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The top hedge funds of the last 3 years are small and fly under the radar

Academic studies have shown an inverse relationship between a hedge fund’s assets under management (AUM), and its performance. It’s no coincidence that Whale Rock Capital — #10 on the top hedge funds list below — quit accepting new capital in Dec. of 2017. After a 40% return that year, Whale Rock’s AUM nearly doubled to $2.5 billion.
-- Mark, WhaleWisdom Alpha

I'm a firm believer in concentration on a small number of winners, for producing outsized gains. The smallest number of holdings among these hedge funds is 21, and the largest is 70. I currently manage 10 positions (inclusive of cash) in my primary retirement account. Could I manage 21? Maybe if I had $100 million to play with 🙂

-- Scrib