10 Best Stocks to Buy According to Billionaire Ken Griffin

In this article, we will discuss the 10 Best Stocks to Buy According to Billionaire Ken Griffin.

Billionaire Ken Griffin is one of Wall Street’s most influential money managers. Over the years, he has posted strong returns across tactical trading, equities and alternative strategies. In 2025, his firm Citadel’s flagship hedge fund, Wellington, rose 10.2%, compared with the S&P 500’s 18% gain over the same period. Why the underperformance? Wellington fund follows a diversified, multi-asset strategy. This approach lowers risk but also limits upside. While the stock market surged amid AI-driven euphoria, Wellington’s risk-averse positioning meant it didn’t capture the full gains. That strategy is proving prudent in 2026, as the war in the Middle East is creating market volatility and testing riskier investments.

Citadel’s Global Fixed Income Fund fell 8.2% in March, according to a Bloomberg report, amid disruption in the global markets due to the ongoing Middle East conflict. However, Citadel’s Wellington fund, which is more diversified, only fell 1.9% in March and is up about 1% so far this year, while the S&P 500 is down 4%.

In an October interview with Bloomberg, Griffin warned that the market might be overlooking inflation-related risks and signs of brewing turmoil. He emphasized that market crashes often begin without warning, and there is only so long the market can ignore such signals. When a crash occurs, it can happen quickly and unpredictably, the billionaire warned. He said at the time that stocks were in a “deep” bull market, and there was a lot of FOMO that was making everyone ignore the red flags.

“When the market chooses to change its mind, the correction can be extraordinarily quick and extraordinarily painful,” Griffin said. “In 87, we didn’t have a catalyst. No matter how exuberant the market may be at any moment in time, when you’re late, that cycle, that cycle can shift in the blink of an eye.”

For this article, we scanned Citadel Investment’s Q4 portfolio and picked its 10 biggest holdings. 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. Taiwan Semiconductor Manufacturing Company (NYSE:TSM)

Ken Griffin’s Stake Value: $909,428,811

Taiwan Semiconductor Manufacturing Company (NYSE:TSM) is perhaps one of the best AI semiconductor stocks to buy. The company is among the top beneficiaries of the strong AI chips demand that is expected to continue to soar despite short-term headwinds and market fears. Taiwan Semiconductor Manufacturing Company (NYSE:TSM) holds about 62% of the total foundry market and over 90% of the market for advanced nodes (7nm and below). Major clients like Nvidia, Apple, and Broadcom are reportedly entering agreements to secure capacity 3-4 years in advance.

Read what a Broadcom executive recently said about the demand TSM is facing here.

Taiwan Semiconductor Manufacturing Company (NYSE:TSM) has raised its capital expenditure forecast to $56 billion for 2026 and plans $165 billion in US investments over the next few years. Its moat and high-capacity production make it an attractive buy for the long term despite its gains.  The stock trades at a forward P/E of 20x, slightly above its 5-year average of 19x.

Platinum International Technology Fund stated the following regarding Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) in its fourth quarter 2025 investor letter:

“Taiwan’s Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the leading manufacturer of semiconductor chips used in AI, mobile phone and other applications. It benefits from extremely strong demand and has industry leading manufacturing capabilities. It is expanding in Taiwan and making large manufacturing investments in the U.S. and other international markets. Financial performance continues to exceed our expectations and we believe the business has a long runway for future growth.”

9. Alphabet (NASDAQ:GOOGL)

Ken Griffin’s Stake Value: $913,187,829

Alphabet (NASDAQ:GOOGL) shares are down about 7% so far this year and some believe now is the right time to pile into the stock to benefit from its long-term growth catalysts. In the recently reported quarter, Alphabet (NASDAQ:GOOGL) revenue rose 18% rose year over year, while search grew 17% despite AI-related threats.  Google Cloud was up 48% YoY, and had a backlog of $240 billion, signaling strong enterprise demand for AI infrastructure.

But let’s not ignore the elephant in the room. How can Alphabet (NASDAQ:GOOGL) save its search and ads business in the long term from AI-related cannibalization effects? The Gemini AI ecosystem is the answer.  Gemini reached more than 750 million monthly active users and Alphabet’s (NASDAQ:GOOGL) AI models now process over 10 billion tokens per minute via API usage. Google is testing ads inside AI-generated answers and placing sponsored results below AI responses. It’s using AI to better match commercial intent, with early data showing engagement rates similar to traditional search ads. AI queries are typically 3× longer and more detailed, allowing Google to understand user intent more precisely and serve higher-quality, higher-priced ads, especially for shopping, travel, finance, and local services where monetization remains strongest. GOOG ranks ninth in our list of the best stocks to buy now, according to billionaire Ken Griffin.

Montaka Global Investments stated the following regarding Alphabet Inc. (NASDAQ:GOOGL) in its Q4 2025 investor letter:

Alphabet Inc. (NASDAQ:GOOGL) has large, valuable core businesses that are clear beneficiaries of larger and more powerful AI models. Therefore, any ‘excess’ capacity that might materialise from the data centre buildout over the coming years will more rapidly be absorbed by their internal needs. So overall, we see the existence of large, tech/AI-enabled non-cloud businesses attached to the hyperscalers, not as a risk, but as a major strategic advantage (Click here to see the full text).

8. Morgan Stanley (NYSE:MS)

Ken Griffin’s Stake Value: $916,479,807

Morgan Stanley (NYSE:MS) ranks 8th in our list of the best stocks to buy now, according to billionaire Ken Griffin. Morgan Stanley’s (NYSE:MS) wealth management business is its key catalyst to buy the stock today. Why? Wealth management produces recurring revenue and grows with the broader economy despite short-term volatility. Morgan Stanley (NYSE:MS) currently sits at $9.3 trillion in total client assets. In just the last quarter of 2025, net new assets surged 116% year over year to $122 billion, driven by a funnel that pulls clients in through E*Trade and workplace stock plans, then migrates them into advisor-managed relationships.

Investment banking is also a sound catalyst for the stock because the Fed is expected to keep cutting rates in the long term, despite the short-term pause or war-related uncertainty. Deals were frozen for two years when rates were high. With easing rates and deregulation back, the M&A pipeline that’s been building pressure like a coiled spring is starting to release.

Baron Financials ETF stated the following regarding Morgan Stanley (NYSE:MS) in its fourth quarter 2025 investor letter:

“During the quarter, the Fund invested in Morgan Stanley (NYSE:MS), a leading global investment bank and wealth management firm. Morgan Stanley has successfully diversified its business beyond cyclical banking and trading fees into more recurring wealth and investment management. These businesses collectively oversee $9.3 trillion in client assets that generate predictable, capital light revenue that grows from inflows and market appreciation. Morgan Stanley has a unique client acquisition model that includes financial advisors, self-directed accounts, and workplace accounts, providing multiple avenues to serve clients. In 2025, the company amassed over $350 billion in net new assets, with a 7% net inflow rate in the fourth quarter. These businesses provide a durable base of revenue and earnings for Morgan Stanley even when banking activity is slow. At the same time, Morgan Stanley remains a top three global investment bank, enabling the firm to generate considerably higher earnings during periods of strength in the capital markets.

Morgan Stanley benefits from numerous competitive advantages. It has a leading brand in banking and wealth management, long held customer relationships, and access to premier industry talent. Its unique customer acquisition model gives Morgan Stanley a strong relationship with clients earlier in their wealth lifecycle and the ability to grow with clients as they build wealth. As Morgan Stanley grows revenues, we expect continued margin expansion from operating leverage and efficiencies from the broader usage of AI. The company has significant excess capital, which could be used to invest in the business or returned to shareholders, especially as capital requirements ease under a more business-friendly administration…” (Click here to read the full text)

7. UnitedHealth Group (NYSE:UNH)

Ken Griffin’s Stake Value: $966,674,647

With a 15% share of the total U.S. insurance market and over 47 million members and growing, UnitedHealth Group (NYSE:UNH) remains the top beneficiary of key demographic factors in the US. What are they? 10,000 baby boomers age into Medicare every single day. By 2030, 20% of all Americans will be over 65. UnitedHealth Group (NYSE:UNH) sits directly in the path of this wave.

Optum, UnitedHealth Group’s (NYSE:UNH) healthcare services and technology business, is one of the biggest catalysts for the stock. While the insurance arm collects premiums and pays claims, Optum generates recurring fee-based revenue with data analytics, pharmacy services, and care delivery. This is what transforms UnitedHealth Group (NYSE:UNH) from a low-margin insurer into a healthcare technology compounder. UNH ranks seventh in our list of the best stocks to buy now, according to billionaire Ken Griffin.

Bretton Fund stated the following regarding UnitedHealth Group Incorporated (NYSE:UNH) in its fourth quarter 2025 investor letter:

“The main hit to the fund this year was UnitedHealth Group Incorporated (NYSE:UNH), impacting performance by -1.1%, when health costs for its enrollees surged unexpectedly. UnitedHealth had a disastrous 2025. The year began with a leak in February that the Department of Justice had launched an investigation into the company’s Medicare Advantage (MA) coding practices. In March, it actually won an MA coding case dating back to the Obama Administration, but it was a good reminder that investigations are easier to start than to win.

In April, the floor gave way. UnitedHealth announced that its membership, both on the insurance side and on its Optum healthcare services side, turned out to be far sicker and more expensive to treat than the firm had anticipated. The health insurance business is a low margin business that depends on actuarial accuracy: tiny changes in medical loss ratio have a tremendous impact on profitability. In May, UnitedHealth replaced then-CEO Andrew Witty with former CEO Stephen Hemsley, which confirmed that the errors were not the result of a fluke month of bad luck, but reflected poor modeling that would take some time to resolve. By August, the stock that had begun the year at $510 was trading below $240. Hemsley focused on shedding unprofitable customers and righting the ship, and while he said it would take much of 2026 to get back on track, the earnings potential of the franchise was compelling…” (Click here to read the full text)

6. Broadcom (NASDAQ:AVGO)

Ken Griffin’s Stake Value: $1,336,485,916

Broadcom (NASDAQ:AVGO) will benefit enormously from the market shift to custom AI chips as companies want to cut costs and reliance on Nvidia. In the custom chips segment, Broadcom (NASDAQ:AVGO) has a dominant market share of over 70%, with its closest rival Marvell eyeing only about 20% market share.

Broadcom’s (NASDAQ:AVGO) Tomahawk 5 and Jericho chips are becoming the industry standard for connecting thousands of AI GPUs, which has resulted in a new revenue stream. Broadcom (NASDAQ:AVGO) is aggressively moving VMware’s customer base to a subscription-only model. This is expected to drive double-digit revenue growth in the software segment as legacy perpetual licenses are phased out.

Emerald Wealth Partners Focused Equity Strategy stated the following regarding Broadcom Inc. (NASDAQ:AVGO) in its fourth quarter 2025 investor letter:

“We took advantage of a consolidation in Broadcom Inc.’s (NASDAQ:AVGO) stock price to initiate a position. Its semiconductor design unit has a dominant position in custom chips (ASICs). Broadcom caters for cloud hyperscalers and companies building LLMs that seek to design their own chips. The idea is to create chips designed to efficiently process the specific workload they need and cut their reliance on general purpose units (GPUs) that are very flexible but expensive.

GPUs remain indispensable in training new AI models. But as AI use expands, the scale of the infrastructure required to process user prompts will grow exponentially. Running these models using GPU chips that can cost US$60,000 per unit is not economically sustainable. Broadcom has demonstrated its capabilities in the field as it designed Google’s Tensor Processing Units (TPUs). Alphabet has used TPUs to run search queries since 2015 and now to run inference of the Gemini LLM. Given the cost advantage it gives Alphabet, every large GPU customer is incentivized to design its own ASICs. Down the line it may well be a matter of survival. Since such endeavors are a long journey and require considerable resources, it seems likely most will favor the semiconductor design partner with the most proven experience in the field (i.e. Broadcom) to ensure faster results and minimize the risk of failure.

Broadcom’s other businesses are developing well too. Demand for its networking equipment is strong thanks to the dynamic data center build-up. Fragmentation of the IT hardware environment provides a good fundamental backdrop for VMWare, the virtualization software business Broadcom acquired in 2024.”

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