In terms of Total Shareholder Return over the next 5-10 years I would guess that the top 4 (in order) will be CYA, WLE, the new international fund (cheating, I know) and WMI.
WAX and WAM (essentially a blend of WAX and WAA) are obviously stand-outs but the premium to NTA they carry is a heavy handicap that has to weigh over time. Wilson himself has said so a while ago and rotated into WLE, FGX and FGG. On the topic of FGX and FGG, I think they may even provide better TSR over the 5-10 year timeframe (certainly, risk-adjusted return) than my nominated top 4 above.
Ann: Investment Update & NTA March 2018, page-3
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