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10 Large-Cap Stocks to Buy According to Billionaire Richard Chilton

In this article, we discuss the 10 large-cap stocks to buy according to billionaire Richard Chilton. If you want to skip our detailed analysis of Chilton’s history, investment philosophy, and hedge fund performance, go directly to the 5 Large-Cap Stocks to Buy According to Billionaire Richard Chilton.

Richard Chilton was born in New Jersey, America, and has worked with Merrill Lynch, Alliance Capital, and Allen & Company. Chilton graduated from the business school at Alfred University in Western New York, in 1980. In 1992, he founded his hedge fund Chilton Investment Company.

Richard Chilton’s hedge fund’s 13F portfolio value stood at $3.6 billion as of the end of the second quarter.

               

Our Methodology

In this article, we picked 10 large-cap stocks from the second quarter portfolio of Richard Chilton.

10. JPMorgan Chase & Co. (NYSE:JPM)

   Richard Chilton’s Stake Value: $1.6M
 

JPMorgan Chase & Co. (NYSE: JPM) is an America-based multinational investment bank and financial services holding company. It is headquartered in New York City and is incorporated in Delaware. On October 7, 2022, JPMorgan Chase & Co. (NYSE: JPM) made partnership with DoorDash Inc (NYSE:DASH) to launch a credit card, with Mastercard acting as the exclusively payments network. According to a press release, this DoorDash Rewards Mastercard will provide benefits and rewards to the customers.

Chilton Investment Company owned 13,838 shares of JPMorgan Chase & Co. (NYSE: JPM) in the second quarter of 2022, worth $1.6 million.

On October 4, 2022, Citibank analyst Keith Horowitz gave a positive rating on JPMorgan Chase & Co. (NYSE:JPM). The analyst sees JPMorgan Chase & Co. (NYSE:JPM)  at ease for a Q3 top-line beat, which would lead the stock’s performance to upward revisions on full-year guidance and have a better run-rate in 2023.

9. NVIDIA Corporation (NASDAQ:NVDA)

     Richard Chilton’s Stake Value: $652,000

NVIDIA Corporation (NASDAQ: NVDA) is an American multinational technology company with headquarter in Santa Clara, California. The firm is a software and hardware company that designs Graphics Processing Units (GPUs), Application Programming interfaces (APIs), high-performance computing, and system on a chip units (SoCs). The company is a global leader in Artificial Intelligence and has a large presence in the gaming industry.

On October 12, Citi analyst Atif Malik reduced the firm’s price target on NVIDIA Corporation (NASDAQ:NVDA) from $248 to $210 while holding a ‘Buy’ rating on the shares. The analyst decreased estimates for the cloud data-centric semis, but his supply chain discussions indicate that cloud computing demand will remain 15%-20% above supply in the U.S. 

Chilton Investment Company cut its stake by 52% in the chips company. As of the end of the second quarter, it owns just 4,300 shares of the company.

8. Visa Inc. (NYSE:V)

   Richard Chilton’s Stake Value: $7.7M
 

Visa Inc. (NYSE: V) is an America-based multinational financial services corporation. The company is headquartered in Foster City, California, USA. Visa Inc. (NYSE:V) facilitates global fund transactions through Visa-branded credit cards, debit cards, and prepaid cards. Visa Inc. has a significant value in the global transaction companies.

 Chilton Investment company owned 39,000 shares in Visa Inc. (NYSE:V) as of the end of the second quarter. The worth of these shares was $7.7 million.

David Koning from W. Baird issued a report on June 1 on the rating of Visa Inc. (NYSE: V). He kept a Buy rating due to the company’s resilience in the recession period.

On October 6, 2022, TD Securities, a division of TD Bank (NYSE: TD), joined cross-border business-to-business payment network run by payment giant Visa Inc. (NYSE:V).

7. UnitedHealth Group Incorporated (NYSE:UNH)

Richard Chilton’s Stake Value: $31.4M
    

UnitedHealth Group Incorporated (NYSE: UNH) is an American multinational diversified health care and the insurance company. The firm, being the world’s 8th largest company by revenue, operates Optum Health, Optum Insight, Optum Rx, and UnitedHealthcare platforms.

Based upon the Q2 performance and growth expectations, UnitedHealth Group Incorporated (NYSE: UNH) boosted its full-year net earnings outlook to $20.45 to $20.95 per share and adjusted net earnings to $21.40 to $21.90 per share. The stock’s growth balanced in the second quarter across all its businesses, especially due to the large expansion of people served at UnitedHealth Group Incorporated (NYSE: UNH) and in value-based arrangements at Optum Health. 

Chilton Investment Company owned a $31.4 million stake in the company as of the end of the second quarter.

 Loop Capital analyst Joseph France put UnitedHealth Group Incorporated (NYSE: UNH) on a Buy rating with a price target of $575. He said the firm is prominent and well-positioned in commercial and government benefit markets and believes that the company’s industrial leadership and innovative technology hold ‘major’ competitive advantages.

6. Johnson & Johnson (NYSE:JNJ)

      Richard Chilton Stake Value: $2.04M
     

Johnson & Johnson (NYSE: JNJ), founded in 1886, is an American multinational holding company that works in the research and development, manufacture, and sale of many products in the healthcare field. The company is headquartered in New Brunswick, New Jersey.

 Billionaire Richard Chilton’s hedge fund owned 11,518 shares of Johnson & Johnson (NYSE: JNJ) in the second quarter of 2022. The total worth of these shares was $2.04 million.

On Sep 28, 2022, Johnson & Johnson (NYSE: JNJ) announced that the company has expanded its access to the use of myopia lenses with FDA approval of lens parameter expansion and the large availability in North America.

Click to continue reading and see 5 Best Large-Cap Stocks to Buy According to Billionaire Richard Chilton.

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Disclosure: None. 10 Large-Cap Stocks to Buy According to Billionaire Richard Chilton is originally published on Insider Monkey.

AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning:

“The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:

“AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

And that’s where the real opportunity lies…

One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

  • It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
  • It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
  • It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.

Trump has made it clear: Europe and U.S. allies must buy American LNG.

And our company sits in the toll booth—collecting fees on every drop exported.

But that’s not all…

As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.

AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.

AI needs energy. Energy needs infrastructure.

And infrastructure needs a builder with experience, scale, and execution.

This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

This company is completely debt-free.

In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.

It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

And here’s what the smart money has started whispering…

The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients.

Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.

And that’s for a business tied to:

  • The AI infrastructure supercycle
  • The onshoring boom driven by Trump-era tariffs
  • A surge in U.S. LNG exports
  • And a unique footprint in nuclear energy—the future of clean, reliable power

You simply won’t find another AI and energy stock this cheap… with this much upside.

This isn’t a hype stock. It’s not riding on hope.

It’s delivering real cash flows, owns critical infrastructure, and holds stakes in other major growth stories.

This is your chance to get in before the rockets take off!

Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.

AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries.

The companies that embrace AI will thrive, while the dinosaurs clinging to outdated methods will be left in the dust.

As an investor, you want to be on the side of the winners, and AI is the winning ticket.

The Talent Pool is Overflowing: The world’s brightest minds are flocking to AI.

From computer scientists to mathematicians, the next generation of innovators is pouring its energy into this field.

This influx of talent guarantees a constant stream of groundbreaking ideas and rapid advancements.

By investing in AI, you’re essentially backing the future.

The future is powered by artificial intelligence, and the time to invest is NOW.

Don’t be a spectator in this technological revolution.

Dive into the AI gold rush and watch your portfolio soar alongside the brightest minds of our generation.

This isn’t just about making money – it’s about being part of the future.

So, buckle up and get ready for the ride of your investment life!

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A New Dawn is Coming to U.S. Stocks

I work for one of the largest independent financial publishers in the world – representing over 1 million people in 148 countries.

We’re independently funding today’s broadcast to address something on the mind of every investor in America right now…

Should I put my money in Artificial Intelligence?

Here to answer that for us… and give away his No. 1 free AI recommendation… is 50-year Wall Street titan, Marc Chaikin.

Marc’s been a trader, stockbroker, and analyst. He was the head of the options department at a major brokerage firm and is a sought-after expert for CNBC, Fox Business, Barron’s, and Yahoo! Finance…

But what Marc’s most known for is his award-winning stock-rating system. Which determines whether a stock could shoot sky-high in the next three to six months… or come crashing down.

That’s why Marc’s work appears in every Bloomberg and Reuters terminal on the planet…

And is still used by hundreds of banks, hedge funds, and brokerages to track the billions of dollars flowing in and out of stocks each day.

He’s used this system to survive nine bear markets… create three new indices for the Nasdaq… and even predict the brutal bear market of 2022, 90 days in advance.

Click to continue reading…