Funds Killing It This Year

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