Here’s The Top Performing 2010 Equity Fund Managers
This story from Wall Street Cheat Sheet
The S&P 500 (NYSE:SPY) returned 15.06% in 2010 and our top 20 equity funds (which invest only in stocks) did very well in comparison.
As they should – you could’ve earned 15% by just investing in a low-fee ETF and taking a nap for the rest of the year.
Instead, these guys invested in stocks like Apple (NASDAQ:AAPL), Goldman (NYSE:GS), Chipotle (NYSE:CMG), and Google (NASDAQ:GOOG)– and the top equity fund made as much as 60% in returns this year.
So, we decided to list the fund managers who delivered this year and the stocks that got them there.
But remember: this is a short-term annual view of their performance and it’s the long-term record that matters.
Let’s watch for these in coming years.
Michael Skillman, William Bannick and Robert Fitzpatrick
Annual Return 2010: +40.01%S&P benchmark: 15.06%
Fund: Managers Cadence Emerging Companies I
Size: $68.60 mil
Top holdings: SonoSite, Inc. (NASDAQ:SONO), HFF, Inc. A (NYSE:HF), NetScout Systems Inc. (NASDAQ:NTCT), Vicor Corporation (NASDAQ:VICR) and Dorman Products, Inc. (NASDAQ:DORM)
Source: Morningstar
Laura Geritz and Roger Edgley
Laura Geritz (left) Roger Edgley (right)
Annual Return 2010: +41.22%S&P benchmark: 15.06%
Fund: Wasatch Emerging Markets Small Cap
Size: $865.49 mil
Top holdings: LIC Housing Finance Ltd., Mr Price Group Limited, Bata India Ltd., Exide Industries Ltd. (NASDAQ:XIDE) and Mahindra & Mahindra Financial Services Ltd.
Source: Morningstar
Sean Gavin
Annual Return 2010: +41.30%S&P benchmark: 15.06%
Fund: Fidelity Select Transportation
Size: $504.52 mil
Top holdings: United Parcel Service Inc. (NYSE:UPS), Union Pacific Corporation (NYSE:UNP), CSX Corporation (NYSE:CSX), United Continental Holdings Inc. (NYSE:UAL) and Delta Air Lines, Inc. (NYSE:DAL)
Source: Morningstar
John Walthausen
John Walthausen
Annual Return 2010: +41.87% S&P benchmark: 15.06%
Fund: Walthausen Small Cap Value
Size: $230.87 mil
Top holdings: Vishay Intertechnology (NYSE:VSH), Standex International Corporation (NYSE:SXI), Brigham Exploration Company (NASDAQ:BEXP), Solutia, Inc. (NYSE:SOA) and Walter Investment Management Corp. (AMEX:WAC)
Source: Morningstar
Christopher Bonavico
Christopher Bonavico
Annual Return 2010: +42.71%S&P benchmark: 15.06%
Fund: Delaware Pooled Focus Smid-Cap Gr Eq
Size: $5.33 mil
Top holdings: SBA Communications Corporation (NASDAQ:SBAC), Strayer Education, Inc. (NASDAQ:STRA), Core Laboratories N.V. (NYSE:CLB), Perrigo Company (NASDAQ:PRGO) and Affiliated Managers Group, Inc. (NYSE:AMG)
Source: Morningstar
Michael Neches, Howard Rubin and Todd Johnson
Annual Return 2010: +43.52%S&P benchmark: 15.06%
Fund: ProFunds Basic Materials UltraSector Inv
Size: $33.65 mil
Top holdings: Freeport-McMoRan Copper & Gold B (NYSE:FCX), E.I. du Pont de Nemours & Company (NYSE:DD), The Dow Chemical Company (NYSE:DOW), Newmont Mining Corporation (NYSE:NEM) and Praxair, Inc. (NYSE:PX)
Source: Morningstar
James Miles and David Green
James Miles (left) David Green (right)
Annual Return 2010: +43.66%S&P benchmark: 15.06%
Fund: Hotchkis and Wiley Small Cap Value I
Size: $283.92 mil
Top holdings: Valassis Communications (NYSE:VCI), Great Plains Energy Inc. (NYSE:GXP), Con-way, Inc. (NYSE:CNW), Symetra Financial Corporation (NYSE:SYA) and Stone Energy Corporation (NYSE:SGY).
Source: Morningstar
Malcolm R Fobes III
Malcolm R Fobes III
Annual Return 2010: +45.61%S&P benchmark: 15.06%
Fund: Berkshire Focus
Size: $30.73 mil
Top holdings: Apple, Inc. (NASDAQ:AAPL), Chipotle Mexican Grill, Inc. (NYSE:CMG), A Salesforce.Com, Inc. (NYSE:CRM), Baidu Inc ADR (NASDAQ:BIDU) and Netapp Inc. (NASDAQ:NTAP)
Source: Morningstar
Michael Weaver
Annual Return 2010: +46.18%S&P benchmark: 15.06%
Fund: Fidelity Select Automotive
Size: $305 mil
Top holdings: Toyota Motor Corporation ADR, Ford Motor Co. (NYSE:F), Honda Motor Company ADR, Johnson Controls Inc. and TRW Automotive Holdings Corporation.
Source: Morningstar
Shannon Radke, Monte L. Avery and Robert Walstad
Annual Return 2010: +47.43%S&P benchmark: 15.06%
Fund: Integrity Williston Bsn/Md-N Amer Stk A
Size: $62.88 mil
Top holdings: Carbo Ceramics, Inc., Baker Hughes Inc., Brigham Exploration Company, Oasis Petroleum Inc. and Complete Production Services, Inc.
Source: Morningstar
Michael Cook
Michael Cook
Annual Return 2010: +48.35%S&P benchmark: 15.06%
Fund: SouthernSun Small Cap Investor
Size: $105.07 mil
Top holdings: Nordson Corporation, Arch Chemicals Inc., Trinity Industries Inc., Koppers Holdings, Inc. and Darling International.
Source: Morningstar
Michael Dellapa, Ryan Harder and Michael Byrum
Michael Dellapa (left), Ryan Harder (center) Michael Byrum (right)
Annual Return 2010: +48.89%S&P benchmark: 15.06%
Fund: Rydex Russell 2000 2x Strategy A
Size: $50.75 mil
Top holdings: Goldman Swap, Credit Suisse Swap, Riverbed Technology, Inc., TIBCO Software Inc. and VeriFone Systems Inc.
Source: Morningstar
Management team
Annual Return 2010: +49.03%S&P benchmark: 15.06%
Fund: Saratoga Technology & Comm A
S&P benchmark: 15.06%
Size: $62.85 mil
Top holdings: Milestone Treasury Obligations Instl., Apple, Inc. (NASDAQ:AAPL), Qualcomm, Inc. (NASDAQ:QCOM), Oracle Corporation (NASDAQ:ORCL) and EMC Corporation (NYSE:EMC)
Source: Morningstar
Tony Ng and Paul Brigandi
Paul Brigandi
Annual Return 2010: +49.41%S&P benchmark: 15.06%
Fund: Direxion Mthly Small Cap Bull 2X
Size: $14.54 mil
Top holdings: Russell Index Swap Bllt and Goldman Sachs FS Government.
Source: Morningstar
Hratch Najarian, Howard Rubin and Todd Johnson
Image: AP
Annual Return 2010: +49.62%S&P benchmark: 15.06%
Fund: ProFunds UltraSmall Cap Inv
Size: $46.28 mil
Top holdings: Russell 2000 Mini Dec10, Riverbed Technology, Inc., TIBCO Software, Inc., (NASDAQ:TIBX)
Sothebys A and Montpelier Re Holdings, Ltd.
Source: Morningstar
Howard Rubin, Robert Parker and Todd Johnson
Annual Return 2010: +50.06%S&P benchmark: 15.06%
Fund: ProFunds UltraMid Cap Inv
Size: $50.88 mil
Top holdings: F5 Networks, Inc., Newfield Exploration Company, Vertex Pharmaceuticals, New York Community Bancorp Inc. and Joy Global, Inc. (NASDAQ:JOYG)
Source: Morningstar
Robert Marren, K. Axline and John McCraw
Michael Dellapa (left), Ryan Harder (center) Michael Byrum (right)
Annual Return 2010: +50.21% S&P benchmark: 15.06%
Fund: Allianz AGIC Ultra Micro Cap I
Size: $6.08 mil
Top holdings: AXT, Inc., Measurement Specialties, Motorcar Parts of America, Inc., Abraxas Petroleum Corporation and ValueVision Media, Inc. A.
Source: Morningstar
Noah Blackstein
Annual Return 2010: +50.67%S&P benchmark: 15.06%
Fund: Dynamic US Growth I
Size: $26.72 mil
Top holdings: F5 Networks, Inc. (NASDAQ:FFIV), Acme Packet, Inc., Apple, Inc., Informatica Corporation and Chipotle Mexican Grill, Inc. A.
Source: Morningstar
Michael Neches, Howard Rubin and Todd Johnson
Annual Return 2010: +53.96% S&P benchmark: 15.06%
Fund: ProFunds Internet UltraSector Inv
Size: $40.05 mil
Top holdings: Google, Inc. (NASDAQ:GOOG), Amazon.com, Inc. (NASDAQ:AMZN), eBay, Inc. (NASDAQ:EBAY), Yahoo, Inc (NASDAQ:YHOO). and Priceline.com, Inc. (NASDAQ:PCLN)
Source: Morningstar
Malcolm Gissen and Marshall Berol
Marshall Berol (left) Malcolm Gissen (right)
Annual Return 2010: +60%S&P benchmark: 15.06%
Fund: Encompass
Size: $19.29 mil
Top holdings: Uranium Energy Corporation, Delcath Systems, Inc., L&L Engy, Southgobi Energy Resources, Ltd. and Petrodorado Energy Ltd.
Source: Morningstar
Read more at Wall Street Cheat Sheet – The Trade
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