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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: AdrianC ⎊✹  😊 😞
Number: of 21942 
Subject: Re: 2025 and 2000-2025
Date: 01/03/26 12:20 PM
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No. of Recommendations: 1
Here's another look at those value funds. Data from testfol.io: Portfolio Backtester for ETFs and Asset Allocation

Value Funds 1995-01-03 - 2025-12-31 CAGR total return
Berkshire (BRK-A)	        12.36%
Dodge & Cox Stock Fund (DODGX)	11.65%
S&P 500 (VFINX)	                11.01%
Oakmont I Fund (OAKMX)	        10.92%
Vanguard Windsor II (VWNFX)	10.65%
Weitz Value Fund (WVALX)	10.23%
Gabelli Equity Inc Fund (GABEX)	10.14%
Vanguard Value Indx (VIVAX)	9.85%
Legg Mason Value Trust (LMVTX)	9.43%
Third Avenue Value Fund (TAVFX)	9.27%
Muhlenkamp (MUHLX)      	9.10%
Longleaf Partners (LLPFX)	8.15%
Tweedy Browne Value ((TWEBX)	7.99%
Sequoia Fund (SEQUX)    	4.97%

testfol.io: Portfolio Backtester for ETFs and Asset Allocation
Data for Clipper is bad.

Beating the S&P500 has been difficult. That's not to say the fund managers haven't been personally successful, they all have ;-)
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This community has written 21,448 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 57 recs · 2023
Summary of 2Q 2026 · 54 recs · 2026
3Q Summary · 53 recs · 2024
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