Report summarizes up-to-date data on the investment portfolios of 5 US hedge funds (Berkshire Hathaway, Greenlight Capital, Appaloosa, Yacktman Asset Management, and Pershing Square Capital Management).
Selected funds have all outperformed S&P 500 in past 3 years. They also manage over $2bn in assets and have relatively concentrated portfolios. Moreover, as suggested by low turnover rates, these funds mostly follow buy-and-hold investing strategy which makes their portfolio data valuable even with the time delay.