Guru Portfolio Overview

Video Video Tutorial
Number of guru portfolios checked: 56.
Guru NamePortfolioType13D/13G Date13F/Portfolio Date # of New StocksTotal Number of Stocks10-Y Avrg. Return(%)Q/Q Turnover(%)Value ($Million)
Daniel LoebThird Point, LLCHedge Fund2014-08-21 2014-06-30 11 41 14.7 38 8,133
Carl IcahnIcahn Capital Management LPHedge Fund2014-08-20 2014-06-30 1 20 1 32,532
Mario GabelliGAMCO InvestorsMutual Fund2014-08-19 2014-06-30 65 876 9.8 4 19,116
Steve MandelLone Pine CapitalHedge Fund2014-08-18 2014-06-30 11 53 21 24,738
Jeff UbbenValueAct Holdings, L.P.Hedge Fund2014-08-14 2014-06-30 2 14 3 13,529
John PaulsonPaulson & Co.Hedge Fund2014-08-11 2014-06-30 10 75 7.9 17 22,358
Ron BaronBaron FundsMutual Fund2014-08-11 2014-06-30 23 360 12.4 5 25,186
Seth KlarmanThe Baupost GroupHedge Fund2014-08-08 2014-06-30 4 24 12.8 9 6,141
David AbramsAbrams Capital ManagementHedge Fund2014-08-08 2014-06-30 3 15 17 1,416
Mason HawkinsSoutheastern Asset ManagementMutual Fund2014-08-08 2014-06-30 1 28 6 2 18,812
George SorosSoros Fund Management LLCHedge Fund2014-08-06 2014-06-30 182 355 23 12,148
Warren BuffettBerkshire HathawayInvestment Company2014-08-04 2014-06-30 1 47 10.3 2 107,580
Edward LampertRBS Partners, L.PHedge Fund2014-07-31 2014-06-30 5 0 2,269
John BurbankPassport Capital2014-07-28 2014-06-30 91 184 25 5,853
Ian CummingLeucadia NationalInvestment Company2014-07-03 2014-06-30 2 13.3 53 546
Leon CoopermanOmega AdvisorsHedge Fund2014-06-24 2014-06-30 18 88 15 7,576
Arnold Van Den BergCentury ManagementMutual Fund2014-06-10 2014-06-30 9 79 5.2 13 1,140
Michael PriceMFP Investors LLCHedge Fund2014-05-29 2014-06-30 12 90 10 816
Jean-Marie EveillardFirst Eagle Investment Management, LLCMutual Fund2014-05-20 2014-06-30 42 332 10.9 11 41,305
Glenn GreenbergBrave Warrior Advisors, LLCHedge Fund2014-05-12 2014-06-30 1 13 13 2,479
Lee AinslieMaverick Capital ltdHedge Fund2014-04-10 2014-06-30 15 48 34 6,946
John KeeleyKeeley Asset Management CorpMutual Fund2014-04-04 2014-06-30 25 408 10.9 9 5,571
Wilbur RossInvesco Private CapitalHedge Fund2014-03-20 2014-06-30 9 17 1,282
Prem WatsaFairfax Financial HoldingsInvestment Company2014-02-26 2014-06-30 4 41 8 0 1,448
Dodge & CoxDodge & CoxMutual Fund2014-02-13 2014-06-30 1 168 8 6 104,868
Bruce BerkowitzFairholme Capital ManagementMutual Fund2014-02-10 2014-06-30 8 55 11 0 9,941
Tweedy BrowneTweedy Browne CO LLCMutual Fund2014-02-06 2014-06-30 49 6.4 0 4,682
Charles BrandesBrandes InvestmentMutual Fund2014-01-07 2014-06-30 22 162 2.7 8 8,270
PRIMECAP ManagementPRIMECAP ManagementMutual Fund2013-12-03 2014-06-30 6 256 10.3 1 91,333
Donald SmithDonald Smith & Co.Mutual Fund2013-11-01 2014-06-30 4 76 6 5,341
John GriffinBlue Ridge CapitalHedge Fund2013-10-28 2014-06-30 6 50 17 10,136
Tom GaynerMarkel Gayner Asset Management CorpInvestment Company2013-10-28 2014-06-30 8 106 6 5 3,507
Richard PerryPerry CapitalHedge Fund2013-10-01 2014-06-30 11 26 41 3,619
Ruane CunniffRuane, Cunniff & Goldfarb IncMutual Fund2013-09-10 2014-06-30 11 149 8.9 2 18,749
James BarrowBarrow, Hanley, Mewhinney & StraussMutual Fund  2014-06-30 6 170 7.8 6 74,422
Donald YacktmanYacktman Asset ManagementMutual Fund  2014-06-30 1 47 10.2 3 24,593
Chuck AkreAkre Capital Management, LLCMutual Fund  2014-06-30 2 39 11.2 11 3,442
John HussmanHussman Strategic Advisors, incMutual Fund  2014-06-30 31 189 -0.9 30 1,302
Julian RobertsonTiger ManagementHedge Fund  2014-06-30 10 49 36 274
Frank SandsSands Capital ManagementMutual Fund  2014-06-30 5 49 11.7 7 39,690
Wallace WeitzWeitz Investment Management IncMutual Fund  2014-06-30 2 62 7.5 9 3,294
Ronald MuhlenkampMuhlenkamp & Co IncMutual Fund  2014-06-30 3 61 4.2 5 567
David DremanDreman Value ManagementMutual Fund  2014-06-30 117 484 10 1,326
Charlie MungerDaily Journal  2014-06-30 4 0 130
Joel GreenblattGotham Asset Management, LLCHedge Fund  2014-06-30 201 981 42 7,989
Yacktman FundMutual Fund  2014-06-30 43 10.2 3 11,620
Yacktman Focused FundMutual Fund  2014-06-30 35 10.5 6 9,938
Lou SimpsonSQ Advisors, LLCHedge Fund  2014-06-30 13 3 2,453
Scott BlackDelphi Management, Inc.Hedge Fund  2014-06-30 13 109 6 686
Vanguard Health Care FundVanguard Health Care FundMutual Fund  2014-06-30 4 88 10.9 8 37,934
Ray DalioBridgewater AssociatesHedge Fund  2014-06-30 65 307 7 13,344
FPA Capital FundFPA CapitalMutual Fund  2014-06-30 1 29 8.8 7 1,032
Mariko GordonDaruma Capital Management  2014-06-30 7 75 12.6 7 2,444
Mario CibelliMarathon Capital ManagementHedge Fund  2014-06-30 4 30 22 249
Martin WhitmanThird Avenue Value FundMutual Fund  2014-04-30 1 38 6.8 3 2,092
Meridian FundsMeridian FundMutual Fund  2013-06-30 15 149 8.6 13 2,681

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