The title of world’s top performing hedge fund over the past year – with 200% returns – belongs to Sarissa Capital Management. The company’s founder, Alex Denner, previously worked for Andreas Halvorsen’s Viking Global and Carl Icahn’s eponymous Icahn Capital LP. The firm primarily invests in healthcare stocks and manages a bit over $250 million. With its recent performance, this could climb higher assuming the fund is open to further capital. As of the last quarter, Denner owned just 11 stocks, with over two-thirds concentrated in just two. Three stocks account for 85% of the holdings. This might be expected for a portfolio that tripled its money in one year. The lower a portfolio's diversification, the more volatile the returns. Below are its picks: