Tа като стана дума за някои гурута...май напоследък не си заслужава особено да се следват на сляпо. Изглежда и системите им/еджовете им спрямо маркета и другите си имат expiry date...
Bill Ackman, Pershing Square Management
in recent years, his stock-picking has been sub-par. Five year performance of stock picks: 7.67% Stanley Druckenmiller, Duquesne Family Office
The Duquesne Family Office’s 13F portfolio performance over the last five years totals 47.16%, lagging the S&P 500. Seth Klarman, Baupost Group
Five year return of 13F portfolio: 15.71%. Paul Singer, Elliott Management
Singer’s 5 year return is 23.47% vs the S&P 500’s total return of 64.62%. An equal weighted portfolio of Elliott’s top 20 holdings is down 20.62% year-to-date. David Einhorn, Greenlight Capital
Greenlight has underperformed badly in recent years, returning -21.02% over the last 5 years. Once a billionaire, Einhorn’s net worth is now estimated at only $700 million. Michael Burry of Scion Asset Management
The reclusive Burry closed his hedge fund soon after his big success. He opened a 2nd incarnation of Scion in 2016, focusing on value stocks. Burry’s stock picks have been unspectacular, however. Over the last three years, an equal-weight portfolio of Scion’s top holdings has returned -1.14% vs the S&P’s 34.33%. Warren Buffett, Berkshire Hathaway
Over the last 5 years, Berkshire’s 13F portfolio of top 20 positions, equal weighted, rebalanced quarterly, has returned 33.93%. That’s slightly more than half of the S&P’s return over the same period.
in recent years, his stock-picking has been sub-par. Five year performance of stock picks: 7.67% Stanley Druckenmiller, Duquesne Family Office
The Duquesne Family Office’s 13F portfolio performance over the last five years totals 47.16%, lagging the S&P 500. Seth Klarman, Baupost Group
Five year return of 13F portfolio: 15.71%. Paul Singer, Elliott Management
Singer’s 5 year return is 23.47% vs the S&P 500’s total return of 64.62%. An equal weighted portfolio of Elliott’s top 20 holdings is down 20.62% year-to-date. David Einhorn, Greenlight Capital
Greenlight has underperformed badly in recent years, returning -21.02% over the last 5 years. Once a billionaire, Einhorn’s net worth is now estimated at only $700 million. Michael Burry of Scion Asset Management
The reclusive Burry closed his hedge fund soon after his big success. He opened a 2nd incarnation of Scion in 2016, focusing on value stocks. Burry’s stock picks have been unspectacular, however. Over the last three years, an equal-weight portfolio of Scion’s top holdings has returned -1.14% vs the S&P’s 34.33%. Warren Buffett, Berkshire Hathaway
Over the last 5 years, Berkshire’s 13F portfolio of top 20 positions, equal weighted, rebalanced quarterly, has returned 33.93%. That’s slightly more than half of the S&P’s return over the same period.
. Но мисля да ги държа и тях
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