Terry Smith - Fundsmith
As of Q2 2026, Terry Smith reported 41 long-equity positions worth $13.65B in aggregate.
Copy-investor backtest
- Latest quarter
- +9.05%
- 1-year
- +5.20%
- 3-year
- +33.89%
- 5-year
- +14.23%
- 3-year vs S&P 500
- -39.36%
- 5-year vs S&P 500
- -59.87%
- 5-year top 5
- -13.85%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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