Stock Picks From Lesser-Known Top Traders
Updated from 9:34 a.m. EDT
Many investors like to follow the investments of famous stock traders, such as
,
and
, but there are plenty of other lesser-known top traders, investors and money managers with outstanding track records.
Fortunately, it is easy to find out what stocks investors like
,
and
own since Stockpickr.com tracks their holdings.
Monish Pabrai manages more than $300 million through the Pabrai Fund, which specializes in deep value investing, similar to Buffett's strategy. However, it is interesting to note that he recently sold out of
Berkshire Hathaway
(BRK.A) - Get Report
, Buffett's investment vehicle.
Pabrai's fund, which has generated an average annual return of 26.2% since 1999, recently invested in
Sears Holdings
(SHLD)
. Sears -- which is controlled by another famous trader, hedge fund manager
-- has a forward price-to-earnings (P/E) ratio of 23.5 and a P/E-to-growth (PEG) ratio of 3.4.
Sears is also held by the
, a five-star Morningstar-rated fund that focuses on long-term growth. The fund, managed by Bruce Berkowitz, has generated an average annual return of 20.2% over the last five years. Fairholme also owns shares of
Canadian Natural Resources
(CNQ) - Get Report
, which has a P/E of 13.8 and a PEG of 3.9,
Leucadia National
(LUK)
, with a P/E of 21.5, and
Mohawk Industries
(MHK) - Get Report
, with a P/E of 12 and a PEG of 1.2.
Seth Klarman is a noted value investor who has $5 billion under management. According to
BusinessWeek
, his portfolio has returned 6,133% net of fees since 1982. One of his new investments is entertainment conglomerate
News Corp.
( NWS-A). News Corp.'s chairman, Rupert Murdoch, just announced that it will take two to three years for the company's Fox Business Network to pay off. The company has a P/E of 13, a PEG of 1.1 and a yield of 0.6%.
News Corp. also appears in the portfolio of the
, a five-star Morningstar-rated fund that is managed by David Decker. The fund has had an average annual return of 26.67% for the last five years. Janus also owns shares of
Owens-Illinois
(OI) - Get Report
, which has a P/E of 7,
Coventry Health Care
( CVH), which has a P/E of 8, and
St. Joe
(JOE) - Get Report
, which has a P/E of 53.6.
Then there's Bill Miller, the only mutual fund manager to have beaten the
S&P 500
for 14 straight years, achieving an average annual total return of 16.8% for the last 10 years. He just increased his position in
US Airways Group
(LCC)
, which sports a trailing P/E of 2.
US Airways also shows up in the portfolio of
, a global macro hedge fund with more than $1 billion under management. Clarium also holds shares of
Monsanto
(MON)
, which has a P/E of 29 and a PEG of 1,
Arch Coal
(ACI) - Get Report
, with a 12 P/E and a 1.1 PEG, as well as
Altria Group
, which has a P/E of 4 and PEG of 2.
Visit Stockpickr.com to see more picks from the stock portfolios of
,
,
and other top investors.
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