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Most Viewed Portfolios

Portfolio Name	Portfolio Description	Total views	Date Edited
Warren Buffett	As of Berkshire Hathaway's <a href="http://www.sec.gov/Archives/edgar/data/1067983/000095013409010823/a52403e13fvhr.txt" target="_blank">June 30, 2009, 13F filling with the SEC</a>, his portfolio was worth $48.95 billion. Here are some of his holdings.	3104280	August 17, 2009
George Soros	Soros Fund Management LLC Holdings updated as of 3/31/09 filing.	986552	August 04, 2009
T. Boone Pickens - BP Capital	Updated as of 3/31/09 SEC filing.	903499	August 04, 2009
Carl Icahn	Holdings updated as of as of 3/31/09 filing.	649146	August 04, 2009
Renaissance Technologies	Renaissance Technologies is a NY-based hedge fund started by Jim Simons in 1982. Its Medallion Fund is considered in the industry to be one of the most successful hedge funds. Here are some of the fund's holdings as of June 30, 2009.	428627	August 25, 2009
Mohnish Pabrai	As of 6-30-08 filing. New positions: JTX Monish Pabrai is a deep value investor noted for the similarity of his approach to that of his mentor Warren Buffet and his superior returns. Pabrai manages over $300 Million in his Pabrai Fund and according to his latest marketing documents has returned an annualized 26.2% since inception in 1999. His funds are structured similar to that of the original Warren Buffet Hedge Fund, in that he does not charge any fee for the first 6% in returns in any given year and then charges a 25% incentive fee on anything above 6%. Pabrai was interviewed in the April 5, 2006 issue of Barron’s and in it he described how he looks for “hated, distressed, thrown away businesses that are mispriced,” with an average market cap of around $500 Million. Not making big bets on large cap stocks is one of the few places where Pabrai differs from Buffet. Pabrai goes on to say how he tries to minimize the volatility in his returns by investing in only one stock per industry and trying to minimizes the correlation between any of his positions. Pabrai was also profiled in the June 7, 2004 issue of Forbes in an article titled “The Buffetteers” This article goes into more detail on Pabrai’s similarities to Buffet, such as not buying any Wall Street research and working mostly alone, to some of their differences, such as Pabrai’s hesitations with the property and casualty insurance business. Pabrai works out of his home in California, and in 2004 published a book titled Mosaic: Perspectives on Investing. An interview with Pabrai can also be found in the book, <a href="http://www.amazon.com/Trade-Warren-Buffett-Wiley-Trading/dp/0471655848/sr=1-1/qid=1167193101/ref=pd_bbs_sr_1/102-8958450-9829706?ie=UTF8&s=books">Trade Like Warren Buffett</a> by James Altucher.	357482	October 13, 2008
Atticus Capital	Atticus Capital, LLC, is a leading investment management firm, with US$13 billion of assets under management. Founded by Timothy Barakett in 1995, the firm is headquartered in New York with an office in London. Atticus invests in global securities markets on behalf of major institutions, endowments, pension funds, and private investors. Timothy Barakett, Chairman and CEO, and David Slager, Senior Managing Director, lead the firm's portfolio management team. Nathaniel Rothschild is a non-executive Vice Chairman of the firm. According to the International Herald Tribune, at the end of November 2006 the fund had posted a gain of 32.2 % for the year, mostly by taking big concentrated positions in certain stocks. One example is Phelps Dodge, which at one pt the company at a 9.9% ownership of. When Freeport McMoRan announced its intention to buy PD outright, the Fund made $500 Million overnight. The Atticus funds were up a combined45% in 2005. Timothy Barreker was #14 in DailyII.com's list of top-paid hedge fund managers. Here's his description from the list: "Timothy Barakett, Atticus Capital, $200 million For an activist investor, Timothy Barakett kept a low profile after launching Atticus Capital in 1995, at age 26. That changed last year when Atticus and the Children’s Investment Fund U.K., a London hedge fund, teamed up to block Deutsche Bšrse’s $2.5 billion bid for the London Stock Exchange. They proposed instead that the German market issue a special dividend or buy back shares. Six months later Deutsche Bšrse’s CEO, Werner Seifert, quit, and the LSE has become the object of ardent courtship by both the Nasdaq Stock Market and the New York Stock Exchange. Then the battle-hardened Atticus turned on another exchange. Earlier this year the New York firm and accounts it advises amassed a 9.1 percent stake in Euronext and urged that the Paris-based electronic exchange combine with Deutsche Bšrse. In February, Barakett, who makes his debut on our list of top money earners tied for No. 14, fired off a letter to Arcelor CEO Guy DollŽ expressing his extreme disappointment that the Luxembourg-based steelmaker, in which Atticus has a 1.3 percent stake, wasn’t paying more attention to a tender offer from Mittal Steel Co., also based in Luxembourg. Barakett, who holds a BA in economics from Harvard University and an MBA from the Harvard Business School, does not make his rather handsome living just from badgering CEOs. His Atticus Global fund was up a net 22 percent in 2005, and his Atticus European fund — managed by David Slager, who is tied for No. 20 — surged 62 percent. On a capital-weighted basis, Atticus’s funds were up 45 percent, on average. Little surprise, then, that the firm’s assets more than doubled in 2005, to $9.2 billion. That must please Barakett, but it is also gratifying to Atticus vice chairman Nathaniel Rothschild, son of Lord Jacob Rothschild. The younger Rothschild earned about $80 million last year, falling short of the cutoff for our list."	239929	September 04, 2008
Prince Al-Waleed	Prince Al-Waleed Bin Talal is a member of the Saudi Royal Family known for his international investments and multi-billion dollar business transactions. He started in the business world by brokering deals with foreign firms who wanted access to the Kingdom, moved on to large land and construction projects and eventually settled with making equity and real estate purchases throughout the world. He came to prominence in the early 1990s by making a substantial investment in <a href=http://www.stockpickr.com/symbol/c/>Citicorp</a> when that firms share where trading at a deep discount due to financial difficulties. Since then, he has gone on to purchase substantial stakes in many public companies throughout the world. Forbes ranks Al-Waleed as the 8th wealthiest person in the world, giving him a 2006 estimated net worth of $20 Billion. He makes his investments through his <a href=http://www.kingdom.net/>Kingdom Holding Company</a> whose website does not hesitate to tout its own success: "As Chairman of KHC, Prince Alwaleed leads a multidisciplinary team of no more than 20 professionals. Together, they operate 24 hours a day overseeing KHC’s growing global portfolio with a success rate which has become legendary. Indeed, on their way to building the biggest and certainly most diverse business group outside the United States, the KHC team has handsomely beat the index with bold concentrated bets, an uncanny eye for future potential, and a track record which has earned Prince Alwaleed the name "The Midas Prince.""	209222	January 28, 2009
Seth Klarman - Baupost Group	As of 6-30-08 filing Seth Klarman is a well known value investor who has run The Baupost Group since the early 1980s. The Baupost Group manages around $5 billion and has posted stellar annualized returns of nearly 20% per year since inception. New positions: UNH, CSE, VSAT, PPD, CVP In the plast, Klarman has been quoted as saying “The Baupost Group seeks situations triggered by urgent, panicked, or mindless selling.” Klarman also tends to emphasize the importance of risk management in value investing, and as a result will often times opt for doing nothing as opposed to putting his clients capital at risk. Klarman started Baupost shortly after receiving his MBA from Harvard in 1982 with $27 Million in investments from wealthy families. According to a BusinessWeek profile of him in August of 2006, since then Klarman has returned 6,133% net of fees. In 1991 he published a book titled “Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor.” Long out of print, the book now sells for anywhere from $700 to $1200 on Amazon and Ebay, and has a dedicated following among value investors and business school students alike. On the concept of <a href=http://en.wikipedia.org/wiki/Margin_of_safety>Margin of Safety</a>.	201437	August 18, 2008
SAC Capital	As of 6-30-08 filing. <b>New positions: PPC, EL, BHI Sold out of: CBAK, GERN, HCP</b> SAC Capital Partners is a $12 billion dollar group of hedge funds founded by Steven A. Cohen in 1992. While SAC closely guards its returns, published reports and people who have seen the fund's letters to its investors say that SAC had a gross return, before its fees, of at least 40 percent in every year since inception, making it astoundingly successful. While most hedge funds charge a fee of 20% to 30% percent of the annual returns, SAC keeps 50% percent. According to Traders Monthly magazine, "Stevie" Cohen, was the second-highest paid hedge fund manager in the U.S in 2005, personally earning in excess of $1 billion. Cohen is regarded by many as the best stock trader ever. His fund contains approximately $3bb of his own money. While he is known primarily as a short-term trader, in recent years he's been taking longer-term positions. Here are some of his main holdings.	190558	October 26, 2008
Navellier & Associates	Navellier & Associates is a $3.4 billion fund run by Louis Navellier who has been dedicated to finding and exploiting inefficiencies in the stock market since 1980. Navellier's disciplined process is designed to identify stocks that should contribute significantly to overall portfolio outperformance against relative benchmarks. Here are its top holdings. Down $700 million for the quarter as of Sept. 30, 2008	185583	February 02, 2009
Pershing Square Capital Management - Bill Ackman	Pershing Square Capital Management is an activist hedge fund managed by Bill Ackman. Holdings updates as of 3/31/09 filing.	178451	August 04, 2009
Ken Fisher	Kenneth Fisher, the son of legendary investor Philip A. Fisher, is CEO and CIO of Fisher Investments. He writes <I>Forbes'</I> "Portfolio Strategy" column. Here are some of Fisher Asset Management's holdings as of June 30, 2009	164863	August 21, 2009
Edward Lampert	Edward Lampert is the founder, chairman, and CEO of ESL Investments, a $10 billion dollar investment fund which has reportedly returned close to 30% annually since inception. Many consider “Eddie” to be the next Warren Buffett. He is well known recently for taking over Sears Holdings Corporation of which he is now Chairman. After leaving Yale University, he worked at Goldman Sachs in the firm's risk arbitrage department from March 1985 to February 1988. <img src=http://money.cnn.com/2004/11/17/news/fortune500/sears_kmart_investors/lampert_businessweek.jpg> He left the bank to form ESL Investments, based in Greenwich, Connecticut, in April 1988. Mr. Lampert's investment style can best be described as "concentrated value", often focusing on the retail sector. He has, in large part, been credited for forming and merging Kmart and Sears into Sears Holdings. The highly secretive and brilliant, detail-oriented investor is worth billions, making him one of the wealthiest and most successful hedge fund investors.	161098	October 01, 2008
The Children's Investment Fund	The London based fund was launched in January of 2004 by Christopher Hohn. According to several reports in 2006, the fund had $5.4 billion under management, and is unique in that a significant portion of all fees earned are donated to a charitable trust. Hohn, who left Perry Capital to start TCIF, is known to make very concentrated bets with an activist bent . In 2005, via its large share of Deutsche Borse, TCIF forced the resignation of the exchanges CEO after he refused to abandon his plan to takeover the London Stock Exchange. In 2006 the firm had a large position in the European Euronext exchange, but was reported to sell a large chunk of its position due to rumors that Euronext was persuing a merger with the NYSE, as opposed to Deutsche Boerse.	154048	February 02, 2009
Cascade Investment	Cascade Investment is Bill Gates' (Chairman of Microsoft) investment vehicle. Increased position, as of 12/31/08 filing: Eastman Kodak (EK: 7.95 million shares)	151346	March 12, 2009
Carlos Slim Helu	The second richest man in the world according to Forbes with a net worth of $53bb. <img src=http://images.forbes.com/media/lists/10/2006/WYDJ.jpg> Jim Cramer said in April 2007 that "If you want to piggyback off a winner, Carlos Slim Helu is your guy."	148000	October 07, 2008
Third Point LLC	Third Point, LLC is a $3.2 billion dollar hedge fund with a focus on activist investing. It was founded in 1995 by Daniel Loeb with $3.3 million from family and friends. Loeb is well known in the hedge fund world for his attacks on what he views as greedy executives who also happen to be depressing shareholder value. Third Point has posted an average annual return of 28.9 percent since Loeb founded the firm in 1995, he says. That’s more than double the 12.5 percent gain logged by similar hedge funds during that period, according to Credit Suisse First Boston Tremont Index LLC. Loeb often refers to what he does as “the moral-indignation business.” Loeb’s goal is to shame companies into replacing their CEOs, shaking up their boards—whatever it takes to boost the value of his investment. For instance, in the 13D filing he wrote to protest the management of Star Gas he asked the CEO, “How is it possible that you selected your elderly 78-year old mom to serve on the Company’s Board of Directors and as a full-time employee?” Loeb wondered. “Under what theory of corporate governance does one’s mom sit on a Company board?” In 2005, <a href=http://www.newyorker.com/talk/content/articles/050418ta_talk_mcgrath>The New Yorker did this profile.</a> <a href= http://paul.kedrosky.com/archives/001219.html>Paul Kedrosky also keeps track of the collected works of Dan Loeb</a>. And in James Altucher’s book, <a href= http://www.amazon.com/SuperCash-Hedge-Capitalism-Wiley-Trading/dp/0471745995>he profiles</a> several Third Point situations. Dan Loeb <img src=http://graphics8.nytimes.com/images/2005/09/22/business/hedge.184.jpg>	142306	October 12, 2008
Maverick Capital	$10 billion Dallas-based hedge fund founded by Lee Ainslie in 1993. Here are some of the fund's holdings as of June 30, 2009.	114546	August 21, 2009
Joel Greenblatt	Greenblatt is the author of <a href="http://www.amazon.com/You-Can-Stock-Market-Genius/dp/0684840073/sr=8-2/qid=1166980609/ref=pd_bbs_sr_2/103-9220297-2824603?ie=UTF8&s=books">You can be a stock market genius</a> (one of the best investment books ever) and <a href="http://www.amazon.com/Little-Book-That-Beats-Market/dp/0471733067/sr=8-1/qid=1166981172/ref=pd_bbs_sr_1/103-9220297-2824603?ie=UTF8&s=books">The Little Book that beats the maret</a>. His books and his investing style focus on value investing and special situations investing. He's also a focus investor. Currently he owns only 4 stocks with the bulk of that in just two: WMT and ARO. He currently has $45mm under management. His track record according to reports is 30.8% per year over the past 20 years. From wikipedia: "His latest book refers to an investment strategy of "Magic Formula Investing", which is a fancy name for a simple formula for determining which stocks to buy: "cheap and good companies" with a high earnings yield and a high return on capital. He touts the success of his magic formula in his book The Little Book that Beats the Market, citing that it does in fact beat the market 96% of the time, and has averaged a 17-year annual return of 30.8%[2]. However, to earn 30.8% per year requires more than the quantitative approach outlined in his book. An investor has to make judgement calls about which stocks to buy and sell." Greenblatt has also been extensively <a href="http://nymag.com/news/businessfinance/15958/index1.html">involved in charity towards education</a>. As of 9/30/07	107865	November 29, 2007