With all the 13Fs filed and published, AlphaClone and MarketFolly have been cranking away and should be fully updated.
Jay’s Hedge Fund Wisdom is out with a new issue. (Here is a free past issue.)
Not surprising, but Icahn, Sprott, and Hayman clones all doing well YTD. AlphaClone new funds added:
- Hawkins Capital
- Dialectic Capital Management
- Horseman Capital Management
- Steadfast Capital Management
- Peconic Partners
- Standard Pacific Capital
- Driehaus Capital Management
- Deerfield Management
- Centerbridge Partners
- Spinnaker Capital
