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...
Tiger Global and Matrix Capital are the two best performing "Tiger Cubs" over the last year. In fact, the two hedge funds' long 13F returns are two of the best in the entire hedge fund universe. That's based on equal-weighted holdings of each fund's top 20 positions,...
Marijuana stocks may finally be getting some respect from professional investors. Funds holding stock in Ontario-based marijuana producer Canopy Growth (NYSE:CGC) increased their holdings massively in the 2nd quarter.  In Q1 2018, CGC comprised a total of 1.69% of all 13F portfolios holding the stock. In the 2nd quarter that number jumped to 31.30%
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
In 1991 the first (and only) edition of Seth Klarman's book Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor was published. Just 5000 copies were printed, and initial sales were slow. You could have bought it for $25. Today, it might be worth $3000.
Arlington Value's Allan Mecham increased his position in Warren Buffett's Berkshire Hathaway(BRK.B) by 8% during the second quarter of 2019. Including Berkshire A and B shares, Berkshire was 29.93% of Arlington's portfolio at Q2 end. The Salt Lake City-based fund's 13F also showed increases in its Alliance...
Back in 2013, Bloomberg ran a profile of Brad Gerstner's Altimeter Capital that described the up-and-coming hedge fund manager as an adventurer -- an amateur pilot and heli-skier who hangs out with big-time CEOs at Burning Man. The article said Gerstner wanted to build a Venture Capital...
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...
Acuta Capital Partners, LLC rode a surge in health care stock prices to the top spot in 2nd quarter hedge fund performance.
The ten most underrated hedge funds are not famous. But the managers running these funds have consistently generated exceptional returns despite (or maybe because) they fly under the radar. The stock picks of the managers on this list have handily outperformed most of the "wizards of...