REMINDER: Fund Database fully refreshed for 2026 Q2!
I finished refreshing the entire U.S. fund database based on June 2026 data. Next refresh will be in SEPTEMBER 2026.
Methodology: Additions and removals are based on whether a fund appears as a Form ADV Part 2 filer (>$100M of regulatory AUM), compared to March 2026's data.
6 additions (3 HFs, 3 LOs)
- By region: 1 Boston, 1 Florida, 1 New York, 2 Midwest, 1 Southeast
- By style: 2 growth HFs, 1 contrarian HF, 1 value LO, 1 growth LO, 1 diversified LO
13 removals (12 HFs, 1 LO):
- By region: 1 California, 3 Connecticut/New Jersey, 2 Florida, 1 Chicago, 5 New York, 1 Texas
- By style: 3 Tiger style, 3 growth, 1 activist, 6 value (1 of them LO)
Our public equity fund database and deep dives help you spend less time researching funds and more time building targeted pitches and getting in front of the right people.
Below are the content we have produced for our premium subscribers.
U.S. Public Equity Fund Primers
Filter by region and investment style. Sortable across all parameters. FREE Preview
- Hedge Fund Master Table (660+ hedge funds)
- Long-only Master Table (~350 long-onlys)
- 2026 Q2 findings | 2026 Q1 findings
Highlight
- # of hedge funds by style: 61 activist, 85 low-net/market-neutral, 86 event-driven, 67 Tiger style, 119 growth, 147 value
- # of hedge funds by sector focus: 77 Healthcare (incl. Biotech), 71 TMT, 45 Consumer, 24 Energy, 21 Financials, 11 REITs
- # of funds by region:
| U.S. Region | # of HFs | # of LOs |
|---|---|---|
| NYC | 287 | 73 |
| CT/NJ | 78 | 19 |
| San Francisco Bay Area | 69 | 20 |
| Miami (and FL) | 41 | 16 |
| Boston (and MA) | 40 | 39 |
| Dallas, Houston, Austin (and TX) | 41 | 17 |
| Maryland, Pennsylvania, Virginia | 28 | 34 |
| Denver, Seattle, Puerto Rico (and West) | 19 | 23 |
| Chicago (and IL) | 15 | 24 |
| Los Angeles (and SoCal) | 15 | 21 |
| Atlanta (and Southeast) | 14 | 17 |
| Midwest | 14 | 44 |
Equity Fund Deep Dives
Not ready for full access? Start with fund deep dives.
The Fund Deep Dives helps you skip the hours of fund diligence so you can focus on crafting stock pitches that align with the firm’s investment style.
What a deep dive may contain: history of the firm's founding, its investment philosophy, research process, and the profiles (education, career path before/after working at the firm) of its investment team.
Published in the last 30 days
- Blum Capital - Richard Blum (activist, value)
- Perceptive Advisors - Joseph Edelman (biotech)
- TCI Fund Management - Chris Hohn (compounder, activist)
- Highfields Capital - Jonathon Jacobson (value, activist)
Hedge fund deep dives
- Abrams Capital - David Abrams (value)
- Cantillon Capital Management - William von Mueffeling (growth)
- Coatue Management - Phillippe Laffont (Tiger Cub)
- Davidson Kempner Capital Management - Marvin Davidson, Tom Kempner (event-driven, multi-strat)
- Glenview Capital - Larry Robbins (value)
- King Street Capital - Francis Biondi, Brian Higgins (credit)
- Lone Pine Capital - Stephen Mandel (Tiger Cub)
- Maverick Capital - Lee Ainslie (Tiger Cub) - FREE
- Soroban Capital - Eric Mandelblatt (value, event-driven)
- Third Point - Daniel Loeb (event-driven, activist)
- ValueAct - Jeffrey Ubben, Mason Morfit (activist)
- Whale Rock Capital Management - Alex Sacerdote (growth)
- Multi-manager 101
Hedge fund history
Stories of iconic hedge funds that shut down - how they invested, who spun out, and how their rise and fall shaped today’s hedge fund world
- Atticus Capital - Atticus Capital (activist, event-driven)
- Eminence Capital - Ricky Sandler (value)
- Goldman Sachs Risk Arbitrage - Robert Rubin (event-driven), Tom Steyer (Farallon), Dan Och (Och-Ziff), Eddie Lampert (ESL), Eric Mindich (Eton Park), Richard Perry (Perry), Frank Brosens (Taconic), Dinakar Singh (TPG-Axon)
- Pequot Capital & Andor Capital - Arthur Samberg, Dan Benton (growth)
- Ziff Brothers Investments (ZBI) - Ziff brothers (market-neutral)
- more to come
Mutual funds deep dives
- David Samra - Artisan International Value
- Ron Baron - Baron Capital
- Diamond Hill
- Bill Nygren - Harris Associates - U.S. Equity
- Polen Focused Growth
- Frank Sands Jr. - Sands Capital
- Pat Dorsey - Dorsey Asset Management (FREE)
- Todd Combs (FREE)
Industry trends
- FREE: Quarterly hedge fund news. 2026 Q1 | 2025 Q4 | 2025 Q3
- How to analyze biotech stocks, a short primer
- Learnings from analyzing 1,000+ U.S. funds
- 2024 Sohn Conference Summary
- How to Build Moats in a Hedge Fund Business?
- Why Do Hedge Funds Fail?
- What hedge funds don’t tell you
- Coatue’s Wisdom on TMT Investing
Want my insider takes?
8,000+ readers get my weekly insights on public equity research.