Billionaire Paul Tudor Jones’ 10 Stocks Picks with Huge Upside Potential

6. UnitedHealth Group Incorporated (NYSE:UNH)

Tudor Investment Corporation Equity Stake: $34.16 Million

Stock Upside Potential as of May 7: 41.73%

Number of Hedge Fund Holders: 150

UnitedHealth Group Incorporated (NYSE:UNH) is a healthcare company focusing on health insurance and services. The stock has been under pressure on its first quarter results missing estimates and management lowering full year outlook. The sudden change of sentiments comes on the company’s warning that it is recording higher than expected medical costs that are eating into its margins.

UnitedHealth Group Incorporated (NYSE:UNH) delivered adjusted earnings per share of $7.20 against $7.29 in Q1 2025, as the need for medical care rose beyond what was expected. Amid the earnings miss, UnitedHealth Group earnings could receive a significant boost due in part to a large federal rate increase planned for insurers. The US Centers for Medicare & Medicaid Services (CMS) has already confirmed a 5.06% rate hike, more than double what was initially proposed, which could help the company offset rising costs.

The 5.06% average rate hike could translate to an additional $25 billion in funding for health insurers, with UnitedHealth Group Incorporated (NYSE:UNH) expected to be the biggest beneficiary. The company’s insurance unit leads the industry in private advantage plans, which have been a key source of growth over the years.