Funds That Buy Like Buffett, 2021
These funds hold the same stocks that the Oracle of Omaha does.
Chairman Warren Buffett and vice chairman Charlie Munger will host Berkshire Hathaway's (BRK.B) annual shareholder meeting on Saturday, May 1, 2021. For the second year in a row, the throngs of people who typically travel to Omaha, Nebraska for the festivities will have to settle for a virtual gathering. This year, though, the meeting will be held in Los Angeles. Buffett, Munger, and Berkshire vice chairmen Ajit Jain and Greg Abel will answer questions for several hours via livestream before the official meeting kicks off at 5 p.m. Eastern time.
We're once again marking the upcoming Berkshire Hathaway meeting with our annual look at "Funds That Buy Like Buffett"--mutual funds with the highest percentage of stocks in common with Berkshire's investment portfolio, as listed in Buffett's annual letter to shareholders. The letter is also part of Berkshire's annual report. Morningstar's Susan Dziubinski discussed the letter when it came out in February.
David Kathman does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.