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...
Investors who mimicked Hite Hedge Asset Management's long portfolio on Nov. 15 would have been up 29.49% through Feb 15., making Hite the top hedge fund for Q4. Established in 2012, Quincy, MA-based Hite Hedge is focused on MLPs in the energy sector.  The...
Abdiel Capital Advisors has never held more than 9 long positions since the 4th quarter of 2015. Over that period, the $1.4 billion hedge fund has averaged a 55.1% annual return (based on 13F filings). Abdiel's portfolio concentration is anathema to Modern Portfolio Theory, which preaches diversification...
Scion's ADV Part 2 filed with the SEC provides insights into the business practices and strategies of renowned investment manager Dr. Michael Burry. One of the world's most intriguing fund managers, Burry made himself -- and investors in his Scion...
It's been a challenging investing landscape over the last year, to say the least. From Sept. 30, 2019 through Feb. 19, 2020, the S&P 500 gained 14%. Then the Coronavirus pandemic swept in like a giant Black Swan. The market swooned 34% over the next month, bottoming...
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 Securities and Exchange Commission has proposed significantly raising the size threshold of funds required to file quarterly 13F disclosures. The SEC 13F rule change would end quarterly portfolio filings for nearly 90% of current filers. The proposal would raise the AUM threshold...
Perceptive Advisors' Neptune Wellness Solutions (NEPT) position increased by 50% during the 3rd quarter of 2019, to 4.5 million shares. The stake represents 14.53% of the Cannabis extraction company's outstanding shares. NEPT was Perceptive Advisors' #20 position at Q3 close. The increase in Perceptive'...
Howard Mark's Oaktree Capital navigated a volatile Q2 2019, returning 9.03%. That's based on an equal-weighted portfolio of the fund's top 20 holdings. It was the best quarterly return for large Hedge Funds -- those with greater than $5 billion in 13F securities. Oaktree's...
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....