COGENT STRATEGIC WEALTH LLC - Filing for Period Ending 12/31/2025
Cogent Strategic Wealth LLC, a Chicago‑based advisory firm, reported $265.9 million discretionary AUM as of Dec 31 2024 and disclosed its Q4 2025 13F holdings of $91.7 million, with a 67.5% concentration in its top ten positions. The firm’s largest holding is the Dimensional U.S. Core Equity 2 ETF. CSW’s advisory model centers on a Personal Chief Financial Officer approach, offering comprehensive wealth‑management services and leveraging passive, diversified portfolios grounded in Modern Portfolio Theory. It may also employ independent managers such as DFA and AQR for specialized allocations.
TOBAM - Filing for Period Ending 12/31/2025
Tobam, a Paris‑based hedge fund, reported $1.236 billion in discretionary assets under management for the period ending 31 December 2025, serving 28 institutional clients. Its latest 13F filing shows $407 million in managed securities with a 21.34% concentration among the top ten holdings, led...
REFLECTION ASSET MANAGEMENT - Filing for Period Ending 12/31/2025
Reflection Asset Management (RAM), based in Isle of Palms, oversees $164.95 million in discretionary assets for 67 clients and reported $140.68 million in 13F‑registered securities for Q4 2025. Its portfolio is heavily weighted toward NVIDIA, which alone accounts for 33.78% of its top‑ten...
Stanley Druckenmiller: Massive Disruption Ahead
In a recent Morgan Stanley interview, legendary macro investor Stanley Druckenmiller explained that contrarianism is often overrated and that true returns come from anticipating shifts in perception. He highlighted his successful bets on Teva Pharmaceuticals, which doubled after the market...
Top Superinvestors Are Buying Brookfield Corp. (BN)
Top institutional investors have markedly increased their holdings in Brookfield Corp. (BN) during the latest quarter, with Pershing Square, Akre Capital, Lone Pine and others adding billions of dollars in equity. The purchases reflect confidence in Brookfield’s diversified alternative‑asset platform,...
10 Most Popular Stocks Among Hedge Funds: December 31, 2025 Rankings
Insider Monkey’s quarterly analysis of over 1,000 billionaire and hedge‑fund managers reveals the ten most‑owned stocks as of December 31 2025, with Apple (AAPL) ranking tenth. The consensus top‑five hedge‑fund picks generated an 886% total return from 2014‑2025, dwarfing the S&P 500’s 344%...
Two Brothers, One Model, Ten Years: The Evolution of Othania
Two Copenhagen brothers launched Othania a decade ago with a DKK 2.2 million seed fund, building the systematic TIGER model to toggle equity and bond exposure based on macro indicators. The model’s strong signals spurred rapid AUM growth, reaching roughly DKK...
Ironshield Capital Management’s David Nazar
Ironshield Capital Management, led by founder David Nazar, has operated its flagship sub‑investment‑grade credit strategy since 2007, delivering equity‑like returns with markedly lower volatility than the Stoxx 600. The strategy generated a 1.48× multiple over the past two years and targets...
Geopolitical Risk and AI Risk Converging
The Capital Flows Research team notes that geopolitical instability and AI safety concerns are increasingly overlapping, creating a compounded risk environment. The analyst introduced a new AI-driven mapping tool and released a suite of TradingView indicators to monitor these dynamics....
PANTERA CAPITAL PARTNERS LP - Filing for Period Ending 06/30/2025
Pantera Capital Partners, a San Francisco‑based hedge fund, manages roughly $5.57 billion in discretionary assets for 16 clients. Its latest Q4 2025 13F filing disclosed $164.2 million in managed securities, with a striking 98.25% concentration in the top ten holdings. Figure Technology Solutions Inc....
MISHPACHA HOLDINGS CORP - Filing for Period Ending 12/31/2025
Mishpacha Holdings Corp filed its first 13F for Q4 2025, reporting a $120 million market value built entirely from new purchases. The portfolio is heavily weighted toward technology, with Nvidia accounting for 33.6% and Alphabet’s two share classes together representing roughly 30%...
FINANCIALLY IN TUNE, LLC - Filing for Period Ending 12/31/2025
Financially IN Tune, a Stoneham‑based advisory firm, manages $265.35 million in discretionary assets for 164 clients. Its latest 13F filing shows $107.14 million in securities, with a 61.37% concentration in the top ten holdings, led by the Dimensional International Value ETF at...
Citi, Stifel Bullish on Olema (OLMA) Despite COO Departure
Citi reaffirmed its Buy rating on Olema Pharmaceuticals, setting a $60 price target, while Stifel initiated coverage with a Buy rating and a $48 target, modeling peak 2035 sales of $3.1 billion for the lead asset palazestrant. The bullish outlook follows...
Coherent (COHR) Gets Higher Price Target From Morgan Stanley on Bullish Optical Markets Forecast
Morgan Stanley raised Coherent Corp.'s price target to $250, up from $200, while maintaining an Equal Weight rating. Bank of America also lifted its target to $250, shifting from $230 and keeping a Neutral stance. Analysts cite a looming shift...
Hedge Fund Tips with Tom Hayes – Podcast – Episode 332
In Hedge Fund Tips episode 332, veteran trader Tom Hayes dives into the recently released "Parts and Crafts" stock‑market sentiment report. He breaks down how the niche consumer‑discretionary segment has outperformed the broader market and highlights the shift in investor...
Point72 Tops Citadel and Millennium Returns as Multi-Strategy Funds Soar:
Point72 posted a 2025 return of roughly 17.5%‑18%, outpacing Citadel’s Wellington fund (≈10.2%) and Millennium (≈10.5%‑11%). The outperformance underscores how multi‑strategy platform models are flourishing in a post‑zero‑rate environment marked by high dispersion, AI‑driven equity rallies and policy‑driven volatility. Point72’s...
Man Group Profits Dip Despite Record AUM: Scale Alone Is No Longer Enough:
Man Group reported a record level of assets under management, yet its quarterly profit fell. The dip stems from lower performance‑fee income, intensified fee compression, and higher technology and research costs as the firm expands its quantitative and credit platforms....
Why Systematic and Global Macro Are Back at the Center of Institutional Portfolios:
Institutional investors are rebalancing portfolios toward quantitative and global macro hedge‑fund strategies as volatility, rate uncertainty, and geopolitical shocks return. The shift reflects a deeper focus on true diversification, liquidity, and defensive alpha rather than pure yield hunting. Modern quant...
Private Credit in Emerging Markets Surges to Record Levels:
Private credit allocations to emerging markets hit record levels in 2025‑2026, shifting capital from traditional hubs to cities like Mumbai, São Paulo, Mexico City, and Jakarta. The surge is driven by bank retrenchment, robust demographic growth, and attractive relative yields compared...
Evergreen Alternative Funds Surge to $493 Billion:
Evergreen alternative funds have surged to roughly $493 billion, marking a pivotal shift in asset management. By offering continuous capital deployment and periodic liquidity, they eliminate the timing constraints of traditional closed‑end structures. Wealth managers and high‑net‑worth investors gain public‑market convenience...
Amazon Becomes the Most-Owned Stock Among Hedge Funds:
Amazon has become the most‑owned stock in hedge‑fund portfolios, overtaking Microsoft and Nvidia. The shift reflects Amazon’s transition from a high‑growth, low‑margin e‑commerce model to a cash‑flow‑generating infrastructure platform spanning cloud, logistics and AI. Over the past two years the...
Hedge Funds Push Into Quantum Computing:
Hedge funds are increasing exposure to publicly traded quantum computing firms such as IonQ, Rigetti and D‑Wave, moving the technology from venture‑capital niches to institutional portfolios. They employ structured, risk‑managed strategies—pairing longs with shorts, using options, and limiting volatility—to capture...
Lee Ainslie: Concentrating Capital in AI Leaders While Pruning Legacy Positions
Maverick Capital reported a $9.3 billion equity portfolio, with the top ten holdings accounting for roughly 44% of assets. The fund’s biggest positions are concentrated in AI infrastructure and semiconductor leaders such as Nvidia, Microsoft, Amazon, TSMC and Applied Materials. At...
Where Is Money Flowing Today?
A Finviz‑derived sector heat map shows today’s money flow across major equities. Technology leads with the strongest net inflows, while Consumer Cyclical registers notable outflows. Financials see moderate buying pressure and Healthcare remains largely neutral. The visual snapshot helps traders...
Protean Eyes Sweet Spot Between Active and Passive in Global Equities
Swedish boutique Protean Funds will launch a Global Aktiesparfond in late 2026, a low‑cost, actively managed global equity fund positioned between high‑fee active funds and cheap index products. The fund’s management fee is set at less than half the industry...
Bajaj Finserv’s $1 Billion Push Into Alternatives:
Bajaj Finserv is launching a $1 billion alternative‑investment platform under Bajaj Alternate Investment Management, targeting four verticals—private equity/venture capital, liquid alternatives, listed equity, and real estate. The firm plans to raise roughly ₹1,500‑₹2,000 crore per strategy within the next 18‑24 months, with...
Boaz Weinstein’s Saba Capital Targets Blue Owl Funds:
Boaz Weinstein’s Saba Capital, together with Cox Capital, launched tender offers for three Blue Owl semi‑liquid private‑credit funds, proposing cash exits at a 20%‑35% discount to NAV. The move follows Blue Owl’s recent shift from quarterly redemptions to episodic capital...
Where Is Money Flowing Today?
Finviz’s latest treemap visualizes today’s capital flows across four major sectors. Technology stocks dominate the green area, registering the strongest percentage gains, while consumer‑cyclical firms display a mixed green‑red pattern. Healthcare appears largely stable, with modest green pockets, and financials...
Calculo to Launch 3x Strategy and Return-Stacked Product
Calculo Capital is expanding its systematic commodity platform with two new products slated for 2026. The 3x leveraged Calculo Supra will sit alongside the existing 1x Terra and 2x Altus funds, offering a higher‑intensity, equity‑like risk profile. In parallel, Calculo...
Bill Ackman’s Big Pivot: Why Pershing Square Bet $2 Billion on Meta—And Walked Away From Hilton:
Bill Ackman's Pershing Square disclosed a roughly $2 billion, 10%‑of‑capital stake in Meta Platforms while exiting its long‑held investment in Hilton Worldwide. The move reflects a shift from a fully priced, mature hotel compounder to what Ackman sees as undervalued AI‑enabled...
The Alternative Data Arms Race: Why Hedge Funds Are Spending More Than Ever:
In 2026 hedge funds are pouring tens of millions of dollars into alternative data, turning information velocity into a core competitive lever. AI-driven analytics have lowered the barrier to processing vast datasets—from satellite imagery to web traffic—shifting the edge toward...
Top Superinvestors Are Buying Linde Plc (LIN)
Recent 13F filings show several top hedge funds and institutional managers expanding their stakes in Linde plc, underscoring confidence in the industrial gases leader. AQR Capital more than doubled its holding to roughly 430,000 shares, while Point72 and Gotham also...
No Exit, No Problem? How Asset Owners Can Tame Illiquidity Risk
The share of private‑debt, infrastructure and other illiquid alternatives has surged among institutional and wealth‑management portfolios, driven by regulatory changes and the search for higher risk‑adjusted returns. However, the absence of deep secondary markets and stale pricing creates cash‑flow uncertainty,...
DRAKE & ASSOCIATES, LLC - Filing for Period Ending 12/31/2025
Drake & Associates, a Waukesha‑based advisory firm, manages $418.75 million in discretionary assets for 988 clients. Its most recent 13F filing shows $502 million in securities with a 65.55% concentration in the top ten holdings, led by the Fidelity Total Bond ETF....
GUIDEDMONEY, LLC - Filing for Period Ending 12/31/2025
GuidedMoney, LLC reported $179 million in discretionary assets under management and filed a 13F for Q4 2025 showing $187 million in managed securities. The firm’s portfolio is heavily weighted toward ETFs, with Vanguard Total Stock Market ETF (VTI) representing 39.79% of holdings and...
The $425 Million Bitcoin Move to Binance: What a Single On-Chain Transfer Says About the Market:
On-chain trackers flagged a transfer of 6,318 BTC, worth about $425 million, from a wallet linked to trader Garrett Jin into Binance. The same day an earlier 5,000‑BTC transfer brought the total moved to Binance to roughly 11,318 BTC (~$761 million). Analysts stress that...
Global Alts Miami 2026: Where the Future of Alternative Investing Is Being Written:
Global Alts Miami 2026 cemented Miami’s status as the new epicenter of alternative investing, drawing thousands of senior hedge‑fund, private‑equity, private‑credit and allocator leaders. The conference highlighted a decisive shift: alternatives have moved from a niche hedge to the backbone...
Here’s Why Wedbush Is Bullish on ServiceNow, Inc. (NOW) Again
Wedbush reinstated ServiceNow (NOW) on its IVES AI 30 list on February 9, reversing a December drop. The firm argues that the recent software‑stock sell‑off is exaggerated and that large SaaS players remain beneficiaries of the AI revolution. Analysts led by...
Tom Hayes – USC Marshall School of Business Talk – 2/11/26
Tom Hayes, chairman of Great Hill Capital, delivered a keynote at USC Marshall School of Business on February 11, 2026. He outlined the firm’s recent $5 billion assets‑under‑management expansion and its disciplined risk‑management framework. Hayes highlighted macro opportunities in emerging markets...
SB CAPITAL MANAGEMENT INC - Filing for Period Ending 12/31/2025
SB Capital Management, an Encino‑based hedge fund with $1.2 bn discretionary AUM, filed its 2025 year‑end report covering 310 clients. The firm’s latest 13F filing shows $272.8 m in managed securities with a 47.6% concentration in its top‑10 holdings, led by iShares 0‑5 Year TIPS Bond ETF....
LARCH CAPITAL PARTNERS LLC - Filing for Period Ending 12/31/2025
Larch Capital Partners, a Miami‑based advisory firm, reported $645.3 million in discretionary assets under management for the period ending December 31 2025, serving 323 clients. Its most recent 13F filing showed $729.1 million in managed securities, with a striking 93.6% concentration in the top...
DEAN CAPITAL MANAGEMENT - Filing for Period Ending 12/31/2025
Dean Capital Management reported $235 million in 13F securities for Q4 2025, down 12.6% from the prior quarter. The firm’s discretionary AUM stands at $1.13 billion, with the top‑10 holdings accounting for 16.39% of the portfolio. Helmerich & Payne, Inc. is the largest...
CATALYST INVESTMENT MANAGEMENT LLC - Filing for Period Ending 12/31/2025
Catalyst Investment Management filed its Q4 2025 Form 13F, reporting $105.6 million in managed securities out of $122 million total AUM. The firm’s portfolio is heavily concentrated, with the top ten holdings accounting for 52.06% of assets, and the PIMCO Active Bond ETF (BOND)...
CoT: Peek Into Future Through Futures, How Hedge Funds Are Positioned
Hedge funds have deepened their net short position in 10‑year Treasury futures, pushing the short to 877.9k contracts and driving the 10‑year yield up to 4.09% after the Supreme Court struck down Trump’s blanket tariffs. At the same time, the...
Why Pershing Square Holdings Trades At A Deep Discount To NAV
Pershing Square Holdings (PSH) trades about a 25 % discount to NAV, reflecting its closed‑end, London‑listed structure and a portfolio of public equities that investors can replicate. The lack of daily redemption limits arbitrage, while a 1.5 % management fee and 16 %...
Tiger Global’s Reemergence: Inside the Fund’s High-Conviction Pivot After the Tech Reckoning:
Tiger Global Management has abandoned its former growth‑maximalist playbook, returning capital to investors and adopting a tightly‑focused, high‑conviction approach. The firm now targets public‑market positions where valuation compression exceeds underlying risk, emphasizing free cash flow, unit economics, and stricter sizing...
Bank of America’s $25 Billion Private Credit Push: Wall Street’s Balance-Sheet Arms Race Moves Into Overdrive
Bank of America announced a $25 billion commitment of its own balance sheet to private credit, marking a decisive shift from traditional bank lending to direct private‑credit exposure. The move underscores the blurring line between banks and alternative asset managers as...
FERI’s Ferrum Fund Future Stars
FERI’s Ferrum Fund Future Stars (FFFS) is a liquid, open‑ended vehicle that seeds emerging hedge‑fund managers with less than $100 million AUM through revenue‑share agreements, capturing a portion of management and performance fees. Since its 2020 launch, the fund has met...
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. - Filing for Period Ending 12/31/2025
T. Rowe Price Investment Management’s 13F filing for the quarter ending June 30, 2025 shows a portfolio market value of $158 b, up $7 b from the prior period. The fund’s turnover accelerated to 21.44%, reflecting active rebalancing across its holdings. Microsoft...
Veritas Looks Beyond Benchmarks to Frontier Markets for Carry
Veritas, the Finnish pension insurer, is moving past traditional credit benchmarks to chase carry in frontier‑market local‑currency bonds. Portfolio manager Ville Iso‑Mustajärvi argues that corporate spreads in developed markets are near historic lows, making high‑yield bonds unattractive due to equity‑like...