Smart Money

Follow the Smartest Money on Wall Street

Want to invest like the pros? Every Wednesday, we analyze what top hedge funds are buying and selling - in one free, 5-minute read. Written by a former strategy consulting partner and professional investor.

Archive

This $6bn Activist Billionaire Went All-In on Steel and Utilities

This $6bn Activist Billionaire Went All-In on Steel and Utilities

Health Care, Coupang, and a whole lot of alpha. We dug into his portfolio and backtested 7 years of his top picks.

Stanley Druckenmiller Is Up 18% YTD — Here’s What He’s Holding

Stanley Druckenmiller Is Up 18% YTD — Here’s What He’s Holding

Health Care, Coupang, and a whole lot of alpha. We dug into his portfolio and backtested 7 years of his top picks.

Is David Tepper Betting on a Crash?

Is David Tepper Betting on a Crash?

The billionaire just made fossil-fuel-free stocks his #1 target — with a $2.5B bet against ESG darlings. But he’s still betting on a few key names.

Copying This Unknown Fund Would’ve 7x’d Your Money

Copying This Unknown Fund Would’ve 7x’d Your Money

Meet the resource-heavy fund that thrives when the market panics.

Bill Ackman Cut Chipotle and Bought Uber — Should You?

Bill Ackman Cut Chipotle and Bought Uber — Should You?

We analyzed his latest 13F to see if it’s worth following his bold bets.

Microsoft, Garbage, Railroads: Bill Gates’ $42B Investment Playbook at a Glance.

Microsoft, Garbage, Railroads: Bill Gates’ $42B Investment Playbook at a Glance.

What Happens When You Copy a Billionaire’s Portfolio? We ran the numbers against the market.

Chuck Akre’s Top 10 Picks Just Dropped — And They’re as Boring as They Are Brilliant

Chuck Akre’s Top 10 Picks Just Dropped — And They’re as Boring as They Are Brilliant

Akre’s 10-year performance of 300% (!) is a masterclass in patience, concentration, and business-first investing.

Michael Burry called the Housing Crash. Now He’s Calling Another.

Michael Burry called the Housing Crash. Now He’s Calling Another.

He sold everything, bought puts on last quarter’s favorites, and left one lonely long. Here’s what it means (or doesn’t).

This $8B Fund Put 50% Into One Stock — and It’s Crushing the S&P

This $8B Fund Put 50% Into One Stock — and It’s Crushing the S&P

When the market panics, this fund makes money. Their secret? Land and BTC.

Would You Have Beaten the Market by Copying Warren Buffett? We Ran the Numbers

Would You Have Beaten the Market by Copying Warren Buffett? We Ran the Numbers

Copying the GOAT sounds smart... until you see what really outperformed.

This Fund Averaged 23% Returns Over 7 Years — And They’re Still Betting on These 5 Stocks

This Fund Averaged 23% Returns Over 7 Years — And They’re Still Betting on These 5 Stocks

The market’s down. Their portfolio’s down. But Bender Roberts isn’t flinching — and history says you might not want to either.

Copying Hennessy Advisors Would Have Made You 130% Last Year - Here’s Where Their Conviction Is Now

Copying Hennessy Advisors Would Have Made You 130% Last Year - Here’s Where Their Conviction Is Now

You’ve probably never heard of them. But they crushed the S&P — and their new portfolio just dropped.

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