It's less than one week before CNBC and Institutional Investor's fourth annual Delivering Alpha Conference on July 16, and a combination of choppy markets and mixed investment successes promise to make the event colorful.
According to HFR data, hedge funds picked up some steam in June, rising 1.3 percent, which is just slightly lower than the broader market, with the gaining 1.9 percent in the month. However, the year-to-date numbers show hedge funds still have a ways to go to catch up to markets that are continually hitting new highs—the average hedge fund is up 3.2 percent, while the S&P has gained 6.1 percent through the end of June.
Of course, there are some exceptions—and some of 2014's biggest winners are slated to share their next big ideas at this year's Delivering Alpha Conference.
One is Larry Robbins, whose Glenview Fund is up more than 11 percent year to date. Joining Robbins are some of Wall Street's elite, most of whom are known for their sharp views of the markets, including Leon Cooperman, John Paulson, Carl Icahn, Mary Callahan Erdoes, Michael Novogratz and Ken Griffin.
Judging from last year, there should be plenty of investible advice at this year's event. Here's the rundown of how some of the key players fared in the nearly 12 months since last year's gathering
(All stock gains/losses have been calculated from July 17, 2013-Monday unless otherwise noted.)