John Vincent

outperforms at the expense of the others. Money moves of the greatest money managers receive considerable press coverage and many investors specialize in coattail investing – i.e. they attempt to mimic the moves of the best investors on the expectation that doing so would help them realize similarly outsized returns. The articles the press put forth every quarter is inadequate for that purpose as they list just the major stock buys, sells, and changes in position sizes of successful money managers. The Edgar system publishes on a quarterly basis the moves made by money managers (superstar investors, hedge fund managers etc.) controlling above $100M in Assets Under Management (AUM). This book analyzes this information and other public information available for a selected set of highly successful money managers to provide 1. A primer on US regulatory filing rules with details on the 13F filing requirements and methods to analyze the reports, 2. Details on the investment styles of twelve of the best money managers (long-only, long-short, special situations, international, bonds etc.), 3. A selection of model portfolios based on the holdings and activity of the money managers selected and its related analysis, 4. Back-tested performance of the model portfolios presented, 5. Analysis of the strengths and weaknesses of the model portfolios, 6. Winning strategies of the greatest investors and discussion on how to adopt them to your own portfolios, and 7. Strategies to pursue the holy grail of absolute returns.