In this article, we will look at the 10 Best Stocks to Buy in 2026 According to Billionaire George Soros.
Smart, sharp, and savvy are some of the adjectives that perfectly describe George Soros, one of the most successful investors of all time. Though controversial due to his political views and causes, Soros has made a name for himself on Wall Street. He is best remembered for shorting the British Pound in the early 1990’s, a trade that earned him $1 billion on what came to be known as Black Wednesday.
While he is now in his sunset years, the Hungarian American billionaire investor still invests through his family office, Soros Fund Management. Whereas Soros has stepped back from day-to-day decisions and ceded control of the $28 billion Empire, his son, Alexander Soros, has continued the Soros legacy in public equity and debt markets.
Consequently, Soros Fund Management is heavily invested in the technology sector, accounting for about 28% of the fund’s total holdings. The positioning does not come as a surprise, as tech stocks have been on a roll over the past three years, driven by the artificial intelligence boom.
Therefore, some of the best stocks to buy, according to George Soros, are those spearheading the AI revolution, as evidenced by his significant holdings in tech giants. Additionally, the billionaire investor family office has significant exposure to consumer cyclical stocks, well poised to shrug off volatility in equity markets in the event of an economic growth slowdown. Consumer Cyclical stocks account for 14% of the portfolio.
The US equity market is projected to continue its upward trend on the back of 12% growth in corporate earnings, according to Goldman Sachs. George Soros’ equity portfolio is well-positioned to benefit from any upswing, given its exposure to some of the biggest players in AI and to companies with a track record of strong earnings growth.
George Soros of Soros Fund Management
Our Methodology
To come up with our list of the best stocks to invest in according to billionaire George Soros, we scanned Soros Fund Management’s Q4 2025 portfolio. We focused on the hedge fund’s biggest holdings by equity stake. We shared an analysis of their popularity among top-tier hedge funds during Q4 2025. We also provided insights on why they stand out as a buy. Finally, we ranked the stocks in ascending order based on Soros Fund Management’s equity stakes in them.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research shows 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).
Best Stocks to Buy in 2026 According to Billionaire George Soros
10. Smurfit WestRock PLC (NYSE:SW)
Soros Fund Management Equity Stake: $92.9 Million
Number of Hedge Fund Holders: 41
Stock Upside Potential: 29.06%
Smurfit WestRock PLC (NYSE:SW) is one of the best stocks to buy in 2026 according to billionaire George Soros. On April 30, Smurfit WestRock PLC released its Q1 2026 results. It reported revenue of $7.7 billion, up from $7.66 billion in the same period the prior year. The company said demand across all its paper grades improved during the quarter, with the company reporting strong volume sales and pricing increases for some products.
However, Smurfit WestRock’s net income dipped to $63 million from $382 million a year ago. The company said its net income was adversely impacted by $65 million due to unfavorable weather events, mostly in North America.
Smurfit WestRock said all its geographic regions performed well in Q1. Looking ahead, the company expects volume growth in its North American business in Q2. It added 600 new customers in North America during Q1. The company recently announced a medium-term growth plan.
Smurfit WestRock’s cash and cash equivalents stood at $674 million at the end of Q1. The company plans to distribute a quarterly dividend of $0.4523 per share on June 10 to shareholders of record as of May 15.
Smurfit WestRock PLC is a global provider of packaging products. It’s known for its corrugated and paper-based packaging solutions. Smurfit WestRock offers a wide variety of packaging materials and serves customers around the world. The company was founded in 1934 and is based in Ireland.
9. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)
Soros Fund Management Equity Stake: $106.3 Million
Number of Hedge Fund Holders: 224
Stock Upside Potential: 25.51%
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best stocks to buy in 2026 according to billionaire George Soros. TSM stock has climbed around 30% over the past six months and soared more than 120% over the past 12 months. The Street believes the stock has more room to go up.
On April 30, a quiet announcement about the Taiwanese chipmaker’s sustainability program was made. It was announced that Taiwan Semiconductor Manufacturing Company Limited, also called TSMC, has expanded its power deal with Northland Power.
The details are that TSMC agreed to purchase additional power from Northland’s Hai Long offshore wind project in Taiwan. It’s a 30-year deal that will see TSMC offtake 100% of the project’s power-generating capacity. The latest deal expands on the companies’ existing partnership signed in 2022.
This is an important step forward for TSMC. The company has committed to 100% renewable energy by 2040. It initially had a 2050 target, but accelerated its sustainability timetable by 10 years.
Before 2040, there are intermediate targets to hit. For example, TSMC aims to reach 60% renewable energy consumption by 2030. The offshore wind power offtake deal with Northland brings TSMC closer to its sustainability goal.
Taiwan Semiconductor Manufacturing Company Limited is a semiconductor chip producer. It manufactures chips on contract for customers such as Nvidia, Apple, Broadcom, and Qualcomm. The company, also known as TSMC, was founded in 1987 and is based in Taiwan.
8. Kodiak AI Inc (NASDAQ:KDK)
Soros Fund Management Equity Stake: $108.9 Million
Number of Hedge Fund Holders: 12
Stock Upside Potential: 91.63%
Kodiak AI Inc (NASDAQ:KDK) is one of the best stocks to buy in 2026 according to billionaire George Soros. This autonomous vehicle stock is up around 10% over the past month, and the Street’s projections show the stock could surge 90% more.
According to Cantor Fitzgerald, Kodiak AI Inc is well-positioned to benefit from the growing adoption of driverless trucks. On April 22, the firm reiterated its Overweight rating and $13 price target on Kodiak stock.
The firm noted that favorable regulations are fueling the deployment of autonomous vehicles, saying that more than 21 states now allow driverless vehicles. Cantor Fitzgerald pointed out that driverless trucks offer many benefits, including lower costs, enhanced road safety, and improved truck utilization. The firm also noted that self-driving trucks are a solution to the truck driver shortage.
The global autonomous truck market size was worth $46.8 billion in 2025, according to Grand View Research. The market is expanding at a rate of around 15% annually and is on track to reach $139.5 billion by 2033. This growth is being fueled by factors like driver shortages, demand for cost-efficient logistics in e-commerce, and advancements in AI and sensor technologies.
At the end of 2025, there were 20 trucks with Kodiak’s driverless system in use in West Texas’s Permian Basin. Kodiak has a partnership with Atlas that would see 100 trucks equipped with its driverless technology deployed in the Permian Basin.
Founded in 2018 and based in California, Kodiak AI Inc provides AI-powered autonomous vehicle technology to the trucking industry. The company says its driverless solution helps tackle some of the toughest driving jobs to ensure safe transportation of goods.
7. Apple Inc (NASDAQ:AAPL)
Soros Fund Management Equity Stake: $113.2 Million
Number of Hedge Fund Holders: 169
Stock Upside Potential: 10.94%
Apple Inc (NASDAQ:AAPL) is one of the best stocks to buy in 2026 according to billionaire George Soros. Apple stock has climbed around 40% over the past 12 months.
The iPhone maker reported its March quarter results on April 30, delivering earnings that surpassed expectations. Revenue rose 17% to $111.2 billion, and EPS jumped 22% to $2.01. The Street was expecting EPS of $1.93 on revenue of $108.92 billion.
The quarter was supported by strong growth in Apple’s flagship iPhone business and the closely watched Services division. Apple reported iPhone sales growth of 21.7% YoY to $56.99 billion, fueled by the extraordinary demand for the latest iPhone 17 models.
The Services segment, which houses such businesses as the App Store, iCloud, and Apple Music, grew 16.3% YoY to $30.98 billion.
Apple recorded double-digit growth across all its geographic segments. It finished the March quarter with $45.6 billion in cash and cash equivalents after spending $7.7 billion in dividend payments and $37 billion in share repurchases during the quarter.
Looking ahead, the company expects its revenue to grow between 14% and 17% in the June quarter. The board also added $100 billion to the company’s share buyback program.
California-based Apple Inc is an American multinational technology company. The company is best-known as the maker of the iPhone, but it also sells a wide variety of other hardware products, including Mac computers and iPad devices. Apple is also engaged in software, digital media, and payment businesses.
6. NVIDIA Corp (NASDAQ:NVDA)
Soros Fund Management Equity Stake: $124.1 Million
Number of Hedge Fund Holders: 264
Stock Upside Potential: 36.05%
NVIDIA Corp (NASDAQ:NVDA) is one of the best stocks to buy in 2026 according to billionaire George Soros. NVIDIA stock has soared more than 70% over the past year, and it has more room to run as the Street’s average price target indicates more than 30% upside potential.
Nvidia recently made a quiet investment in a European startup that builds AI tools for the legal industry, according to a CNBC report on April 30. The startup is called Legora, and it’s based in Sweden. According to the report, Nvidia participated in Legora’s Series D funding round that raised a total of $600 million at a valuation of $5.6 billion.
Nvidia is ramping up investments in promising startups, and Legora is the chip giant’s first bet in the legal tech sector. Legora develops AI agents and tools used by law firms and corporate legal departments. Its solutions help those in the legal industry to automate and streamline workflows. Legora’s customers include banking multinational Barclays and the law firms Linklaters, HSFK, and White & Case.
The adoption of AI in the legal industry is on the rise as law firms and corporate legal departments look to automation to manage growing volumes of documents and data. According to Grand View Research, the market is on track to grow from $1.45 billion in 2024 and reach $3.9 billion by 2030. With the Legora investment, Nvidia is getting exposure to a promising legal tech industry.
NVIDIA Corp, based in California, develops graphics processing chips that power a variety of applications. Nvidia chips are widely used in power AI workloads. These chips are also used in cars, video games devices, and mobile devices.
5. Microsoft Corp (NASDAQ:MSFT)
Soros Fund Management Equity Stake: $127.2 Million
Number of Hedge Fund Holders: 312
Stock Upside Potential: 30.14%
Microsoft Corp (NASDAQ:MSFT) is one of the best stocks to buy in 2026 according to billionaire George Soros. Microsoft Corp released its fiscal Q3 2026 (ended March 31) report on April 29. It reported an 18% YoY increase in revenue to $82.9 billion, supported by strong growth in the cloud business. That was more than Street expectations of $81.39 billion.
Microsoft’s cloud revenue soared 29% YoY to $54.5 billion, and there’s more to come. The company reported that the commercial remaining performance obligation in its cloud business increased 99% to $627 billion. This is how much the company expects to earn from its existing contracts and customers. The company also reported strong performance in its AI business, which grew 123% YoY and exceeded an annual run rate of $37 billion.
Microsoft’s net income rose 23% YoY to $31.8 billion in the quarter. That translates to EPS of $4.27, which surpassed the Street’s expectation of $4.06.
During the March quarter, the company returned $10.2 billion to shareholders in a combination of dividends and share repurchases. It exited the quarter with $32 billion in cash and cash equivalents.
Microsoft Corp is an American multinational technology company based in Redmond, Washington. Best-known for its Windows software and Office productivity suite, Microsoft has developed a diversified tech business that includes cloud computing services and consumer hardware.
4. TKO Group Holdings Inc (NYSE:TKO)
Soros Fund Management Equity Stake: $132.8 Million
Number of Hedge Fund Holders: 48
Stock Upside Potential: 28.18%
TKO Group Holdings Inc (NYSE:TKO) is one of the best stocks to buy in 2026 according to billionaire George Soros. On April 27, Bernstein SocGen Group reiterated an Outperform rating on TKO Group Holdings Inc but lowered its price target on the stock to $240 from $250. The new price target still indicates substantial upside potential.
For the price target cut, Bernstein pointed to concerns around the Middle East events calendar and performer pay. The firm cited this as a near-term operational risk. The Iran war led to the rescheduling or postponement of events and gatherings across the Middle East as airspaces closed and shipping issues arose.
In the medium-term, Bernstein cited media rights renewal and Saudi PIF funding review as potential headwinds. TKO Group’s UFC unit has its next rights renewal in 2032, while there’s debate around Saudi PIF’s future funding of live entertainment.
Even with these issues sticking out, Bernstein sees a constructive fundamental picture in TKO Group and believes the stock presents a buying opportunity at the current price. The firm noted gains for UFC in the Paramount+ deal and strong momentum in the WWE division.
TKO Group Holdings Inc is an American sports and entertainment company headquartered in New York. It’s the company behind the professional wrestling brand WWE and mixed martial arts brand UFC. TKO Group makes money through channels like media rights, event ticket sales, and consumer products.
3. Salesforce Inc (NYSE:CRM)
Soros Fund Management Equity Stake: $137.6 Million
Number of Hedge Fund Holders: 115
Stock Upside Potential: 48.10%
Salesforce Inc (NYSE:CRM) is one of the best stocks to buy in 2026 according to billionaire George Soros.
On May 1, Barclays named Salesforce Inc as one of its top stock picks in the infrastructure software space amid the AI shift. According to the investment bank, AI is reshaping the enterprise software landscape, and Salesforce is among the companies that stand to benefit from this shift.
Pushing back on the concerns around AI disruptions of incumbent enterprise software vendors, Barclays said that AI will be an additive force, not a replacement. According to the investment bank, enterprise software incumbents like Salesforce have built a solid competitive position. The firm noted that this position is supported by data gravity, security and compliance standards, and switching costs.
For Salesforce in particular, Barclays noted that embedded workflows and a massive customer base have led to switching costs that shield the company amid AI integration into existing enterprise systems.
Barclays’ views on Salesforce and AI align with those of TD Cowen, which on April 24 identified Salesforce as a key beneficiary of enterprise AI adoption. According to TD Cowen, incumbent software vendors like Salesforce stand to benefit more from AI than markets currently reflect.
Salesforce Inc is a provider of customer relationship management software. Its software is used in applications like sales, marketing automation, analytics, and customer service. Salesforce was founded in 1999 and is based in California.
2. Alphabet Inc (NASDAQ:GOOGL)
Soros Fund Management Equity Stake: $200 Million
Number of Hedge Fund Holders: 288
Stock Upside Potential: 21.04%
Alphabet Inc (NASDAQ:GOOGL) is one of the best stocks to buy in 2026 according to billionaire George Soros. This cloud computing stock has gained nearly 30% in the past month and soared around 140% over the past year.
Alphabet Inc reported its Q1 2026 results on April 29, revealing strong growth in both topline and bottom-line numbers. Consolidated revenue jumped 22% to $109.9 billion, supported by strong performance across the company’s various business lines. Alphabet’s topline has been expanding at a double-digit rate for 11 straight quarters.
Turning to the bottom-line, the company posted a net income of $62.6 billion, reflecting a growth of 84% YoY. EPS increased 82% to $5.11.
Cloud computing was the star segment of the quarter. Cloud sales soared 63% to $20 billion, even surpassing the $18.05 billion that analysts expected. Moreover, the cloud backlog almost doubled from the previous quarter to over $460 billion. The cloud business growth was driven by AI-related demand from enterprise customers. Alphabet’s consumer AI business also recorded its strongest quarter ever, supported by Gemini App, the company’s ChatGPT-like AI agent.
Commenting on the Q1 results, Alphabet CEO Sundar Pichai said cloud revenue would have been higher if they were able to meet the growing demand. Pichai further said that they see extraordinary opportunities ahead. In this context, Alphabet is expanding its compute capacity, particularly AI infrastructure, to take advantage of the opportunities.
Alphabet Inc is the parent of the internet search engine and cloud computing giant Google. Through its various subsidiaries, Alphabet offers internet services, autonomous ride-hailing, and sells hardware products. It’s also engaged in life sciences research through its Verily subsidiary.
1. Amazon.com Inc (NASDAQ:AMZN)
Soros Fund Management Equity Stake: $544.6 Million
Number of Hedge Fund Holders: 381
Stock Upside Potential: 23.55%
Amazon.com Inc (NASDAQ:AMZN) is one of the best stocks to buy in 2026 according to billionaire George Soros. This tech stock is up around 25% over the past month.
Amazon reported its Q1 2026 results on April 29, saying companywide revenue increased 17% YoY to $181.5 billion and net income rose 77% to $30.3 billion. The company’s cloud computing business, known as AWS, was the fastest-growing segment in the quarter. AWS sales jumped 28% YoY to $37.6 billion. That was also the segment’s fastest growth in 15 quarters.
The company said its North American segment sales increased 12% to $104.1 billion, and the international segment sales rose 19% to $39.8 billion. Amazon also highlighted strong growth in its smaller business lines, including the chips business, advertising business, and the entertainment business. It said its Project Hail Mary film was a box office hit, generating nearly $615 million in global ticket sales.
Amazon’s cloud business, which is being fueled by AI development programs, was a major highlight of the Q1 report. The company said that since its Q4 2025 report, it has announced more than two dozen AWS deals. And these have included some of the AI industry leaders such as OpenAI and Anthropic. Working with OpenAI, Amazon is offering its AWS customers tools to build generative AI applications and AI agents.
Amazon.com Inc is an American multinational technology company. It operates a global e-commerce platform and offers cloud computing, online advertising, and digital media services. It also makes various hardware products and offers payment services.
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