Guru Portfolio Overview

Guru Name	Portfolio	Type	Portfolio Date	Last Update	# of New Stocks	Total Number of Stocks	10-Y Avrg. Return(%)	Q/Q Turnover(%)	Value ($Million)
Richard Blum	Blum Capital Partners	Hedge Fund	2013-06-17	2013-06-17		10		0	658
Mario Gabelli	GAMCO Investors	Mutual Fund	2013-06-17	2013-06-17	41	794	9.7	6	15,629
Jean-Marie Eveillard	First Eagle Investment Management, LLC	Mutual Fund	2013-06-14	2013-06-14	51	342	12.9	10	29,799
Prem Watsa	Fairfax Financial Holdings	Investment Company	2013-06-12	2013-06-12	1	40	11.7	0	2,578
Bruce Berkowitz	Fairholme Capital Management	Mutual Fund	2013-06-11	2013-06-11	3	21	10	6	7,860
Carl Icahn	Icahn Capital Management LP	Hedge Fund	2013-06-11	2013-06-11	4	19		10	16,957
Mason Hawkins	Southeastern Asset Management	Mutual Fund	2013-06-10	2013-06-10		36	6.3	4	22,234
Columbia Wanger	Columbia Wanger Asset Management	Mutual Fund	2013-06-10	2013-06-10	16	312		4	23,086
Causeway International Value		Mutual Fund	2013-03-31	2013-06-10	6	60	9.8	13	1,993
RS Investment Management	RS Investment Management	Mutual Fund	2013-06-10	2013-06-10	69	302	5.4	16	13,495
Dodge & Cox	Dodge & Cox	Mutual Fund	2013-06-07	2013-06-07	2	163	7.3	3	81,388
Richard Snow	Snow Capital Management, L.P.	Mutual Fund	2013-06-07	2013-06-07	15	119	7.7	14	2,069
Steven Cohen	SAC Capital Advisors	Hedge Fund	2013-06-06	2013-06-06	349	1496		42	18,302
Chuck Royce	Royce & Associates	Mutual Fund	2013-06-06	2013-06-06	90	1366	12.6	6	32,623
Charles Brandes	Brandes Investment	Mutual Fund	2013-06-06	2013-06-06	13	167	3.1	2	8,464
George Soros	Soros Fund Management LLC	Hedge Fund	2013-06-04	2013-06-04	74	193		21	5,954
Wilbur Ross	Invesco Private Capital	Hedge Fund	2013-06-03	2013-06-03	2	14		1	1,042
Andreas Halvorsen	Viking Global Investors LP	Hedge Fund	2013-05-31	2013-05-31	29	61		45	16,676
MS Global Franchise Fund	Morgan Stanley Institutional Global Franchise Fund		2013-03-28	2013-05-31		26	11.2	16	541
Wasatch International Growth	Wasatch International Growth Fund	Mutual Fund	2013-03-31	2013-05-30	12	76	13.3	39	815
Wintergreen Fund	Wintergreen Fund	Mutual Fund	2013-03-31	2013-05-30	1	32		4	1,609
Charles de Vaulx	IVA Worldwide Fund	Mutual Fund	2013-03-31	2013-05-29	3	101		3	5,054
IVA International Fund	IVA International Fund	Mutual Fund	2013-03-31	2013-05-29	3	91		7	1,654
Scott Black	Delphi Management, Inc.		2013-03-31	2013-05-22	13	132		12	779
Matthews Japan Fund	Matthews Japan Fund	Mutual Fund	2013-03-31	2013-05-22	6	55	5.8	29	143
Matthews Pacific Tiger Fund	Matthews Pacific Tiger Fund	Mutual Fund	2013-03-31	2013-05-22		68	17.7	5	7,049
Oakmark Intl Small Cap		Mutual Fund	2013-03-31	2013-05-21	8	59	12.4	18	1,718
David Herro	Oakmark International Fund	Mutual Fund	2013-03-31	2013-05-21	1	56	10.2	23	13,421
Jeremy Grantham	GMO LLC	Mutual Fund	2013-03-31	2013-05-16	105	608	6.6	8	37,516
Ray Dalio	Bridgewater Associates	Hedge Fund	2013-03-31	2013-05-16	121	266		17	10,990
Jeff Auxier	Auxier Focus Fund	Mutual Fund	2013-03-31	2013-05-16	5	142	7.5	7	402
David Rolfe	Wedgewood Partners, Inc.	Mutual Fund	2013-03-31	2013-05-16		22	10.5	22	2,918
Joel Greenblatt	Gotham Capital	Hedge Fund	2013-03-31	2013-05-15	187	823		29	1,972
Jim Chanos	Kynikos Associates LP	Hedge Fund	2013-03-31	2013-05-15	3	20		19	260
Zeke Ashton	Centaur Capital Partners	Hedge Fund	2013-03-31	2013-05-15	5	24		35	51
Paul Singer	Elliott Management	Hedge Fund	2013-03-31	2013-05-15	7	44		27	4,755
Lou Simpson	SQ Advisors, LLC	Hedge Fund	2013-03-31	2013-05-15		15		19	1,586
John Hussman	Hussman Economtrics Advisors	Mutual Fund	2013-03-31	2013-05-14	54	228	1.7	30	2,723
John Paulson	Paulson & Co.	Hedge Fund	2013-03-31	2013-05-14	10	89	7.9	14	17,360
Chase Coleman	Tiger Global Management LLC	Hedge Fund	2013-03-31	2013-05-14	18	49		35	6,441
Donald Yacktman	Yacktman Asset Management	Mutual Fund	2013-03-31	2013-05-14	1	52	10.6	6	19,520
Robert Karr	Joho Capital	Hedge Fund	2013-03-31	2013-05-14	2	14		26	902
Richard Perry	Perry Capital	Hedge Fund	2013-03-31	2013-05-14	4	24		12	3,147
Lee Ainslie	Maverick Capital	Hedge Fund	2013-03-31	2013-05-14	19	56		40	7,688
Bill Gates	Bill & Melinda Gates Foundation Trust	Investment Company	2013-03-31	2013-05-14		26		3	18,119
John Griffin	Blue Ridge Capital	Hedge Fund	2013-03-31	2013-05-14	7	43		19	7,955
PRIMECAP Management	PRIMECAP Management	Mutual Fund	2013-03-31	2013-05-14	5	247	9.9	2	67,832
Paul Tudor Jones	The Tudor Group	Hedge Fund	2013-03-31	2013-05-14	318	799		42	1,321
Alan Fournier	Pennant Capital	Hedge Fund	2013-03-31	2013-05-14	4	42		9	5,143
Frank Sands	Sands Capital Management	Mutual Fund	2013-03-31	2013-05-14	5	39	10.4	15	28,234
John Burbank	Passport Capital		2013-03-31	2013-05-14	44	120		32	2,504
Kyle Bass	Hayman Advisors	Hedge Fund	2013-03-31	2013-05-14	1	7		47	163
Leon Cooperman	Omega Advisors	Hedge Fund	2013-03-31	2013-05-14	18	81		18	6,458
Michael Dell	MSD Capital	Hedge Fund	2013-03-31	2013-05-14	1	8		13	548
Donald Smith	Donald Smith & Co.	Mutual Fund	2013-03-31	2013-05-14	5	97		17	4,572
James Barrow	Barrow, Hanley, Mewhinney & Strauss	Mutual Fund	2013-03-31	2013-05-14	7	159	5.6	6	55,578
Fairholme Fund	Fairholme Fund	Mutual Fund	2013-02-28	2013-05-14		10	10	0	5,993
Eric Mindich	Eton Park Capital Management, L.P.	Hedge Fund	2013-03-31	2013-05-14	9	39		13	4,986
Diamond Hill Capital	Diamond Hill Capital Management	Mutual Fund	2013-03-31	2013-05-14	10	139	10.8	8	9,507
First Pacific Advisors	First Pacific Advisors, LLC	Mutual Fund	2013-03-31	2013-05-14	9	120		6	9,144
Louis Moore Bacon	Moore Capital Management, LP	Hedge Fund	2013-03-31	2013-05-14	158	325		43	6,198
Bruce Kovner	Caxton Associates	Hedge Fund	2013-03-31	2013-05-14	84	162		55	1,610
Bill Frels	Mairs & Power	Mutual Fund	2013-03-31	2013-05-14	12	174	8.6	6	5,025
Jim Simons	Renaissance Technologies LLC	Hedge Fund	2013-03-31	2013-05-14	750	2844		42	41,230
Ted Weschler			2011-09-30	2013-05-14		9		8	1,123
Bill Nygren	Oak Mark Fund	Mutual Fund	2013-03-31	2013-05-14	1	53	7.8	9	8,035
Tweedy Browne	Tweedy Browne CO LLC	Mutual Fund	2013-03-31	2013-05-14	2	57	6.5	6	3,853
Glenn Greenberg	Brave Warrior Capital	Hedge Fund	2013-03-31	2013-05-14	1	12		20	1,896
Ron Baron	Baron Funds	Mutual Fund	2013-03-31	2013-05-14	61	306	11.4	7	18,307
Ian Cumming	Leucadia National	Investment Company	2013-03-31	2013-05-14		2	13.3	8	37
Private Capital	Private Capital Management	Hedge Fund	2013-03-31	2013-05-14	3	70		4	1,033
Seth Klarman	The Baupost Group	Hedge Fund	2013-03-31	2013-05-14	4	21	12.8	24	3,048
Howard Marks	Oaktree Capital		2013-03-31	2013-05-14	7	56		5	1,839
Michael Price	MFP Investors LLC	Hedge Fund	2013-03-31	2013-05-14	9	94		11	763
Ken Heebner	Capital Growth Management LP	Mutual Fund	2013-03-31	2013-05-14	32	71	10.6	36	4,118
David Einhorn	Greenlight Capital	Hedge Fund	2013-03-31	2013-05-14	6	38		13	6,553
Daniel Loeb	Third Point, LLC	Hedge Fund	2013-03-31	2013-05-14	12	40	16.3	34	5,311
Larry Robbins	Glenview Capital	Hedge Fund	2013-03-31	2013-05-14	11	60		18	9,504
John Keeley	Keeley Fund Management	Mutual Fund	2013-03-31	2013-05-14	60	387	9.5	10	5,099
Ken Fisher	Fisher Asset Management, LLC	Mutual Fund	2013-03-31	2013-05-14	48	473	6	5	36,286
Warren Buffett	Berkshire Hathaway	Investment Company	2013-03-31	2013-05-14	2	41	10.6	2	85,001
David Dreman	Dreman Value Management	Mutual Fund	2013-03-31	2013-05-14	44	305		9	3,786
Ronald Muhlenkamp	Muhlenkamp Fund	Mutual Fund	2013-03-31	2013-05-14	7	53	5.2	8	480
Arnold Van Den Berg	Century Management	Mutual Fund	2013-03-31	2013-05-14	2	62	5.8	8	1,021
Ruane Cunniff	Ruane & Cunniff & Goldfarb	Mutual Fund	2013-03-31	2013-05-14	5	143	7.4	1	15,183
Wallace Weitz	Weitz Wallace R & Co	Mutual Fund	2013-03-31	2013-05-14	1	58	7.2	7	2,438
Edward Lampert	ESL Investments	Hedge Fund	2013-03-31	2013-05-14		8		8	4,025
Meridian Funds	Meridian Fund	Mutual Fund	2013-03-31	2013-05-14	18	148	8.6	9	2,736
Julian Robertson	Tiger Management	Hedge Fund	2013-03-31	2013-05-14	11	43		36	740
Robert Olstein	Olstein All-Cap Value Fund	Mutual Fund	2013-03-31	2013-05-14	13	115	5.4	12	569
John Rogers	Ariel Capital Management	Mutual Fund	2013-03-31	2013-05-14	9	138	6.9	12	5,828
Bill Ackman	Pershing Square Capital Management, L.P.	Hedge Fund	2013-03-31	2013-05-14	1	10		2	10,068
Arnold Schneider	Schneider Capital Management	Mutual Fund	2013-03-31	2013-05-14	8	122	12.5	6	1,100
NWQ Managers	NWQ Investment Management Co	Mutual Fund	2013-03-31	2013-05-14	16	145	7.3	5	12,114
David Nierenberg	D3 Family of Funds	Hedge Fund	2013-03-31	2013-05-14		6		23	182
HOTCHKIS & WILEY	Hotchkis & Wiley Capital Management LLC	Mutual Fund	2013-03-31	2013-05-14	15	171	6.3	13	19,557
Francis Chou	Chou Associates Management	Mutual Fund	2013-03-31	2013-05-14		25	4.7	0	366
Manning & Napier Advisors, Inc	Manning & Napier Advisors	Hedge Fund	2013-03-31	2013-05-14	23	350	8.2	10	19,434
Tom Russo	Gardner Russo & Gardner	Hedge Fund	2013-03-31	2013-05-14	34	252	10.8	6	8,542
David Swensen	Yale University	Investment Company	2013-03-31	2013-05-14	2	6		31	15
Chuck Akre	Akre Capital Management, LLC	Mutual Fund	2013-03-31	2013-05-14	4	37	11.2	11	1,767
John Buckingham	Al Frank Asset Management	Mutual Fund	2013-03-31	2013-05-14	10	131	10.2	13	731
T Boone Pickens	BP Capital	Hedge Fund	2013-03-31	2013-05-14	14	25		65	101
Murray Stahl	Horizon Kinetics	Mutual Fund	2013-03-31	2013-05-14	62	433	7.5	9	6,337
David Winters	Wintergreen Advisors	Mutual Fund	2013-03-31	2013-05-14	1	13		8	906
Whitney Tilson	T2 Partners Management, LP	Hedge Fund	2013-03-31	2013-05-14	17	69		20	116
Irving Kahn	Kahn Brothers	Hedge Fund	2013-03-31	2013-05-14		46		4	679
Chris Davis	Davis Selected Advisers	Mutual Fund	2013-03-31	2013-05-14	13	198	5.9	3	40,243
Sarah Ketterer	CAUSEWAY CAPITAL MANAGEMENT LLC	Mutual Fund	2013-03-31	2013-05-14	6	67		7	825
Steve Mandel	Lone Pine Capital	Hedge Fund	2013-03-31	2013-05-14	9	59		17	19,267
Tom Gayner	Markel Gayner Asset Management Corp	Investment Company	2013-03-31	2013-05-14	8	101	6	2	2,692
Mohnish Pabrai	Pabrai Mohnish	Hedge Fund	2013-03-31	2013-05-14	1	6		21	340
Robert Bruce	Bruce & Co.	Mutual Fund	2013-03-31	2013-05-14	3	40	15.8	3	229
Richard Pzena	Pzena Investment Management LLC	Hedge Fund	2013-03-31	2013-05-14	5	120		9	14,280
Third Avenue Management	Third Avenue Management	Mutual Fund	2013-03-31	2013-05-14	18	130	6	9	5,194
David Tepper	Appaloosa Management LP	Hedge Fund	2013-03-31	2013-05-14	9	60	30.5	11	4,700
Mark Hillman	Hillman Capital Management	Mutual Fund	2013-03-31	2013-05-14	2	20	9.3	10	34
Westport Asset Management	Westport Asset Management	Mutual Fund	2013-03-31	2013-05-13	3	69	10.8	5	1,059
Bernard Horn	Polaris Global Value Fund	Mutual Fund	2013-03-31	2013-05-13	3	78	8.9	4	180
Pioneer Investments	Pioneer Investments	Mutual Fund	2013-03-31	2013-05-10	99	591		9	23,703
Hennessy Japan Fund	Hennessy Japan Fund	Mutual Fund	2013-01-31	2013-04-30		21		2	19
Hennessy Japan Small Cap Fund	Hennessy Japan Small Cap Fund	Mutual Fund	2013-01-31	2013-04-30	12	60		64	12
T. Rowe Price Japan Fund	T. Rowe Price Japan Fund	Mutual Fund	2013-03-31	2013-04-30	10	92	5.3	26	210
Vanguard Health Care Fund	Vanguard Health Care Fund	Mutual Fund	2013-03-31	2013-04-30	10	90	9.5	12	25,368
Tweedy Browne Global Value		Mutual Fund	2013-03-31	2013-04-22	5	101	9.4	3	4,909
Brian Rogers	T Rowe Price Equity Income Fund	Mutual Fund	2013-03-31	2013-04-17	4	120	7.2	3	25,158
Steven Romick	FPA Crescent Fund	Mutual Fund	2013-03-31	2013-04-12	2	59	9.2	2	6,103
Yacktman Fund		Mutual Fund	2013-03-31	2013-04-12	2	43	10.6	5	8,501
Yacktman Focused Fund		Mutual Fund	2013-03-31	2013-04-12	1	36	11	7	7,310
Robert Rodriguez	FPA Capital	Mutual Fund	2013-03-31	2013-04-10	2	27	10.2	3	855
Invesco European Growth Fund	Invesco European Growth Fund	Mutual Fund	2013-01-31	2013-04-08	2	70	12.4	3	821
Mawer Canadian Equity Fund	Mawer Canadian Equity Fund	Mutual Fund	2012-12-31	2013-04-02	2	44	9.7	14	1,197
Mawer New Canada Fund	Mawer New Canada Fund	Mutual Fund	2012-12-31	2013-03-29	3	57	13.4	12	808
Leith Wheeler Canadian Equity	Leith Wheeler Canadian Equity	Mutual Fund	2012-12-31	2013-03-28	45	45	9.6	16	1,469
Chou RRSP Fund	Chou RRSP Fund	Mutual Fund	2012-12-31	2013-03-28	1	17	5.3	35	104
Martin Whitman	Third Avenue Value Fund	Mutual Fund	2013-01-31	2013-03-06	3	39	6	8	2,290
CI Can-Am Small Cap Fund	CI Can-Am Small Cap Fund	Mutual Fund	2012-09-30	2013-03-01	6	30	12.3	16	109
Signature Select Canadian Fund	Signature Select Canadian Fund	Mutual Fund	2012-09-30	2013-03-01	41	120	8	36	1,304