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 (NYSE:SW) 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 (NYSE:SW) 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 (NYSE:TSM), 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 (NYSE:TSM) 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 (NASDAQ:KDK) 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 (NASDAQ:KDK) 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 (NASDAQ:AAPL) 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 (NASDAQ:NVDA), 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.
While we acknowledge the potential of NVDA to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than NVDA and that has 100x upside potential, check out our report about the cheapest AI stock.
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