In this article, we will take a look at the 10 Best Blue Chip Stocks to Invest In According to Billionaires.
CNBC reported that April turned out to be a strong month for the major stock market averages. May is usually seen as the start of a weaker seasonal period for stocks, yet the recent momentum could carry into the weeks ahead.
The S&P 500 climbed more than 10% last month, marking its best performance since November 2020. The Nasdaq Composite rose over 15%, its strongest monthly gain since April 2020. The Dow Jones Industrial Average advanced 7%, which is its largest increase since November 2024.
In this kind of environment, investing feels more important. CNBC Select spoke with Michael Sonnenfeldt, founder of TIGER 21, a peer-to-peer network for high-net-worth individuals. He said that instead of trying to time the market, his clients are going “back to basics,” focusing on long-term investments in businesses, real estate, and diversified portfolios.
According to Sonnenfeldt, wealthy investors stay committed for the long run. They do not chase quick gains or react to short-term market noise. This mindset helps them avoid panic selling during downturns and benefit from broader economic growth over time. For everyday investors, the takeaway is simple. Do the research before buying stocks and focus on holding quality investments over the long term. Trying to time the market or follow short-lived trends often leads to emotional decisions, which can end in losses.
Given this, we will take a look at some of the best blue chip stocks according to billionaires.
Photo by Scott Graham on Unsplash
Our Methodology:
For this article, we screened for blue-chip companies with market caps above $100 billion and identified the ones most favored by billionaire investors as of Q4 2025, deriving data from Insider Monkey’s Q4 database. We picked companies that have recently reported noteworthy developments likely to impact investor sentiment. These companies are also popular among elite funds and analysts.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
10. The Boeing Company (NYSE:BA)
Number of Billionaire Investors: 32
On April 29, Tigress Financial raised the firm’s price recommendation on The Boeing Company (NYSE:BA) to $295 from $290. It reiterated a Buy rating on the shares. Driven by rising air-travel demand, a record backlog, and expanding space, defense, and cybersecurity franchises, Boeing “increasingly offers a compelling upside opportunity,” the analyst tells investors.
On April 30, Reuters reported that Bangladesh signed a deal to buy 14 aircraft from Boeing, officials said. The move marks a shift away from Europe’s Airbus amid trade pressure from Washington. Officials did not disclose the value of the deal, though at list prices it would be worth about $3.7 billion.
Boeing will supply a mix of narrow-body and wide-body aircraft, including 10 787 Dreamliners and four 737 MAX jets, to Biman Bangladesh Airlines, as the national carrier looks to modernise its fleet and expand capacity to meet rising demand. The aircraft will be delivered in phases, a Biman official and an official from the aviation ministry said, without providing further details.
The agreement ends a prolonged contest between Boeing and Airbus for Biman’s next major order, with both manufacturers competing for a larger presence in South Asia’s growing aviation market.
The Boeing Company is an aerospace company. Its segments include Commercial Airplanes (BCA), Defense, Space & Security (BDS), and Global Services (BGS). Its BCA segment develops, produces, and markets commercial jet aircraft mainly for the global airline industry.
9. Apple Inc. (NASDAQ:AAPL)
Number of Billionaire Investors: 32
On May 1, Baird analyst William Power raised the firm’s price recommendation on Apple Inc. (NASDAQ:AAPL) to $310 from $300. It reiterated an Outperform rating on the shares. The firm updated its model after quarterly results showed continued strong growth and pointed to potential catalysts ahead.
On the same day, Bank of America raised the firm’s price goal on AAPL to $330 from $325. It maintained a Buy rating on the shares. The firm remains bullish on Apple into the remainder of 2026, noting that iPhone revenues are tracking better than expected and gross margins continue to show strength despite commodity headwinds. It also highlighted that AI-enabled Siri will be available in 2026, a foldable iPhone is expected this fall, and a new record installed base of 2.5B-plus devices should support continued double-digit growth in Services, the analyst tells investors.
Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories. It also offers a range of related services. Its product categories include iPhone, Mac, iPad, and Wearables, Home and Accessories.
8. The Charles Schwab Corporation (NYSE:SCHW)
Number of Billionaire Investors: 33
On April 30, UBS raised the firm’s price recommendation on The Charles Schwab Corporation (NYSE:SCHW) to $385 from $380. It reiterated a Buy rating on the shares.
On April 20, Argus lowered the firm’s price goal on SCHW to $108 from $117 and kept a Buy rating on the shares after its Q1 results last week. The company’s revenue grew a robust 16% with gains across major categories, while its net interest margin expanded and total client assets reached $11.8T, the analyst tells investors in a research note. Argus added that it expects Schwab to post above-peer-average growth in the medium term, supported by its innovative products and continued market-share gains.
During its Q1 2026 earnings call, Charles Schwab said business momentum carried into the new year. Investors opened 1.3 million new brokerage accounts and brought in $140 billion in core net new assets during the quarter. The company said that, after adjusting for a planned mutual fund clearing deconversion, total asset gathering reached $158 billion. This reflected an annualized growth rate of 5.4%.
President and CEO Rick Wurster said clients were increasingly relying on the firm for a broader range of financial needs. That trend pushed its wealth and banking solutions to record levels in the first quarter. He added that, driven by Schwab Wealth Advisory, managed investing net flows rose 46% year over year. Bank loans also increased 29% compared with Q1 2025, reaching $60.9 billion.
The Charles Schwab Corporation is a savings and loan holding company. Through its subsidiaries, it provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services.
7. McDonald’s Corporation (NYSE:MCD)
Number of Billionaire Investors: 34
On April 27, Erste Group downgraded McDonald’s Corporation to Hold from Buy. Profit growth this year is expected to come in moderately below the sector average, and a “continuation of the medium-term sideways trend currently appears likely,” the analyst tells investors.
On April 23, Rothschild & Co Redburn upgraded MCD to Neutral from Sell and raised its price target to $306 from $260.The firm said McDonald’s has carried out its most comprehensive value reset since the Dollar Menu era. U.S. traffic has started to grow again, and the two-year stacked same-store sales trend has turned positive after being negative, the analyst tells investors in a research note. It also noted that while weight loss drugs remain a risk, cost “continues to gate penetration among the low- income households” for McDonald’s, according to Rothschild
McDonald’s Corporation is a global foodservice retailer. Its segments include the US, International Operated Markets, and International Developmental Licensed Markets & Corporate. The US segment is its largest market and is about 95% franchised.
6. Mastercard Incorporated (NYSE:MA)
Number of Billionaire Investors: 35
On May 1, Morgan Stanley raised the firm’s price recommendation on Mastercard Incorporated (NYSE:MA) to $679 from $678. It reiterated an Overweight rating on the shares. The FY outlook remains unchanged, as the impact from the Middle East and portfolio shifts continues to weigh on high-yield cross-border volume, the analyst tells investors in a research note. The firm added that it is reassured by stable underlying trends and noted that U.S. spend is accelerating ex-Capital One migration.
The same day, Raymond James lowered the firm’s price objective on MA to $609 from $631. It kept an Outperform rating on the shares. The company reported solid Q1 results, with a modest EPS and revenue beat. Cross-border volume growth slowed due to geopolitical disruption. Near-term guidance came in slightly softer, with expected pressure in Q2. The analyst said a projected recovery in the second half of the year, along with a discounted valuation, continues to support a favorable risk/reward outlook.
Mastercard Incorporated is a technology company in the global payments industry. It connects consumers, financial institutions, merchants, governments, digital partners, and businesses by enabling electronic payments and making transactions secure and accessible.
5. UnitedHealth Group Incorporated (NYSE:UNH)
Number of Billionaire Investors: 37
On May 1, Goldman Sachs added UnitedHealth Group Incorporated (NYSE:UNH) to its U.S. Conviction List as part of its monthly update. The firm believes the company is nearing the bottom of its underwriting cycle for Medicare Advantage, which makes up about 40% of its business. Goldman maintains a Buy rating on the shares with a $435 price target.
On April 21, Raymond James analyst John Ransom raised the firm’s price recommendation on UNH to $370 from $330. It reiterated an Outperform rating on the shares. The company reported better-than-expected Q1 results, with adjusted EBIT coming in $790M above estimates and a core underlying beat of about $1.19B. This translates to roughly $1.05 of EPS upside after adjustments, the analyst tells investors in a research note. Despite the strong quarter, management appears to have absorbed much of the upside through higher costs. Guidance is seen as conservative. The firm noted that the market may be looking for a stronger earnings baseline later in the year, even as the forward multiple has already moved up from recent lows.
UnitedHealth Group Incorporated is a healthcare and well-being company. Its segments include Optum Health, Optum Insight, Optum Rx, and UnitedHealthcare, which covers Employer & Individual, Medicare & Retirement, and Community & State.
4. Visa Inc. (NYSE:V)
Number of Billionaire Investors: 40
On April 29, Oppenheimer raised its price recommendation on Visa Inc. (NYSE:V) to $403 from $391. It reiterated an Outperform rating. The firm pointed to a strong Q2. Net and gross revenue, along with EPS, came in well ahead of Street expectations. Data processing revenue was a key driver of the upside compared to its model. Yield rose 8% year over year, which it sees as a sign of steady pricing power.Q3 guidance for both revenue and EPS also came in above Street estimates. The company went a step further and raised its full-year FY26 outlook.
On the same day, Raymond James also lifted its price goal on V to $389 from $380 and kept an Outperform rating. The analyst noted that Visa delivered strong Q2 results, with both revenue and EPS beating expectations. Organic growth reached its highest level since 2022. This was supported by solid performance in value-added services and faster U.S. payment volumes, the analyst said in a research note. The company raised its FY26 outlook and issued Q3 guidance above consensus. That, in the firm’s view, supports further upward revisions to earnings estimates. It also reinforces a favorable risk-reward setup, even with some pressure from macro-related volatility in cross-border volumes.
Visa Inc. operates as a global payments technology company. It supports commerce and money movement across more than 200 countries and territories. Its network connects consumers, merchants, financial institutions, and governments. The business runs through its Payment Services segment.
3. NVIDIA Corporation (NASDAQ:NVDA)
Number of Billionaire Investors: 49
On May 3, Bloomberg reported that the list of Asian stocks benefiting from business partnerships with NVIDIA Corporation (NASDAQ:NVDA) is getting longer, as the region becomes more tied into the company’s ecosystem.
Investor interest in these firms, some still relatively unknown outside their industries or home markets, shows how Nvidia-driven demand is shaping stock performance across Asia’s tech supply chain. Asian suppliers now make up about 90% of Nvidia’s production costs, up from around 65% last year, based on Bloomberg data. The rapid growth in demand for its products has increased reliance on partners in Asia, especially in manufacturing, assembly, and key components.
NVIDIA has expanded its network of partners in the region over the past few years. Much of that growth has come through deeper chip-related ties with companies such as SK Hynix Inc. and Samsung Electronics Co. Those partnerships focused on scaling AI computing power. More recently, the direction has started to shift. New collaborations suggest a move beyond semiconductors and into physical AI, including robotics.
NVIDIA’s push into physical AI, covering robotics, autonomous systems, and AI-driven manufacturing, extends its reach beyond chips into real-world use. That shift positions Asia as a key partner in the next phase of growth. Chief Executive Officer Jensen Huang has described physical AI as the next stage after generative AI.
NVIDIA Corporation operates as an artificial intelligence infrastructure company. It focuses on accelerated computing to solve complex computational problems. The company runs through two main segments: Compute & Networking and Graphics.
2. Meta Platforms, Inc. (NASDAQ:META)
Number of Billionaire Investors: 54
On May 1, Bloomberg reported that Meta Platforms, Inc. (NASDAQ:META) has acquired Assured Robot Intelligence, a startup focused on building artificial intelligence models for robots. The move is part of a broader push into humanoid technology.
Meta said the startup is “at the frontier of robotic intelligence designed to enable robots to understand, predict and adapt to human behaviors in complex and dynamic environments.” Financial terms were not disclosed.
The Assured Robot Intelligence team, including co-founders Lerrel Pinto and Xiaolong Wang, will join Meta’s Superintelligence Labs research division. The group is expected to work closely with Meta Robotics Studio, which the company launched last year to develop core technology for humanoid systems.
Meta is increasing its investment in humanoids, robots designed to move like humans and assist with physical tasks. Interest in this area has been rising across large technology companies, including Tesla, Alphabet’s Google, and Amazon. The company’s robotics team is working toward using the startup’s technology in its own humanoid systems. That effort includes building in-house hardware and developing the AI that powers it. Work is also underway on sensors, software, and related systems that could be made available across the industry.
Meta Platforms, Inc. focuses on building human connections through artificial intelligence and immersive technologies. Its products allow people to connect and share using mobile devices, personal computers, virtual reality and mixed reality headsets, augmented reality, and wearables.
1. Amazon.com, Inc. (NASDAQ:AMZN)
Number of Billionaire Investors: 66
On May 4, Reuters reported that Amazon.com, Inc. (NASDAQ:AMZN) plans to let other businesses store and ship goods through its logistics network. The offering covers everything from raw materials to finished products. The move puts the company in more direct competition with United Parcel Service and FedEx Corporation.
The new service, called “Amazon Supply Chain Services,” will be available to companies in sectors such as retail, healthcare, and manufacturing. It gives them access to a network that spans the ocean, road, rail, and air. The company is aiming to strengthen its position in the US logistics market. That could increase pressure on pricing and delivery speeds for established players.
Amazon already operates a fleet of more than 100 cargo planes, trailing only FedEx and UPS. It also runs a large system of warehouses and sorting hubs. The expansion opens another growth path for its e-commerce segment. It builds on existing services that support thousands of third-party sellers worldwide. Businesses using the service can tap into two-to-five-day delivery timelines. They can also use tools like inventory forecasting, along with other distribution and fulfillment capabilities.
The push targets the business-to-business shipping market, which tends to offer higher margins. These shipments are often more predictable and less costly to handle than consumer deliveries.
Amazon.com, Inc. offers a wide range of products and services. Its stores include items it purchases for resale as well as goods sold by third-party sellers. The company operates through three segments: North America, International, and Amazon Web Services.
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