I have got to invest some cash. I had an idea for a fun project and thought I'd open-source it here. For the next week or so, I am going to set up a shadow hedge fund.
Since you can grab quarterly holdings reports from the SEC, I am going to track down the latest holdings of the top-performing funds, and analyse them here. The goal is to have a lot of fun understanding what plays the hedge funds are making, and to see how they stack up strategically.