Richard Chilton is a veteran investor and the founder of Chilton Investment Company, a long-standing and respected name in the world of hedge funds. Known for his disciplined, research-driven investment philosophy, Chilton has built a reputation over the decades for being a thoughtful, value-oriented manager who combines patience with a deep understanding of market fundamentals.
He launched Chilton Investment Company in 1992 after gaining experience at major firms like Allen & Company and Alliance Capital. From the beginning, his approach stood out. Instead of chasing fast money or following trends, Chilton focused on long-term opportunities grounded in detailed analysis and risk management. His fund, which started with just $5 million, grew significantly over the years as investors recognized the strength of his strategy and the consistency of his returns.
Chilton’s style is often described as “fundamental, bottom-up investing”. Essentially, he and his team dig into company financials, industry dynamics, and management quality before making any investment decisions. This focus on quality and sustainability has helped the firm navigate multiple market cycles with relatively steady hands. Chilton is known to favor businesses with strong competitive advantages and predictable cash flows — companies that can weather downturns and continue compounding returns over time.
Chilton Investment Company has navigated the complexities of the post-pandemic market landscape with a focus on disciplined investment strategies, delivering solid returns for its clients. Today, Chilton Investment Company remains a respected player in the asset management world, guided by the same principles Richard Chilton laid out over 30 years ago: deep research, long-term thinking, and a strong sense of fiduciary duty. With that context in mind, let’s take a look at Richard Chilton’s 10 stock picks with huge upside potential according to analysts.
Richard Chilton of Chilton Investment Company
Our Methodology
For this list, we picked stocks from Chilton Investment Company’s 13F portfolio as of the end of the fourth quarter of 2024. We listed them in the ascending order of analysts’ average upside potential, as of May 2. These equities are also popular among other hedge funds.
At Insider Monkey we are obsessed with 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 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
Billionaire Richard Chilton’s 10 Stock Picks with Huge Upside Potential
10. Mettler-Toledo International Inc. (NYSE:MTD)
Chilton Investment Company’s stake: $20,871,086
Upside Potential: 15%
Number of Hedge Fund Holders: 50
Mettler-Toledo International Inc. (NYSE:MTD) is a global leader in precision instruments and services, holding top market positions across its five business segments. It serves diverse industries such as life sciences, food, and chemicals, with a strong focus on innovation, particularly in laboratory instruments, software, and automated chemistry. Its flagship LabX platform and specialized products like balances, pipettes, and titrators drive significant revenue. The company operates in over 140 countries and has consistently delivered strong financial performance through strategic execution.
On April 14, Bank of America analyst Michael Ryskin reduced his price target on Mettler-Toledo International Inc. (NYSE:MTD) from $1,500 to $1,250 while maintaining a Neutral stance on the stock. In a note to investors ahead of earnings, Ryskin highlighted that the outlook for Life Sciences, Diagnostic Tools, and Contract Research Organizations is “particularly negative,” as these sectors are “at the intersection of a number of policy changes from the Trump Administration.” He pointed to challenges such as potential NIH funding reductions, global trade tariffs, and wider macroeconomic issues—particularly related to China—as key factors weighing on sentiment.
9. Broadcom Inc. (NASDAQ:AVGO)
Chilton Investment Company’s stake: $9,681,175
Upside Potential: 19.57%
Number of Hedge Fund Holders: 161
Broadcom Inc. (NASDAQ:AVGO) is a global leader in semiconductor and infrastructure software solutions, with a 60-year legacy rooted in companies like AT&T/Bell Labs, HP, and VMware. It designs and supplies thousands of semiconductor products for applications in AI, networking, telecom, and industrial systems, focusing on high-performance, mixed-signal, and analog devices. Its infrastructure software simplifies IT for major enterprises. Broadcom’s 2023 acquisition of VMware strengthened its cloud and data center offerings. The company emphasizes innovation, strategic acquisitions, and global engineering to drive growth.
Broadcom’s AI-related revenue jumped a whopping 220% to $12.2 billion, representing 41% of semiconductor sales, fueled by demand for custom AI accelerators (XPUs) and networking solutions from hyperscale customers. However, the company’s non-AI semiconductor business declined 23% in FY 2024 to $17.8 billion due to cyclical weakness, especially in enterprise and broadband. However, signs of recovery are emerging in server storage and broadband, with current year growth expected at mid-single-digit rates, according to analysts.
On April 30, 2025, Seaport Global began coverage of Broadcom Inc. (NASDAQ:AVGO) with a Buy rating and a price target of $230. The firm highlighted Broadcom’s strong exposure to the ongoing surge in AI investments, noting that the market has not yet fully recognized this upside in the stock’s valuation. The analyst also emphasized Broadcom’s leadership in the semiconductor space and its strategic expansion across various areas of the tech industry.
