Billionaire John Paulson’s Top 5 Stock Picks

3. BrightSphere Investment Group Inc. (NYSE: BSIG)

Value: $385,611,000
Percent of John Paulson’s 13F Portfolio: 10%
Number of Hedge Fund Holders: 26

Brightsphere Investment Group Inc. is a Boston-based asset management company that is managing about $140 billion. The company has about 13 offices across the globe, with roughly 550 institutional and sub-advisory clients. In the fourth quarter, the company posted a non-GAAP EPS of $0.47, beating the Street’s estimates by $0.04. Revenue in the quarter fell 13.8% to $178 million, beating the consensus by $3.13 million.

The company is also getting the attention of the smart money, as 26 hedge funds tracked by Insider Monkey reported owning stakes in the company at the end of the fourth quarter, up from 25 funds a quarter earlier.