13F Rebal Time

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:

1. Hawkins Capital
2. Dialectic Capital Management
3. Horseman Capital Management
4. Steadfast Capital Management
5. Peconic Partners
6. Standard Pacific Capital
7. Driehaus Capital Management
8. Deerfield Management
9. Centerbridge Partners
10. Spinnaker Capital