GuruFocus is glad to announce that you can now see the historical equity portfolio size of the gurus. From this you can see the trend of the inflows and outflows of the funds in Gurus’ portfolios.
Please note that the values in the charts covers only the equity part of the gurus’ portfolios, therefore, they do not include bonds, cash, or money market funds.
Here we like to highlight some of the gurus with the most growth and declines of their equity portfolios. Also please note that not all the changes are caused by fund inflows or outflows.
Growing Assets Under Management:
Bruce Berkowitz's Portfolio Fairholme Capital Management:
“Build it and it will come.” Underperformed only one year, and more than doubled his shareholders money in the past 10 years, the size of
Bruce Berkowitz’s fund gained more than 20 times in the past 10 years. He was named the Investment Guru of the Year 2009 by GuruFocus users.
Year
| Return (%)
| S&P500 (%)
| Excess Gain (%)
|
2009
| 39.01
| 26.5
| 12.5
|
2008
| -29.7
| -37
| 7.3
|
2007
| 12.35
| 5.61
| 6.7
|
2006
| 16.71
| 15.79
| 0.9
|
2005
| 13.74
| 4.91
| 8.8
|
2004
| 24.93
| 12
| 12.9
|
2003
| 23.96
| 28.7
| -4.7
|
2002
| -1.58
| -22.1
| 20.5
|
2001
| 6.18
| -11.9
| 18.1
|
2000
| 46.54
| -9.1
| 55.6
|
