13F Portfolio Tracking
Value investing gurus — portfolios sourced from SEC 13F filings
| Superinvestor ↕ | Portfolio ↕ |
|---|---|
| AKO Capital – AKO Capital | $7M+ |
| Alex Roepers – Atlantic Investment Management | $178M+ |
| Bill & Melinda Gates Foundation – Bill & Melinda Gates Foundation Trust | $35B+ |
| Bill Ackman – Pershing Square Capital Management | $16B+ |
| Bill Miller – Miller Value Partners | $284M+ |
| Bill Nygren – Oakmark Select Fund – Harris Associates | $79B+ |
| Bruce Berkowitz – Fairholme Capital | $1.4B+ |
| Bryan Lawrence – Oakcliff Capital | $233M+ |
| Chase Coleman – Tiger Global Management | $30B+ |
| Chris Hohn – TCI Fund Management | $54B+ |
| Clifford Sosin – CAS Investment Partners | $2.3B+ |
| Daniel Loeb – Third Point | $7.3B+ |
| David Rolfe – Wedgewood Partners | $535M+ |
| AltaRock Partners – AltaRock Partners | $5.1B+ |
| Ariel Investments – Ariel Investments (Bobrinskoy & Rogers) | $9.3B+ |
| Chuck Akre – Akre Capital Management | $9.1B+ |
| David Abrams – Abrams Capital Management | $5.7B+ |
| Dennis Hong – ShawSpring Partners | $531M+ |
| Dodge & Cox – Dodge & Cox | $185B+ |
| First Eagle Investment Management – First Eagle Investment Management | $4M+ |
| Christopher Davis – Davis Selected Advisers | $22B+ |
| David Katz – Matrix Asset Advisors | $1.1B+ |
Carl Icahn – Icahn Capital Management No filings found | – |
Christopher Bloomstran – Semper Augustus No filings found | – |
David Einhorn – Greenlight Capital No filings found | – |
David Tepper – Appaloosa Management No filings found | – |
Donald Smith & Co – Donald Smith & Co No filings found | – |
Duan Yongping – H&H International Investment No filings found | – |
Francis Chou – Chou Associates No filings found | – |
Francois Rochon – Giverny Capital No filings found | – |
FPA / Steven Romick – FPA Crescent Fund – First Pacific Advisors No filings found | – |
Glenn Greenberg – Brave Warrior Advisors No filings found | – |
Glenn Welling – Engaged Capital No filings found | – |
Greenhaven Associates – Greenhaven Associates No filings found | – |
Greg Alexander – Conifer Management No filings found | – |
Guy Spier – Aquamarine Capital No filings found | – |
Harry Burn – Sound Shore No filings found | – |
Henry Ellenbogen – Durable Capital Partners No filings found | – |
Hillman Capital Management – Hillman Value Fund No filings found | – |
Howard Marks – Oaktree Capital Management No filings found | – |
Jensen Investment Management – Jensen Investment Management No filings found | – |
John Armitage – Egerton Capital No filings found | – |
Josh Tarasoff – Greenlea Lane Capital No filings found | – |
Kahn Brothers Group – Kahn Brothers Group No filings found | – |
Kenneth Fisher – Fisher Asset Management No filings found | – |
Kopernik Global Investors – Kopernik Global Investors No filings found | – |
Lee Ainslie – Maverick Capital No filings found | – |
Leon Cooperman – Omega Advisors No filings found | – |
Li Lu – Himalaya Capital Management No filings found | – |
Lindsell Train – Lindsell Train No filings found | – |
Mairs & Power – Mairs & Power Growth Fund No filings found | – |
Mario Cibelli – Marathon Partners No filings found | – |
Mason Hawkins – Longleaf Partners – Southeastern Asset Management No filings found | – |
Meridian / ArrowMark – Meridian Contrarian Fund No filings found | – |
Michael Burry – Scion Asset Management No filings found | – |
Mohnish Pabrai – Pabrai Investments No filings found | – |
Nelson Peltz – Trian Fund Management No filings found | – |
Norbert Lou – Punch Card Management No filings found | – |
Pat Dorsey – Dorsey Asset Management No filings found | – |
Polen Capital Management – Polen Capital Management No filings found | – |
Prem Watsa – Fairfax Financial Holdings No filings found | – |
Richard Pzena – Pzena Investment Management No filings found | – |
Robert Olstein – Olstein Capital Management No filings found | – |
Robert Vinall – RV Capital GmbH No filings found | – |
Ruane Cunniff – Sequoia Fund No filings found | – |
Samantha McLemore – Patient Capital Management No filings found | – |
Sarah Ketterer – Causeway Capital Management No filings found | – |
Seth Klarman – Baupost Group No filings found | – |
Stephen Mandel – Lone Pine Capital No filings found | – |
Terry Smith – Fundsmith No filings found | – |
Third Avenue Management – Third Avenue Management No filings found | – |
Thomas Gayner – Markel Group No filings found | – |
Thomas Russo – Gardner Russo & Quinn No filings found | – |
Tom Bancroft – Makaira Partners No filings found | – |
Torray Funds – Torray Investment Partners No filings found | – |
Triple Frond Partners – Triple Frond Partners No filings found | – |
Tweedy Browne Co. – Tweedy Browne Value Fund No filings found | – |
Valley Forge Capital Management – Valley Forge Capital Management No filings found | – |
ValueAct Capital – ValueAct Capital No filings found | – |
Viking Global Investors – Viking Global Investors No filings found | – |
Wallace Weitz – Weitz Investment Management No filings found | – |
Warren Buffett – Berkshire Hathaway No filings found | – |
William Von Mueffling – Cantillon Capital Management No filings found | – |
Yacktman Asset Management – Yacktman Asset Management No filings found | – |