Video Video Tutorial

Guru Portfolio Overview

Number of guru portfolios checked: 68.
Guru NamePortfolioType13D/13G Date13F/Portfolio Date # of New StocksTotal Number of Stocks10-Y Avrg. Return(%)Q/Q Turnover(%)Value ($Million)
Mario GabelliGAMCO InvestorsMutual Fund2015-05-04 2015-03-31 32 839 8.7 3 19,058
Arnold Van Den BergCentury ManagementMutual Fund2015-03-10 2015-03-31 5 61 3.1 15 710
Ken FisherFisher Asset Management, LLCMutual Fund2014-01-16 2015-03-31 42 565 4.7 3 48,828
Donald YacktmanYacktman Asset ManagementMutual Fund  2015-03-31 1 50 10.3 1 21,709
Brian RogersT Rowe Price Equity Income FundMutual Fund  2015-03-31 3 116 6.8 2 27,177
Yacktman Focused FundYacktman Focused FundMutual Fund  2015-03-31 29 10.6 1 8,437
Vanguard Health Care FundVanguard Health Care FundMutual Fund  2015-03-31 4 88 12.7 6 46,929
FPA Capital FundFPA CapitalMutual Fund  2015-03-31 2 25 7.4 12 798
Yacktman FundYacktman FundMutual Fund  2015-03-31 42 10.3 1 10,783
Martin WhitmanThird Avenue Value FundMutual Fund  2015-01-31 38 4.8 2 1,889
George SorosSoros Fund Management LLCHedge Fund2015-05-04 2014-12-31 44 178 20 7,768
Jean-Marie EveillardFirst Eagle Investment Management, LLCMutual Fund2015-05-01 2014-12-31 33 378 9.4 10 41,148
Leon CoopermanOmega AdvisorsHedge Fund2015-04-29 2014-12-31 29 105 17 5,997
Edward LampertRBS Partners, L.PHedge Fund2015-04-27 2014-12-31 3 7 14 2,211
Carl IcahnIcahn Capital Management LPHedge Fund2015-04-24 2014-12-31 1 22 2 31,896
John PaulsonPaulson & Co.Hedge Fund2015-04-24 2014-12-31 3 69 7.9 11 18,797
Ron BaronBaron FundsMutual Fund2015-04-15 2014-12-31 29 366 9.5 3 24,949
Mason HawkinsSoutheastern Asset ManagementMutual Fund2015-04-15 2014-12-31 3 28 5.8 16 17,384
Ruane CunniffRuane, Cunniff & Goldfarb IncMutual Fund2015-04-15 2014-12-31 9 162 9.2 1 19,627
Seth KlarmanThe Baupost GroupHedge Fund2015-04-15 2014-12-31 4 27 12.8 19 5,060
Richard PzenaPzena Investment Management LLCHedge Fund2015-04-10 2014-12-31 6 147 8 18,717
John RogersAriel Investment, LLCMutual Fund2015-04-10 2014-12-31 10 243 8.2 7 8,663
NWQ ManagersNWQ Investment Management CoMutual Fund2015-04-10 2014-12-31 24 188 8.1 11 8,334
Bruce BerkowitzFairholme Capital ManagementMutual Fund2015-03-19 2014-12-31 3 20 8.3 4 7,296
Private CapitalPrivate Capital ManagementHedge Fund2015-03-04 2014-12-31 2 72 6.3 4 909
Bill AckmanPershing Square Capital Management, L.P.Hedge Fund2015-02-17 2014-12-31 1 7 20 16,043
HOTCHKIS & WILEYHotchkis & Wiley Capital Management LLCMutual Fund2015-02-10 2014-12-31 12 211 5.3 9 28,643
Prem WatsaFairfax Financial HoldingsInvestment Company2015-02-03 2014-12-31 2 47 8 5 1,545
Michael PriceMFP Investors LLCHedge Fund2015-01-30 2014-12-31 14 94 9 819
Wallace WeitzWeitz Investment Management IncMutual Fund2015-01-12 2014-12-31 11 75 6.8 16 3,549
Charles BrandesBrandes InvestmentMutual Fund2015-01-09 2014-12-31 16 168 2.7 9 7,090
Third Avenue ManagementThird Avenue ManagementMutual Fund2014-12-31 2014-12-31 10 153 4.7 9 3,967
Ian CummingLeucadia NationalInvestment Company2014-11-26 2014-12-31 2 13.3 11 670
Warren BuffettBerkshire HathawayInvestment Company2014-11-12 2014-12-31 2 54 10.1 3 109,365
Dodge & CoxDodge & CoxMutual Fund2014-11-07 2014-12-31 3 211 7.1 7 107,627
Steve MandelLone Pine CapitalHedge Fund2014-11-03 2014-12-31 12 56 26 23,853
David EinhornGreenlight CapitalHedge Fund2014-10-29 2014-12-31 13 49 10 28 7,524
James BarrowBarrow, Hanley, Mewhinney & StraussMutual Fund2014-10-10 2014-12-31 4 194 7.3 3 74,699
Chris DavisDavis Selected AdvisersMutual Fund2014-09-08 2014-12-31 17 200 5.5 6 30,854
Glenn GreenbergBrave Warrior Advisors, LLCHedge Fund2014-05-12 2014-12-31 3 16 15 2,872
Robert KarrJoho CapitalHedge Fund2014-05-08 2014-12-31 14 11 521
John KeeleyKeeley Asset Management CorpMutual Fund2014-04-04 2014-12-31 33 393 7.8 8 4,997
Wilbur RossInvesco Private CapitalHedge Fund2014-03-20 2014-12-31 2 10 1 866
Tweedy BrowneTweedy Browne CO LLCMutual Fund2014-02-06 2014-12-31 1 49 5.9 1 3,906
Bill GatesBill & Melinda Gates Foundation TrustInvestment Company2014-01-15 2014-12-31 3 19 4 19,996
Mohnish PabraiPabrai MohnishHedge Fund2013-12-20 2014-12-31 2 11 37 552
Donald SmithDonald Smith & Co.Mutual Fund2013-11-01 2014-12-31 7 102 7 4,981
Tom GaynerMarkel Gayner Asset Management CorpInvestment Company2013-10-28 2014-12-31 6 107 6 3 3,790
Whitney TilsonKase Capital ManagementHedge Fund2013-08-05 2014-12-31 1 16 27 59
Julian RobertsonTiger ManagementHedge Fund  2014-12-31 11 57 30 510
Arnold SchneiderSchneider Capital ManagementMutual Fund  2014-12-31 13 105 3.7 15 823
T Boone PickensTBP Investments Management, LLCHedge Fund  2014-12-31 15 33 23 51
David WintersWintergreen AdvisorsMutual Fund  2014-12-31 1 15 3 798
Chuck AkreAkre Capital Management, LLCMutual Fund  2014-12-31 37 11.2 3 3,798
David TepperAppaloosa Management LPHedge Fund  2014-12-31 1 28 30.5 1 4,049
Robert BruceBruce & Co.Mutual Fund  2014-12-31 1 46 8.4 4 323
Ken HeebnerCapital Growth Management LPMutual Fund  2014-12-31 22 59 7.4 29 3,631
Robert OlsteinOlstein Capital Management, L.P.Mutual Fund  2014-12-31 9 118 5.8 16 819
David SwensenYale UniversityInvestment Company  2014-12-31 3 5 63 129
Ronald MuhlenkampMuhlenkamp & Co IncMutual Fund  2014-12-31 5 71 2 9 499
Irving KahnKahn BrothersHedge Fund  2014-12-31 44 1 580
David DremanDreman Value ManagementMutual Fund  2014-12-31 58 474 9 1,216
Bill NygrenOak Mark FundMutual Fund  2014-12-31 2 56 8.8 8 16,809
Charlie MungerDaily Journal  2014-12-31 4 0 135
Lou SimpsonSQ Advisors, LLCHedge Fund  2014-12-31 12 2 2,631
Mariko GordonDaruma Capital Management  2014-12-31 3 60 12.6 9 2,299
Joel GreenblattGotham Asset Management, LLCHedge Fund  2014-12-31 193 936 42 12,356
Meridian FundsMeridian FundMutual Fund  2013-06-30 15 150 7.7 13 2,681

Add Notes, Comments

If you want to ask a question, or report a bug, please create a support ticket.

User Comments

Trebor12
ReplyTrebor12 - 4 weeks ago
i can't log in
Zaiko2000
ReplyZaiko2000 - 2 months ago
WHERE IS Allan Mecham ,

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GuruFocus Premium Plus Membership

FEEDBACK