Flossbach von Storch
Superinvestor profile · Rank #20 of 149 tracked managers by reported 13F value · CIK 0001575677 · All profiles
Founded 1998Cologne, GermanyMulti-asset (flagship 'Multiple Opportunities'), guided by the firm's 'Pentagram': diversification, quality, flexibility, solvency, valueKey person: Bert Flossbach and Kurt von Storch (co-founders)
Reported 13F value
$22.1B
Period 2026-06-30 · Filed 2026-08-10
Positions
106
Top 10 = 49.4% of value
Clone CAGR (full window)
+12.7%
2016-10-28 → 2026-10-02 · cumulative +227%
SPY CAGR (same window)
+15.7%
Cumulative +324%
Max drawdown (monthly)
-28%
Month-end values, approximate
Latest-quarter activity
4 new · 7 exited
38 increased · 55 decreased
Hypothetical clone — not this fund's returns. The performance on this page replicates only the long U.S. equity positions disclosed on this manager's Form 13F filings, rebalanced on filing dates at disclosed weights with dividend-adjusted prices. It excludes shorts, bonds, cash, non-U.S. listings, private holdings, leverage and fees. Treat it as a measure of how the disclosed stock picks performed, never as the fund's track record. Evidence: filing-by-filing dossier (PDF) · Methodology (PDF)
Clone performance
| Window | Clone CAGR | Note |
|---|---|---|
| Full window (2016-10-28 → 2026-10-02, 40 filings) | +12.68% | Cumulative +227.2% vs SPY +324.0% |
| Trailing 10Y | — | |
| Trailing 5Y | +7.24% | |
| Trailing 3Y | +15.72% | |
| Trailing 1Y | +7.53% |
Top holdings — 2026 Q2 filing
| Ticker | Company | Weight | Reported value |
|---|---|---|---|
| GOOGL | Alphabet - Class A | 7.12% | $1.6B |
| AMZN | Amazon.Com | 5.93% | $1.3B |
| MSFT | Microsoft | 5.73% | $1.3B |
| BRK.B | Berkshire Hathaway B | 5.68% | $1.3B |
| APH | Amphenol | 4.51% | $997M |
| SCHW | Charles Schwab | 4.47% | $988M |
| TMO | Thermo Fisher Scientific | 4.32% | $956M |
| AAPL | Apple | 4.21% | $930M |
| ABT | Abbott Laboratories | 4.08% | $903M |
| DHR | Danaher | 3.38% | $747M |
As reported on the 2026-06-30 Form 13F (filed 2026-08-10). Full holdings and quarter changes: holdings page.
Filing history in this profile
Every clone input traces to one of these SEC filings. 95.5% of the latest filing's reported value is covered by our price history; the remainder is mostly non-U.S. listings, recent IPOs or delisted names and is excluded from the clone.
Background (founded / HQ / style) source: http://www.flossbachvonstorch.de/en/about-us/company-profile — German, bank-independent, owner-managed asset manager and one of Europe's largest independent firms (roughly EUR 60-70 billion AUM). Both founders are former Goldman Sachs private bankers. Its U.S. Form 13F covers only the U.S.-listed equity sleeve of a predominantly multi-asset business.