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.
7. Microsoft Corporation (NASDAQ:MSFT)
Upside Potential: 17.44%
Number of Hedge Fund Holders: 294
Share price return between July 1 and October 6: 7.42%
RIT Capital Partners holds $105,391,560 worth of Microsoft Corporation (NASDAQ:MSFT) shares, representing 13.21% 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 October 3, 2025, BMO Capital reiterated its “Outperform” rating on Microsoft Corporation (NASDAQ:MSFT) with a $650 price target.
The retention of a bullish stance on Microsoft Corporation (NASDAQ:MSFT) is associated with the investment firm’s continued confidence in Azure’s growth trajectory amid accelerating enterprise cloud migrations. This includes migrations tied to VMware transitions.
Furthermore, BMO Capital expects Microsoft Corporation (NASDAQ:MSFT) to achieve 37% constant-currency Azure growth for the September quarter and sustain its momentum through 2025.
Meanwhile, some news portals reported on the same day that Microsoft Corporation (NASDAQ:MSFT) is planning to introduce an ad-supported version of Xbox Cloud Gaming. With this launch, the company is expected to allow users to stream select titles for free after short ads, extending Microsoft’s cloud strategy beyond Game Pass subscriptions. Additionally, Microsoft might aim to expand its audience in the gaming ecosystem with this launch.
Known for its platforms such as Windows, Microsoft 365, Azure, and Xbox, Microsoft Corporation (NASDAQ:MSFT) is engaged in the development and sale of software, cloud services, and computing devices. It is included in Jacob Rothschild’s RIT Capital Partners’ Stock Portfolio.
6. Amazon.com, Inc. (NASDAQ:AMZN)
Upside Potential: 20.67%
Number of Hedge Fund Holders: 335
Share price return between July 1 and October 6: 0.20%
RIT Capital Partners holds $73,562,376 worth of Amazon.com, Inc. (NASDAQ:AMZN) shares, representing 9.22% 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.
The U.S. National Transportation Safety Board (NTSB) and Federal Aviation Administration (FAA) revealed on October 2, 2025, that they have initiated investigations into two Amazon.com, Inc. (NASDAQ:AMZN) Air drone collisions with a crane boom in Tolleson, Arizona.
A day earlier, the Transportation Department proposed rules to accelerate drone operations beyond the visual line of sight, aiming to expand commercial applications such as package deliveries.
Meanwhile, Amazon.com, Inc. (NASDAQ:AMZN) halted its Arizona drone service on October 2, 2025, resuming operations the following day after having conducted an internal safety review. Emphasizing that no technical faults were identified, the company introduced new landscape inspection protocols to detect moving obstructions.
Looking ahead, Amazon.com, Inc. (NASDAQ:AMZN) has set a target to deliver 500 million packages annually by drones by 2030, with the program already expanded to include prescription deliveries through Amazon Pharmacy in Texas.
Amazon.com, Inc. (NASDAQ:AMZN) operates a global online marketplace, manufactures consumer electronics, and offers digital streaming and cloud computing services. It is included in Jacob Rothschild’s RIT Capital Partners’ Stock Portfolio.
5. Golar LNG Limited (NASDAQ:GLNG)
Upside Potential: 31.08%
Number of Hedge Fund Holders: 52
Share price return between July 1 and October 6: -2.07%
RIT Capital Partners holds $41,190,000 worth of Golar LNG Limited (NASDAQ:GLNG) shares, representing 5.16% 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 30, 2025, Goldman Sachs initiated coverage of Golar LNG Limited (NASDAQ:GLNG) with a “Buy” rating and a $54 price target.
The investment firm backed its bullish stance by highlighting Golar LNG Limited (NASDAQ:GLNG)’s strong contract base and exposure to the expanding floating LNG market. Furthermore, the company is well-positioned to monetize stranded, low-cost gas reserves globally, with its focus on converting and operating floating LNG production units.
Looking ahead, Goldman Sachs projects Golar LNG Limited (NASDAQ:GLNG)’s run-rate EBITDA to rise from $260 million in 2025 to $800 million by 2028. The investment firm highlights new projects and long-term agreements covering roughly 90% of its capacity as key growth drivers. Meanwhile, upcoming contract updates act as key catalysts for share appreciation, Goldman Sachs notes.
Golar LNG Limited (NASDAQ:GLNG) serves global natural gas and marine energy markets by designing, converting, owning, and operating floating LNG infrastructure for liquefaction, regasification, and storage. It is included in Jacob Rothschild’s RIT Capital Partners’ Stock Portfolio.
4. Salesforce, Inc. (NYSE:CRM)
Upside Potential: 36.05%
Number of Hedge Fund Holders: 121
Share price return between July 1 and October 6: -9.61%
RIT Capital Partners holds $34,689,623 worth of Salesforce, Inc. (NYSE:CRM) shares, representing 4.35% of its portfolio. With this, the company secures a spot on our list of billionaire Jacob Rothschild’s RIT Capital Partners: 9 stocks with huge upside potential.
On October 3, 2025, a cybercriminal group, Scattered LAPSUS$ Hunters, revealed that it stole nearly one billion records from companies, leveraging Salesforce, Inc. (NYSE:CRM)’s software, Reuters reports. However, Salesforce noted no breach of its own systems.
This incident highlights ongoing cybersecurity challenges for enterprise cloud providers, with the group reportedly exploiting “vishing” techniques to target Salesforce, Inc. (NYSE:CRM) customers’ IT help desks.
Nevertheless, Salesforce, Inc. (NYSE:CRM) continues to demonstrate its dominance in AI-driven CRM technology, with the expansion of its ecosystem through a strategic partnership with Perficient, developing “agentic enterprises” that enhance data-driven decision-making. With this collaboration announced on October 2, the company reinforces its focus on embedding generative AI across its customer platforms to strengthen security, automation, and operational intelligence.
With products like Data Cloud, Slack, Agentforce, and industry-specific AI platforms, Salesforce, Inc. (NYSE:CRM) offers customer relationship management and AI-driven business solutions globally. It is included in Jacob Rothschild’s RIT Capital Partners’ Stock Portfolio.
3. GoDaddy Inc. (NYSE:GDDY)
Upside Potential: 37.77%
Number of Hedge Fund Holders: 56
Share price return between July 1 and October 6: -23.10%
RIT Capital Partners holds $32,392,800 worth of GoDaddy Inc. (NYSE:GDDY) shares, representing 4.06% 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 October 2, 2025, GoDaddy Inc. (NYSE:GDDY) announced that it has launched a trusted identity naming system for AI agents. With this launch, the company addresses a growing security gap, amid expectations that over one billion AI agents will be launched by businesses over the next three years.
Through this system, GoDaddy Inc. (NYSE:GDDY) aims to establish authentication and verification standards to identify legitimate agents and prevent rogue activity. Furthermore, the same level of trust it has long provided to internet infrastructure is expected to be extended to the AI ecosystem, thanks to its domain and DNS expertise. Lastly, verifiable agent identity across protocols is ensured with the help of public key infrastructure and an adapter layer.
GoDaddy Inc. (NYSE:GDDY) supports over 21 million customers globally by providing domain registration, web hosting, and digital identity services to small businesses and developers. It is included in Jacob Rothschild’s RIT Capital Partners’ Stock Portfolio.
2. Smurfit Westrock Plc (NYSE:SW)
Upside Potential: 40.24%
Number of Hedge Fund Holders: 42
Share price return between July 1 and October 6: -12.08%
RIT Capital Partners holds $19,839,800 worth of Smurfit Westrock Plc (NYSE:SW) shares, representing 2.49% 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 October 6, 2025, Seaport Global Securities upgraded Smurfit Westrock Plc (NYSE:SW) from “Neutral” to “Buy,” setting a $52 price target.
The investment firm believes Smurfit Westrock Plc (NYSE:SW)’s share price decline in 2025 so far incorporates investor concerns about European containerboard capacity expansion. Citing capacity closures, which are expected to increase due to poor profitability and strategic actions, Seaport also highlighted improving prospects for European recycled containerboard medium (RCCM) pricing.
Looking ahead, the investment firm has set high hopes for valuation multiple expansion once Smurfit Westrock Plc (NYSE:SW) presents its five-year strategy plan in February 2026. With this presentation, the company is expected to outline $400 million in initial synergies, asset repositioning, cost reductions, and commercial growth opportunities within its North American box business.
Smurfit Westrock Plc (NYSE:SW) is engaged in the development and supply of packaging solutions globally, offering corrugated boards, solid boards, and hexacomb packaging for industrial and consumer applications. It is included in Jacob Rothschild’s RIT Capital Partners’ Stock Portfolio.
1. Atlassian Corporation (NASDAQ:TEAM)
Upside Potential: 66.13%
Number of Hedge Fund Holders: 64
Share price return between July 1 and October 6: -27.21%
RIT Capital Partners holds $30,403,742 worth of Atlassian Corporation (NASDAQ:TEAM) shares, representing 3.81% 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 30, 2025, Wells Fargo began coverage of Atlassian Corporation (NASDAQ:TEAM) with an “Overweight” rating and a $216 price target.
The investment firm included Atlassian Corporation (NASDAQ:TEAM)’s expanding cloud adoption, AI integration, and deep enterprise positioning as key growth drivers. Furthermore, the company’s long-term revenue visibility is expected to be strengthened by its ongoing shift to the cloud, alongside robust cross-sell potential across Jira, Trello, and Confluence.
Amid AI-driven development and collaboration, Wells Fargo sees Atlassian Corporation (NASDAQ:TEAM)’s role as a “control tower,” reinforcing its competitive edge. Meanwhile, the investment firm highlighted the company’s push to deepen AI capabilities and expand platform intelligence, as seen through its recent $1 billion acquisition of engineering intelligence company DX and its $610 million acquisition of The Browser Co.
Atlassian Corporation (NASDAQ:TEAM) is engaged in the design and sale of collaboration and project management software. It is included in Jacob Rothschild’s RIT Capital Partners’ Stock Portfolio.
While we acknowledge the potential of TEAM 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 TEAM and that has 100x upside potential, check out our report about this cheapest AI stock.
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