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What If Warren Buffett Invested Your Money?
Copying super value investors is the closest thing to having Warren Buffett manage your money.
Our Copycat Portfolios Doubled the S&P 500 Returns
Super Value Investor is the first research firm focused only on studying how to copy top value investors. From 2014 to 2023, we researched over 90 of the best value investors using a data-driven approach. Based on this research, we created a list of the best investors to copy and a copycat investing strategy that has outperformed the market over the past decade.
$10,000 in our copycat portfolios from 2014 to 2023 grown to over $60,000 with 20% plus returns.
$10,000 in the S&P 500 from 2014 to 2023 grew to $30,590 with an 11.83% return.
Copycat Portfolios vs S&P 500 From 2014 to 2023
From 2014 to 2023, Super Investors Invested in Winners
"Copying Skilled Investors is a Smart Idea."
Charlie Munger
Great investors like Warren Buffett, Charlie Munger, and Mohnish Pabrai believe that copying the best investors is one of the smartest ways to achieve outstanding returns.
Warren Buffett
"When I was 21 years old, I looked at all the stocks owned by Graham–Newman Corp. I got some of my ideas that way.".
Charlie Munger
"Of course it's useful to look at what other great investors are doing. I would look at what every great investor is doing. "
Mohnish Pabrai
"Shameless cloning is a good way to go. It gives you a great pool to look at. It's already been through one filter which is a great mind."
What We Offer
The First Comprehensive Multi-Investor Study on Copying Super Value Investors
Research Shows Copying Warren Buffett’s Portfolio Would Have Turned $10,000 Into $2.2 Million
My journey as a copycat investor began when I discovered a groundbreaking study titled: “Imitation is the Sincerest Form of Flattery: Warren Buffett and Berkshire Hathaway.” The study was done by researchers from American University and the University of Nevada - Las Vegas. It showed that copying Warren Buffett's public stock portfolio from 1976 to 2006 outperformed the S&P 500 Index over that 31 year period.
Results From the Study:
Imitation is the Sincerest Form of Flattery: Warren Buffett & Berkshire Hathaway
Berkshire Hathaway’s Returns Are Now Limited by It’s Large Size
Here’s the thing—as of 2024, Berkshire Hathaway’s market value was over $850 billion. As Berkshire has grown, its returns have steadily declined. From 1976 to 2006 Berkshire returned 25.77% per year but from 2000 to 2022 it returned just 10.12% per year.
"The smartest way to beat the market and earn over 20% returns per year is simple. Copy the stock picks of the next Warren Buffetts."
Jaime Ortega
Founder of Super Value Investors
Who is Copycat Wealth For?
Who is Copycat Wealth NOT For?
Stock Market Investing Beats Real Estate, Bonds, and Gold
Investing in the stock market has many advantages, especially for growing your money over time through compounding. It’s accessible to everyone, whether you’re starting small or have millions to invest. Real estate, for example, requires more money upfront, time, and effort, making stocks a simpler and more powerful choice for most people.
The Stock Market Has Outperformed All Other Asset Classes
From 1802 to 2019, $1 Grew To:
U.S. Stocks Outperformed U.S. Homes Over the Past 40 Years
Best Performing Commercial Real Estate Properties by Sector From 1992 to 2017
90% of Investment Professionals Fail to Beat the Market
In most areas of life, when you want something done right, you hire an expert. If you need surgery, you go to a skilled surgeon. If you need legal help, you consult a lawyer, and if you're building a house, you hire a home builder. Hiring experts is usually the best choice, right? It's a pretty solid rule. But when it comes to investing, most professionals don’t actually get you better results.
Most Professional Investors Underperform a Low-cost
S&P 500 Index Fund
Most financial advisors and fund managers don’t outperform the market. A study by S&P Dow Jones Indices showed that from 2003 to 2018, 92% of investing professionals failed to beat the market. Another study by S&P Dow Jones Indices showed that from 1992 to 2022, over a 30-year period, between 81% and 94% of active investment funds failed to outperform the stock market indexes.
Percentage of U.S. Equity Funds Outperformed by Benchmarks
Over a 15-year period, 92.43% of professional investors failed to outperform the S&P 500.Across 5, 10, and 15-year periods, nearly 90% of professional investors consistently underperformed their benchmark index.
All Domestic Funds
vs S&P Composite 1500
All Large-Cap Funds
vs S&P 500
All Mid-Cap Funds
vs S&P MidCap 400
All Mid-Cap Funds
vs S&P MidCap 400
Everyday Investors Fail to Beat the Market
Studies by Dalbar and J.P. Morgan reveal a consistent gap between investor returns and the market. From 1998 to 2017, regular investors earned just 2.6% annually—5.2% less than the S&P 500. Another Dalbar report found that from 1993 to 2022, U.S. stock market investors saw only a 6.81% annual return, trailing the S&P 500 by 2.81%. Over 30 years, a $100,000 investment in the S&P 500 would have grown to about $1.86 million. In comparison, the same $100,000 invested in the average retail investor's stock picks would have grown to just $1 million—a difference of $864,000.
The 20-Year Annualized Returns by Asset Class (1998 – 2017)
From 2006 to 2016, Buffett Estimated Investor Losses of $100 Billion in Fees
Warren Buffett has long criticized the high fees charged by investment professionals. In his 2017 Berkshire Hathaway letter, he explained that Wall Street’s fee structures mostly benefit the industry, not clients. Over time, the high fees from hedge funds and mutual funds eat away at your returns. He estimated $100 billion lost for every day investors due to fees.
Warren Buffett's $1 Million Bet Against Hedge Funds
To prove his point, he bet the hedge fund Protege Partners $1 million in 2008 that the S&P 500 would outperform five hedge funds chosen by Protege over 10 years. The S&P 500 gained 7.1% annually, growing $1 million to $1.85 million. Meanwhile, the hedge funds only managed a 2.2% annual return, growing $1 million to $1.22 million—a difference of $634,000.
13F Filings Make Copying Super Investors Possible
Copying successful investors is possible because of something called a 13F filing. A 13F filing is a quarterly report that large investors, like hedge funds and mutual funds, must legally submit to the U.S. Securities and Exchange Commission, the SEC, if they manage at least $100 million. By looking at 13F filings, you can see the stock picks of successful investors. This gives you insight into how some of the world’s top investors manage their money.
Each 13F form shows
The name of the stock
The number of shares held
The total value held for each stock
13F Filings Are Public and Legally Required.
Making Them a Great Way to Copy Investors.
13F Filings are Submitted Every 3 Months
A 13F filing is submitted every three months, within 45 days after the end of March, June, September, and December. While there’s a 45-day delay in the filings, this doesn’t matter much when copying value investors. They mostly hold stocks for years and focus on long-term growth. Their stock picks are still useful, even with the delay. However, 13F filings have some limits. They only show U.S. stocks and related securities, leaving out other assets like bonds, short positions, derivatives and international stocks. They’re not useful for short-term trading strategies like day trading.
Why Spend $350,000 on Research or Pay Advisors Thousands?
If you tried this research yourself, you’d spend a fortune hiring experts to analyze data, study the market, and test investing strategies. This could cost over $350,000—and that’s just for the research, not including the years of experience needed to do it in the first place. Think about the cost of missing out on this knowledge from Copycat Wealth and not growing your wealth over time.
The Advantage of Copycat Wealth Over Financial Advisors or Investing Yourself
Memberships
Copycat Wealth
A streamlined introduction to value investing with 3 in-depth modules and cutting-edge research on 4 super investors. Learn to apply proven investing strategies and build a strong foundation in market analysis.
Copycat Wealth Plus
Gain deeper insights into value investing with 10 in-depth modules, cutting-edge research, and 7 super investors. Includes 4 copycat portfolios (2014–2023) with annual returns between 13.67% and 16.35%, plus one year of access to the Plus Model Portfolio.
Copycat Wealth Pro
A comprehensive course featuring 10 in-depth modules, 11 super investors, and 12 copycat portfolios (2014–2023) with annual returns ranging from 14.39% to 21.50%. Includes one-year access to the Pro Model Portfolio, offering actionable investment strategies.
Copycat Wealth Max
The ultimate value investing course with 10 in-depth modules, 14 super investors, and 30 copycat portfolios (2014–2023) boasting returns of 14.39% to 24.50%. Includes one-year access to the Max Model Portfolio with allocation-based investment strategies.
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