In this article, we will list the 5 best stocks to buy according to billionaire Rob Citrone. Please visit 10 Best Stocks to Buy According to Billionaire Rob Citrone if you would like to see the extended list and the methodology behind it.
5. JPMorgan Chase & Co. (NYSE:JPM)
Discovery Capital Management’s Stake: $73 Million
JPMorgan Chase & Co. (NYSE:JPM) first appeared in the 13F portfolio of Discovery Capital Management back in the fourth quarter of 2012. This stake comprised over 4 million shares but was sold off within a few months. A new position was then opened in the second quarter of 2013, comprising more than 2 million shares. This was increased to over 5 million shares by the end of 2013 but was sold off as well. The latest position, purchased in the second quarter of 2025, comprised 166,000 shares. This was increased to 170,000 shares in the third quarter of 2025 and over 227,000 shares in the fourth quarter of 2025.
Hedge funds view JPMorgan Chase & Co. (NYSE:JPM) as the ultimate defensive play in a high-volatility environment. This is because the bank maintains a massive capital buffer, which allows it to thrive even when inflation is the skunk at the party, as CEO Jamie Dimon recently warned. While higher rates boosted net interest income in 2024 and 2025, hedge funds are now buying ahead of the 2026 rate-cutting cycle, betting that lower rates will spark a massive rebound in M&A and IPO activity, where JPMorgan’s investment banking division dominates. Institutional investors are drawn to the bank’s consistent ability to return capital to shareholders.
4. América Móvil, S.A.B. de C.V. (NYSE:AMX)
Discovery Capital Management’s Stake: $88 Million
América Móvil, S.A.B. de C.V. (NYSE:AMX) has consistently featured in the 13F portfolio of Discovery Capital Management since the second quarter of 2023. Back then, this position comprised only 236,000 shares. This was increased to almost 5.3 million shares by the second quarter of 2025. However, since then, the stake has been trimmed. In the third quarter of 2025, it was trimmed by nearly 12% and in the fourth quarter of 2025 it was decreased by nearly 9%. At the end of last year, the fund owned 4.3 million shares in the firm.
READ MORE: 33 Stocks That Should Double in 3 Years.
América Móvil, S.A.B. de C.V. (NYSE:AMX) has long been a staple in emerging market portfolios, but latest updates suggest that the smart money is currently buying based on a dramatic improvement in financial efficiency and 5G dominance. The most significant driver for hedge fund interest in the stock this quarter was the company’s Q4 2025 earnings release, which defied conservative estimates. América Móvil reported that its net profit quadrupled year-over-year in the final quarter of 2025. Free cash flow surged by approximately 40%, reaching MXN 82 billion. Hedge funds often prioritize cash cows in volatile macro environments, and AMX’s ability to generate this level of liquidity is a major quality signal. Hedge funds are betting on the company’s successful shift from lower-margin prepaid users to high-value contract customers. The company added 2.5 million wireless subscribers in late 2025, with a notable concentration in the postpaid segment.
3. IREN Limited (NASDAQ:IREN)
Discovery Capital Management’s Stake: $97 Million
IREN Limited (NASDAQ:IREN) is a relatively recent addition to the 13F portfolio of Discovery Capital Management. The fund first disclosed a stake in the firm in the fourth quarter of 2024. This holding comprised nearly 1.2 million shares. It was increased to 2.67 million shares and then to more than 4.1 million shares in the subsequent months. A trimming then followed, with the fund reducing the stake by 18% and 23% in the third and fourth quarter of 2025 respectively. At the end of last year, the fund owned 2.6 million shares in the firm.
IREN Limited (NASDAQ:IREN) is steadily emerging as more of a premier AI Infrastructure provider rather than just a Bitcoin miner. Hedge funds are also subscribing to this view. IREN controls a power portfolio of nearly 3,000 Megawatts (3GW)—more than the output of the Hoover Dam. In a 2026 market where power availability is the primary bottleneck for AI, this land and power grab is seen as a massive competitive advantage. A major catalyst for institutional interest is IREN’s $9.7 billion, 5-year contract with Microsoft. The deal involves dedicated liquid-cooled GPU clusters at IREN’s Childress campus, providing high-margin, predictable revenue that balances the volatility of Bitcoin mining.
2. Ramaco Resources, Inc. (NASDAQ:METC)
Discovery Capital Management’s Stake: $99 Million
Ramaco Resources, Inc. (NASDAQ:METC) first appeared in the 13F portfolio of Discovery Capital Management in late 2024. The stake comprised just under a million shares. In the first quarter of 2025, this holding was increased to 1.2 million shares. In the next quarter, a further addition saw the stake jump to 1.3 million shares. A massive buying activity was registered in the third quarter of 2025 and the stake was increased by more than 300% to over 5 million shares. Latest filings, submitted at the end of the fourth quarter of 2025, shows that the fund owns 5.5 million shares in the company.
READ MORE: 15 Stocks That Will Make You Rich in 10 Years.
Even as Ramaco Resources, Inc. (NASDAQ:METC) faces volatility due to mixed fourth quarter 2025 earnings and a brief dip in metallurgical coal indices, institutional investors are accumulating the stock based on its transition into a high-margin critical minerals and rare earth elements player. The company is developing what is believed to be one of the largest rare earth element deposits in the United States at its Brook Mine in Wyoming. This year, with the US government pushing for mineral independence from China, hedge funds view Ramaco as a primary beneficiary of potential federal subsidies and defense-linked supply contracts. Despite a global slowdown in steel demand in late 2025, Ramaco has also maintained a first-quartile cost position that attracts value-oriented funds. The company reported a $10 per ton improvement in production costs in early 2026 by resolving geological hurdles and increasing productivity.
1. Amkor Technology, Inc. (NASDAQ:AMKR)
Discovery Capital Management’s Stake: $103 Million
Amkor Technology, Inc. (NASDAQ:AMKR) is a new addition to the 13F portfolio of Discovery Capital Management. The fund owns over 2 million shares in the company, disclosed in filings for the fourth quarter of 2025. The company provides outsourced semiconductor packaging and test services in the United States, Japan, Europe, and the Asia Pacific. It offers turnkey packaging and test services, including semiconductor wafer bump, wafer probe, wafer back-grind, package design, packaging, burn-in, system-level and final test.
A major source of institutional interest in Amkor Technology, Inc. (NASDAQ:AMKR) is the leadership of the firm in 2.5D and High-Density Fan-Out (HDFO) packaging—the specific technology required to connect AI chips to high-bandwidth memory. In its March 2026 presentation at the Morgan Stanley TMT Conference, Amkor projected that its 2.5D integration revenue will nearly triple in 2026. As AI models grow larger, the bottleneck has shifted from raw chip power to the packaging that holds them together. Hedge funds view Amkor as a mission-critical supplier for the next generation of AI server-class processors. Another important consideration is Amkor’s aggressive expansion in the United States, which aligns with federal CHIPS Act priorities. Amkor is investing $7 billion in a new advanced packaging facility in Arizona, expected to be the first of its kind in the US.
While we acknowledge the potential of AMKR 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 AMKR and that has 100x upside potential, check out our report about the cheapest AI stock.
READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years.
Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.
