GO
How SMARTInvesting Works
1
Find a manager you trust to follow
Peter Kolchinsky
2
Focus on stocks newly purchased by Kolchinsky
ECYT
3
Buy ECYT at price not above the range of what Kolchinsky paid
4
Keep your emotions in check, as if your money was being invested by Kolchinsky
5
Sell only when Kolchinsky starts selling ECYT
17 Examples of SMARTInvesting
ECYT
Peter Kolchinsky
650
Your RTN if invested since 2018-02-16
0
$2.98
2,000,000
$8.95
4,000,000
$14.92
6,000,000
$20.89
# of shares held by Kolchinsky
Stock Price
2018
2018-02-16
See your return if invested after Kolchinsky disclosed each new or increased buy
How SMARTInvesting Works 
Their Performance, Your Potential!
27 Hedge Fund Managers Most Profitable to Follow
Tech Focused
Biotech Focused
Rising Stars
27
Peter Kolchinsky
RA CAPITAL MANAGEMENT LLC
417
Stock Portfolio RTN since 2013-07-01
100%
200%
300%
400%
2014
2015
2016
2017
2018
SPY
Top 3 Winning Stocks
Stock SymbolYour Return Potential
ASND 259%
ECYT 650%
WVE 404%
Your Return Potential
if invested with Kolchinsky
VIEW
Stanley Druckenmiller
DUQUESNE FAMILY OFFICE LLC
245
Stock Portfolio RTN since 2013-07-01
50%
100%
150%
200%
250%
2014
2015
2016
2017
2018
SPY
Top 3 Winning Stocks
Stock SymbolYour Return Potential
AMZN 70%
CRM 53%
MSFT 55%
Your Return Potential
if invested with Druckenmiller
VIEW
Joseph Edelman
PERCEPTIVE ADVISORS LLC
207
Stock Portfolio RTN since 2013-07-01
50%
100%
150%
200%
250%
2014
2015
2016
2017
2018
SPY
Top 3 Winning Stocks
Stock SymbolYour Return Potential
ZGNX 264%
FOLD 389%
ALNY 63%
Your Return Potential
if invested with Edelman
VIEW
Alex Sacerdote
WHALE ROCK CAPITAL MANAGEMENT LLC
456
Stock Portfolio RTN since 2013-07-01
100%
200%
300%
400%
500%
2014
2015
2016
2017
2018
SPY
Top 3 Winning Stocks
Stock SymbolYour Return Potential
SHOP 639%
AMZN 286%
MDB 97%
Your Return Potential
if invested with Sacerdote
VIEW
Aaron Davis
BOXER CAPITAL LLC
145
Stock Portfolio RTN since 2016-01-04
0%
50%
100%
150%
200%
2016
2017
2018
SPY
Top 3 Winning Stocks
Stock SymbolYour Return Potential
BGNE 403%
PTCT 166%
ESPR 42%
Your Return Potential
if invested with Davis
VIEW
Glen Kacher
LIGHT STREET CAPITAL MANAGEMENT LLC
245
Stock Portfolio RTN since 2013-07-01
100%
200%
300%
2014
2015
2016
2017
2018
SPY
Top 3 Winning Stocks
Stock SymbolYour Return Potential
AMZN 337%
STMP 46%
W 64%
Your Return Potential
if invested with Kacher
VIEW
David Meyer
CONTOUR ASSET MANAGEMENT LLC
224
Stock Portfolio RTN since 2013-07-01
50%
100%
150%
200%
250%
2014
2015
2016
2017
2018
SPY
Top 3 Winning Stocks
Stock SymbolYour Return Potential
NVDA 463%
MRVL 81%
AMZN 215%
Your Return Potential
if invested with Meyer
VIEW
Gabriel Plotkin
MELVIN CAPITAL MANAGEMENT LP
67
Stock Portfolio RTN since 2015-01-02
25%
50%
75%
100%
2015
2016
2017
2018
SPY
Top 3 Winning Stocks
Stock SymbolYour Return Potential
AMZN 70%
CRM 53%
MA 90%
Your Return Potential
if invested with Plotkin
VIEW
John Hurley
CAVALRY MANAGEMENT GROUP LLC
154
Stock Portfolio RTN since 2016-01-04
50%
100%
150%
2016
2017
2018
SPY
Top 3 Winning Stocks
Stock SymbolYour Return Potential
OKTA 86%
MSFT 46%
BABA 63%
Your Return Potential
if invested with Hurley
VIEW
Stephen Mandel
LONE PINE CAPITAL LLC
87
Stock Portfolio RTN since 2013-07-01
25%
50%
75%
100%
2014
2015
2016
2017
2018
SPY
Top 3 Winning Stocks
Stock SymbolYour Return Potential
ADBE 296%
BABA 63%
FB 91%
Your Return Potential
if invested with Mandel
VIEW
Josh Resnick
JERICHO CAPITAL ASSET MANAGEMENT LP
188
Stock Portfolio RTN since 2013-07-01
50%
100%
150%
200%
2014
2015
2016
2017
2018
SPY
Top 3 Winning Stocks
Stock SymbolYour Return Potential
DATA 80%
TWTR 1%
VMW 31%
Your Return Potential
if invested with Resnick
VIEW
Seth Wunder
BLACK AND WHITE CAPITAL LP
57
Stock Portfolio RTN since 2017-01-03
25%
50%
75%
2017
2018
SPY
Top 3 Winning Stocks
Stock SymbolYour Return Potential
MTCH 108%
LYV 16%
IAC 23%
Your Return Potential
if invested with Wunder
VIEW
Bruce Garelick
GARELICK CAPITAL PARTNERS LP
99
Stock Portfolio RTN since 2016-01-04
0%
50%
100%
150%
2016
2017
2018
SPY
Top 3 Winning Stocks
Stock SymbolYour Return Potential
GDDY 95%
SPLK 17%
STMP 34%
Your Return Potential
if invested with Garelick
VIEW
Robert Bishop
IMPALA ASSET MANAGEMENT LLC
103
Stock Portfolio RTN since 2013-07-01
50%
100%
150%
2014
2015
2016
2017
2018
SPY
Top 3 Winning Stocks
Stock SymbolYour Return Potential
TECK 315%
RIO 54%
CCL 30%
Your Return Potential
if invested with Bishop
VIEW
Mitchell Blutt
CONSONANCE CAPITAL MANAGEMENT LP
294
Stock Portfolio RTN since 2013-07-01
100%
200%
300%
2014
2015
2016
2017
2018
SPY
Top 3 Winning Stocks
Stock SymbolYour Return Potential
PACB 78%
AMRN 383%
SPPI 34%
Your Return Potential
if invested with Blutt
VIEW
Robert Boucai
NEWBROOK CAPITAL ADVISORS LP
146
Stock Portfolio RTN since 2013-07-01
50%
100%
150%
2014
2015
2016
2017
2018
SPY
Top 3 Winning Stocks
Stock SymbolYour Return Potential
PLNT 163%
ADBE 216%
BABA 22%
Your Return Potential
if invested with Boucai
VIEW
Jeremy Green
REDMILE GROUP LLC
187
Stock Portfolio RTN since 2013-07-01
50%
100%
150%
200%
2014
2015
2016
2017
2018
SPY
Top 3 Winning Stocks
Stock SymbolYour Return Potential
RGNX 177%
FATE 119%
PEN 175%
Your Return Potential
if invested with Green
VIEW
Philippe Laffont
COATUE MANAGEMENT LLC
140
Stock Portfolio RTN since 2013-07-01
50%
100%
150%
2014
2015
2016
2017
2018
SPY
Top 3 Winning Stocks
Stock SymbolYour Return Potential
NVDA 66%
FB 210%
TWTR 64%
Your Return Potential
if invested with Laffont
VIEW
Christopher Lord
CRITERION CAPITAL MANAGEMENT LLC
151
Stock Portfolio RTN since 2013-07-01
50%
100%
150%
2014
2015
2016
2017
2018
SPY
Top 3 Winning Stocks
Stock SymbolYour Return Potential
FB 210%
CHTR 130%
MSI 82%
Your Return Potential
if invested with Lord
VIEW
Oleg Nodelman
ECOR1 CAPITAL LLC
86
Stock Portfolio RTN since 2015-01-02
0%
50%
100%
150%
2015
2016
2017
2018
SPY
Top 3 Winning Stocks
Stock SymbolYour Return Potential
ASND 216%
DRNA 285%
KURA 285%
Your Return Potential
if invested with Nodelman
VIEW
Nicholas Romano
AO ASSET MANAGEMENT LLC
156
Stock Portfolio RTN since 2015-01-02
50%
100%
150%
2015
2016
2017
2018
SPY
Top 3 Winning Stocks
Stock SymbolYour Return Potential
AMZN 207%
DATA 105%
CRM 70%
Your Return Potential
if invested with Romano
VIEW
Frank Sands
SANDS CAPITAL MANAGEMENT LLC
108
Stock Portfolio RTN since 2013-07-01
25%
50%
75%
100%
125%
2014
2015
2016
2017
2018
SPY
Top 3 Winning Stocks
Stock SymbolYour Return Potential
AMZN 155%
ADBE 249%
NFLX 203%
Your Return Potential
if invested with Sands
VIEW
Roberto Mignone
BRIDGER MANAGEMENT LLC
102
Stock Portfolio RTN since 2013-07-01
50%
100%
150%
2014
2015
2016
2017
2018
SPY
Top 3 Winning Stocks
Stock SymbolYour Return Potential
ATRA 127%
NKTR 218%
POST 89%
Your Return Potential
if invested with Mignone
VIEW
Aaron Cowen
SUVRETTA CAPITAL MANAGEMENT LLC
121
Stock Portfolio RTN since 2014-01-02
50%
100%
150%
2014
2015
2016
2017
2018
SPY
Top 3 Winning Stocks
Stock SymbolYour Return Potential
CRM 70%
STZ 64%
MRK 15%
Your Return Potential
if invested with Cowen
VIEW
Robert Addison Day
OAKMONT CORP
138
Stock Portfolio RTN since 2013-07-01
50%
100%
150%
2014
2015
2016
2017
2018
SPY
Top 3 Winning Stocks
Stock SymbolYour Return Potential
XPO 164%
AMZN 215%
LMT 83%
Your Return Potential
if invested with Addison Day
VIEW
Ryan Frick
DORSAL CAPITAL MANAGEMENT LLC
137
Stock Portfolio RTN since 2013-07-01
50%
100%
150%
2014
2015
2016
2017
2018
SPY
Top 3 Winning Stocks
Stock SymbolYour Return Potential
DATA 177%
MSFT 118%
AMT 75%
Your Return Potential
if invested with Frick
VIEW
David Greenspan
SLATE PATH CAPITAL LP
120
Stock Portfolio RTN since 2013-07-01
50%
100%
150%
2014
2015
2016
2017
2018
SPY
Top 3 Winning Stocks
Stock SymbolYour Return Potential
ALLY 5%
MOS 20%
CF 2%
Your Return Potential
if invested with Greenspan
VIEW
Updated as of 2018-12-10 unless stated otherwise.
Performance data shown represents simulated returns based on stock holdings information that hedge funds reported on Form 13F with SEC.
Performance Information Disclosure
The performance data represents simulated performance of hedge funds. The performance charts are intended for illustrative and informational purposes only and are not intended to represent actual performance results of any hedge fund mentioned. You are responsible to validate the information you use in your research of investments. You are responsible for all investment decisions you make.
How Performance is Calculated
How We Pick “Most Profitable to Follow” Hedge Fund Managers
To select managers for “Most Profitable to Follow”, we use a ranking system to identify managers best suited for investors to invest alongside.
Key Terms
Simulated Performance represents investment results of a “model” portfolio where the portfolio does not include any actual assets under management.

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.