market folly

During the month of September, the S&P 500 was -7.0% and it is now -8.7% for 2011. Hedge funds didn't necessarily fare too much better as a whole. The Hennessee Hedge Fund Index declined -3.7% in September as hedge funds suffered their worst quarter since the fourth quarter of 2008. However, a few funds outperformed.

The following comes from individual hedge fund investor correspondence and HSBC's Private Bank data. ***Update 10/7/11: tons of hedge fund performance numbers added below:


Lee Ainslie's Maverick Capital: Maverick Fund $1 billion
-7.91% in Sept, -16.92% ytd

Andreas Halvorsen's Viking Global: Equities III Fund $1.6 billion
-2.19% in Sept, +0.70% ytd

Paul Ruddock & Steven Heinz's Lansdowne Partners: (UK Equity Fund: $8 billion)
-1.59% in September, -15.16% year-to-date

Crispin Odey: Odey European: $2.3 billion
-3.43% in September, -17.8% ytd

Mark Kingdon's Kingdon Capital: $2 billion
-7.99% in September, -18.73% ytd

Ricky Sandler's Eminence Capital: $2.5 billion
-2.7% in Sept, -8.77% ytd

Curtis Macnguyen's Ivory Capital: $2.3 billion
-3.24% in Sept, -6.57% ytd

Leon Cooperman's Omega Advisors: $1 billion Overseas Partners
-7.58% in Sept, -12.36% ytd

Jim Simons' Renaissance Technologies: Institutional Equities $240 million
+0.76% in Sept, +24.37% ytd

Ron Gutfleish's Elm Ridge Partners: $2.4 billion
+1.5% in Sept, -2.84% ytd

David Einhorn's Greenlight Capital: $7.2 billion
-0.76% in Sept, -6.16% ytd

Jeffrey Altman's Owl Creek: $4.8 billion
-7.6% in Sept, -15.62% ytd

Richard Perry's Perry Partners International: $4.9 billion
-2.43% in Sept, -7.18% ytd

Jamie Dinan's York Capital: $2 billion
-4.74% in Sept, -9.06% ytd

Barton Biggs' Traxis Partners: $547 million
-3.8% in Sept, -2.11% ytd

Clint Carlson's Carlson Capital: $2.8 billion Double Black Diamond Fund
-1.09% in Sept, -2.23% ytd

Alexander Roepers Atlantic Investment Management: $445 million
-9.36% in Sept, -14.16% ytd

Wayne Cooperman's Cobalt Capital: $1.3 billion
-3.82% in Sept, -3.72% ytd

John Thaler's JAT Capital: $1.4 billion
-3.2% in September, +30.68% ytd

Dan Loeb's Third Point (Offshore Fund): $4.27 billion fund AUM
-3.5% in September, +0.2% year-to-date

Bill Ackman's Pershing Square Capital Management: $5.1 billion fund AUM, $8.8 billion firm AUM
-5.7% net in September, -15.8% year-to-date

John Paulson's Paulson & Co
Advantage Fund -6% in September, -28% ytd

Paul Tudor Jones' Tudor Investment Corp: $8.3 billion fund AUM
+4.9% in Sept, +5.45% ytd (BVI Global Fund)

Bruce Kovner's Caxton Associates: $6.8 billion fund AUM
+0.28% ytd through September 30th (Limited Fund ran by Andrew Law)

Louis Bacon's Moore Capital Management: $7.6 billion fund AUM
-1.64% ytd through September 29th

Moore Capital Management (Greg Coffey's Emerging Fund): $1.5 billion fund AUM
-1.32% in September, -7% ytd

Chris Pia's Pia Capital: $215 million
-7.16% in Sept, -14.84% ytd

Brevan Howard (Flagship Fund): $24.3 billion fund AUM
+12.98% ytd as of September 23rd (run by Alan Howard)

Jay Petschek & Steve Major's Corsair Capital ~ $749 million AUM
-8.1% in September, -9.5% year-to-date

Whitney Tilson's T2 Partners
-9.5% in September, -29.6% year-to-date


*** This post will be continually updated as new numbers come in