1: Bill Ackman, Pershing Square Capital Management
Ackman's latest activist move, teaming up with Valeant to bid for Allergan, resulted in some hefty profits for the Pershing Square founder and portfolio manager. His long pick at Sohn 2013, Procter & Gamble, also delivered some upside for the portfolio manager—P&G is up 5.3 percent since May 8, 2013.
Read MoreAckman and Valeant plot 'not fair': Gabelli
2: Jeff Gundlach, DoubleLine Capital
Gundlach's presentation had quite the range—he focused on quantitative easing from the Federal Reserve, talked about the Depression and past U.S. presidents, and ended with burritos.The DoubleLine Capital CEO recommended people take all their money out of any bank accounts they have, was cautiously bullish on the Nikkei, which is up 5.6 percent to date, and noted that Treasurys weren't a crowded a trade.
Gundlach's actionable idea, betting against Chipotle Mexican Grill, came at the very end of the presentation and has yet to deliver—Chipotle is up 39 percent since his presentation last year.
3: David Einhorn, Greenlight Capital
Einhorn, who closed out the conference last year, made a long case for Oil States International saying if the company converted its accommodation business into a REIT it could be worth $155 per share.
The stock hasn't had a huge pop since his presentation, Oil States is only up about 1.3 percent to date, but the spinoff that Einhorn sought was announced at the end of July, which could result in a big windfall for him. In an investor letter last week, Einhorn noted that at quarter-end Oil States was still one of Greenlight's largest disclosed long positions.
4: Li Lu, Himalaya Capital
Lu recommended Korean preferred stocks Samsung and Hyundai, arguing that Korean preferreds are trading at a discount compared with common stock. Lu was correct on his Hyundai pick—up almost 16 percent to date—but Samsung still had a ways to fall, with the stock down 9 percent.
5: Paul Singer, Elliott Management
Singer didn't offer up any specific stock picks but did give detailed insight on long-term bonds in the "legacy countries" of the U.S., U.K., Europe and Japan, that he believes now suffer from "long-term insolvency." Singer believes that "those who own long-term bonds in U.S., U.K., Europe or Japan own assets that are trading at the wrong price," and that "there is no safe haven in today's markets."