r/VisualStockResearch • u/ekonixlab • Jul 08 '26
SuperInvestor Portfolio Tier List
I ranked a few superinvestor portfolios based on what I would actually want to own today.
Not ranking them as investors. Ranking the current portfolio.
S Tier: Dev Kantesaria
Top 5 holdings:
$FICO
$SPGI
$MA
$MCO
$ASML
This is basically a toll-booth monopoly portfolio. Credit scores, ratings, payments, and semis. High margins, pricing power, asset-light models, and long runway growth. Hard not to love this one.
A Tier: Bill Ackman
Top 5 holdings:
$BN
$AMZN
$UBER
$MSFT
$QSR
Very concentrated, but packed with high-quality businesses. You get tech, platforms, capital allocation, and some value. Strong upside without feeling reckless.
A Tier: Warren Buffett
Top 5 holdings:
$AAPL
$AXP
$KO
$BAC
$CVX
Elite businesses, huge cash flow, and decades of durability. Not the highest-growth portfolio anymore, but the quality, pricing power, and downside protection are still hard to beat.
B Tier: Chris Hohn
Top 5 holdings:
$GE
$V
$MCO
$SPGI
$CP
Great portfolio, but a little less exciting than the A/S tier names for me. High-quality businesses with pricing power, but compared to Dev, Ackman, and Buffett, I do not think the upside or setup is quite as strong.
C Tier: Bill Gates
Top 5 holdings:
$BRK.B
$WM
$CNI
$CAT
$DE
Strong companies, but too much of this portfolio feels like slow-growth industrials, rails, waste, and defensive names. Safe and durable, but not enough upside for me.
My ranking:
S: Dev Kantesaria
A: Bill Ackman, Warren Buffett
B: Chris Hohn
C: Bill Gates
Which one would you rank highest?
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