Guru pod lupą

Co zrobili najlepsi inwestorzy świata w zeszłym kwartale.

• Allan Mecham · Arlington Value Capital · value
• Andreas Halvorsen · Viking Global Investors · growth
• Andrew Wellington · Lyrical Asset Management · value
• April McClain Delaney · US House of Representatives — D-MD · congress
• August Pfluger · US House of Representatives — R-TX · congress
• Baillie Gifford · Baillie Gifford & Co · growth
• Bill Ackman · Pershing Square Capital · activist
• Bill Gates · Gates Foundation Trust · value
• Bill Miller · Miller Value Partners · value
• Bill Nygren · Harris Associates (Oakmark Funds) · value
• Boykin & Ravenel Curry · Eagle Capital Management · value
• Brad Gerstner · Altimeter Capital · growth
• Bruce Berkowitz · Fairholme Capital Management · value
• Bryan Lawrence · Oakcliff Capital · value
• Carl Icahn · Icahn Capital · activist
• Cathie Wood · ARK Investment Management · growth
• Chase Coleman · Tiger Global Management · growth
• Chris Bloomstran · Semper Augustus Investments Group · value
• Chris Davis · Davis Selected Advisers · value
• Chris Hohn · TCI Fund Management · activist
• Chuck Akre · Akre Capital Management · value
• Cliff Asness · AQR Capital Management · quantitative
• Clifford Sosin · CAS Investment Partners · value
• Dan Bin · Oriental Harbor Investment · value
• Dan Crenshaw · US House of Representatives — R-TX · congress
• Daniel Loeb · Third Point · activist
• Daniel Sundheim · D1 Capital Partners · growth
• David Abrams · Abrams Capital Management · value
• David Einhorn · Greenlight Capital (DME Capital Management) · value
• David Rolfe · Wedgewood Partners · growth
• David Taylor · US House of Representatives — R-OH · congress
• David Tepper · Appaloosa Management · macro
• Debbie Dingell · US House of Representatives — D-MI · congress
• Debbie Wasserman Schultz · US House of Representatives — D-FL · congress
• D. E. Shaw · D. E. Shaw & Co · quantitative
• Dev Kantesaria · Valley Forge Capital · value
• Diana Harshbarger · US House of Representatives — R-TN · congress
• Dodge & Cox · Dodge & Cox · value
• Donald J. Trump · President of the United States · official
• Donald Yacktman · Yacktman Asset Management · value
• Duan Yongping · H&H International Investment LLC · value
• Edgar Wachenheim III · Greenhaven Associates · value
• First Eagle · First Eagle Investment Management · value
• Francis Chou · Chou Associates Management · value
• François Rochon · Giverny Capital · value
• Gavin Baker · Atreides Management · growth
• George Soros · Soros Fund Management · macro
• Gil Cisneros · US House of Representatives — D-CA · congress
• Glenn Greenberg · Brave Warrior Advisors, LLC · value
• Guy Spier · Aquamarine Capital · value
• Henry Ellenbogen · Durable Capital Partners · growth
• Howard Marks · Oaktree Capital Management · value
• Israel Englander · Millennium Management · quantitative
• Jared Moskowitz · US House of Representatives — D-FL · congress
• Jeff Smith · Starboard Value · activist
• Jim Simons · Renaissance Technologies · quantitative
• Joel Greenblatt · Gotham Asset Management · quantitative
• John Boozman · US Senate — R-AR · congress
• John McGuire · US House of Representatives — R-VA · congress
• John Rogers · Ariel Investments · value
• Jonathan Jackson · US House of Representatives — D-IL · congress
• Josh Gottheimer · US House of Representatives — D-NJ · congress
• Josh Tarasoff · Greenlea Lane Capital Management · value
• Kelly Morrison · US House of Representatives — D-MN · congress
• Ken Griffin · Citadel · quantitative
• Kevin Hern · US House of Representatives — R-OK · congress
• Larry Robbins · Glenview Capital Management · value
• Lee Ainslie · Maverick Capital · value
• Leon Cooperman · Omega Advisors · value
• Leopold Aschenbrenner · Situational Awareness LP · growth
• Li Lu · Himalaya Capital · value
• Lisa McClain · US House of Representatives — R-MI · congress
• Maria Elvira Salazar · US House of Representatives — R-FL · congress
• Mario Gabelli · GAMCO Investors · value
• Mark Massey · AltaRock Partners · value
• Markwayne Mullin · US Senate — R-OK · congress
• Mason Hawkins · Southeastern Asset Management (Longleaf Partners) · value
• Mason Morfit · ValueAct · activist
• Michael Burry · Scion Asset Management · value
• Michael McCaul · US House of Representatives — R-TX · congress
• Michael Rulli · US House of Representatives — R-OH · congress
• Mohnish Pabrai · Pabrai Investment Funds (Dalal Street LLC) · value
• Nancy Pelosi · US House of Representatives — D-CA · congress
• Nelson Peltz · Trian Fund Management · activist
• Nick Train · Lindsell Train · value
• Norbert Lou · Punch Card Management · value
• Pat Dorsey · Dorsey Asset Management · value
• Paul Singer · Elliott Investment Management · activist
• Paul Tudor Jones · Tudor Investment Corporation · macro
• Peter Thiel · Thiel Macro LLC · macro
• Pete Sessions · US House of Representatives — R-TX · congress
• Philippe Laffont · Coatue Management · growth
• Polen Capital · Polen Capital Management · growth
• Prem Watsa · Fairfax Financial Holdings · value
• Ray Dalio · Bridgewater Associates · macro
• Rich McCormick · US House of Representatives — R-GA · congress
• Rick Allen · US House of Representatives — R-GA · congress
• Rick Larsen · US House of Representatives — D-WA · congress
• Robert Vinall · RV Capital · value
• Ro Khanna · US House of Representatives — D-CA · congress
• Ron Baron · Baron Funds (BAMCO) · growth
• Samantha McLemore · Patient Capital Management · value
• Sequoia Fund · Ruane, Cunniff & Goldfarb L.P. · value
• Seth Klarman · Baupost Group · value
• Stanley Druckenmiller · Duquesne Family Office · macro
• Stephen Mandel · Lone Pine Capital · growth
• Steve Cohen · Point72 Asset Management · quantitative
• Steven Check · Check Capital Management · value
• Steven Romick · First Pacific Advisors (FPA Crescent / Capital) · value
• Susan Collins · US Senate — R-ME · congress
• Terry Smith · Fundsmith · value
• Tim Moore · US House of Representatives — R-NC · congress
• Tim Walberg · US House of Representatives — R-MI · congress
• Tom Gayner · Markel Group · value
• Tommy Tuberville · US Senate — R-AL · congress
• Tom Russo · Gardner Russo & Quinn · value
• Tweedy Browne · Tweedy, Browne Company · value
• Two Sigma · Two Sigma Investments · quantitative
• Wally Weitz · Weitz Investment Management · value
• Warren Buffett · Berkshire Hathaway · value
• Zhang Lei · Hillhouse (HHLR Advisors) · value

Źródło: raporty SEC 13F z systemu EDGAR · 45-dniowe opóźnienie raportowania · starannie dobrana lista guru aktualizowana co kwartał