New Project: Build a master spreadsheet of active fund managers with concentrated portfolios that are likely to compound at high rates for decades, so we can shamelessly clone them.
Here is my SuperInvestor Performance working spreadsheet:
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(let me know if you want to be an active contributor!)
Larger funds are required to disclose new investments through 13f filings, but smaller fund managers will often share new ideas in quarterly or annual letters to investors, or even tweets! It's good to live in the information age :)
What great investors am I missing on this list? Where can we find their track records? Thanks in advance for your collaboration!
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