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12 Mutual Funds To Invest Like Warren Buffett

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September 8, 2015 4:04 pm
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This article was originally published on Credio.

The Oracle of Omaha got his nickname for a reason. With an investment savvy that's net him $67.4 billion, Warren Buffett is one of the most famed names in the investing world.

His philosophy is esteemed by a fandom that tracks his every investment move. Love Buffett? Purchase ice cream, bras and ketchup notes a CNN Money article that covered the annual Berkshire Hathaway shareholders meeting this year.

However, not everyone can afford to invest in Berkshire Hathaway itself. Buffett's multinational holding company has two stock types for purchase. B-stocks for the company are valued at $143.32 as of Aug. 10, but A-stocks (which have never been split) sit at an ultra-expensive $215,300 per.

Here's how A-stock of Berkshire Hathaway has performed over the last 10 years.

 

For those who want to emulate Buffett, but don't like owning individual stocks, mutual funds can be an affordable alternative. Because mutual funds feature an assortment of different stocks and bonds, they can be safer long-term investments.

To determine which mutual funds most emulate Warren Buffett, Credio first consulted Buffett's most-recent stock holdings. From there, we looked for mutual funds that included at least one of these stocks within its top 10 holdings. Based on the total percentage of these "Buffett stocks" in the fund, we ranked the 12 mutual funds that most closely follow Buffett's current investments. Click through to see which mutual fund is most aligned with the Oracle's bets.

12.

 

Buffett Stocks Held: KO, PG, VZ, GE
% Weight in Fund: 19.83%
Current value of $10,000 invested in 2005: $14,355
Ten-Year Annualized Return: 3.68%
Net Assets: $11.2 Million
Investment Style: Moderate Allocation
Share Class: Investor
11.

 

Buffett Stocks Held: LBTYK, AXP, BK, WFC
% Weight in Fund: 20.75%
Current value of $10,000 invested in 2005: $17,034
Ten-Year Annualized Return: 5.47%
Net Assets: $15.2 Billion
Investment Style: Large Blend
Share Class: Retirement
10.

 

Buffett Stocks Held: MTB, USB, WFC
% Weight in Fund: 21.44%
Current value of $10,000 invested in 2005: $11,645
Ten-Year Annualized Return: 1.53%
Net Assets: $671 Million
Investment Style: Financial
Share Class: No Load
9.

 

Buffett Stocks Held: WMT, JNJ, KO, GE, WFC
% Weight in Fund: 21.45%
Current value of $10,000 invested in 2005: $17,473
Ten-Year Annualized Return: 5.74%
Net Assets: $44 Million
8.

 

Buffett Stocks Held: USB, VZ, DTV, PCP, WFC
% Weight in Fund: 22.90%
Current value of $10,000 invested in 2005: $17,593
Ten-Year Annualized Return: 5.81%
Net Assets: $26.5 Million
Investment Style: Large Blend
Share Class: Investor
Investment Style: Large Blend
Share Class: Other
7.

 

Buffett Stocks Held: DTV, VZ
% Weight in Fund: 26.35%
Current value of $10,000 invested in 2005: $18,985
Ten-Year Annualized Return: 6.62%
Net Assets: $443 Million
Investment Style: Communications
Share Class: No Load
6.

 

Buffett Stocks Held: JNJ, KO
% Weight in Fund: 26.61%
Current value of $10,000 invested in 2005: $10,860
Ten-Year Annualized Return: 0.83%
Net Assets: $1.6 Billion
Investment Style: Market Neutral
Share Class: Other
5.

 

Buffett Stocks Held: GE, JNJ, MA
% Weight in Fund: 27.16%
Current value of $10,000 invested in 2005: $17,608
Ten-Year Annualized Return: 5.82%
Net Assets: $13.2 Million
Investment Style: Large Growth
Share Class: Investor
4.

 

Buffett Stocks Held: IBM, MA, V
% Weight in Fund: 27.59%
Current value of $10,000 invested in 2005: $37,782
Ten-Year Annualized Return: 14.22%
Net Assets: $1.52 Billion
Investment Style: Technology
Share Class: No Load
3.

 

Buffett Stocks Held: LBTYK, WFC, COST, BK, AXP
% Weight in Fund: 27.63%
Current value of $10,000 invested in 2005: $15,801
Ten-Year Annualized Return: 4.68%
Net Assets: $1.11 Billion
Investment Style: Large Blend
Share Class: No Load
2.

 

Buffett Stocks Held: DTV, VZ
% Weight in Fund: 28.51%
Current value of $10,000 invested in 2005: $19,611
Ten-Year Annualized Return: 6.97%
Net Assets: $877 Million
Investment Style: Utilities
Share Class: No Load
1.

 

Buffett Stocks Held: V, BK, AXP, WFC
% Weight in Fund: 29.52%
Current value of $10,000 invested in 2005: $16,533
Ten-Year Annualized Return: 5.16%
Net Assets: $813 Million
Investment Style: Financial
Share Class: A


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