Insider Monkey tracks more than 300 hedge funds and a few mutual funds with stellar reputation. We believe investors can beat the index funds by imitating the best hedge funds’ best stock picks. One of the ways of determining the “best hedge funds” is measuring the performance of their 13F portfolios. Our methodology limits its analysis to Russell 3000 constituents and excludes put options and bond holdings. These calculations are based on Q1 filings. Q2 filings will be available next week. We will cover these filings as they become available. As always the data and our analysis will be made available for free.
S&P 500 index lost 16.6% since July 22nd and we will be using this as our benchmark. We present returns for those funds with at least 8 positions that satisfy our criteria.The best performing hedge fund in this market turmoil is Alex von Furstenberg and Mal Serure’s Arrow Capital (you can check out their top holdings if you follow the link). Previously we ranked the 25 best hedge funds of Q2 2011. Arrow Capital was ranked 10th in that list as well. Amber Capital, Akre Capital, William Lawrence Collins’ Brencourt Advisors, Jeffrey Ubben’s ValueAct and Carl Icahn’s Icahn Capital were also in both lists.
Here are the best performing hedge funds in this market turmoil: