Article & video here on Hedge Fund Letters on some hedge funds doing great this year. Two funds mentioned are Appaloosa & Lone Pine.
Tracking these funds long only stock picks is also doing well, as:
Tepper’s top 10 holdings, equal weighted and rebalanced quarterly 50 days after the quarter end is up ~38% YTD.
Mandel’s top 10 holdings, equal weighted and rebalanced quarterly 50 days after the quarter end is up ~18% YTD.
Other funds long only stock holdings that are doing well (up over 40% YTD) are:
DAFNA & Ridgeback & Baker Bros & RA (biotech related)
Trafalet, Chou, Fortress, SouthShore, and Goldentree.
Source: AlphaClone
