Sun Valley Gold led all hedge funds in Q2 of 2019 with a 56% 13F-based return. But the eye-popping performance by the Ketchum, Idaho-based fund comes with an asterisk, as explained below. Ketchum-based Sun Valley is a materials-focused hedge fund managed by Peter F....
The Lottery Ticket Stocks Q2 2019 portfolio was down 6.72% for the quarter, tracking the Russell 2000 Index lower. However, the portfolio of top hedge funds' most speculative holdings, rebalanced quarterly based on 13F filings, was up 35.65% year-to date as of August 15.
Its 13F filings season again -- when hedge fund managers show their hands. Forty-five days after the end of every quarter, every U.S. institutional investor with assets over $100 million is required to report its holdings to the SEC via 13F filings. Last quarter...
The Sharpe ratio is a popular way to measure the return of an investment compared to the amount of risk taken. Risk is measured as volatility or standard deviation. So, the equity managers with the highest Sharpe ratios in the WhaleWisdom database have demonstrated skill picking stocks...
Obscure stocks -- publicly traded, unknown, hidden companies with little or even no analyst coverage -- may not seem like good investments. Seriously, who wants to invest in a stock no one has ever heard of? Some of the top hedge fund managers in the world, that's...
In a 13G filed Friday evening, Citadel Advisors disclosed a 19.9% Avianca Holdings (AVH) stake. Ken Griffin's hedge fund reported that it owns 82,364,111 preferred shares of AVH issued to Citadel in exchange for a $356 million investment in Avianca. To...
The dubious distinction of worst hedge fund performance in the 2nd quarter -- based on equal weightings of 13F positions -- goes to Tiger Pacific Capital LP. An equal weighting of the fund’s 14 positions returned -21.69% in the quarter, according to WhaleWisdom.com
The top Q1 2019 hedge fund was S Squared Tech, beating the other 979 hedge funds in the WhaleWisdom.com universe. S Squared's 19.8% return is based on 13F filings. For comparison, the S&P 500's total return was 3.2%. Below are the top five...
Whether they’re called penny stocks, micro-caps, OTC stocks or “lottery tickets,” low-priced, illiquid stocks of small companies have a bad reputation with many investors. Unquestionably micro-cap stocks can be illiquid, risky and highly speculative. Nonetheless, Hedge Funds can and do hold lots of micro-caps.
Warren Buffett is generally regarded as the greatest investor of our time. That’s why every quarter, when Buffett’s fund Berkshire Hathaway updates portfolio holdings, Buffett followers scrutinize the reports, hoping to profit from the moves of the world’s 3rd richest person