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The asset allocations of the guru investors are the indicators of their sentiment of stock market. We have collected the percentages of their position of common stocks in their total assets. An increase in the percentage indicates that they are bullish and they have been a net buyer of stocks. A decrease in the percentage indicates that they are bearish, and they have been net sellers of stocks.

The position of the common stocks in the total assets of William Ruane, Bill Miller, Muhlenkamp, James Gipson, Wallace Weitz (Value Fund), Mason Hawkins (Partner Fund), Bill Nygren (Oakmark Fund), Robert Rodriguez (FPA Capital), Warren Buffet are summarized below:

Stock Percentages

Especially, the asset allocation of Warren Buffett is below. This graph includes the positions of Warren Buffett in stocks, bonds, and cash.


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