Guru Portfolio Overview

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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)
Arnold Van Den BergCentury ManagementMutual Fund2014-06-10 2014-06-30 9 79 5.2 13 1,140
John HussmanHussman Strategic Advisors, incMutual Fund  2014-06-30 31 189 -0.9 30 1,302
Yacktman Focused FundMutual Fund  2014-06-30 35 10.5 6 9,938
Vanguard Health Care FundVanguard Health Care FundMutual Fund  2014-06-30 4 88 10.9 8 37,934
Yacktman FundMutual Fund  2014-06-30 43 10.2 3 11,620
FPA Capital FundFPA CapitalMutual Fund  2014-06-30 1 29 8.8 7 1,032
Martin WhitmanThird Avenue Value FundMutual Fund  2014-04-30 1 38 6.8 3 2,092
Mario GabelliGAMCO InvestorsMutual Fund2014-08-01 2014-03-31 52 845 9.8 3 18,525
Jeff UbbenValueAct Holdings, L.P.Hedge Fund2014-07-31 2014-03-31 2 14 5 13,244
Edward LampertRBS Partners, L.PHedge Fund2014-07-31 2014-03-31 5 0 2,169
Carl IcahnIcahn Capital Management LPHedge Fund2014-07-30 2014-03-31 1 20 10 32,928
John BurbankPassport Capital2014-07-28 2014-03-31 100 193 23 3,593
Mason HawkinsSoutheastern Asset ManagementMutual Fund2014-07-10 2014-03-31 30 6 3 18,402
John PaulsonPaulson & Co.Hedge Fund2014-07-09 2014-03-31 8 74 7.9 9 19,961
Ian CummingLeucadia NationalInvestment Company2014-07-03 2014-03-31 1 2 13.3 93 245
Warren BuffettBerkshire HathawayInvestment Company2014-07-01 2014-03-31 1 47 10.3 2 105,773
George SorosSoros Fund Management LLCHedge Fund2014-06-25 2014-03-31 151 297 27 8,964
Leon CoopermanOmega AdvisorsHedge Fund2014-06-24 2014-03-31 11 80 16 7,543
Michael PriceMFP Investors LLCHedge Fund2014-05-29 2014-03-31 10 92 12 821
Jean-Marie EveillardFirst Eagle Investment Management, LLCMutual Fund2014-05-20 2014-03-31 48 394 10.9 7 37,710
Glenn GreenbergBrave Warrior Advisors, LLCHedge Fund2014-05-12 2014-03-31 12 5 2,474
Seth KlarmanThe Baupost GroupHedge Fund2014-05-09 2014-03-31 4 21 12.8 18 4,137
Steve MandelLone Pine CapitalHedge Fund2014-04-28 2014-03-31 12 53 30 23,002
Lee AinslieMaverick Capital ltdHedge Fund2014-04-10 2014-03-31 14 50 34 7,127
John KeeleyKeeley Asset Management CorpMutual Fund2014-04-04 2014-03-31 36 416 10.9 11 5,807
Wilbur RossInvesco Private CapitalHedge Fund2014-03-20 2014-03-31 2 11 17 1,466
Daniel LoebThird Point, LLCHedge Fund2014-03-13 2014-03-31 21 50 14.7 43 6,808
Ron BaronBaron FundsMutual Fund2014-03-10 2014-03-31 36 363 12.4 6 24,549
Prem WatsaFairfax Financial HoldingsInvestment Company2014-02-26 2014-03-31 3 41 8 3 1,412
Dodge & CoxDodge & CoxMutual Fund2014-02-13 2014-03-31 2 168 8 4 97,790
Bruce BerkowitzFairholme Capital ManagementMutual Fund2014-02-10 2014-03-31 2 49 11 2 9,898
Tweedy BrowneTweedy Browne CO LLCMutual Fund2014-02-06 2014-03-31 49 6.4 2 4,342
Charles BrandesBrandes InvestmentMutual Fund2014-01-07 2014-03-31 13 169 2.7 8 7,928
PRIMECAP ManagementPRIMECAP ManagementMutual Fund2013-12-03 2014-03-31 9 254 10.3 8 88,354
Donald SmithDonald Smith & Co.Mutual Fund2013-11-01 2014-03-31 2 76 4 5,140
John GriffinBlue Ridge CapitalHedge Fund2013-10-28 2014-03-31 7 53 10 9,043
Tom GaynerMarkel Gayner Asset Management CorpInvestment Company2013-10-28 2014-03-31 6 109 6 3 3,257
Richard PerryPerry CapitalHedge Fund2013-10-01 2014-03-31 4 20 15 3,575
Ruane CunniffRuane, Cunniff & Goldfarb IncMutual Fund2013-09-10 2014-03-31 5 144 8.9 1 18,708
James BarrowBarrow, Hanley, Mewhinney & StraussMutual Fund  2014-03-31 13 172 7.8 7 69,879
Donald YacktmanYacktman Asset ManagementMutual Fund  2014-03-31 47 10.2 2 24,001
Chuck AkreAkre Capital Management, LLCMutual Fund  2014-03-31 3 42 11.2 13 3,126
Wallace WeitzWeitz Investment Management IncMutual Fund  2014-03-31 4 64 7.5 9 3,113
Frank SandsSands Capital ManagementMutual Fund  2014-03-31 5 46 11.7 5 38,376
Julian RobertsonTiger ManagementHedge Fund  2014-03-31 23 59 20 304
David DremanDreman Value ManagementMutual Fund  2014-03-31 54 422 17 1,294
Ronald MuhlenkampMuhlenkamp & Co IncMutual Fund  2014-03-31 6 67 4.2 8 569
Ray DalioBridgewater AssociatesHedge Fund  2014-03-31 122 346 5 12,223
Scott BlackDelphi Management, Inc.Hedge Fund  2014-03-31 13 110 14 924
Joel GreenblattGotham Asset Management, LLCHedge Fund  2014-03-31 229 1000 52 6,641
Lou SimpsonSQ Advisors, LLCHedge Fund  2014-03-31 13 8 2,298
Mariko GordonDaruma Capital Management  2014-03-31 20 79 12.6 13 2,519
Charlie MungerDaily Journal  2014-03-31 4 0 129
David AbramsAbrams Capital ManagementHedge Fund  2014-03-31 2 14 15 1,264
Mario CibelliMarathon Capital ManagementHedge Fund  2014-03-31 4 39 29 220
Meridian FundsMeridian FundMutual Fund  2013-06-30 15 149 8.6 13 2,681

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