There is a nice article in the recent Kiplinger’s written by Whitney Tilson and John Heins (not linkable yet). It mentions how they track 30 top hedge funds & Buffett through 13F filings. It is interesting to note that they mention both JP Morgan (JPM) and Monsanto (MON) in the article, two stocks that are in the AlphaClone World Beta clone portfolio that did over 50% in 2009.
Great quote from the article from Bruce Berkowitz, “Why wouldn’t you look at what other great investors have found?”
Couldn’t agree more!
(Disclosure: long both those stocks.)
