

1. Meritech Capital, a leading growth equity firm that specializes in rapidly-growing technology companies. With their extensive experience and deep industry knowledge, Meritech Capital has a consistent track record of identifying and supporting high-potential microcap companies on their journey to becoming major tech players. They have successfully identified companies such as Salesforce, Snowflake, Tableau and Meta (Facebook) during their late-stage startup phases.

2. Wynnefield Capital, as described by themselves, “a value investor, specializing in U.S. small cap situations that have a company or industry-specific catalyst(s). Surfacing of these catalysts unlocks existing, but previously unrecognized value for shareholders. (…) We seek out under-followed, unrecognized and undervalued companies that fit our parameters, which include minimal balance sheet risk and potential for micro or macro change.”
By exploring the ideas in our ‘Microcap Medley’ portfolio, you can gain insights into a wide range of companies, blending value and growth stocks with a market capitalization under $2 billion and prior to widespread public recognition.

Performance is calculated by rebalancing the portfolio after SEC filings are disclosed. This approach accounts for the inherent delay, yet still delivers strong results due to the long-term strategies employed by the institutional investors being followed. The inception of each chart (starting date) varies depending on the inception dates of the funds being tracked.

SEC filings copied: Includes EM and Developed Ex-US

This portfolio is a selection of non-U.S. companies traded on U.S. exchanges in the form of American Depository Receipts (ADRs).

These stocks are identified through the consensus of six institutional investors, carefully selected for their expertise. Some of them have a strong focus on global equities, while others are specialized in emerging market companies, and one has extensive knowledge of Asian markets.

By combining the collective wisdom of these brilliant and diligent minds, we can deliver a portfolio that is both less obvious and able to capture some best-in-class opportunities from around the world, making it an ideal complement to a portfolio of American companies.

If you want ADRs/Global investment ideas, also check the China Prosperity Path portfolio.

Performance is calculated by rebalancing the portfolio after SEC filings are disclosed. This approach accounts for the inherent delay, yet still delivers strong results due to the long-term strategies employed by the institutional investors being followed. The inception of each chart (starting date) varies depending on the inception dates of the funds being tracked.

SEC filings copied: Undisclosed institutional investors with a strong focus on metal commodities.

Suggested base ETFs: XME (SPDR S&P Metals & Mining ETF), PICK (iShares MSCI Global Metals & Mining Producers ETF), GDX (VanEck Gold Miners ETF)

Investing in the mining sector may be extremely challenging. Many companies are in the exploration or pre-operational phase, which entails frequent capital raises, with a recurrent dilution of shareholders’ stakes. Not to mention the risk of poorly managed companies with a low probability of ever producing anything. Therefore, it is crucial to rely on the expertise of mining professionals for informed decision-making, allowing an asymmetrical exposure to a thesis with astonishing upside potential.

This ‘Mining Masters’ portfolio is designed for investors seeking exposure to the dynamic world of mining and metal companies. It is constructed from the blend of two undisclosed institutional investors with a strong focus on metal commodities, comprising teams of geologists, lawyers and engineers with decades of experience in this market. Their expertise spans various commodities, including precious metals such as gold and silver, as well base metals like iron, copper and zinc.

By investing in this portfolio, you gain access to a carefully selected range of companies, from well-established industry leaders to emerging players with high growth potential. These stocks aim to capitalize on global trends, such as the surging demand for metals used in electric vehicles and other green technologies, as well a

Performance is calculated by rebalancing the portfolio after SEC filings are disclosed. This approach accounts for the inherent delay, yet still delivers strong results due to the long-term strategies employed by the institutional investors being followed. The inception of each chart (starting date) varies depending on the inception dates of the funds being tracked.

SEC filings copied: Fuller & Thaler Asset Management + 3 institutional investors

Suggested base ETFs: XLI (Industrial Select Sector SPDR Fund), VIS (Vanguard Industrials ETF), IYJ (iShares U.S. Industrials ETF)

Introducing our 100% American SmallCaps Industrial stocks portfolio, which combines the expertise of four American institutional investors, each one identified by us for their ability to find promising small-cap industrial companies with strong growth potential.

One of these institutional investors is the renowned firm Fuller & Thaler Asset Management, which has a proven track record of identifying small-caps within a behaviorial driven environment. With a team of experienced investors, including Nobel Prize winner Richard Thaler, this firm has been recognized for their innovative research and ability to generate significant returns in this space.

We opt to keep the other three sources of this portfolio undisclosed. All of them have in common, aside from their consistent results across various investing windows, a full commitment to a bottom-up, fundamental research approach for small companies with a long-term focus.

By investing in this portfolio’s ideas, you gain access to a diversified range of local industrial stocks, positioning yourself to benefit from the U.S. government’s policies aimed at supporting local factories.

Performance is calculated by rebalancing the portfolio after SEC filings are disclosed. This approach accounts for the inherent delay, yet still delivers strong results due to the long-term strategies employed by the institutional investors being followed. The inception of each chart (starting date) varies depending on the inception dates of the funds being tracked.

SEC filings copied: Snow Lak Camital, Keywise Capital Management + 2

Suggested base ETFs: MCHI (iShares MSCI China ETF)

China’s economy is expected to surpass the United States’ within the next few decades, highlighting the immense growth potential of Chinese companies. However, investing in these enterprises can be challenging due to the unique characteristics of the local market, such as stringent government regulations, lack of transparency, and cultural differences. 

This portfolio is a selection of American Depository Receipts (ADRs) primarily from Chinese companies, curated by four Hong Kong-based institutional investors with in-depth knowledge and expertise in the Chinese market. Renowned for their ability to navigate the intricate landscape of investing in Chinese companies, these experts have a proven track record of success in multiple time frames.

Despite having the majority of their investments in China, they also hold a substantial amount of investments in U.S. securities, which obligates them to report their holdings to the SEC.

These investment ideas provide a diversified approach to gaining exposure to the Chinese market, covering various sectors and market caps, and leveraging the insights of these Hong Kong specialists who have a deep understanding of the local market idiosyncrasies.