In a year where are lot of hedge funds are struggling, what hedge funds are getting it right? Below are a few funds whose clone portfolios (top ten holdings, rebal 50 days after q end) are up over 20% YTD (and you know how difficult that is). In parenthesis are some of their notable holdings (source: AlphaClone):
JAT Capital, John Thaler (BIDU, SINA, RVBD)
Hayman Advisors, Kyle Bass, (SIX, APA, IMMR)
Sandell Management, Tom Sandell, (Q, SUG, ID)
Tiger Global, Chase Coleman, (AAPL, MELI, AMZN)
Bogle Investment Mgmt, John Bogle, (PLAB, CATM, CELL)
ValueAct, Jeffrey Ubben, (VRX, SLE, MSI)
Icahn Capital, Carl, (MSI, CLX, MMI)
