How to follow superinvestors like Warren Buffett (free tool)

  • 5 months ago
Join our newsletter: https://www.overlookedalpha.com

I came across this great website that lets you track the portfolios of famous investors for free. It’s called dataroma and you can find it at dataroma.com

So this is the homepage, and you’ve got all the latest updates on the left.

So there’s an update from Guy Spier, Charlie Munger, Howard Marks. Let’s click this update from Warren Buffett.

And you can see that Buffett’s fund, Berkshire Hathaway, bought some more Apple stock and Paramount stock. And they sold a sliver of Chevron and a big chunk of Activision Blizzard.

And if you click into any of these stocks, you get a page that shows you what other hedge funds are holding the stock.

For example, if we take a look at General Motors, you can see that Greenhaven associates has a 11% stake in the company and Bill Miller likes it too.

Let’s go back to the homepage. On the right hand side you can see which stocks are the most heavily owned by superinvestors.

So here you can see that Google and Microsoft are the most owned stocks by these big funds.

And then down below these are the top big bets. And you can see that Micron is owned by 11 superinvestor funds and one fund has as much as 77% of their portfolio in Micron. And that is actually Mohnish Pabrai.

One thing I like to do on this website is to look for some of the smaller cap stocks that superinvestors are buying.

Lots of funds are invested in Google and Apple but if you can find a smaller company that superinvestors are buying, that’s usually a good sign to look further into that company.