Tracking David Tepper's Appaloosa Management Portfolio - Q3 2015 Update

Below is a spreadsheet that highlights David Tepper's Appaloosa Management Portfolio moves this quarter. Please check-out our SeekingAlpha column for an analysis of the moves:








To know more about Tepper's distress investing style, check out Distress Investing: Principles and Technique.

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 Ken Fisher's Fisher Asset Management Portfolio - Q3 2015 Update

Below is a spreadsheet that highlights Ken Fisher's Fisher Asset Management Portfolio moves this quarter. Please check-out our SeekingAlpha column for an analysis of the moves:






To know more about Ken Fisher, check-out his Research Papers (most notably in Behavioral Finance), investment books (several of them were NY Times best sellers) and his father Philip Fisher’s scuttlebutt investment philosophy explained in the book “Common Stocks and Uncommon Profits and Other Writings”.


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 Kahn Brothers' Portfolio - Q3 2015 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 was a disciple of Benjamin Graham and is the author of "Benjamin Graham The Father of Financial Analysis". He was 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.

Tracking Yacktman Asset Management Portfolio - Q3 2015 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 Dan Loeb's Third Point Portfolio - Q3 2015 Update

Below is a spreadsheet that highlights the changes to Dan Loeb's Third Point Portfolio this quarter. Please check-out our SeekingAlpha column for an analysis of the moves:








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 Tweedy, Browne Portfolio - Q3 2015 Update

Below is a spreadsheet that highlights the changes to Tweedy Browne's portfolio this quarter.  Please check-out our SeekingAlpha column for an analysis of the moves:










Tweedy Browne (TBGVX) (TWEBX) (TBHDX) (TBCUX) has released a number of investment research papers over the years and that is a valuable resource for anyone looking to learn from their investment philosophy.  The best known work is “What Has Worked in Investing: Studies of Investment Approaches and Characteristics Associated With Exceptional Returns” that was first released in 1992. Christopher Browne authored “The Little Book of Value Investing”, a great introduction.


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 Ole Andreas Halvorsen's Viking Global Portfolio - Q3 2015 Update

Below is a spreadsheet that highlights the changes to Ole Andreas Halvorsen's Viking Global Portfolio this quarter.   Please check-out our SeekingAlpha column for an analysis of the moves:




 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 Jeffrey Ubben's ValueAct Portfolio - Q3 2015 Update

Below is a spreadsheet that highlights changes to Jeffrey Ubben's ValueAct Capital US long stock portfolio this quarter. Please check-out our SeekingAlpha column for an analysis of the moves:




To know more about activist investing, check out Deep Value: Why Activist Investors and Other Contrarians Battle for Control of Losing Corporations.

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 Robert Karr's Joho Capital Portfolio - Q3 2015 Update

Below is a spreadsheet that highlights changes to Robert Karr's Joho Capital portfolio this quarter. Please check-out our SeekingAlpha column for an analysis of the moves:






Karr is one of the most successful among the “tiger cubs” (protégés of Julian Robertson & his legendary Tiger Fund). Although Karr’s main expertise is in Asian equities, ~30% of the assets are typically in US listed 13F securities. To know more about Robert Karr and "tiger cubs", check out the book 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 Nelson Peltz's Trian Fund Management Portfolio - Q3 2015 Update

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




To know more about activist investing, check out Deep Value: Why Activist Investors and Other Contrarians Battle for Control of Losing Corporations

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 Wallace Weitz's Weitz Investment Management Portfolio - Q3 2015 Update

Below is a spreadsheet that highlights Wallace Weitz'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 cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.

Tracking David Abrams' Abrams Capital Management Portfolio - Q3 2015 Update

Below is a spreadsheet that highlights David Abrams' 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 Alex Roepers' Atlantic Investment Management Portfolio - Q3 2015 Update

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



To know more about activist investing, check out Deep Value: Why Activist Investors and Other Contrarians Battle for Control of Losing Corporations

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 Larry Robbins' Glenview Capital Management Portfolio - Q3 2015 Update

Below is a spreadsheet that highlights the changes to Larry Robbins' Glenview Capital Holdings US long portfolio holdings 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 cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy

Tracking Mason Hawkins' Southeastern Asset Management Portfolio - Q3 2015 Update

Below is a spreadsheet that highlights the changes to Mason Hawkins' Southeastern Asset Management US long portfolio holdings this quarter. Please check-out our SeekingAlpha column for an analysis of the moves:








Southeastern is best known for its investor friendly attributes. The characteristics that make the fund family distinct are elaborated in Chapter 10 of David Swensen's (Yale Endowment) book "Unconventional Success: A Fundamental Approach to Personal Investment".

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 Stephen Mandel's Lone Pine Capital Holdings - Q3 2015 Update

Below is a spreadsheet that highlights the changes to Stephen Mandel's Lone Pine Capital US long portfolio holdings this quarter. Please check-out our SeekingAlpha column for an analysis of the moves:




Stephen Mandel is a bonafide "tiger cub". 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 Allan Mecham's Arlington Value Capital Portfolio - Q3 2015 Update

Below is a spreadsheet that highlights the changes to Allan Mecham's Arlington Value Capital's US long portfolio holdings this quarter. Please check-out our SeekingAlpha column for an analysis of the moves:




To know more about value investing, check out Value Investing: A Value Investor's Journey Through The Unknown.

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 Ruane, Cunniff & Goldfarb's Portfolio - Q3 2015 Update

Below is a spreadsheet that highlights the changes to Ruane, Cunniff & Goldfarb's US long portfolio holdings this quarter. Please check-out our SeekingAlpha column for an analysis of the moves:



To learn about Benjamin Graham's teachings on value investing, check out the classics The Intelligent Investor and Security Analysis

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 Gardner Russo & Gardner Portfolio - Q3 2015 Update

Below is a spreadsheet that highlights the changes to Gardner Russo & Gardner's US long portfolio holdings 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 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 - Q3 2015 Update

The spreadsheet below show Charlie Munger's Daily Journal US stock holdings as of Q3 2015. 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 .   

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