Healthcare Likely To Drive Hedge Funds To The Top Yet Again?

Healthcare has been the top choice of hedge funds this year again. While every investor might not be charmed by the sector, those who have invested there have made historical gains in some popular stocks. Recently Columbus Circle Investors upped its investment in its healthcare-focused fund, saying that the sector is likely to get a boost from the Supreme Court's decision to uphold Obama's healthcare law.  CCI Healthcare Partners is up 4.7% for the year; the fund manages $1.3 billion. CCI Micro Healthcare Partners, which manages just $65 million, is up 11.4% in the same period.

CCI's Oliver Marti said he expects positive price action in shares of HCA Holdings, Universal Health Services, and Tenet Healthcare. The companies that CCI Healthcare Partners is bullish on are those that...