11 Best Performing Stocks So Far In 2025

5. Agilon Health Inc. (NYSE:AGL)

Year-to-Date Performance as of March 21: 115.79%

Number of Hedge Fund Holders: 20

Agilon Health Inc. (NYSE:AGL) provides healthcare services for seniors in the US through primary care physicians. It utilizes a subscription-based model and manages the total healthcare needs of patients on a per-member and per-month basis.

In Q4 2024, the company’s Medicare Advantage (MA) membership reached 527,000, which was a 36% increase year-over-year. However, for 2025, the company is strategically reducing membership to a midpoint of 505,000, which will be a 4% decrease. This adjustment aims to balance risk and opportunities. In Q4, the company’s total revenue was $1.52 billion, which contributed to a full-year total of $6.06 billion. For 2025, revenue is projected to be $5.925 billion.

The company’s strategic adjustments to its MA segment include reducing Medicare Part D exposure to under 30% of membership, focusing on measured growth, and improving clinical and operational capabilities. The company is investing in clinical programs and aiming for 4+ star quality ratings. It has a focus on medication adherence and chronic disease management. These adjustments aim to navigate the challenging Medicare Advantage environment and drive long-term profitability.

Artisan Mid Cap Fund stated the following regarding Agilon Health, inc. (NYSE:AGL) in its Q4 2023 investor letter:

“We ended our investment campaigns in Agilon Health, inc. (NYSE:AGL) and BioNTech during the quarter. We initiated a GardenSM position in Agilon in early 2023 with a view that the company’s health care delivery model had the potential to provide both higher quality and lower cost care to seniors, which is a growing market due to an aging population. The company’s ability to scale while expanding margins was our biggest point of uncertainty, and it came to fruition as membership growth has tracked well but medical margins have struggled. After concluding that our probability of success has decreased, we decided to move on in favor of higher conviction ideas.”