Charles Akre’s and John Neff’s 10 Stock Picks with Huge Upside Potential

1. Brookfield Corporation (NYSE:BN)

% holding in portfolio: 9.42%

Upside Potential: 22.07%

A Canadian company, Brookfield Corporation (NYSE:BN) is a global alternative asset manager with over $900 billion in assets under management across real estate, infrastructure, renewable power, private equity, and credit. Through its subsidiaries, the company operates long-term assets in capital-intensive sectors. Blackstone and KKR intensify the market competition. However, Brookfield Corporation (NYSE:BN) uses patient capital, operational expertise, and sustainability-driven strategies to move up in the market. The company’s integrated platform allows for cross-sector synergies.

Brookfield Corporation (NYSE:BN) commands a notable 9.42% portfolio weight, making the stock a strong pick among Akre Capital’s portfolio. Their distributable earnings before realizations in 2024 remain positive, with a 15% increase, reaching $4.9 billion. Brookfield Corporation (NYSE:BN) also experienced significant inflows of over $135 billion, resulting in the company’s wealth solutions business becoming a leading annuity writer in the U.S. For 2025, the company expects continued growth in the business as well. Owing to its extensive pipeline of asset sales, the company has an unrealized carried interest of $11.5 billion. It also has approximately $160 billion in deployable capital available for funding new investments.

Brookfield Corporation (NYSE:BN) has received a high upside potential estimate of 22.07% from analysts due to its diversified exposure to real estate, infrastructure, and renewable energy, thus making it our number one pick for John Neff’s best stock picks. BN is the only stock among Akre Capital’s top 10 holdings that wasn’t first bought by Charles Akre.

While we acknowledge the potential of BN, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher 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 BN but trades at less than 5 times its earnings, check out our report about this cheapest AI stock.

READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks To Invest In According to Billionaires.

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