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by Maz Jadallah

Three fund-of-fund portfolios are outperforming the S&P 500 Total Return Index by the widest margin year-to-date. All performance numbers are as of the 1/26/09 market close.

CAP PICKS: $20bn TO $50bn - TOP ONE POPULARITY

Holds the most popular large cap stock amongst all hedge funds in AlphaClone’s database each quarter.

Fund Group

Clone Strategy

No of Positions (current)

Long Only/Hedged

Cap Picks; $20bn to $50bn

Top 1 Popularity

1

Long Only

Performance

YTD

S&P 500TR

+/-

Total Return

25%

-7.3%

32.3%

Max Drawdown

-4.2%

-7.7%

3.5%

SECTOR PICKS: ENERGY – TOP ONE POPULARITY

Holds the most popular Energy stock amongst all hedge funds in AlphaClone’s database each quarter.

Fund Group

Clone Strategy

No of Positions (current)

Long Only/Hedged

Sector Picks: Energy

Top 1 Popularity

1

Long Only

Performance

YTD

S&P 500TR

+/-

Total Return

16%

-7.3%

23.3%

Max Drawdown

-9.7%

-7.7%

-2.0%

SECTOR PICKS: ENERGY – BEST 2 IDEAS

Buys the largest two NEW energy positions disclosed by hedge funds in AlphaClone’s database each quarter. Sells out of position when it no longer appears as a holding. Maximum number of positions for this strategy is 50.

Fund Group

Clone Strategy

No of Positions (current)

Long Only/Hedged

Sector Picks: Energy

Best 2 Ideas

50

Long Only

Performance

YTD

S&P 500TR

+/-

Total Return

7.3

-7.3%

14.6%

Max Drawdown

-10.9

-7.7%

-3.2%

Source: Top 2009 Fund of Funds