The answer is not hedge funds or quant shops or short-sellers https://t.co/84w90wqzF3 ...

The world’s biggest hedge funds manage hundreds of billions and shape global markets. Read about all ten top firms here:https://t.co/peFRUyDO2G https://t.co/e01d6S2LwF ...

Hedge funds are betting the yen will weaken to as low as 160 per dollar by the end of the year, driven by changing approaches to interest rates from the Federal Reserve and the Bank of Japan https://t.co/BXyxi1DxQY ...

RT based16z (@based16z)Sell side + hedge funds collectively uncover the value in markets.These are being replaced by go-direct distribution as new HNWIs self manage $ online ...

Unlock exclusive investment opportunities in private equity, VC, and hedge funds by understanding accredited investor qualifications and how to verify your status. https://t.co/0VZ0COAUBz ...

For decades, New York’s Mafia acted like rival hedge funds, each guarding its own market share. Now, they’re more like a network of family offices pooling capital, technology, and muscle for shared gain. https://t.co/D3rnTGyUiF ...

The $1 trillion Abu Dhabi Investment Authority has ramped up its use of separately-managed accounts to deploy large chunks of money across dozens of hedge funds, sources say https://t.co/uVyr3wY5EV ...

The answer is not hedge funds or quant shops or short-sellers https://t.co/G9EEpn0IgU ...

Hedge funds are doubling down on bullish bets in local assets, sticking to a winning strategy that put the firms on track to beat their benchmark for the first time since 2022 https://t.co/miBDjy4yEZ ...

Core Insights - The article discusses five hedge fund-favored stocks that have outperformed the S&P 500 Total Return Index, which rose 15.3%, with the selected stocks rising 23.6% over the past year [3]. Group 1: Taiwan Semiconductor Manufacturing Company (TSMC) - TSMC is a leading semiconductor manufacturer, with a net profit margin of 42%, and is utilized by nearly all major semiconductor companies except Intel [4]. - The stock is currently priced at 30 times recent earnings and 26 times the expected earnings for 2026, indicating it is not overly expensive despite geopolitical risks [5]. Group 2: Berkshire Hathaway - Berkshire Hathaway, led by Warren Buffett, has a low debt-to-equity ratio of 19%, positioning it well to acquire distressed companies during economic downturns [7]. - The company continues to attract hedge fund investments despite Buffett's impending retirement [6]. Group 3: Walmart - Walmart is expected to perform well during economic downturns due to its low-price strategy, which helps retain existing customers and attract new ones [9]. - The stock is currently valued at $107, with a recommendation to buy if it falls below $100 and to purchase enthusiastically at $90 [10]. Group 4: JPMorgan Chase - JPMorgan Chase has maintained a return on assets of 1.00% or more in six of the past seven years, indicating strong financial health [11]. - A potential scenario where the Federal Reserve cuts short-term interest rates while long-term rates remain stable could benefit JPMorgan [12]. Group 5: Caterpillar - Caterpillar is benefiting from a weak dollar, which enhances its export capabilities, as over half of its sales come from outside the U.S. [13]. - The company faces challenges from tariffs imposed by the Trump administration, but the positive effects of the weak dollar are expected to outweigh these challenges [13]. Group 6: Performance of Previous Recommendations - The previous year's hedge fund favorites included H&E Equipment Services, which saw a 68% gain after being acquired, and Customers Bancorp, which returned 29% [14]. - D.R. Horton experienced a 14% loss, while Loews Corp and Toyota Motor Corp achieved returns of 22% and 13%, respectively [14].