John Paulson's Paulson & Co. had funds valued at more than $29 billion as of Dec. 31, 2010. Paulson ended 2010 betting heavily on gold and financials.
Paulson's top two holdings, SPDR Gold Shares (GLD) and AngloGold (AU), account for 15% and 11% of his portfolio, respectively. As for financials, Citigroup (C), Bank of America (BAC), Hartford Financial Services (HIG), SunTrust Banks (STI) and Capital One Financial (COF) were all top 10 holdings at the end of the year. Paulson holds smaller stakes in Wells Fargo (WFC) and JPMorgan Chase (JPM).
Moves: Among Paulson's changes during the quarter, he added to his stake in Aandarko Petroleum (APC - News) by 58.7%, making it his fifth-largest holding. He also increased his bet on SunTrust Banks and Capital One Financial, while lightening his position in Bank of America (although it still accounts for 5.8% of his portfolio).
Here are Paulson's top stock holdings as of Dec. 31, 2010:
• SPDR Gold Shares (GLD)
• AngloGold (AU)
• Citigroup (C)
• Bank of America (BAC)
• Anadarko (APC - News)
• Hartford Financial Services Group (HIG)
• SunTrust Banks (STI)
• Comcast (CMCSA)
• Capital One Financial (COF)
• MGM Resorts International (MGM)
See the full SEC filing on John Paulson's portfolio.