18 Top Stocks Hedge Funds Own That Goldman Sachs Thinks Will Keep Outperforming
Make that money.

Out of stock ideas? Might want to play the top trades of the hedgies. 

While the average equity hedge fund has returned a decent 2% year to date says Goldman Sachs (S&P 500 Index  flat), their top positions are out-performing. Funds have made few changes among their top holdings this year, which has served them well. Goldman's "Hedge Fund VIP" basket of the most popular long positions has out-performed the S&P 500 by 91 basis points year to date (3.5% vs. 2.6%) despite bouts of market turbulence in late January and April. The VIP list contains the 50 stocks that appear most often among the top 10 holdings of fundamentally-driven hedge funds.

Since 2001, the VIP basket has out-performed the S&P 500 in 63% of quarters, generating an excess return of 58 basis points. 

The list's current top five holdings include tech and media giants Facebook (FB) , Amazon (AMZN) , Time Warner (TWX) , Microsoft (MSFT) and Alphabet (GOOGL) . All five were also the top five holdings in the prior quarter. Goldman points to 13 new additions to the list of hedgie favorites:

  • Adobe (ADBE)
  • Anadarko (APC)
  • GCI Liberty (GLIBA)
  • Cheniere Energy (LNG)
  • NRG Energy (NRG)
  • Orbital ATK (OA)
  • Palo Alto Networks (PANW)
  • Stamps.com (STMP)
  • TransDigm Group (TDG)
  • UnitedHealth Group (UNH)
  • VICI Properties (VICI)
  • Worldpay (WP)

Goldman's research findings are derived from the analysis of 848 hedge funds with $2.3 trillion of gross equity positions. 

Facebook, Amazon, Microsoft, Alphabet, Anadarko and UnitedHealth Group are holdings in Jim Cramer's Action Alerts PLUS

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