| 1/26/09 |
It’s been a while since we looked at the top Pro portfolios on tickerspy, but as certain sectors have pushed higher over the last few weeks, there are a handful of Pros showing nice returns over that period.
One of them is Mason Hill Asset Management, run by Bill Strong, who got his start with the legendary Sequoia fund. Mason Hill has seen big gains from several gold-focused mining names, including NovaGold Resources (NG), Central Sun Mining (SMC), and Gammon Gold (GRS).
Elsewhere, energy sector MLPs have resulted in big gains for some Pros. Both hedge fund RR Advisors and Alerian Capital Management, an investment advisor exclusively focused on midstream energy Master Limited Partnerships, have benefited. Both firms held Copano Energy (CPNO) at the end of Q3, while the former held Eagle Rock Energy Partners (EROC) and Legacy Reserves (LGCY) and the latter held TEPPCO Partners (TPP) and Inergy (NRGY)

