Your Return Potential shows simulated investment return based on the historical stock holdings information assuming you invested in a model portfolio of up to 30 stocks or a stock owned by a hedge fund manager.
Investment Size is the aggregate purchase price of the shares owned by a hedge fund manager
Success Rate is calculated by dividing the number of winning stocks by the total number of all stocks a hedge fund manager has held over a time period. It is represented as a percentage.
HM's 50-50 Rule is defined as that regardless of fund size (AUM), a hedge fund manager constructs a portfolio that holds around 50 stocks and allocates 50% weight in the top 10 stocks. Our extensive research of hedge fund data reveals that portfolios of many top performing managers exhibit this common trait. David Tepper's portfolio is one of the most evident examples.