5 Best Performing Hedge Funds QTD (Q1 2026) 👇🏼
1️⃣ Leopold Aschenbrenner (Situational Awareness) | +51%
The ultimate AI infrastructure play. Betting big on the "AGI bottleneck" — power and compute.
2️⃣ Wesley Wong (Oxbow Capital) | +46%
Master of the "Concentrated Chip" strategy. Pure semiconductor alpha.
3️⃣ Christian Zann (Sourcerock Group) | +37%
The Energy King. 75% Energy / 16% Utilities - riding the massive power demand surge.
4️⃣ Stephen Thomas (Webs Creek) | +37%
Energy & Consumer focus. Proof that traditional sectors are back in favor.
5️⃣ Nancy Yang (CloudAlpha) | +34%
Tech-heavy conviction in $TSLA, $NVDA, and $GOOGL.
The most valuable institutional data is freely accessible at https://t.co/FCrksDeY4D.
Don't guess—follow the smart money. 🏛️📈
Watch Hard Lessons, as legendary investor Stan Druckenmiller sits down with Morgan Stanley’s Iliana Bouzali, sharing how he would construct a portfolio if he had to start over today, why contrarianism is overrated, and which stock he regrets selling too early.
yeah so this is insane
24 year old turned $225M into $5.5B in <12 months. dug into his recent investments and… holy fuck
- MASSIVE $885M position in Bloom Energy (specialises in portable energy turbines for… you guessed it - ai data centers) - this 1 position is 20% of the entire fund lol
- massive SHORT position on Infosys. he’s betting claude code, codex are going to replace outsourced IT work (he’s right)
- added $300M to his corweave position totalling $700M (someones gotta run those gpus)
- aggressively pivoted investments into electrical and energy infra (aka AI’s biggest constraint right now)
- dumped $100Ms of NVIDIA and Intel positions.
- aggressively buying bitcoin mining companies and re-purposing them for ai data centers. (cipher, bitdeer)
- fund up $1.5B in the last 3 months (+35% last quarter)
- now owns 10% of core scientific (levered bet on coreweave 😂)
He outperformed the S&P500 8X in the funds first 6 months. fucking goated.