GO
How SMARTInvesting Works
1
Find a manager you trust to follow
Alex Sacerdote
2
Focus on stocks newly purchased by Sacerdote
TWLO
3
Buy TWLO at price not above the range of what Sacerdote paid
4
Keep your emotions in check, as if your money was being invested by Sacerdote
5
Sell only when Sacerdote starts selling TWLO
5 Examples of SMARTInvesting
TWLO
Alex Sacerdote
88
Your RTN if invested since 2018-08-15
0
$36.65
500,000
$57.79
1,000,000
$78.94
1,500,000
$100.08
2,000,000
$121.23
# of shares held by Sacerdote
Stock Price
2019
2018-08-15
See your return if invested after Sacerdote disclosed each new or increased buy
How SMARTInvesting Works 
Their Performance, Your Potential!
10 Hedge Fund Managers Most Profitable to Follow
Tech Focused
Biotech Focused
Rising Stars
10
Stanley Druckenmiller
DUQUESNE FAMILY OFFICE LLC
321
Stock Portfolio RTN since 2013-07-01
100%
200%
300%
2014
2015
2016
2017
2018
2019
SPY
Top 3 Winning Stocks
Stock SymbolYour Return Potential
AMZN 93%
WDAY 118%
MSFT 85%
Your Return Potential
if invested with Druckenmiller
VIEW
Alex Sacerdote
WHALE ROCK CAPITAL MANAGEMENT LLC
697
Stock Portfolio RTN since 2013-07-01
200%
400%
600%
2014
2015
2016
2017
2018
2019
SPY
Top 3 Winning Stocks
Stock SymbolYour Return Potential
SHOP 1000%
MDB 246%
AMZN 340%
Your Return Potential
if invested with Sacerdote
VIEW
Peter Kolchinsky
RA CAPITAL MANAGEMENT LLC
465
Stock Portfolio RTN since 2013-07-01
100%
200%
300%
400%
500%
2014
2015
2016
2017
2018
2019
SPY
Top 3 Winning Stocks
Stock SymbolYour Return Potential
ASND 596%
RARX 11%
WVE 173%
Your Return Potential
if invested with Kolchinsky
VIEW
John Hurley
CAVALRY MANAGEMENT GROUP LLC
200
Stock Portfolio RTN since 2016-01-04
50%
100%
150%
200%
2016
2017
2018
2019
SPY
Top 3 Winning Stocks
Stock SymbolYour Return Potential
OKTA 219%
MSFT 74%
BABA 83%
Your Return Potential
if invested with Hurley
VIEW
Aaron Davis
BOXER CAPITAL LLC
152
Stock Portfolio RTN since 2016-01-04
0%
50%
100%
150%
200%
2016
2017
2018
2019
SPY
Top 3 Winning Stocks
Stock SymbolYour Return Potential
QURE 66%
BGNE 385%
PTCT 200%
Your Return Potential
if invested with Davis
VIEW
Glen Kacher
LIGHT STREET CAPITAL MANAGEMENT LLC
337
Stock Portfolio RTN since 2013-07-01
100%
200%
300%
2014
2015
2016
2017
2018
2019
SPY
Top 3 Winning Stocks
Stock SymbolYour Return Potential
AMZN 398%
W 128%
SE 4%
Your Return Potential
if invested with Kacher
VIEW
Joseph Edelman
PERCEPTIVE ADVISORS LLC
243
Stock Portfolio RTN since 2013-07-01
50%
100%
150%
200%
250%
2014
2015
2016
2017
2018
2019
SPY
Top 3 Winning Stocks
Stock SymbolYour Return Potential
ZGNX 216%
FOLD 465%
GBT 25%
Your Return Potential
if invested with Edelman
VIEW
David Meyer
CONTOUR ASSET MANAGEMENT LLC
323
Stock Portfolio RTN since 2013-07-01
100%
200%
300%
2014
2015
2016
2017
2018
2019
SPY
Top 3 Winning Stocks
Stock SymbolYour Return Potential
MRVL 166%
AMZN 259%
ZNGA 67%
Your Return Potential
if invested with Meyer
VIEW
James Silverman
OPALEYE MANAGEMENT INC
309
Stock Portfolio RTN since 2014-04-01
0%
0%
100%
200%
300%
2015
2016
2017
2018
2019
SPY
Top 3 Winning Stocks
Stock SymbolYour Return Potential
AXGN 551%
AMRN 389%
BPMC 314%
Your Return Potential
if invested with Silverman
VIEW
Josh Resnick
JERICHO CAPITAL ASSET MANAGEMENT LP
299
Stock Portfolio RTN since 2013-07-01
100%
200%
300%
2014
2015
2016
2017
2018
2019
SPY
Top 3 Winning Stocks
Stock SymbolYour Return Potential
SE 67%
DATA 72%
VMW 64%
Your Return Potential
if invested with Resnick
VIEW
Updated as of 2019-05-17 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.