Our flagship Best Performing Hedge Funds Strategy returned 373.4% since its inception in May 2014 (through February 19th, 2025) vs. 154.9% gain for its benchmark (50% S&P 500 index ETF (SPY) and 50% Russell 2000 ETF (IWM)) during the same period. Our stock picks beat their benchmark by 218 percentage points.
And the momentum doesn’t stop there! Over the past 12 months, our stock selections have continued to soar, achieving an average return of 36.5%! Compare that to the benchmark’s 18.9%, and you’ll see we’re not just beating the market, we’re leaving it in the dust!
Forget those shady newsletter peddlers, the ones who prey on everyday investors with cherry-picked wins and empty promises!
Let’s be real: most fund managers, even those charging hefty fees, can’t even keep up with the market.
Your own financial advisor, with their 1% annual bite, probably isn’t beating the averages either.
And those smart passive index investors? They’ve already waved the white flag on outperforming the market.
So, you’re probably thinking, “If it’s that hard, what makes you so special?”
Well, here’s the kicker: Our research director? He’s not just some guy with a hunch. He’s a financial economics PhD with two decades of digging deep into quantitative stock analysis. He’s obsessed with the inside scoop, studying corporate insiders and their information advantage. And he’s spent years dissecting 18 years of hedge fund filings, from 1999 to 2017.
Guess what he found? That you, yes you, could have crushed the S&P 500 by simply copying the consensus picks of the top 100 hedge fund titans! We’re talking about real, data-driven, proven strategies, not just hype and hot air.
Alright, let’s cut to the chase: Our strategy is brutally straightforward.
Hedge funds? They’re laser-focused on one thing: crushing the market. We’re talking about managers raking in billions for solid returns. They snag the absolute best and brightest minds, straight from Ivy League lecture halls, and poach their professors too! They hire every top-tier consultant and expert they can find, all to get a sliver of an advantage over everyone else—including you. And yeah, sometimes they bend the rules, even cheat, to get their hands on insider info. But here’s the kicker: we believe they’re most likely to find that edge in small-cap stocks. These stocks are the overlooked gems, the ones Wall Street analysts barely glance at. That’s where our thesis comes in:
When a bunch of these brilliant hedge fund managers, working independently, all buy the same stocks, those stocks should outperform the market. It’s common sense! If they can’t beat the market with under-the-radar small caps, they sure as heck aren’t doing it with the mega-cap stocks everyone and their grandma is watching.
And guess what? Our decade-long track record proves it! Hedge funds’ small-cap and large-cap picks have absolutely demolished their benchmarks, more than doubling the returns. We’re not guessing here, we’re showing you the results.
No smoke and mirrors, no fancy tricks. Here’s the deal, plain and simple:
Every quarter, we hand-pick 7 small-cap and 7 large-cap stocks. We split our investment equally among them, boom, done. To help you decide if this strategy is your cup of tea, we’re doing something most wouldn’t dare: we’re laying all our cards on the table. We’re sharing every single one of our stock picks for the following four quarters. Full transparency, no BS. You can judge for yourself if we’re delivering the goods.
Quarter 1 (Published on November 15, 2022): Our Best Performing Hedge Funds Strategy outperformed its benchmark by 10.9 percentage points in 3 months.
Stock | Return |
|---|---|
Best Performing Hedge Funds Strategy Return | 15.2% |
S&P 500 ETF (SPY) Return | 4.4% |
Russell 2000 ETF Return (IWM) | 4.2% |
1. Builders FirstSource Inc. (BLDR) | 30.8% |
2. Flex Ltd. (FLEX) | 22.1% |
3. TechnipFMC plc (FTI) | 14.6% |
4. Meritage Homes Corporation (MTH) | 35.8% |
5. IAC Inc. (IAC) | 10.6% |
6. NOV Inc. (NOV) | -2.4% |
7. WEX Inc. (WEX) | 21.3% |
8. Amazon.com Inc. (AMZN) | 2.2% |
9. Microsoft Corporation (MSFT) | 11.9% |
10. Alphabet Inc. (GOOGL) | -1.5% |
11. Meta Platforms Inc. (META) | 51.3% |
12. Visa Inc. (V) | 9.2% |
13. Alphabet Inc. (GOOG) | -1.6% |
14. Mastercard Incorporated (MA) | 7.8% |
Quarter 2 (Published on February 15, 2023): Our Best Performing Hedge Funds Strategy outperformed its benchmark by 11.1 percentage points in 3 months.
Stock | Return |
|---|---|
Best Performing Hedge Funds Strategy Return | 6.9% |
S&P 500 ETF (SPY) Return | 0.7% |
Russell 2000 ETF Return (IWM) | -9.1% |
1. Flex Ltd. (FLEX) | -2.4% |
2. Builders FirstSource Inc. (BLDR) | 43.4% |
3. Caesers Entertainment (CZR) | -19.4% |
4. IAC Inc. (IAC) | 4.3% |
5. Noble Corporation (NE) | -13.7% |
6. TechnipFMC plc (FTI) | -5.2% |
7. NOV Inc. (NOV) | -34.7% |
8. Amazon.com Inc. (AMZN) | 14.2% |
9. Microsoft Corporation (MSFT) | 16.9% |
10. Alphabet Inc. (GOOGL) | 24.7% |
11. Meta Platforms Inc. (META) | 36.9% |
12. Visa Inc. (V) | 1.8% |
13. Alphabet Inc. (GOOG) | 25.1% |
14. Mastercard Incorporated (MA) | 4.9% |
Quarter 3 (Published on May 17, 2023): Our Best Performing Hedge Funds Strategy outperformed its benchmark by 2.5 percentage points in 3 months.
Stock | Return |
|---|---|
Best Performing Hedge Funds Strategy Return | 9.6% |
S&P 500 ETF (SPY) Return | 7.1% |
Russell 2000 ETF Return (IWM) | 7.1% |
1. National Instruments (NATI) | 2.2% |
2. Tenet Healthcare (THC) | 0.9% |
3. TEGNA Inc (TGNA) | 4.5% |
4. Weatherford International (WFRD) | 47.9% |
5. Clarivate Plc (CLVT) | -5.0% |
6. Berry Global (BERY) | 11.9% |
7. Axalta Coating Systems (AXTA) | -8.7% |
8. Amazon.com Inc. (AMZN) | 19.2% |
9. Microsoft Corporation (MSFT) | 2.5% |
10. Alphabet Inc. (GOOGL) | 7.4% |
11. Meta Platforms Inc. (META) | 24.5% |
12. Visa Inc. (V) | 3.3% |
13. Alphabet Inc. (GOOG) | 7.2% |
14. Uber Technologies (UBER) | 16.5% |
Quarter 4 (Published on August 15, 2023): Our Best Performing Hedge Funds Strategy outperformed its benchmark by 2.6 percentage points in 3 months.
Stock | Return |
|---|---|
Best Performing Hedge Funds Strategy Return | 1.3% |
S&P 500 ETF (SPY) Return | 1.9% |
Russell 2000 ETF Return (IWM) | -4.5% |
1. Black Knight (BKI) | 1.7% |
2. First Horizon Corporation (FHN) | -1.3% |
3. MasTec Inc (MTZ) | -42.8% |
4. Berry Global (BERY) | -6.0% |
5. Southwestern Energy (SWN) | 7.2% |
6. Axalta Coating Systems (AXTA) | 11.0% |
7. WESCO International (WCC) | -4.3% |
8. Microsoft Corporation (MSFT) | 15.3% |
9. Amazon.com Inc. (AMZN) | 4.0% |
10. Meta Platforms Inc. (META) | 10.2% |
11. Alphabet Inc. (GOOGL) | 3.7% |
12. NVIDIA (NVDA) | 11.3% |
13. Visa Inc. (V) | 3.7% |
14. Alphabet Inc. (GOOG) | 4.7% |
Spend some time, dig into our track record, check out our current picks. If, after really seeing what we’re about, you’re not absolutely convinced that Insider Monkey’s Best Performing Hedge Funds Strategy is going to revolutionize your investing, no sweat. Just tell us within the first 30 days, and we’ll give you a full refund. No hassles, no interrogation, no hard feelings. We’re that confident.
Alright, let’s break down what you’re getting with Insider Monkey’s quarterly newsletter—it’s not your run-of-the-mill report.
This is a deep-dive, no-holds-barred hedge fund analysis. We’re talking about sifting through 13F filings from over 1000 hedge funds, and then serving up their absolute best small-cap and large-cap long ideas, plus the stocks they’re betting against.
And we’re not skimping on details. This is a 70+ page beast, packed with top mid-cap and micro-cap picks, in-depth breakdowns of 25 billionaire hedge fund titans and their top plays, the most concentrated positions these funds are holding, and the high-conviction picks from value-focused hedge funds.
But here’s the kicker, the real difference-maker: it’s not just data. It’s the performance. Our long and short stock picks? They don’t just talk the talk, they walk the walk, delivering superior returns. That’s what sets us apart.
As a Premium newsletter member you’ll also be entitled to our list of Most Popular Battleground Stocks. These are the ones where bulls and bears are going head-to-head, and trust me, they’re volatile. Regular investors? Steer clear, or short ’em. Pro investors? Perfect shorting opportunities. These stocks have been absolute disasters, underperforming the S&P 500 by a jaw-dropping 343 percentage points since September 2012, all the way to February 19, 2025.
Best Stocks To Short
This isn’t guesswork; it’s a quantitative approach. Every quarter, we give you 5 to 10 small-cap stocks where hedge funds are heavily long, but short sellers are swarming. These are the ultimate battlegrounds, and history shows the shorts usually come out on top. Since February 2017, our short picks have returned a cumulative 42.4% while the S&P 500 soared 198% through February 19, 2025. That’s a 155.6 percentage point beat in just eight years.
And because we’re confident you’ll see the value, we’re throwing in a limited-time, 30-day, no-questions-asked money-back guarantee. Zero risk.
SEE OUR LATEST STOCK PICKS
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Frequently Asked Questions
1. How many issues do you produce in a year, and when are they typically released?
Our primary premium newsletter is produced quarterly and is published around February 14th, May 15th, August 14th, and November 14th of each year.
2. Do you offer any other services besides the quarterly newsletter?
We also publish a monthly activist newsletter, which costs $499 per year with an annual subscription. In each monthly newsletter 1-2 novel investment ideas are shared.
3. What would I get if I were to subscribe?
Premium newsletter members will receive access to our investment strategies.
More than 70 pages in length, the premium newsletter also covers our small-cap hedge fund strategy’s stock picks, in-depth analysis of 23 billionaire hedge fund managers and their best stock picks, most concentrated positions among hedge funds, stocks dumped by hedge funds, high conviction picks of value hedge funds, and excerpts from hedge fund investor letters.
4. Does your newsletter give alerts on when to buy and sell and the position percentages of one’s portfolio?
Each quarter we show our subscribers what to sell, what to buy, and what to maintain in their portfolios, within the confines of our strategies.
5. Is there a trial period for your services?
All new premium members receive a partial refund if cancelled within 30 days of purchase. Unfortunately, we don’t offer refunds if you previously subscribed to and cancelled a subscription.
6. Can I cancel after 30 days?
After the 30-day trial period, membership is final for four quarterly issues, i.e., one full year.
7. So how many issues do I actually receive? Does a membership include past quarterly reports too?
Yes. If you are subscribed to our quarterly newsletter you will receive access to all archived issues and 4 new issues over the next 12 months. If you are subscribed to our monthly newsletter you won’t have access to our archived issues.
8. What sized companies do you focus on?
The list of stocks we focus on in our small-cap strategies has market values between $1 billion and $10 billion. There is no market cap limit in our large-cap strategy (except a minimum of $20 billion).
9. Do you guarantee that I can beat the market by following your strategy?
No. Our strategy outperformed the market in the past and in our backtests. However, this doesn’t guarantee that it will outperform the market in the future and on a consistent basis. Professional investors know that there aren’t any stock picking strategies that can beat the market consistently.
10. How can I pay for Insider Monkey’s premium services?
Premium subscribers may pay via Bitcoin, Ethereum, Paypal, check, or credit card.
