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Market Folly submits:(This post is part of our series on tracking hedge fund portfolios. If you're unfamiliar with tracking investments they disclose via SEC filings, check out our series preface on hedge fund filings.) Next up is investment guru and legend Julian Robertso,n who founded one of the lauded hedge funds of the era, Tiger Management. He grew the fund from $8 million at inception to over $22 billion at its peak. Between 1980 and 2000, Tiger compounded a gross rate of 31.5%, but after losses of 4% in 1998 and 19% in 1999, Tiger shut down. For more information on Julian, check out Daniel Strackman's book entitled, Julian Robertson: A Tiger in the Land Of Bulls And Bears.Complete Story »

Market Folly submits:(This post is part of our series on tracking hedge fund portfolios. If you're unfamiliar with tracking investments they disclose via SEC filings, check out our series preface on hedge fund filings.)Next up is Chris Shumway's hedge fund Shumway Capital Partners. Prior to founding his firm, Shumway was previously one of Julian Robertson's right-hand men at legendary hedge fund Tiger Management. As such, he joins the other successful Tiger Cubs and is included in the Tiger Cub portfolio created with Alphaclone for hedge fund replication. Shumway Capital Partners focuses on intensive fundamental research to drive their long/short equity strategy. Back in 2009, Shumway was listed in Barron's top 100 hedge funds for 2009 with a rolling 3-year annualized return of 28%. However, 2010 has proven difficult for the firm as its Sakkonet Fund was down 10% in May after it had gained 4.3% through April. Shumway received his MBA from Harvard Business School and his undergraduate degree from the University of Virginia.Complete Story »

Miriam Metzinger submits: Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Friday April 30.CEO Interview: David Pyott Allergan (AGN)Complete Story »

Market Folly submits:Given our focus on following hedge fund movements, we thought it would be prudent to post up Goldman Sachs' VIP list. The 'VIP' stands for 'Very Important Positions' for hedge funds that employ fundamental strategies rather than technical or trading. In essence, these are the 50 stocks that most frequently appear among the top ten holdings of hedge funds. In our hedge fund portfolio tracking series you may have noticed various stocks popping up over and over again in Goldman's top 10 holdings. This is simply an aggregation of a larger set of data and stems from our previous coverage of the top ten hedgie holdings.This basket of stocks returned 40% in 2009 versus 27% for the S&P 500. Goldman also notes that this list has,Complete Story »

Miriam Metzinger submits: Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Thursday January 7. Phone War or Phony War? Apple (AAPL), Google (GOOG)Complete Story »

Market Folly submits:This is the third quarter 2009 edition of our hedge fund portfolio tracking series. If you're unfamiliar with tracking hedge fund movements or SEC filings, check out our series preface on hedge fund 13F filings.For the first time in our series we'll be tracking Matt Iorio's White Elm Capital. Previously, Iorio had spent six years at Stephen Mandel's Lone Pine Capital. Prior to that, Iorio graduated from the University of Virginia (McIntire School of Commerce) in 1993 and then went on to receive his MBA from Dartmouth's Tuck School of Business. After leaving Mandel's fund, he started his own hedge fund and we are tracking him due to his contributions to Lone Pine's success in the past. White Elm uses a long/short strategy with the goal of outperforming the market indices with less risk. The hedge fund employs a fundamental, bottom-up investment process focused on company specific research, very similar to the process employed at Lone Pine (Stephen Mandel) and before that at Tiger Management (Julian Robertson).Complete Story »

Market Folly submits:This is the third quarter 2009 edition of our hedge fund portfolio tracking series. If you're unfamiliar with tracking hedge fund movements or SEC filings, check out our series preface on hedge fund 13F filings.Next up in our series is Thomas Steyer's hedge fund firm Farallon Capital. Thomas Steyer founded Farallon in 1986 and today it is a multi-billion dollar hedge fund that typically uses risk arbitrage strategies and invests in equities, private investments, debt, and real estate. Previously, Steyer was an analyst for Morgan Stanley in its Mergers & Acquisitions department and also an associate on Goldman Sachs' risk arbitrage desk. Steyer graduated Summa Cum Laude from Yale University and also received his MBA from Stanford's Graduate School of Business. In the past, Farallon was ranked third in Alpha's 2008 hedge fund rankings. In terms of recent portfolio adjustments from Farallon, we saw it was just adding to its Beacon Roofing (BECN) stake. For more recent activity out of Farallon head to our post on its portfolio and internal firm adjustments.Complete Story »

Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Friday December 11. Game Plan for the Coming Week: Best Buy (BBY), Adobe (ADBE), Boeing (BA), Precision Castparts (PCP), Honeywell (HON), Joy Global (JOYG), Bucyrus International (BUCY), Paychex (PAYX), Discover Financial Services (DFS), General Mills (GIS), Darden Restaurants (DRI), Oracle (ORCL), Nike (NKE), Research in Motion (RIMM), Palm (PALM), Sun Microsystems (JAVA), Nokia (NOK), Apple (AAPL)Complete Story »

Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Friday September 11.How to Play Earnings: Kroger (KR), Best Buy (BBY), Adobe (ADBE), Palm (PALM), Apple (AAPL), Salesforce (CRM), Ralcorp (RAH), Treehouse Foods (THS), Wal-Mart (WMT), Carnival (CCL), Discover Financial (DFS), Oracle (ORCL)Complete Story »