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What Does It Mean When a Stock Appears in Multiple BPIQ Portfolios?

  • May 20
  • 2 min read

Updated: Jun 22

Following our latest portfolio update, a few companies appeared across multiple BPIQ portfolios. Since Top 10A, Top 10B, and Top 15 use different portfolio construction approaches, many stocks appear in only one portfolio. When a company appears across multiple portfolios, it suggests that it ranks highly across multiple versions of our hedge fund consensus framework.


Examples from the latest update:

  • DYN → included in Top 10A, Top 10B, and Top 15

  • ORIC → included in Top 10A and Top 15


As discussed in our recent portfolio blogs, all three portfolios are built from the same hedge fund consensus foundation, but they differ in portfolio size and turnover profile. Top 10A is a more active ~10-stock portfolio with higher quarterly turnover, while Top 10B (~10 holdings) and Top 15 (~15 holdings) generally have lower turnover. As a result, overlap across multiple portfolios is relatively uncommon.


While inclusion in multiple portfolios does not guarantee future performance, it does indicate that a company scored well across multiple portfolio construction methods.


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This article is not investment, tax, or legal advice. Please do your own diligence and seek advice from professional advisors representing your interests.


Article history:

First published 5/20/26 EJV, MD

 
 
 

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