Top 100 Small- & Mid-Cap Hedge Funds surpass $270 Billion Mark

April 8th, 2013
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The Top 100 Small-Cap and Mid-Cap focused hedge funds now manage $271.8 billion in U.S. equity SMID assets, according to the most recent ranking. Thirteen hedge funds on the list have greater than 90% of their assets invested in SMID stocks. Atlantic Investment Management and H Partners Management are among the group of purest small- and mid-cap focused funds on the list, as both allocated 100% of their equity assets to SMID stocks. Value focused Atlantic Investment Management reported $1.2 billion in SMID assets and distressed focused H Partners Management reported $1.1 billion in SMID assets.

To be eligible for the top 100 SMID Hedge Fund List, a hedge fund must have more than 50% of its equity assets invested in small-cap and mid-cap companies.

The Top 100 SMID Hedge Fund list is led by a few of the largest U.S. hedge funds overall, demonstrating how some of the largest and most successful funds actively investing in smaller companies to pursue outsized returns. The list is led by Renaissance Technologies, which allocated $17.3 billion to SMID companies. The second largest SMID hedge fund investor is Carl Icahn’s Icahn Capital with $11.1 billion, while Clifford Asness’ AQR Capital Management ranks third with $10 billion.

Ranking Methodology: The Top 100 SMID Hedge Fund rankings are compiled on a quarterly basis using hedge fund firms’ overall U.S. equity assets under management. The SMID list includes the top hedge funds with that have more than 50% of their U.S. equity assets invested in small- and mid-cap companies. Mid-Cap equities include U.S. listed stocks with market capitalizations between $2 billion and $10 billion, while Small-Cap equities include U.S. listed stocks with market capitalizations less than $2 billion. To view the Top 100 SMID Hedge Fund list in its entirety, please visit HedgeTracker’s Hedge Fund Portal..

For Detailed Investor Profiles on these Investors, click below:
AQR Capital Management LLC
Atlantic Investment Management
Icahn Associates (Carl Icahn)
Renaissance Technologies Corporation
Related People: Peter Brown; Robert L. Mercer; Alexander J. Denner; Alexander Roepers; Allan Chang; Brett Icahn; Carl Icahn; Clifford Asness, Ph.D.; David Brenner; David G. Kabiller; Jim Simons; John M. Liew; Keith A. Meister*; Mike Meek; Peter Hanford; Robert J. Krail
Related Entities: AJR International; Atlantic Investment Management Japan; Cambrian Asia; Cambrian Europe; Rodinia Fund; AQR Absolute Return Master; AQR Delta Master Account; AQR Global Asset Allocation; AQR Global Equity Master; AQR Global Stock Selection; AQR International Equity Fund; AQR RC Equity International; AQR Small Cap Value Fund LP; Cambrian Fund; High River Limited Partnership; Icahn Partners; Icahn & Co Inc; Icahn Associates; Icahn Enterprises (formerly American Real Estate Partners); Icahn Fund Ltd; Icahn Partners LP; Medallion; Nova; Renaissance Institutional Equities Funds; Renaissance Institutional Management LLC; Renaissance Technologies LLC; Rentec
Related Article Tags: Multi-Strategy, Long Short, Equity, Debt and Global Macro Hedge Fund News; Featured Reports

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