In this piece, we discuss Billionaire Jacob Rothschild’s RIT Capital Partners: 9 Stocks with Huge Upside Potential.
RIT Capital Partners, one of the United Kingdom’s largest investment trusts, was founded and formerly chaired by Jacob Rothschild, a British billionaire and veteran investment banker. After an illustrious career spanning decades, Jacob Rothschild died in February 2024. The fund is currently managed through its wholly owned subsidiary, J. Rothschild Capital Management, which has been led by Maggie Fanari since 2024. Meanwhile, the Rothschild family remains the largest shareholder, with Jacob’s daughter, Hanna Rothschild, serving as the non-executive director.
The fund reached its new 52-week high on September 30, closing at roughly $27.07 (converted from GBp). The London-listed fund, which operates as a self-managed trust investing across public equity, currency markets, and private investments, has posted a 7.5% Net Asset Value (NAV) per share total return year to date.
The fund’s consistent growth trajectory is in line with the globally steady equity environment. Thanks to optimism around AI-led technology demand, market sentiment continues to show resilience despite political disruption in France and Japan’s leadership transition. Meanwhile, the S&P 500 is trading near its record highs, while the STOXX 600 and Japan’s Nikkei continue to edge higher. At the same time, gold prices are currently hovering around their all-time peak, crossing the $4,000 per ounce mark. This reflects growing investor caution and rotation into safe-haven assets, an environment that aligns well with RIT Capital’s focus on both capital growth and preservation.
With this backdrop in mind, let’s move on to our list of 9 stocks from Billionaire Jacob Rothschild’s RIT Capital Partners portfolio that have a huge upside potential.
Our Methodology
To curate our list of best stocks from billionaire Jacob Rothschild’s RIT Capital Partners portfolio, we examined the RIT Capital Partners 13-F filings for Q2 2025, using Insider Monkey’s 13-F filings database. After extracting all of his holdings, we ranked the stocks based on their respective upside potential as of October 6, 2025. We then selected nine stocks with the highest upside, which are presented below in ascending order based on their upside potential.
We have added the performance of each stock from the end of Q2 2025 to October 6, providing readers with insight into how RIT Capital Partners’ portfolio picks have played out so far.
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).
Billionaire Jacob Rothschild’s RIT Capital Partners: 9 Stocks with Huge Upside Potential
9. RenaissanceRe Holdings Ltd. (NYSE:RNR)
Upside Potential: 6.69%
Number of Hedge Fund Holders: 33
Share price return between July 1 and October 6: 9.14%
RIT Capital Partners holds $48,129,840 worth of RenaissanceRe Holdings Ltd. (NYSE:RNR) shares, representing 6.03% of its portfolio. With this, the company secures a spot on our list of billionaire Jacob Rothschild’s RIT Capital Partners: 9 stocks with huge upside potential. While the upside for RenaissanceRe is not substantial, the stock was still the fund’s sixth-largest holding as of the end of Q2.
On October 1, 2025, an analyst from Evercore ISI upgraded RenaissanceRe Holdings Ltd. (NYSE:RNR) from “Underperform” to “In Line” with a $244 price target.
The analyst’s upgrade on RenaissanceRe Holdings Ltd. (NYSE:RNR) reflects a correction of his stance, highlighting that the company’s book value per share growth has outpaced its price-to-book de-rating since the firm initiated its coverage of RNR. Although the company’s earnings forecasts remain below consensus, the analyst sees a mid-teen return on equity, believing RenaissanceRe Holdings Ltd. (NYSE:RNR)’s current 1.1x price-to-book ratio excluding AOCI (accumulated other comprehensive income) already incorporates conservative market assumptions.
Meanwhile, the analyst holds a cautious stance on the broader reinsurance sector, expecting up to 20% rate softening in January renewals. Still, he believes RenaissanceRe Holdings Ltd. (NYSE:RNR)’s current valuation remains consistent with 2014-2015 levels when market conditions were weaker, implying limited downside despite uncertainty in casualty reserves and normalization of net investment income.
RenaissanceRe Holdings Ltd. (NYSE:RNR), based in the U.S. and other international markets, offers reinsurance and insurance products. It is included in Jacob Rothschild’s RIT Capital Partners’ Stock Portfolio.
8. International Paper Company (NYSE:IP)
Upside Potential: 14.56%
Number of Hedge Fund Holders: 38
Share price return between July 1 and October 6: -7.22%
RIT Capital Partners holds $20,319,880 worth of International Paper Company (NYSE:IP) shares, representing 2.55% of its portfolio. With this, the company secures a spot on our list of billionaire Jacob Rothschild’s RIT Capital Partners: 9 stocks with huge upside potential.
On September 22, analysts at UBS reiterated their “Buy” rating on International Paper Company (NYSE:IP) with a $60 price target.
This retention of a bullish stance follows the analysts’ visit to International Paper Company (NYSE:IP)’s Aurora, Illinois, lighthouse plant. The plant is part of a broader optimization program launched in mid-2024 to enhance manufacturing efficiency and capital deployment.
Furthermore, the analysts highlighted the company’s leadership, which has led one of the most transformative operational shifts seen in decades. As a result of these shifts, the company has successfully improved productivity and commercial execution across box plant operations. Moreover, the analysts believe International Paper Company (NYSE:IP) will materially boost margins and shareholder returns with the help of the program’s scalability across the company’s network.
Operating across North America, Latin America, Europe, and North Africa, International Paper Company (NYSE:IP) focuses on manufacturing and selling renewable fiber-based packaging and pulp products. It is included in Jacob Rothschild’s RIT Capital Partners’ Stock Portfolio.
