Guru Portfolio Overview

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Number of guru portfolios checked: 54.
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 Fund2013-07-08 2014-03-31 14 80 5.2 19 1,193
Yacktman FundMutual Fund  2014-03-31 2 44 10.2 4 11,215
FPA Capital FundFPA CapitalMutual Fund  2014-03-31 28 8.8 5 931
Yacktman Focused FundMutual Fund  2014-03-31 2 38 10.5 5 9,571
Martin WhitmanThird Avenue Value FundMutual Fund  2014-01-31 2 37 6.8 4 2,078
Mario GabelliGAMCO InvestorsMutual Fund2014-04-22 2013-12-31 47 827 9.8 4 18,651
Steve MandelLone Pine CapitalHedge Fund2014-04-21 2013-12-31 7 57 18 23,246
Edward LampertRBS Partners, L.PHedge Fund2014-04-17 2013-12-31 5 0 2,492
Warren BuffettBerkshire HathawayInvestment Company2014-04-14 2013-12-31 3 44 10.3 5 104,837
Lee AinslieMaverick Capital ltdHedge Fund2014-04-10 2013-12-31 19 65 41 7,740
John BurbankPassport Capital2014-04-04 2013-12-31 58 136 30 2,926
John KeeleyKeeley Asset Management CorpMutual Fund2014-04-04 2013-12-31 40 407 10.9 13 5,880
Leon CoopermanOmega AdvisorsHedge Fund2014-03-31 2013-12-31 16 77 17 7,052
Wilbur RossInvesco Private CapitalHedge Fund2014-03-20 2013-12-31 1 10 42 1,501
Daniel LoebThird Point, LLCHedge Fund2014-03-13 2013-12-31 16 47 14.7 40 5,802
Ron BaronBaron FundsMutual Fund2014-03-10 2013-12-31 47 348 12.4 7 24,118
John PaulsonPaulson & Co.Hedge Fund2014-03-10 2013-12-31 16 82 7.9 26 19,845
Mason HawkinsSoutheastern Asset ManagementMutual Fund2014-03-07 2013-12-31 3 34 6 4 20,427
George SorosSoros Fund Management LLCHedge Fund2014-03-06 2013-12-31 77 228 30 10,291
Jeff UbbenValueAct Holdings, L.P.Hedge Fund2014-03-05 2013-12-31 1 12 3 12,092
Carl IcahnIcahn Capital Management LPHedge Fund2014-02-28 2013-12-31 1 18 8 30,456
Prem WatsaFairfax Financial HoldingsInvestment Company2014-02-26 2013-12-31 7 41 8 0 1,294
Dodge & CoxDodge & CoxMutual Fund2014-02-13 2013-12-31 3 166 8 3 95,923
Bruce BerkowitzFairholme Capital ManagementMutual Fund2014-02-10 2013-12-31 26 46 11 14 9,714
Tweedy BrowneTweedy Browne CO LLCMutual Fund2014-02-06 2013-12-31 50 6.4 0 4,303
Jean-Marie EveillardFirst Eagle Investment Management, LLCMutual Fund2014-01-10 2013-12-31 50 374 10.9 8 36,676
Charles BrandesBrandes InvestmentMutual Fund2014-01-07 2013-12-31 18 170 2.7 8 8,103
PRIMECAP ManagementPRIMECAP ManagementMutual Fund2013-12-03 2013-12-31 15 258 10.3 2 83,205
Donald SmithDonald Smith & Co.Mutual Fund2013-11-01 2013-12-31 3 80 4 5,017
Michael PriceMFP Investors LLCHedge Fund2013-10-28 2013-12-31 10 89 9 774
Glenn GreenbergBrave Warrior Advisors, LLCHedge Fund2013-10-28 2013-12-31 4 14 8 2,443
Seth KlarmanThe Baupost GroupHedge Fund2013-10-28 2013-12-31 3 19 12.8 7 3,529
Tom GaynerMarkel Gayner Asset Management CorpInvestment Company2013-10-28 2013-12-31 8 110 6 3 3,164
John GriffinBlue Ridge CapitalHedge Fund2013-10-28 2013-12-31 12 56 18 9,710
Richard PerryPerry CapitalHedge Fund2013-10-01 2013-12-31 5 30 11 3,417
Ian CummingLeucadia NationalInvestment Company2013-09-27 2013-12-31 1 13.3 0 17
Ruane CunniffRuane, Cunniff & Goldfarb IncMutual Fund2013-09-10 2013-12-31 6 144 8.9 1 17,976
Donald YacktmanYacktman Asset ManagementMutual Fund  2013-12-31 1 51 10.2 5 24,372
James BarrowBarrow, Hanley, Mewhinney & StraussMutual Fund  2013-12-31 7 161 7.8 5 69,004
Frank SandsSands Capital ManagementMutual Fund  2013-12-31 3 44 11.7 5 38,250
Chuck AkreAkre Capital Management, LLCMutual Fund  2013-12-31 5 39 11.2 9 2,701
Wallace WeitzWeitz Investment Management IncMutual Fund  2013-12-31 3 62 7.5 9 2,966
Julian RobertsonTiger ManagementHedge Fund  2013-12-31 33 44 60 326
John HussmanHussman Strategic Advisors, incMutual Fund  2013-12-31 34 198 -0.9 33 1,404
Ronald MuhlenkampMuhlenkamp & Co IncMutual Fund  2013-12-31 13 69 4.2 8 574
David DremanDreman Value ManagementMutual Fund  2013-12-31 150 415 11 1,324
Scott BlackDelphi Management, Inc.Hedge Fund  2013-12-31 10 117 7 916
Lou SimpsonSQ Advisors, LLCHedge Fund  2013-12-31 13 9 2,102
Ray DalioBridgewater AssociatesHedge Fund  2013-12-31 67 295 6 12,464
Mariko GordonDaruma Capital Management  2013-12-31 10 76 12.6 16 2,410
Charlie MungerDaily Journal  2013-12-31 4 0 119
Vanguard Health Care FundVanguard Health Care FundMutual Fund  2013-12-31 4 93 10.9 8 32,347
Joel GreenblattGotham Asset Management, LLCHedge Fund  2013-12-31 220 952 39 4,201
Meridian FundsMeridian FundMutual Fund  2013-06-30 15 149 8.6 13 2,681

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