1. Steven Cohen's SAC Capital Q4: Buys TYC, WFC, GRMN, GCI, SWK (Guru Focus) - Renowned billionaire hedge fund manager, trader Steven Cohen is one of the most successful traders. He tends to trade in and out positions quickly at early times. As his funds grew bigger, he holds positions longer with mutliple strategies. From his quarterly holdings we can get some clue on what he is trading. He does own a lot of option positions, which is also include in his portfolio listed ...
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2. George Soros Q4 Portfolio Update: Buys C, XLF, GLD, etc (Guru Focus) - Billionaire investor George Soros reported his 4th quarter portfolio today. As usual, Soros has high portfolio turnovers. These are a few observations: Read more » »
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3. Jeremy Grantham of GMO Q4 Portfolio Update: Buys High Qualities (Guru Focus) - Jeremy Grantham of GMO, LLC is probably the best investment strategist of our time. He correctly predicted the investment returns of the past decade, the 2008 financial crisis. On March 9, 2009 he wrote an article titled "Reinvest when Terrified", which coincide with the market bottom. To him, the fair value of S&P500 is around 850, therefore the market is overvalued, and we will experience ...
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4. Wallace Weitz Q4: Buys ACN, AZO, BKE, CMP, ESI, LBTYA, LSTZA, MON (Guru Focus) - Wallace Weitz's Value Fund was up 27.6%, Partners Value up 31.3% in 2009. The performances were held back somewhere by Berkshire Hathaway. Weitz believes that the worst is over and the market will not experience a repeat of last year's financial collapse. This is the buys and sells of Weitz Funds in the 4th quarter of 2009. Read more » »
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5. Tom Russo: Kitchen Cupboard and International Investing (Guru Focus) - By guruek. (GuruFocus, February 10, 2010) GuruFocus has started recently to track the portfolio of Tom Russo. Russo is a partner of Gardner Russo & Gardner, a firm that he co-founded in 1989. According to a presentation [1] Russo gave on November 7, 2008 during the Value Investing Conference that took place in Darden School of Business, University of Virginia, the firm manages about $5 billion ...
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