Tracking Ole Andreas Halvorsen's Viking Global Portfolio - Q1 2014 Update

Below is a spreadsheet that highlights the changes to Ole Andreas Halvorsen's Viking Global Portfolio US long stock portfolio as of Q1 2014. Please check out our previous update to have an idea on how the portfolio is progressing:

 Viking Global was established in 1999 and Ole Andreas Halvorsen is considered one of the most successful among the "tiger cubs" and he currently manages over $25B. To know more about Julian Robertson and his legendary Tiger Management, check out Julian Robertson: A Tiger in the Land of Bulls and Bears.

To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.

Tracking Dan Loeb's Third Point Portfolio - Q1 2014 Update

Below is a spreadsheet that highlights the changes to Dan Loeb's Third Point Portfolio US long stock portfolio as of Q1 2014. Please check out our previous update to have an idea on how the portfolio is progressing:

To know more about Dan Loeb's Third Point, check-out his letters to shareholders at their site. His activist investing style that is epitomized by scathing letters to CEOs is covered in "Chapter 7: The Poison Pen: Dan Loeb, Third Point" in the book "The Alpha Masters: Unlocking the genius of the world's top hedge funds".

To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.

Tracking Michael Price's MFP Portfolio - Q1 2014 Update

Below is a spreadsheet that highlights the changes to Michael Price's MFP Portfolio US long stock portfolio as of Q1 2014. Please check out our previous update to have an idea on how the portfolio is progressing:

 To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.

Tracking Thomas Gayner's Markel Portfolio - Q1 2014 Update

Below is a spreadsheet that highlights the changes to Thomas Gayner's Markel Portfolio US long stock portfolio as of Q1 2014. Please check out our previous update to have an idea on how the portfolio is progressing:

To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy. 

Tracking Thyra Zerhusen's Fairpointe Portfolio - Q1 2014 Update

Below is a spreadsheet that highlights the changes to Thyra Zerhusen's Fairpointe Portfolio US long stock portfolio as of Q1 2014. Please check out our previous update to have an idea on how the portfolio is progressing:

To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.
 

Tracking John Armitage's Egerton Capital Holdings - Q1 2014 Update

Below is a spreadsheet that highlights the changes to John Armitage's Egerton Capital US long stock portfolio as of Q1 2014. Please check out our previous update to have an idea on how the portfolio is progressing:

To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.
 

Tracking Tweedy Browne Portfolio - Q1 2014 Update

Below is a spreadsheet that highlights the changes to Tweedy Browne's US long stock portfolio as of Q1 2014. Please check out our previous update to have an idea on how the portfolio is progressing:

To learn more about Tweedy Browne and its legendary investor Christopher H. Browne's (1946-2009) investing philosophy, check-out his book "The Little Book of Value Investing". To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.

Tracking Charles Akre's Akre Capital Management Portfolio - Q1 2014 Update

Below is a spreadsheet that highlights the changes to Charles Akre's Akre Capital Management US long stock portfolio as of Q1 2014. Please check out our previous update to have an idea on how the portfolio is progressing:

Akre is bullish on Colfax Corporation (CFX), Discovery Communication (DISCK), Live Nation (LYV), and Visa (V). He is bearish on Ross Stores (ROST). 

To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .

 

Tracking Charlie Munger's Daily Journal Portfolio - Q1 2014 Update

The spreadsheet below show Charlie Munger's Daily Journal US stock holdings as of Q1 2014. Please visit our previous updates to get an idea on how the portfolio has progressed:

To know more about Charlie Munger, check out the book Poor Charlie's Almanack: The Wit and Wisdom of Charles T. Munger. To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .

 

Tracking William Von Mueffling's Portfolio - Q1 2014 Update

Below is a spreadsheet that highlights William Von Mueffling's moves this quarter. Please check-out our SeekingAlpha column for an analysis of the moves:

To learn more about how to profit from a strategy of following the best hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .
 

Tracking Donald Yacktman's Yacktman Asset Management Portfolio - Q1 2014 Update

Below is a spreadsheet that highlights Donald Yacktman's moves this quarter. Please check-out our SeekingAlpha column for an analysis of the moves:

To know more about Yacktman's bottom-up value investing philosophy, check-out the book "Value Investing: From Graham to Buffett and Beyond". To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.

Tracking Irving Kahn's Kahn Brothers Group Portfolio - Q1 2014 Update

Below is a spreadsheet that highlights Irving Kahn's Kahn Brothers Group 13F US long portfolio moves this quarter. Please check-out our SeekingAlpha column for an analysis of the moves:

Irving Kahn is a disciple of Benjamin Graham and is the author of "Benjamin Graham The Father of Financial Analysis". At 108 years old, he is by far the oldest protégé and is one of the closest followers of the original teachings of Benjamin Graham.

To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.