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Steven Cohen founded SAC Capital in 1992. SAC is a diversified hedge fund that uses both fundamental and quantitative analysis based approaches. Cohen is one of Wall Street's legendary traders and a billionaire.

Julian Robertson founded Tiger Management Corp in 1980. Julian Robertson is also a hedge fund legend. Robertson stopped managing money for his clients more than 10 years ago, but he is still widely followed in the media and his comments attract a lot of attention. His stellar track record is to his credit. Julian Robertson returned 31.7% per year after fees between 1980 and 1998, beating S&P 500's 12.7% annual return by a huge margin. He performed terribly in 1999 and 2000 and his overall return went down to 26%.

Based on their past performances, we believe Cohen and Robertson know several industries much better than most other investors. We believe that by imitating the stock picks of the smartest investors, ordinary investors are more likely to beat the market in the long term.

Here is a list of stocks both Cohen and Robertson are bullish about.

Company Name

Ticker

Cohen (x1000)

Robertson (x1000)

APPLE

AAPL

200746

35692

SUNCOR ENERGY

SU

189975

2678

AMAZON COM INC

AMZN

111347

29315

TIME WARNER CABLE

TWC

48991

17387

NEXEN

NXY

18884

2057

GOOGLE

GOOG

14631

15597

GOLDMAN SACHS

GS

9319

22432

VISA

V

5613

21579

E M C CORP

EMC

4862

15400

CONCHO RESOURCES

CXO

4611

16110

TEVA PHARMACEUTICAL

TEVA

2414

17571

CABLEVISION SYSTEMS

CVC

1322

19010

VALEANT PHARMACEUT.

VRX

1020

25024

Apple Inc. is an American multinational corporation that designs and markets consumer electronics, computer software, and personal computers. It has a market cap of $370 billion and a P/E ratio of 15.80. Apple returned 20.11% since the end of June. Cohen had $200.7 million invested in AAPL and Robertson invested $35.7 million in the stock in Q2. D.E Shaw also had $646 million invested in AAPL shares.

Suncor Energy Inc. is a Canadian integrated energy company based in Calgary, Alberta. It specializes in the production of synthetic crude from oil sands. It has a market cap of $43.69B and a P/E ratio of 11.58. Suncor shares have lost 31.27% since the end of June. Cohen had $190 million invested in SU and Robertson invested $2.67 million in the stock. Ken Griffin also had $49 million invested in SU shares.

Amazon.com, Inc. is a U.S.-based multinational electronic commerce company. It has a market cap of $102 B and a P/E ratio of 99. Amazon shares returned 14.4% since the end of June. Cohen had $111 million invested in AMZN and Robertson invested $29 million in the stock in Q2. Ken Fisher also had $516 million invested in AMZN shares.

Time Warner is one of the world's largest media companies, headquartered in the Time Warner Center in New York City. It has a market cap of $33.63 billion and a P/E ratio of 13.87. Time Warner shares had a dividend yield of 3.15% and have lost 3.06% since the beginning of this year. Time Warner has a market cap of $21.78B and a P/E ratio of 15.77. Shares have lost 14.77% since the end of June. SAC's Cohen had $49 million invested in TWC and Robertson invested $17 million in the stock. George Soros and Ken Fisher also had more than $55 million invested in TWC shares. Leon Cooperman held $88.8 million in Time Warner Cable (NYSE:TWX) shares at the end of June.

Nexen Inc. is an energy company based in Calgary, Alberta, Canada. It has a market cap of $8.93B and a P/E ratio of 7.29. Nexen shares have lost 27.45% since the end of June. Cohen had $18.9 million invested in NXY and Robertson invested $2 million in the stock in Q2. Jim Simons also had $8 million invested in NXY shares.

Google Inc. is an American multinational, a public corporation invested in Internet search, cloud computing, and advertising technologies. It has a market cap of $174.15B and a P/E ratio of 19.46. Google returned 5.04% since the end of June. Cohen had $14.6 million invested in GOOG and Robertson invested $15.6 million in the stock. D.E Shaw also has $592 million invested in GOOG shares.

The Goldman Sachs Group, Inc. is an American multinational. It is a bulge-bracket investment banking and securities firm that engages in global investment banking, securities, investment management, and other financial services primarily with institutional clients. It has a market cap of $50.35B and a P/E ratio of 9.76. Goldman has lost 25.28% since the end of June. In Q2, Cohen had $9.3 million invested in GS and Robertson invested $22.4 million in the stock. Bruce Berkowitz also had nearly $800 million invested in GS shares.

Visa Inc. is a global payments technology company headquartered in San Francisco, California. It facilitates electronic fund transfers throughout the world, most commonly through Visa-branded credit card and debit cards. It has a market cap of $61.93B and a P/E ratio of 17.44. Visa shares returned 7.34% since the end of June. In Q2, Cohen had $5.6 million invested in V and Robertson invested $21.6 million in the stock. D.E. Shaw also has $186.7 million invested in V shares.

EMC Corporation is a Financial Times Global 500, Fortune 500 and S&P 500 company. It develops, delivers and supports information infrastructure and virtual infrastructure hardware, software, and services. EMC has a market cap of $44.56B and a P/E ratio of 22.64. Shares have lost 22.69% since the end of June. In Q2, Cohen had $4.9 million invested in EMC and Robertson invested $15.4 million in the stock. Ken Fisher also had $600 million invested in EMC shares.

Concho Resources Inc. is an independent oil and natural gas company engaged in the acquisition, development and exploration of oil and natural gas properties. It has a market cap of $8.08B and a P/E ratio of 27.43. Concho shares have lost 14.33% since the end of June. In Q2, Cohen had $4.6 million invested in CXO and Robertson invested $16 million in the stock. Ken Griffin also had $44.6 million invested in CXO shares.

Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

Source: Steve Cohen and Julian Robertson Love These 13 Stocks