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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)
Dodge & CoxDodge & CoxMutual Fund2016-02-12 2015-12-31 3 209 5.7 4 101,911
Chuck AkreAkre Capital Management, LLCMutual Fund2016-02-12 2015-12-31 1 37 11.2 4 4,504
Mariko GordonDaruma Capital Management2016-02-12 2015-12-31 2 57 10.1 5 1,670
Mason HawkinsSoutheastern Asset ManagementMutual Fund2016-02-12 2015-12-31 34 3.3 7 11,046
Arnold SchneiderSchneider Capital ManagementMutual Fund2016-02-12 2015-12-31 9 73 0.2 19 484
Chris DavisDavis Selected AdvisersMutual Fund2016-02-12 2015-12-31 11 196 4.9 6 23,917
NWQ ManagersNWQ Investment Management CoMutual Fund2016-02-12 2015-12-31 7 169 6.1 6 6,461
John RogersAriel Investment, LLCMutual Fund2016-02-12 2015-12-31 12 248 6.6 4 8,341
Prem WatsaFairfax Financial HoldingsInvestment Company2016-02-12 2015-12-31 7 34 8 3 1,232
Private CapitalPrivate Capital ManagementHedge Fund2016-02-11 2015-12-31 1 69 5.5 4 803
Donald SmithDonald Smith & Co.Mutual Fund2016-02-11 2015-12-31 2 94 5 3,842
First Eagle InvestmentFirst Eagle Investment Management, LLCMutual Fund2016-02-08 2015-12-31 20 373 7.8 11 40,001
John KeeleyKeeley Asset Management CorpMutual Fund2016-02-08 2015-12-31 16 309 4.9 5 3,133
Donald YacktmanYacktman Asset ManagementMutual Fund2016-02-05 2015-12-31 1 49 9.8 0 13,206
Robert KarrJoho CapitalHedge Fund2016-02-04 2015-12-31 4 15 20 357
Richard PzenaPzena Investment Management LLCHedge Fund2016-02-04 2015-12-31 5 158 4 16,190
Charles BrandesBrandes InvestmentMutual Fund2016-02-03 2015-12-31 13 182 2.7 3 6,841
James BarrowBarrow, Hanley, Mewhinney & StraussMutual Fund2016-02-03 2015-12-31 36 350 6.7 3 67,115
Mohnish PabraiPabrai MohnishHedge Fund2016-01-27 2015-12-31 1 8 3 379
Ken FisherFisher Asset Management, LLCMutual Fund2016-01-27 2015-12-31 108 745 4 2 50,171
Tweedy BrowneTweedy Browne CO LLCMutual Fund2016-01-06 2015-12-31 50 5.1 1 3,405
Third Avenue ManagementThird Avenue ManagementMutual Fund2015-12-09 2015-12-31 5 108 2.3 1 3,089
Arnold Van Den BergCentury ManagementMutual Fund2015-07-10 2015-12-31 17 70 3.1 7 561
Mario GabelliGAMCO InvestorsMutual Fund2015-05-08 2015-12-31 37 812 7.6 2 15,287
David SwensenYale UniversityInvestment Company2014-12-30 2015-12-31 2 5 60 340
Bill GatesBill & Melinda Gates Foundation TrustInvestment Company2014-12-30 2015-12-31 18 0 16,665
David WintersWintergreen AdvisorsMutual Fund  2015-12-31 10 5.1 1 384
David TepperAppaloosa Management LPHedge Fund  2015-12-31 24 52 20.1 39 5,014
Ken HeebnerCapital Growth Management LPMutual Fund  2015-12-31 25 55 4.5 29 2,982
Robert OlsteinOlstein Capital Management, L.P.Mutual Fund  2015-12-31 5 101 4.5 10 774
Kahn BrothersKahn BrothersHedge Fund  2015-12-31 38 2 560
Ronald MuhlenkampMuhlenkamp & Co IncMutual Fund  2015-12-31 6 59 0.6 5 333
David DremanDreman Value ManagementMutual Fund  2015-12-31 24 212 4 6 330
Yacktman FundYacktman FundMutual Fund  2015-12-31 39 9.8 0 7,387
FPA Capital FundFPA CapitalMutual Fund  2015-12-31 2 24 3.8 5 611
Yacktman Focused FundYacktman Focused FundMutual Fund  2015-12-31 22 10.2 0 4,521
Charlie MungerDaily Journal  2015-12-31 4 0 132
Vanguard Health Care FundVanguard Health Care FundMutual Fund  2015-12-31 5 82 12.4 6 50,292
Lou SimpsonSQ Advisors, LLCHedge Fund  2015-12-31 12 4 3,014
T Rowe Price Equity Income FundT Rowe Price Equity Income FundMutual Fund  2015-12-31 16 113 5.7 18 22,209
Martin WhitmanThird Avenue Value FundMutual Fund  2015-10-31 1 38 2.3 4 1,571
Warren BuffettBerkshire HathawayInvestment Company2016-02-12 2015-09-30 48 10.1 23 127,408
Seth KlarmanThe Baupost GroupHedge Fund2016-02-12 2015-09-30 9 41 12.8 28 5,971
Bill AckmanPershing Square Capital Management, L.P.Hedge Fund2016-02-12 2015-09-30 1 8 18.8 13 13,950
HOTCHKIS & WILEYHotchkis & Wiley Capital Management LLCMutual Fund2016-02-12 2015-09-30 12 186 3.8 11 24,940
Ron BaronBaron FundsMutual Fund2016-02-10 2015-09-30 18 344 7.8 3 22,147
Carl IcahnIcahn Capital Management LPHedge Fund2016-02-08 2015-09-30 2 24 9 27,876
David EinhornGreenlight CapitalHedge Fund2016-01-27 2015-09-30 4 42 6.1 18 6,032
Steve MandelLone Pine CapitalHedge Fund2016-01-25 2015-09-30 9 50 26 23,740
Wallace WeitzWeitz Investment Management IncMutual Fund2016-01-13 2015-09-30 5 67 6 11 3,195
Bruce BerkowitzFairholme Capital ManagementMutual Fund2015-12-18 2015-09-30 9 22 5.6 24 3,471
John PaulsonPaulson & Co.Hedge Fund2015-12-15 2015-09-30 9 62 7.9 15 18,745
Julian RobertsonTiger ManagementHedge Fund2015-12-04 2015-09-30 10 51 29 748
Robert BruceBruce & Co.Mutual Fund2015-11-16 2015-09-30 44 7.9 6 347
Ruane CunniffRuane, Cunniff & Goldfarb IncMutual Fund2015-11-13 2015-09-30 9 149 9.2 4 19,485
George SorosSoros Fund Management LLCHedge Fund2015-11-06 2015-09-30 75 222 24 5,842
Edward LampertRBS Partners, L.PHedge Fund2015-08-25 2015-09-30 2 9 9 1,568
Leon CoopermanOmega AdvisorsHedge Fund2015-08-11 2015-09-30 13 82 21 4,951
Glenn GreenbergBrave Warrior Advisors, LLCHedge Fund2015-08-10 2015-09-30 2 16 12 3,147
Michael PriceMFP Investors LLCHedge Fund2015-06-01 2015-09-30 12 108 7 670
T Boone PickensTBP Investments Management, LLCHedge Fund2015-05-08 2015-09-30 3 17 11 37
Wilbur RossInvesco Private CapitalHedge Fund2014-12-30 2015-09-30 1 7 0 483
Whitney TilsonKase Capital ManagementHedge Fund2014-12-30 2015-09-30 3 16 21 50
Leucadia NationalLeucadia NationalInvestment Company2014-11-26 2015-09-30 1 10.3 0 547
Tom GaynerMarkel Gayner Asset Management CorpInvestment Company2013-10-28 2015-09-30 9 122 6 3 3,796
Bill NygrenOak Mark FundMutual Fund  2015-09-30 3 57 8.5 8 15,745
Joel GreenblattGotham Asset Management, LLCHedge Fund  2015-09-30 234 899 38 10,288
Meridian FundsMeridian FundMutual Fund  2013-06-30 15 150 7.1 13 2,681

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Trebor12
ReplyTrebor12 - 10 months ago
i can't log in
Zaiko2000
ReplyZaiko2000 - 11 months ago
WHERE IS Allan Mecham ,

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