In this article, we will discuss the 10 Best Stocks to Buy According to Billionaire Ken Griffin.
Billionaire Ken Griffin is one of Wall Street’s most influential money managers. Over the years, he has posted strong returns across tactical trading, equities and alternative strategies. In 2025, his firm Citadel’s flagship hedge fund, Wellington, rose 10.2%, compared with the S&P 500’s 18% gain over the same period. Why the underperformance? Wellington fund follows a diversified, multi-asset strategy. This approach lowers risk but also limits upside. While the stock market surged amid AI-driven euphoria, Wellington’s risk-averse positioning meant it didn’t capture the full gains. That strategy is proving prudent in 2026, as the war in the Middle East is creating market volatility and testing riskier investments.
Citadel’s Global Fixed Income Fund fell 8.2% in March, according to a Bloomberg report, amid disruption in the global markets due to the ongoing Middle East conflict. However, Citadel’s Wellington fund, which is more diversified, only fell 1.9% in March and is up about 1% so far this year, while the S&P 500 is down 4%.
In an October interview with Bloomberg, Griffin warned that the market might be overlooking inflation-related risks and signs of brewing turmoil. He emphasized that market crashes often begin without warning, and there is only so long the market can ignore such signals. When a crash occurs, it can happen quickly and unpredictably, the billionaire warned. He said at the time that stocks were in a “deep” bull market, and there was a lot of FOMO that was making everyone ignore the red flags.
“When the market chooses to change its mind, the correction can be extraordinarily quick and extraordinarily painful,” Griffin said. “In 87, we didn’t have a catalyst. No matter how exuberant the market may be at any moment in time, when you’re late, that cycle, that cycle can shift in the blink of an eye.”
For this article, we scanned Citadel Investment’s Q4 portfolio and picked its 10 biggest holdings. 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 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
10. Taiwan Semiconductor Manufacturing Company (NYSE:TSM)
Ken Griffin’s Stake Value: $909,428,811
Taiwan Semiconductor Manufacturing Company (NYSE:TSM) is perhaps one of the best AI semiconductor stocks to buy. The company is among the top beneficiaries of the strong AI chips demand that is expected to continue to soar despite short-term headwinds and market fears. Taiwan Semiconductor Manufacturing Company holds about 62% of the total foundry market and over 90% of the market for advanced nodes (7nm and below). Major clients like Nvidia, Apple, and Broadcom are reportedly entering agreements to secure capacity 3-4 years in advance.
Read what a Broadcom executive recently said about the demand TSM is facing here.
Taiwan Semiconductor Manufacturing Company has raised its capital expenditure forecast to $56 billion for 2026 and plans $165 billion in US investments over the next few years. Its moat and high-capacity production make it an attractive buy for the long term despite its gains. The stock trades at a forward P/E of 20x, slightly above its 5-year average of 19x.
Platinum International Technology Fund stated the following regarding Taiwan Semiconductor Manufacturing Company Limited in its fourth quarter 2025 investor letter:
“Taiwan’s Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the leading manufacturer of semiconductor chips used in AI, mobile phone and other applications. It benefits from extremely strong demand and has industry leading manufacturing capabilities. It is expanding in Taiwan and making large manufacturing investments in the U.S. and other international markets. Financial performance continues to exceed our expectations and we believe the business has a long runway for future growth.”
9. Alphabet (NASDAQ:GOOGL)
Ken Griffin’s Stake Value: $913,187,829
Alphabet (NASDAQ:GOOGL) shares are down about 7% so far this year and some believe now is the right time to pile into the stock to benefit from its long-term growth catalysts. In the recently reported quarter, Alphabet revenue rose 18% rose year over year, while search grew 17% despite AI-related threats. Google Cloud was up 48% YoY, and had a backlog of $240 billion, signaling strong enterprise demand for AI infrastructure.
But let’s not ignore the elephant in the room. How can Alphabet save its search and ads business in the long term from AI-related cannibalization effects? The Gemini AI ecosystem is the answer. Gemini reached more than 750 million monthly active users and Alphabet’s AI models now process over 10 billion tokens per minute via API usage. Google is testing ads inside AI-generated answers and placing sponsored results below AI responses. It’s using AI to better match commercial intent, with early data showing engagement rates similar to traditional search ads. AI queries are typically 3× longer and more detailed, allowing Google to understand user intent more precisely and serve higher-quality, higher-priced ads, especially for shopping, travel, finance, and local services where monetization remains strongest. GOOG ranks ninth in our list of the best stocks to buy now, according to billionaire Ken Griffin.
Montaka Global Investments stated the following regarding Alphabet Inc. in its Q4 2025 investor letter:
Alphabet Inc. has large, valuable core businesses that are clear beneficiaries of larger and more powerful AI models. Therefore, any ‘excess’ capacity that might materialise from the data centre buildout over the coming years will more rapidly be absorbed by their internal needs. So overall, we see the existence of large, tech/AI-enabled non-cloud businesses attached to the hyperscalers, not as a risk, but as a major strategic advantage (Click here to see the full text).
8. Morgan Stanley (NYSE:MS)
Ken Griffin’s Stake Value: $916,479,807
Morgan Stanley (NYSE:MS) ranks 8th in our list of the best stocks to buy now, according to billionaire Ken Griffin. Morgan Stanley’s wealth management business is its key catalyst to buy the stock today. Why? Wealth management produces recurring revenue and grows with the broader economy despite short-term volatility. Morgan Stanley currently sits at $9.3 trillion in total client assets. In just the last quarter of 2025, net new assets surged 116% year over year to $122 billion, driven by a funnel that pulls clients in through E*Trade and workplace stock plans, then migrates them into advisor-managed relationships.
Investment banking is also a sound catalyst for the stock because the Fed is expected to keep cutting rates in the long term, despite the short-term pause or war-related uncertainty. Deals were frozen for two years when rates were high. With easing rates and deregulation back, the M&A pipeline that’s been building pressure like a coiled spring is starting to release.
Baron Financials ETF stated the following regarding Morgan Stanley in its fourth quarter 2025 investor letter:
“During the quarter, the Fund invested in Morgan Stanley (NYSE:MS), a leading global investment bank and wealth management firm. Morgan Stanley has successfully diversified its business beyond cyclical banking and trading fees into more recurring wealth and investment management. These businesses collectively oversee $9.3 trillion in client assets that generate predictable, capital light revenue that grows from inflows and market appreciation. Morgan Stanley has a unique client acquisition model that includes financial advisors, self-directed accounts, and workplace accounts, providing multiple avenues to serve clients. In 2025, the company amassed over $350 billion in net new assets, with a 7% net inflow rate in the fourth quarter. These businesses provide a durable base of revenue and earnings for Morgan Stanley even when banking activity is slow. At the same time, Morgan Stanley remains a top three global investment bank, enabling the firm to generate considerably higher earnings during periods of strength in the capital markets.
Morgan Stanley benefits from numerous competitive advantages. It has a leading brand in banking and wealth management, long held customer relationships, and access to premier industry talent. Its unique customer acquisition model gives Morgan Stanley a strong relationship with clients earlier in their wealth lifecycle and the ability to grow with clients as they build wealth. As Morgan Stanley grows revenues, we expect continued margin expansion from operating leverage and efficiencies from the broader usage of AI. The company has significant excess capital, which could be used to invest in the business or returned to shareholders, especially as capital requirements ease under a more business-friendly administration…” (Click here to read the full text)
7. UnitedHealth Group (NYSE:UNH)
Ken Griffin’s Stake Value: $966,674,647
With a 15% share of the total U.S. insurance market and over 47 million members and growing, UnitedHealth Group (NYSE:UNH) remains the top beneficiary of key demographic factors in the US. What are they? 10,000 baby boomers age into Medicare every single day. By 2030, 20% of all Americans will be over 65. UnitedHealth Group sits directly in the path of this wave.
Optum, UnitedHealth Group’s healthcare services and technology business, is one of the biggest catalysts for the stock. While the insurance arm collects premiums and pays claims, Optum generates recurring fee-based revenue with data analytics, pharmacy services, and care delivery. This is what transforms UnitedHealth Group from a low-margin insurer into a healthcare technology compounder. UNH ranks seventh in our list of the best stocks to buy now, according to billionaire Ken Griffin.
Bretton Fund stated the following regarding UnitedHealth Group Incorporated in its fourth quarter 2025 investor letter:
“The main hit to the fund this year was UnitedHealth Group Incorporated (NYSE:UNH), impacting performance by -1.1%, when health costs for its enrollees surged unexpectedly. UnitedHealth had a disastrous 2025. The year began with a leak in February that the Department of Justice had launched an investigation into the company’s Medicare Advantage (MA) coding practices. In March, it actually won an MA coding case dating back to the Obama Administration, but it was a good reminder that investigations are easier to start than to win.
In April, the floor gave way. UnitedHealth announced that its membership, both on the insurance side and on its Optum healthcare services side, turned out to be far sicker and more expensive to treat than the firm had anticipated. The health insurance business is a low margin business that depends on actuarial accuracy: tiny changes in medical loss ratio have a tremendous impact on profitability. In May, UnitedHealth replaced then-CEO Andrew Witty with former CEO Stephen Hemsley, which confirmed that the errors were not the result of a fluke month of bad luck, but reflected poor modeling that would take some time to resolve. By August, the stock that had begun the year at $510 was trading below $240. Hemsley focused on shedding unprofitable customers and righting the ship, and while he said it would take much of 2026 to get back on track, the earnings potential of the franchise was compelling…” (Click here to read the full text)
6. Broadcom (NASDAQ:AVGO)
Ken Griffin’s Stake Value: $1,336,485,916
Broadcom (NASDAQ:AVGO) will benefit enormously from the market shift to custom AI chips as companies want to cut costs and reliance on Nvidia. In the custom chips segment, Broadcom has a dominant market share of over 70%, with its closest rival Marvell eyeing only about 20% market share.
Broadcom’s Tomahawk 5 and Jericho chips are becoming the industry standard for connecting thousands of AI GPUs, which has resulted in a new revenue stream. Broadcom is aggressively moving VMware’s customer base to a subscription-only model. This is expected to drive double-digit revenue growth in the software segment as legacy perpetual licenses are phased out.
Emerald Wealth Partners Focused Equity Strategy stated the following regarding Broadcom Inc. in its fourth quarter 2025 investor letter:
“We took advantage of a consolidation in Broadcom Inc.’s (NASDAQ:AVGO) stock price to initiate a position. Its semiconductor design unit has a dominant position in custom chips (ASICs). Broadcom caters for cloud hyperscalers and companies building LLMs that seek to design their own chips. The idea is to create chips designed to efficiently process the specific workload they need and cut their reliance on general purpose units (GPUs) that are very flexible but expensive.
GPUs remain indispensable in training new AI models. But as AI use expands, the scale of the infrastructure required to process user prompts will grow exponentially. Running these models using GPU chips that can cost US$60,000 per unit is not economically sustainable. Broadcom has demonstrated its capabilities in the field as it designed Google’s Tensor Processing Units (TPUs). Alphabet has used TPUs to run search queries since 2015 and now to run inference of the Gemini LLM. Given the cost advantage it gives Alphabet, every large GPU customer is incentivized to design its own ASICs. Down the line it may well be a matter of survival. Since such endeavors are a long journey and require considerable resources, it seems likely most will favor the semiconductor design partner with the most proven experience in the field (i.e. Broadcom) to ensure faster results and minimize the risk of failure.
Broadcom’s other businesses are developing well too. Demand for its networking equipment is strong thanks to the dynamic data center build-up. Fragmentation of the IT hardware environment provides a good fundamental backdrop for VMWare, the virtualization software business Broadcom acquired in 2024.”
5. Apple (NASDAQ:AAPL)
Ken Griffin’s Stake Value: $1,500,827,597
Apple is gaining favor on Wall Street after previously being dismissed as an AI laggard. The biggest vote of confidence recently came from Warren Buffett, who openly said in a CNBC interview that he sold Apple shares “too soon.” Apple remains Berkshire Hathaway’s largest holding.
“Well, I sold it too soon,” Buffett recently said. “But I bought it even sooner. So, it worked.”
Two factors had been weighing on Apple’s stock: first, declining iPhone sales, which remain its bread and butter; and second, the lack of a clear AI strategy.
Wall Street was extremely skeptical of Apple’s (NASDAQ:AAPL) AI strategy until concerns over increasing data center spending and ROI started popping holes in the AI hype, making the Cupertino giant’s approach look increasingly prudent. Apple spent just about $12.7 billion in CapEx last year, while major tech companies like Microsoft, Google, Meta and Amazon are expected to spend about $600 billion combined on AI infrastructure in 2026.
What about the concerns about declining iPhone sales? Earlier this year, Apple issued a higher-than-expected revenue growth guidance for the March quarter driven by a rebound in iPhone demand. But let’s face it: Analysts are now coming to terms with the reality that iPhone sales are unlikely to keep delivering strong growth as users may not upgrade as frequently.
Apple anticipated this shift and began diversifying into services and other higher-margin business segments. As of the fiscal Q1, Apple’s Services revenue reached an all-time record of $30 billion, accounting for about 21% of total revenue. Services gross margins are about 76%, nearly double the 40.7% margin seen on physical products. With an installed base of 2.5 billion devices, Apple is positioned well to keep making money despite a potential plateau in iPhone sales.
Apple ranks fifth in our list of the best stocks to buy according to billionaire Ken Griffin.
RiverPark Large Growth Fund stated the following regarding Apple Inc. in its fourth quarter 2025 investor letter:
“Apple Inc. (NASDAQ:AAPL): AAPL shares rose in 4Q25 following better-than-feared iPhone 17 sell-through trends and stronger Services momentum. The company reported that early adoption of its on-device AI features exceeded internal expectations, particularly in North America and Europe, where attach rates for Pro models remained elevated. Wearables also returned to growth, helped by new health features and improved battery life. While macro softness in China remained a headwind, investors responded positively to evidence of content and advertising revenue re-acceleration within the Services segment, which delivered double-digit growth.
We continue to view Apple as one of the world’s most resilient and profitable businesses, supported by a massive installed base, ecosystem lock-in, and growing high-margin revenue streams. As Apple Intelligence features proliferate across devices, we expect multi-year upgrades, improved monetization, and expanded recurring revenue. With strong cash generation, ongoing share repurchases, and disciplined capital allocation, Apple remains a compelling long term investment.”
4. Microsoft (NASDAQ:MSFT)
Ken Griffin’s Stake Value: $1,578,249,860
With about 39% YoY growth, Azure stands out among competitors in the cloud industry, while the overall Intelligent Cloud segment has consistently posted mid‑to‑high‑20s percentage growth.
Microsoft (NASDAQ:MSFT) can use its huge user base to monetize and benefit from its AI products. Microsoft claims that over 80% of the Fortune 500 are using Microsoft AI technologies, and products like Microsoft 365 Copilot have seen rapid adoption across large enterprises, with Copilot deployments helping clients automate tasks and boost productivity. Microsoft’s moat remains one of the strongest in tech, anchored by massive enterprise adoption of Windows, Office, Teams, and Azure, which creates extremely high switching costs and deep integration into corporate IT environments.
Montaka Global Investments stated the following regarding Microsoft Corporation in its Q4 2025 investor letter:
In 2025, even advantaged cloud computing hyperscaler, Microsoft Corporation, underperformed the broader equity index. This might seem counterintuitive, given the extreme advantages of these businesses, including their favourable positioning within the AI revolution and countless meaningful growth options on the horizon. But remember: temporary underperformance relative to the market index is a feature, not a bug, of the stock price trajectories of even the most attractive investments (Click here to see the full text).
3. Visa (NYSE:V)
Ken Griffin’s Stake Value: $1,597,057,587
Visa (NYSE:V) operates one of the strongest moats in global finance, running the world’s largest payments network and processing. It dominates the global card network industry with roughly 50%+ credit card market share, significantly ahead of Mastercard and American Express. Visa is positioned to benefit from a secular shift as the global digital payments market is projected to reach $2.4 trillion by 2029. As trillions of dollars in paper currency transition to digital rails, Visa remains a key beneficiary of this trend.
Visa is trading at approximately 24x-25x forward earnings, which is a significant discount compared to its 5-year average of roughly 30x-32x.
Ironvine Capital Partners stated the following regarding Visa Inc. in its Q4 2025 investor letter:
“Global payment network Visa Inc. are uniquely durable businesses, deeply embedded in the plumbing of global commerce thanks to network effects that have been reinforced over several decades. As the connective tissue between card issuers (deposit and lending institutions), merchants, and card holders, Visa and Mastercard remove friction and fraud from the payment process in mostly invisible ways across hundreds of millions of daily transactions. Today, one easily takes for granted the ability to safely pay nearly any entity in the world with minimal cost or complexity. Visa and Mastercard’s unrivaled scale allow them to provide essential payment services to billions of cardholders and 150+ million merchants for a fraction of a penny per dollar transacted while generating tremendous economics for owners..” (Click here to read the full text).
2. Amazon.com (NASDAQ:AMZN)
Ken Griffin’s Stake Value: $3,263,557,286
Despite Azure and Google Cloud catching up, AWS still owns 32% of the global market, maintaining a lead over Azure’s 22% and staying nearly three times larger than Google Cloud’s 12% share.
But how does Amazon.com (NASDAQ:AMZN) benefit from the AI revolution?
While everyone else is fighting over expensive NVIDIA chips, AWS has built its own: Trainium3 and Inferentia2. AWS touched a $10 billion annual run rate just from its own AI chips. Why are these chips special? Amazon.com claims they allow customers to train models at a much lower cost than using NVIDIA GPUs.
Amazon.com’s core e-commerce business remains its biggest growth driver. Amazon.com commands 40% of the U.S. e-commerce market share.
Montaka Global Investments stated the following regarding Amazon.com, Inc. in its Q4 2025 investor letter:
In 2025, even advantaged cloud computing hyperscaler, Amazon.com, Inc., underperformed the broader equity index. This might seem counterintuitive, given the extreme advantages of these businesses, including their favourable positioning within the AI revolution and countless meaningful growth options on the horizon. But remember: temporary underperformance relative to the market index is a feature, not a bug, of the stock price trajectories of even the most attractive investments (Click here to see the full text).
1. NVIDIA (NASDAQ:NVDA)
Ken Griffin’s Stake Value: $4,020,832,390
Despite bubble fears, NVIDIA (NASDAQ:NVDA) continues to see strong demand for its AI chips thanks to its industry dominance. In Q4, its revenue rose 75% year over year while its Q1 revenue guidance beat the Street’s estimates by $5 billion and indicated growth of about 77%.
AI CapEx concerns has spooked Wall Street, but in the real world, AI demand shows no signs of slowing down, and bulls believe NVIDIA will keep benefiting from this trend for several years. Tech giants are projected to spend $600–700 billion on AI data centers in 2026 alone. How does that benefit NVIDIA? Nvidia captures approximately 90% of AI accelerator spend. The company dominates about 85% of the AI chip market. Despite the rise of the custom chips market, demand for NVIDIA chips won’t slow down anytime soon because the total market is expanding faster than any share decline.
But sooner or later the hardware demand will slow down. What then? NVIDIA is quietly building a software business that most investors aren’t pricing in at all. The NVIDIA AI Enterprise software suite could command 80%+ margins and reach $10 billion in revenue by 2027. Beyond that, physical AI like robotics, autonomous vehicles, and humanoid manufacturing is an entirely new hardware cycle that hasn’t meaningfully started yet.
Baron Opportunity Fund stated the following regarding NVIDIA Corporation in its fourth quarter 2025 investor letter:
“At Baron, we are deep research, evidence-based investors. We are positive about AI because it is real. It is the most significant change to the global economy since the internet itself. Every digital interaction of today forward will have AI as the brains of the application. We have investments across all the layers of the AI stack and spanning industries. Our most successful investments to date have been in the infrastructure or compute layer. We were early investors in NVIDIA Corporation (NASDAQ:NVDA), over four years before the ChapGPT moment of November 2022, and it has been more than a 10-bagger for the Fund. Several of us spent a full day with founder and CEO Jensen Huang in the Fall of 2018, where he went to the white board to teach us about AI and why NVIDIA would win.”
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