Recently, a 2022 performance list of overseas investment giants has aroused heated discussions.

On the list, well-known investment tycoons such as Sister Mumu and Soros all suffered huge losses of more than 50% in investment returns in 2022, and even the "stock god" Buffett was not spared.

　　Seeing these legendary investors "broken" in 2022, some netizens said: "Seeing that they lost a lot of money, I feel a little better." Some netizens said: "I only lost 20%, which is slightly worse than Munger, hang Soros and Sister Wood."

"Stock God" also lost money

　　In 2022, the US stock market Nasdaq will fall by more than 33%, and the Dow will fall by more than 8%.

Although "stock god" Buffett's Berkshire Hathaway's stock price outperformed the market with a 4% increase, the "stock god" portfolio was not spared.

Data from the stockcircle website shows that in the past year (January 3, 2022-January 3, 2023, the same below), Buffett's investment portfolio has fallen by 14.28%.

　　According to the latest 13F holdings document, as of September 30, 2022, Buffett's investment portfolio includes 48 US stocks, of which only 10 stocks will rise in 2022.

The holdings of "stock gods" are relatively concentrated. The top five heavyweight stocks account for more than half of the investment portfolio, namely Apple, Bank of America, Chevron, Coca-Cola, and American Express. Among them, the market value of Apple's holdings accounts for 41% of the overall investment portfolio. , Bank of America accounted for more than 10%.

Both of these two heavyweight stocks will fall by more than 25% in 2022, and American Express will fall by more than 8%.

　　But in 2022, Buffett successfully bet on energy stocks.

Chevron, which accounts for 8% of its portfolio, will rise by more than 51% in 2022, while Occidental Petroleum's stock price will double.

In addition, Buffett's "beloved"-Coca-Cola will also rise by more than 8% in 2022, bringing certain benefits to its investment portfolio.

　　The "harvest" of Buffett's old partner Munger is also not satisfactory. The Daily Journal, which he is in charge of, has suffered an investment loss of 15.67% in the past year.

Munger directly halved his position in Alibaba in the first quarter of 2022, and has not made any major moves since then.

It is worth noting that Munger announced his resignation as chairman of the Daily Journal in 2022, but he remains on the board.

Mu Mujie’s funds were almost wiped out

　　In 2020, Cathie Wood became famous for her heavy holdings in technology stocks and won the title of "female Buffett".

In 2022, technology stocks will fall all the way, and ARK Investment, headed by Sister Mu Mu, has lost 62.04% in the past year.

　　In 2022, against the background of aggressive interest rate hikes by the Federal Reserve and global central banks, the potential future returns of technology companies will decline, triggering a wave of selling by investors.

But Sister Mumu went retrograde all the way, buying technology stocks and digital currency at the same time.

In the end, almost all the funds under Mu Mujie were wiped out. In 2022, ARKK, the flagship fund of ARK, lost 67%, and many funds such as ARKW and ARKF lost more than 50%.

　　It is reported that Sister Wood is an iconic figure in the growth stock investment strategy. The flagship fund ARKK managed by her is mainly known for betting on innovative growth stocks. The top three holdings of the fund are Zoom, Precision Science and UiPath.

Tesla's arch-rival drags Soros down

　　Compared with Sister Mumu, Soros is the worst investment boss in 2022. Soros Fund has lost nearly 70% in the past year, and its asset scale can be described as "calf cut".

　　Judging from the investment trends in the past year, Soros fled technology stocks early in the fourth quarter of 2021, but fell headlong into the "pit" of real estate.

As of the third quarter of 2022, real estate stocks account for two of Soros' top three major holdings, namely Duke Real Estate and Houghton Housing. Both stocks will fall by more than 16% in 2022.

In addition, Rivian Automotive, Soros's second largest holding, accounts for nearly 10% of its overall holdings. This electric pickup truck manufacturer, known as Tesla's rival, will plummet by more than 82% in 2022 due to its substandard production capacity. %.

Bridgewater fund performance ups and downs

　　For Dario, the founder of Bridgewater Fund, 2022 must be an unforgettable year.

　　In the first nine months of 2022, Bridgewater's flagship fund has achieved the best performance in the same period in history, with a return rate as high as 22%.

In October 2022, after years of planning, Dalio relinquished control of the company, handing over power to his successor.

But as the legendary investor retreated to the second line, Bridgewater's performance took a sharp turn for the worse.

According to reports, as of the end of November, another flagship fund under Bridgewater fell by 20% in October and November, basically erasing its previous gains.

According to the latest data from the stockcircle website, the rate of return of Bridgewater Fund in the past year has fallen to -12.85%.

　　In addition, Tiger Fund has experienced a loss of more than 50% in the past year.

Its holdings are mainly in technology companies, and JD.com, Microsoft, Meta, etc. are among its heavy holdings. Therefore, Tiger Fund will suffer heavy losses in the decline of US technology stocks in 2022.

Another legendary quantitative hedge fund, Renaissance Fund, also suffered a loss of 18.91% in the past year.

According to the latest 13F documents, the Renaissance Fund liquidated most of its holdings related to Musk in the third quarter of 2022, including Tesla and Twitter, which was acquired by Musk.