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12 Best Logistics Stocks to Buy According to Hedge Funds

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On June 3, 2025, the Council of Supply Chain Management Professionals (CSCMP) released its Annual State of Logistics Report. The report suggests that businesses continue to face a lot of uncertainty in both supply chains and the economy.

According to the report, Mexico overtook China to become the largest trading partner for the United States in 2024. Trade between the US and Mexico reached a record $840 billion, which represents a 6% increase year-over-year.

In 2024, the logistics industry returned to pre-pandemic patterns in some areas. However, business volumes remained flat and the industry faced rising operating costs.

The report highlights that there are multiple reasons why demand has not yet fully recovered. These include geopolitical conflicts around the world, climate change affecting shipping, high inflation and interest rates, shifting trade regulations, and weak demand outside of the US.

E-commerce continues to grow rapidly, with global online retail sales reaching almost $6.3 trillion. This growth is leading to more efficient last-mile delivery services and increased demand for air freight and agile warehousing.

Investing in technology has become a key part of the modern supply chain. Supply chain leaders are focusing on data analytics, artificial intelligence, robotics, and automation to enhance operations and stay competitive.

With this background in mind, let’s take a look at the 12 best logistics stocks to buy according to hedge funds.

A fleet of rented trucks parked alongside a warehouse, emphasizing the company’s logistics services.

Our Methodology

To compile our list of the 12 best logistics stocks to buy according to hedge funds, we looked for the biggest logistics companies. We reviewed our own rankings, financial media reports, ETFs, and various online resources to compile a list of the best logistics stocks. Next, we focused on the top 12 stocks most favored by institutional investors. Data for the hedge fund sentiment surrounding each stock was taken from Insider Monkey’s Q1 2025 database of 1,000 elite hedge funds. Finally, the 12 best logistics stocks to buy were ranked in ascending order based on the number of hedge funds holding stakes in them as of Q1 2025.

Why do we care about what hedge funds do? 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 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).

12 Best Logistics Stocks to Buy According to Hedge Funds

12. Expeditors International of Washington, Inc. (NYSE:EXPD)

Number of Hedge Fund Holders: 40

Expeditors International of Washington, Inc. (NYSE:EXPD) is one of the best logistics stocks to buy according to hedge funds. On July 11, BofA Securities downgraded Expeditors International of Washington, Inc. (NYSE:EXPD) from “Neutral” to “Underperform” but slightly raised the price target from $117 to $118.

This downgrade was driven by rapidly falling containership rates. At the same time, Expeditors International of Washington, Inc. (NYSE:EXPD) had climbed above BofA’s previous price target.

BofA pointed out that Expeditors International of Washington, Inc. (NYSE:EXPD) has gained 16% since early April.

The firm also updated its price-to-earnings (P/E) ratio assumption and moved to a 20x multiple for 2026 estimated earnings per share (EPS), down from the previous 21x multiple for 2025 EPS.

BofA estimates flat earnings growth for Expeditors International of Washington, Inc. (NYSE:EXPD) but projects about 5% EPS growth in 2026. The firm believes this will lead to muted share performance.

Expeditors International of Washington, Inc. (NYSE:EXPD) is a global logistics company that offers freight, customs brokerage, time-definite transportation, order management, warehousing and distribution, and customized logistics solutions.

11. J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT)

Number of Hedge Fund Holders: 40

J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) is one of the best logistics stocks to buy according to hedge funds. On July 16, BMO Capital maintained an “Outperform” rating on J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) and kept the price target at $172.

The firm pointed to J.B. Hunt Transport Services, Inc.’s (NASDAQ:JBHT) recently announced $100 million cost savings plan as a key reason that reduces risk for the company’s future earnings.

BMO Capital’s analysis suggests that J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) is on track to see its earnings surpass $10 per share in the next mid-cycle.

Additionally, BMO noted that J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) set a new quarterly record for share repurchases in the second quarter of 2025, which was seen as evidence of “disciplined capital allocation.”

J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) is an American transportation and logistics company that specializes in freight shipping for customers of all sizes, including global supply chains and small businesses.

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

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