Tracking John Armitage's Egerton Capital Holdings - Q2 2014 Update

Below is a spreadsheet that highlights the changes to John Armitage's Egerton Capital US long stock portfolio as of Q2 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 Leucadia National Portfolio - Q2 2014 Update

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

To learn more about their investing style and philosophy and how to profit from such strategies, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .
 

Tracking Charlie Munger's Daily Journal Portfolio - Q2 2014 Update

The spreadsheet below show Charlie Munger's Daily Journal US stock holdings as of Q2 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 Thyra Zerhusen's Fairpointe Portfolio - Q2 2014 Update

Below is a spreadsheet that highlights the changes to Thyra Zerhusen's Fairpointe Portfolio US long stock portfolio as of Q2 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 David Swensen's Yale Endowment Holdings - Q2 2014 Update

Below is a spreadsheet that shows the changes to Yale Endowment's US long portfolio holdings as of Q2 2014. To have an idea of how the endowment's holdings have progressed click on our previous update:

To learn more about their investing style and philosophy and how to profit from such strategies, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .
 

Tracking William Von Mueffling's Cantillon Portfolio - Q2 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 Thomas Gayner's Markel Portfolio - Q2 2014 Update

Below is a spreadsheet that highlights the changes to Thomas Gayner's Markel Portfolio US long stock portfolio as of Q2 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 Irving Kahn's Kahn Brothers Group Portfolio - Q2 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.
  

Tracking Donald Yacktman's Yacktman Asset Management Portfolio - Q2 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 Ken Fisher's Fisher Asset Management Portfolio - Q2 2014 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 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.