We have published an article titled Billionaire Richard Chilton’s 10 Stock Picks with Huge Upside Potential. In this article, we are going to take a look at where CDW Corporation (NASDAQ:CDW) stands against Richard Chilton’s other stock picks.
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.
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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.
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).
An IT Executive reviewing blueprints and schematics for a hardware solution.
CDW Corporation (NASDAQ:CDW)
Chilton Investment Company’s stake: $31,223,646
Upside Potential: 30.17%
Number of Hedge Fund Holders: 46
CDW Corporation (NASDAQ:CDW) is a leading provider of multi-brand IT solutions to business, government, education, and healthcare customers in the U.S., U.K., and Canada. Offering hardware, software, and integrated services—including cloud, hybrid infrastructure, and security—CDW remains vendor-neutral and partners with top OEMs and cloud providers. With about 10,900 customer-facing professionals, CDW simplifies IT complexities across design, procurement, and management. It operates in 150 countries and is positioned for growth as demand for technologies like cloud computing and AI continues to rise in its core, fragmented markets.
CDW’s service and service offerings played a key role in offsetting hardware weakness in 2024, with services revenue up 10% and double-digit profit growth. Managed Services grew over 20%, reflecting rising customer demand for cloud, AI, and security solutions. The company continues to expand its capabilities with investments like the acquisition of Mission Cloud Services, enhancing its AWS-based managed offerings. CDW’s deep technical expertise, especially in sectors like healthcare, has enabled development of tailored solutions such as AI-powered patient room systems and cloud migration strategies. By delivering integrated hardware, software, and services, CDW Corporation (NASDAQ:CDW) helps customers optimize operations and improve outcomes, reinforcing its trusted advisor status while maintaining strategic focus in high-growth areas like cloud, software, and professional services.
Overall CDW ranks 5th on our list of billionaire Richard Chilton’s stock picks with huge upside potential. While we acknowledge the potential of CDW as an investment, our conviction lies in the belief that AI stocks hold great promise for delivering high returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than CDW but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.
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Disclosure: None. This article is originally published at Insider Monkey.
