In this article, we will discuss the 11 Best Monopoly Stocks to Buy Now.
As per Fidelity, the global equities witnessed a strong increase in Q3 amid a constructive expansionary backdrop and robust corporate fundamentals. The case of portfolio diversification is supported by uncertainty around tariffs, inflation persistence, and higher asset valuations. The firm highlighted that riskier asset prices saw an increase during Q3 as the broad-based rally resulted in new all-time highs for several categories, such as gold, US small- and large-cap stocks, as well as non-US developed-country equities.
Conditions of the Global Economy
According to Fidelity, the global economy is in a solid expansion as countries remain in several phases of the business cycle. The US exhibited a mix of cycle dynamics, such as improvement in corporate profits and credit conditions, while other areas, like labor markets, witnessed softness. Elsewhere, China and Europe saw signs of improvement in cyclical momentum, and numerous regions eased their monetary conditions. However, the global policy backdrop was unsettled.
The broader market is optimistic that corporates could witness increased profit margins and double-digit earnings growth in 2025 and 2026, added Fidelity.
Amidst such trends, we will now have a look at the 11 Best Monopoly Stocks to Buy Now.
Our Methodology
To list the 11 Best Monopoly Stocks to Buy Now, we sifted through several online rankings and Monopoly and wide-moat ETFs. After getting an extensive list, we chose the ones popular among hedge funds, as of Q2 2025. Finally, the stocks were arranged in ascending order of their hedge fund sentiment.
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 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
11 Best Monopoly Stocks to Buy Now
11. U.S. Bancorp (NYSE:USB)
Number of Hedge Fund Holders: 51
U.S. Bancorp (NYSE:USB) is one of the Best Monopoly Stocks to Buy Now. On October 20, TD Cowen lifted the price target on the company’s stock to $60 from $59, while keeping a “Buy” rating on the company’s stock, as reported by The Fly. Notably, the firm updated the model after Q3 2025 results, where the company posted a clean quarter.
The company saw revenue acceleration, controlled expenses, and fee momentum. In Q3 2025, U.S. Bancorp (NYSE:USB) saw record net revenue of $7,329 million, which includes a rise of 9.5% in fee revenue.
U.S. Bancorp (NYSE:USB) saw positive operating leverage of 530 bps on a YoY basis, which excludes net securities gains (losses). The company stated that healthy net interest income growth and margin expansion, along with momentum throughout its fee businesses and prudent expense management, aided its double-digit net income growth, on a linked-quarter and YoY basis. In Q3 2025, the company saw net income of $2,001 million, implying 16.7% YoY growth.
10. Caterpillar Inc. (NYSE:CAT)
Number of Hedge Fund Holders: 76
Caterpillar Inc. (NYSE:CAT) is one of the Best Monopoly Stocks to Buy Now. On October 31, Citi lifted the price target on the company’s stock to $670 from $570, while keeping a “Buy” rating, as reported by The Fly. The firm updated Caterpillar Inc. (NYSE:CAT)’s model after the company’s Q3 2025 report in order to reflect increased estimates as well as a higher valuation multiple for its shares.
Caterpillar Inc. (NYSE:CAT) stated that continued discipline in the dynamic environment, along with an increasing backlog, places the company for sustained momentum and long-term profitable growth.
Caterpillar Inc. (NYSE:CAT)’s sales and revenues for Q3 2025 came in at $17.6 billion, reflecting a rise of 10% YoY. This was mainly because of increased sales volume. The sales volume was mainly supported by the increased sales of equipment to end users.
For the full year, Caterpillar Inc. (NYSE:CAT) remains optimistic regarding its top-line momentum, thanks to healthy demand signals, which include a strong backlog and growth in sales to users.
9. Intercontinental Exchange, Inc. (NYSE:ICE)
Number of Hedge Fund Holders: 84
Intercontinental Exchange, Inc. (NYSE:ICE) is one of the Best Monopoly Stocks to Buy Now. On October 30, the company reported financial results for Q3 2025, with consolidated net income attributable to the company coming at $816 million. The company’s net revenues stood at $2.4 billion and were supported by 5% rise in recurring revenue.
This recurring revenue growth was helped by the 9% growth in exchange data as well as a 7% rise in fixed income and data services, both demonstrating sustained demand for its high-value proprietary data offerings.
As Intercontinental Exchange, Inc. (NYSE:ICE) continues to enhance its AI capabilities, it has been leveraging 3 core strengths. These include deep operational and complex workflow expertise, highly differentiated proprietary data, as well as the powerful network effects of its platform.
Intercontinental Exchange, Inc. (NYSE:ICE) decreased its debt outstanding by ~$175 million, which led to the reduction in gross leverage to just over 2.9x EBITDA. For Q4 2025, the company expects adjusted operating expenses of between $1.005 billion – $1.015 billion.
Macquarie Asset Management, an investment management company, released its investor letter for Q3 2025. Here is what the fund said:
“At the stock level, the largest relative detractors were not owning Tesla and the Fund’s positions in Intercontinental Exchange, Inc. (NYSE:ICE) and Intuit Inc. ICE, which operates wide moat commodity exchanges, mainly futures and options for energy, as well as a mortgage technology business, fell out of favor during the quarter. Trading volumes slowed in several areas, particularly energy, which offset strength in equities. However, we focus on the long-term structural aspects of the energy market that favor sustained commodity volatility, supporting long-term volume growth. We believe ICE maintains a defendable, industry-leading position across multiple business lines with the potential for favorable long-term trends.”
8. Adobe Inc. (NASDAQ:ADBE)
Number of Hedge Fund Holders: 104
Adobe Inc. (NASDAQ:ADBE) is one of the Best Monopoly Stocks to Buy Now. On October 30, Keith Weiss, an analyst from Morgan Stanley, maintained a “Hold” rating on the company’s stock. The associated price target was increased from $333.26 to $450.00. The analyst’s rating is backed by a combination of factors related to the company’s current market positioning and strategic initiatives.
As per the analyst, Adobe Inc. (NASDAQ:ADBE) continues to make strides when it comes to creating an open and integrated platform, which can strengthen its position in the broader creative industry.
However, there are worries related to its ability to effectively monetize the AI capabilities, considering the increased competition. Adobe Inc. (NASDAQ:ADBE)’s strategy to include third-party models, along with its own offerings, has been regarded as a positive step towards mitigating the competitive risks and enhancing user experience.
Even though the company has an attractive risk/reward profile at the current valuation, visibility into the AI monetization and growth acceleration remains limited. This, together with the reporting transition, reflects a delay in the catalyst, added Weiss.
Diamond Hill Capital, an investment management company, released its Q3 2025 investor letter. Here is what the fund said:
“Though markets have continued rising throughout the year, we have continued finding individual companies whose prices we believe are not reflective of their long-term growth outlooks. Accordingly, we initiated four new positions in Q3, including Colgate-Palmolive, Berkshire Hathaway, Zoetis and Adobe Inc. (NASDAQ:ADBE).
Adobe is the market’s largest provider of creative content software and enjoys a sizeable moat. Design professionals in all verticals — graphic designers, video editors, web and mobile app creators, etc. — rely heavily on Adobe’s robust suite of tools. It also owns direct customer engagement software and the ubiquitous Adobe Acrobat platform, two assets we think are underappreciated by the market. Despite valid concerns about greater competition and AI disruption going forward, we think Adobe’s solution breadth and diversification, incumbency and strong positioning upmarket, as well as its ongoing willingness to innovate, should position it well to weather shifts in the competitive environment. We believe Adobe has the potential to generate solid fundamentals over the next several years relative to the share price at which we initiated a position.”
7. S&P Global Inc. (NYSE:SPGI)
Number of Hedge Fund Holders: 106
S&P Global Inc. (NYSE:SPGI) is one of the Best Monopoly Stocks to Buy Now. On October 31, JPMorgan reduced the price target on the company’s stock to $615 from $635, while keeping an “Overweight” rating, as reported by The Fly. As per the analyst, the company posted a Q3 2025 earnings beat and a 2025 guidance raise.
In a separate release dated October 30, S&P Global Inc. (NYSE:SPGI) reported its Q3 2025 results, with GAAP net income rising 21% to $1.176 billion and GAAP diluted EPS rising 24% to $3.86.
S&P Global Inc. (NYSE:SPGI) is focused on optimizing its business portfolio to improve the strategic alignment and pursue high-growth profitable initiatives. For FY 2025, the company expects diluted EPS (on a GAAP basis) of between $14.80 – $15.05, and on an adjusted basis, it projects diluted EPS of $17.60 – $17.85. S&P Global Inc. (NYSE:SPGI) announced the divestiture of its Enterprise Data Management (EDM) and thinkFolio businesses, both in the Market Intelligence division.
Brown Advisory, an investment management company, released its Q2 2025 investor letter. Here is what the fund said:
“S&P Global Inc. (NYSE:SPGI), a leading provider of financial information, analytics, and credit ratings, reported strong quarterly results in April, with revenue exceeding expectations due to robust performance in the Ratings and Indices businesses. However, the stock traded down after the company lowered its full-year guidance, reflecting a more cautious outlook amid ongoing macroeconomic headwinds and a softer environment for mergers and acquisitions.”
6. Visa Inc. (NYSE:V)
Number of Hedge Fund Holders: 167
Visa Inc. (NYSE:V) is one of the Best Monopoly Stocks to Buy Now. On October 29, TD Cowen analyst Bryan Bergin maintained the bullish stance on the company’s stock, giving a “Buy” rating. The analyst’s rating is backed by a combination of factors, which include Visa Inc. (NYSE:V)’s robust financial performance and promising future outlook. It reported a healthy Q4 2025, with revenue and EPS exceeding expectations, thanks to the growth in data processing and favorable cross-border transactions.
Furthermore, Visa Inc. (NYSE:V)’s consumer spending trends are healthy, as strength was seen in the US and an acceleration in the Asia-Pacific region, mainly in Mainland China, added the analyst. The company stated that, in Q4 2025, continued healthy consumer spending resulted in 12% growth in net revenue to $10.7 billion.
With technologies such as AI-driven commerce, real-time money movement, tokenization, and stablecoins converging in a bid to reshape commerce, the company’s emphasis on innovation and product development places it well to lead. Furthermore, the firm’s analyst also added that Visa Inc. (NYSE:V)’s capability to leverage scale for business diversity and sustained growth remains evident.
Sands Capital, an investment management company, released its Q2 2025 investor letter. Here is what the fund said:
Visa Inc. (NYSE:V) operates the world’s largest retail electronic payment network. Shares declined in June amid a broader selloff in card network stocks following stablecoin-related headlines. Unlike the market, we do not view stablecoin proliferation as a threat to card volumes; in fact, we believe it could expand the addressable market for card networks. While stablecoins may have utility in cross-border business-to business transactions, we think they are unlikely to disrupt consumer-to-merchant payments, where cards offer a compelling value proposition—rewards, liquidity, ubiquity, buyer protections, and trust. Moreover, card networks could enhance stablecoin adoption by providing the rules, protections, and services needed for broader, mainstream use.
5. Alphabet Inc. (NASDAQ:GOOGL)
Number of Hedge Fund Holders: 219
Alphabet Inc. (NASDAQ:GOOGL) is one of the Best Monopoly Stocks to Buy Now. On October 30, Evercore ISI lifted the price target on the company’s stock to $325 from $300, while keeping an “Outperform” rating, as reported by The Fly.
As per the analyst, the company’s Q3 2025 results were strong, significantly surpassing expectations throughout key metrics, with a healthy boost from AI advancements. Alphabet Inc. (NASDAQ:GOOGL)’s consolidated revenues in Q3 2025 rose 16%, or 15% in constant currency, YoY to $102.3 billion. Notably, Google Search & other, YouTube ads, Google subscriptions, platforms, and devices, and Google Cloud each saw double-digit growth in Q3 2025.
Alphabet Inc. (NASDAQ:GOOGL), which is leveraging AI throughout its core segments to fuel sustainable growth, is proving to be a high-quality compounder, believes the firm’s analyst. Alphabet Inc. (NASDAQ:GOOGL)’s Google Cloud revenues rose 34% to $15.2 billion, led by growth in Google Cloud Platform throughout core products, AI Infrastructure, and Generative AI solutions. The company highlighted that its full-stack approach to AI has been delivering healthy momentum.
Renaissance Investment Management, an investment management company, released its Q3 2025 investor letter. Here is what the fund said:
“Alphabet Inc. (NASDAQ:GOOGL) also contributed after reporting solid operating results with broad-based momentum across all its operating segments. Improving user engagement has driven an acceleration in digital advertising growth with no signs that AI is negatively impacting the company’s search business. Despite increasing investments in artificial intelligence, Alphabet has been one of the few companies that has demonstrated the ability to monetize AI applications. Also helping sentiment is a favorable court ruling that will not require the company to divest its Chrome and Android businesses.”
4. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders: 235
NVIDIA Corporation (NASDAQ:NVDA) is one of the Best Monopoly Stocks to Buy Now. On October 31, Bloomberg reported that NVIDIA Corporation (NASDAQ:NVDA) plans to invest as much as $1 billion in the AI company, Poolside.
Poolside continues to discuss garnering $2 billion at a valuation of $12 billion, which doesn’t include the dollars raised. Notably, NVIDIA Corporation (NASDAQ:NVDA)’s investment in the round, which was not previously reported, would start at $500 million. There is a potential to reach $1 billion if this startup meets the fundraising targets, noted Bloomberg.
NVIDIA Corporation (NASDAQ:NVDA)’s participation reflects how the AI giant has been fueling an ecosystem of AI startups. As per Bloomberg, Poolside intends to utilise a portion of the new capital to buy Nvidia’s GB300 chips. Notably, NVIDIA Corporation (NASDAQ:NVDA) happens to be a prior investor in Poolside.
In a separate release dated October 31, NVIDIA Corporation (NASDAQ:NVDA) announced that it is deepening its collaboration with Hyundai Motor Group to ramp up innovation in autonomous vehicles, smart factories, and robotics with the new NVIDIA Blackwell-powered AI factory.
Polen Capital, an investment management company, released its Q3 2025 investor letter. Here is what the fund said:
“In early August we initiated positions in both NVIDIA Corporation (NASDAQ:NVDA) and Broadcom, after having not owned either company over the past 2½ years following the initial wave of enthusiasm around Gen AI. While we have long admired both companies, their highly cyclical business models have made it extremely difficult to forecast future earnings growth with any degree of conviction. Given our approach of seeking durable and persistent earnings growth that compounds over long holding periods, our concern in holding either was that we would be forced to endure a punishing downcycle within our typical holding period – there is very little room that in a concentrated portfolio of 20-30 companies. In fact, pre ChatGPT, NVIDIA had two punishing down cycles over the preceding five years.
That is specifically what has occurred for NVIDIA and Broadcom. While the sheer magnitude of demand for AI chips, servers and networking equipment was something that we clearly underappreciated, new incremental data points over the past few months lead us to conclude the current boom in AI chips and related hardware will likely continue for the foreseeable future giving us greater conviction over the trajectory of future earnings for both NVIDIA and Broadcom.
NVIDIA produces the fastest chips that are able to process compute intensive tasks like Gen AI training models extremely efficiently, are very flexible so can be used for any type of workload, and as a result are the chips in highest demand as the hyperscalers build out their Gen AI infrastructure (NVIDIA currently receiving 90c of every dollar spent on AI accelerated semiconductors). Their business has a very strong competitive moat, which is partly about the speed of their chips, but also the entire ecosystem they have built around them (programing language, training models and associated network effects)…” (Click here to read the full text)
3. Meta Platforms, Inc. (NASDAQ:META)
Number of Hedge Fund Holders: 260
Meta Platforms, Inc. (NASDAQ:META) is one of the Best Monopoly Stocks to Buy Now. On October 30, Evercore ISI reduced the price target on the company’s stock to $875 from $930 while keeping an “Outperform” rating, as reported by The Fly. As per the analyst, Meta Platforms, Inc. (NASDAQ:META)’s stock was impacted by the higher investment spending plans for 2026.
The company has been leveraging a healthy position in the broader online ad market and AI advancements, resulting in a compelling investment proposition. That being said, the analyst believes that increased 2026 spending plans warrant close attention.
In Q3 2025, the company saw revenues of $51.24 billion, reflecting a rise of 26% YoY, with average price per ad rising by 10% YoY. Meta Platforms, Inc. (NASDAQ:META) expects 2025 capital expenditures, including principal payments on finance leases, of between $70 billion – $72 billion, an increase from its previous outlook of between $66 billion – $72 billion.
Meta Platforms, Inc. (NASDAQ:META) anticipates Q4 2025 total revenue of between $56 billion – $59 billion. The company’s outlook demonstrates an expectation for strong ad revenue growth, partially mitigated by the reduced YoY Reality Labs revenue in Q4 2025.
Rowan Street Capital, an investment management company, recently released its Q3 2025 investor letter. Here is what the fund said:
“Meta Platforms, Inc. (NASDAQ:META) has been our largest holding for several years and remains one of the best examples of what long-term ownership in an exceptional business ca deliver. Since our initial purchase more than seven years ago, Meta has compounded over 21% annually — a testament to its enduring competitive advantages, operation excellence, and the compounding power of time. We’ll keep our commentary brief here, as we’ve discussed Meta extensively in prior letters — its journey illustrates the benefits of patience, conviction, and alignment with a world-class founder-operator.”
2. Microsoft Corporation (NASDAQ:MSFT)
Number of Hedge Fund Holders: 294
Microsoft Corporation (NASDAQ:MSFT) is one of the Best Monopoly Stocks to Buy Now. On October 30, analyst Keith Bachman from BMO Capital reiterated a “Buy” rating on the company’s stock and reduced the price objective to $625.00 from $650.00. The analyst stated that the growth of Microsoft Corporation (NASDAQ:MSFT)’s Azure platform was strong, thanks to the healthy bookings, mainly from deals with OpenAI, as well as the commitment, which is yet to be added to the backlog.
In Q1 2026, the company stated that revenue in Intelligent Cloud came in at $30.9 billion and rose 28%, with Azure and other cloud services revenue increasing 40% (up 39% in constant currency).
Additionally, the analyst stated that Microsoft Corporation (NASDAQ:MSFT)’s impressive margin expansion, despite headwinds, reflects its operational efficiency. The potential for AI to help long-term growth and durable opportunities in the company’s portfolio supports its favourable outlook, added Bachman. Microsoft Cloud revenue amounted to $49.1 billion, rising 26% (up 25% in constant currency). The commercial remaining performance obligation rose 51% to $392 billion.
Wedgewood Partners, an investment management company, released its Q3 2025 investor letter. Here is what the fund said:
“Microsoft Corporation (NASDAQ:MSFT) has also spent quite heavily on capex over the past several years, having stood up more than 2 gigawatts of data center capacity over the past 12 months alone, yet it has also produced very attractive cash low returns. It exited its fiscal 2025 with almost $370 billion in gross property plant and equipment and capitalized leases, up a remarkable $260 billion from fiscal 2020. Meanwhile, gross cash low grew from $60 billion a year in 2020 to more than $140 billion per year in 2025. When we add in the rest of the assets on Microsoft’s balance sheet, we calculate its gross cash lows to be a consistent returns on capital in the high 20s. That is an extraordinary attractive return for such massive amounts of investing.”
1. Amazon.com, Inc. (NASDAQ:AMZN)
Number of Hedge Fund Holders: 335
Amazon.com, Inc. (NASDAQ:AMZN) is one of the Best Monopoly Stocks to Buy Now. On October 30, the company announced its financial results for Q3 ended September 30, 2025, with net sales rising 13% to $180.2 billion as compared to $158.9 billion in Q3 2024. There has been healthy momentum and growth throughout the company as AI has been driving meaningful improvements.
Amazon.com, Inc. (NASDAQ:AMZN) continues to see healthy demand in the broader AI and core infrastructure, and the focus remains on accelerating capacity, adding over 3.8 gigawatts in the previous 12 months. In Q4 2025, Amazon.com, Inc. (NASDAQ:AMZN) expects its net sales of between $206.0 billion – $213.0 billion, or to increase between 10% – 13% as compared to Q4 2024.
The company’s AWS segment saw revenues of $33 billion, reflecting a rise of 20.2% YoY. This was an acceleration of 270 bps versus the last quarter, thanks to the healthy growth throughout its AI and core services, and more capacity. AWS revenue rose $2.1 billion QoQ and has an annualized revenue run rate of $132 billion.
Mairs & Power, an investment advisor, released the Q2 2025 investor letter. Here is what the fund said:
“The Fund also started a new position in Amazon.com, Inc. (NASDAQ:AMZN) in the second quarter, where the company is well positioned to continue capturing market share in retail while also growing its market leading cloud business. The Fund took advantage of weakness in the stock during April to start the position as tariff news and a precipitous market decline provided an opportunity to build a position.”
While we acknowledge the potential of AMZN 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 AMZN and that has 100x upside potential, check out our report about this cheapest AI stock.
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