In this article, we will discuss the 10 Top Stock Picks of 10 Famous Billionaire Investors.
Smart money is back in the spotlight as hedge funds attract strong inflows and post solid returns. Hedge funds received $45 billion in net inflows during the first quarter, the strongest start to a year since 2007, Bloomberg reported, citing Hedge Fund Research. Investor confidence has improved as top-performing funds continue to deliver gains. An HFR benchmark showed the broader hedge fund industry returned 12.5% in 2025, its best performance in 16 years. Most of the new money went to the industry’s biggest players. Of the $45 billion in inflows, $39 billion went to firms managing more than $5 billion in assets. Some investors are also shifting money out of private credit, where concerns have emerged about valuations and access to withdrawals.
It’s almost always a good idea to watch what elite money managers and billionaire investors are doing. They have access to vast resources, research teams and capital that most investors can only dream of. The strong performance of many well-known hedge fund managers in 2025 is a good example.
Billionaire investor Michael Platt’s BlueCrest Capital returned 73% last year. Billionaire Louis Bacon’s Moore Capital gained 23% in 2025, according to a Bloomberg report. Billionaire Chris Rokos’ hedge fund and billionaire Rob Citrone’s Discovery Capital also posted double-digit gains during the year. Some of the industry’s largest firms delivered strong results as well. Funds managed by Citadel, Millennium Management, Point72 Asset Management and D.E. Shaw all generated double-digit returns in 2025, Bloomberg said.
Billionaire Ray Dalio’s Bridgewater Associates posted a 34% gain in its flagship Pure Alpha II fund.
For this article, we analyzed Insider Monkey’s proprietary database of stock holdings of smart money investors and billionaires and selected the top stock picks from 10 prominent billionaires. 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. Insider Monkey’s quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 599.2% since May 2014, beating its benchmark by 372 percentage points (see more details here).
10. Green Brick Partners (NYSE:GRBK)
Number of Hedge Funds: 18
Top Pick Of: David Einhorn — Greenlight Capital
Green Brick Partners (NYSE:GRBK) is the biggest holding of billionaire David Einhorn. For investors looking for exposure outside of AI, it is worth a look. The company builds and sells single-family homes across the U.S.
The stock is up about 15% so far this year. It got a further lift recently after U.S. lawmakers advanced a revised housing bill that restricts institutional investors from buying single-family homes. That is seen as a positive for traditional homebuilders because it reduces competition for available inventory and keeps more homes accessible to individual buyers, the core customer base for companies like Green Brick.
What sets the company apart is its vertically integrated model. Most homebuilders rely on outside suppliers and third-party developers. Green Brick handles the entire process in-house, from land acquisition through construction to final sale. That gives it more control over costs and margins at every stage.
The numbers reflect it. On a trailing twelve-month basis, gross margin stands at 31.84%. Revenue has more than doubled over the past five years.
Secular trends are also in its favor. The U.S. faces an estimated housing shortage of around 4 million homes. Entry-level demand remains structurally strong, driven by affordability constraints and long-term demographic needs.
9. Brookfield (NYSE:BN)
Number of Hedge Funds: 47
Top Pick Of: Bill Ackman — Pershing Square Capital
Brookfield (NYSE:BN) has quietly become an indirect play on the AI infrastructure buildout, thanks to its exposure to power. AI data centers consume enormous amounts of electricity, and Brookfield is positioned to supply it. It has a framework agreement to provide 10.5 gigawatts of power to Microsoft. It also has a separate deal to supply 3,000 megawatts to Alphabet, with that Google contract valued at roughly $3 billion over its lifetime.
Digital infrastructure is another piece. Through its infrastructure portfolio, Brookfield operates around 150 data centers, 308,000 telecom sites, and 77,000 kilometers of fiber optic networks. These assets are increasingly tied to AI growth and hyperscaler expansion.
The asset management business adds a layer of stability. Brookfield Asset Management oversees roughly $1.2 trillion in assets under management, with about $603 billion in fee-bearing capital. Around 87% of that capital is long-term or perpetual, supporting steady and recurring fee income.
Brookfield is also moving into AI infrastructure financing. It is involved in large-scale capital deployment alongside major technology players including Nvidia, with reported plans around a $100 billion AI infrastructure partnership framework.
Third Avenue Real Estate Value Fund stated the following regarding Brookfield Corporation (NYSE:BN) in its fourth quarter 2025 investor letter:
“Coincidentally, the recent quarter was one of the most active periods of resource conversion for the Real Estate Value Fund holdings in many years. As a matter of fact, more than one-third of the underlying portfolio engaged in (or announced) such initiatives during the period, with some of the most notable including: Brookfield Corporation (NYSE:BN), a leading investor and manager of real assets globally announcing the acquisition of the remaining 26% of Oaktree Capital in conjunction with an affiliate (Brookfield Asset Management). In addition, the company (i) announced that certain subsidiaries entered an $80 billion strategic partnership with the U.S. government to build a new fleet of nuclear factories and (ii) indicated that it intends to recapitalize its Center Parcs hospitality platform for nearly $6 billion, surfacing value on both fronts.”
