Best Ideas — Top Stock Picks from Super Investors

Stocks ranked by how many top investors hold them, weighted by investor quality and conviction. When multiple legendary investors independently arrive at the same idea, it deserves attention.

47

Stocks Tracked

26

Unique Investors

3.8

Avg Holders Per Stock

1
BRK-ABerkshire Hathaway Inc Del$747,800.01▼
14
holders
10.3%
avg weight
$4.1B
total value
Norbert Lou(36.4%)Francis Chou(32.2%)Christopher Bloomstran(14.4%)Li Lu(12.6%)Thomas Russo(12.1%)Christopher Bloomstran(10.1%)Francois Rochon(8.5%)Thomas Russo(6.1%)Chris Davis(3.2%)Arnold Van Den Berg(3.1%)David Poppe(2.5%)Chris Davis(1.7%)David Poppe(1.4%)Chuck Akre(0.1%)

Held by 14 top investors with an average 10.3% portfolio weight -- a strong consensus pick.

2
GOOGLAlphabet Inc
12
holders
5.3%
avg weight
$14.1B
total value
Li Lu(22.3%)David Poppe(10.6%)Terry Smith(6.4%)Chris Davis(4.4%)Francois Rochon(3.8%)Bill Nygren(3.5%)John Huber(2.6%)Philippe Laffont(2.6%)Warren Buffett(2.0%)Gavin Baker(2.0%)Philippe Laffont(1.7%)Bill Ackman(1.4%)

Held by 12 top investors with an average 5.3% portfolio weight -- a strong consensus pick.

3
GOOGAlphabet Inc
12
holders
9.7%
avg weight
$7.6B
total value
Li Lu(21.6%)Bryan Lawrence(15.9%)Thomas Russo(13.3%)Bill Ackman(12.5%)Francis Chou(11.3%)David Tepper(8.1%)Francois Rochon(6.7%)Seth Klarman(6.5%)Pat Dorsey(5.9%)David Poppe(5.6%)Chris Hohn(4.4%)Arnold Van Den Berg(4.2%)

Held by 12 top investors with an average 9.7% portfolio weight -- a strong consensus pick.

4
METAMeta Platforms Inc
8
holders
6.3%
avg weight
$6.4B
total value
Bill Ackman(11.4%)Pat Dorsey(9.2%)Francois Rochon(6.9%)David Tepper(5.7%)Terry Smith(5.3%)Chris Davis(5.2%)Philippe Laffont(4.3%)David Poppe(2.5%)

Broad agreement across 8 different investment styles and philosophies.

5
AAPLApple Inc$257.46▼
7
holders
3.9%
avg weight
$56.3B
total value
Warren Buffett(8.0%)Warren Buffett(6.1%)Francis Chou(5.9%)Warren Buffett(3.4%)Warren Buffett(1.5%)Warren Buffett(1.4%)Li Lu(0.8%)

Picked by 7 super investors with an average weight of 3.9%.

6
VVisa Inc
7
holders
6.5%
avg weight
$15.0B
total value
Chris Hohn(18.1%)Chuck Akre(10.3%)Terry Smith(7.2%)Francois Rochon(4.8%)John Huber(3.4%)Warren Buffett(1.1%)Thomas Russo(0.4%)

Picked by 7 super investors with an average weight of 6.5%.

7
MSFTMicrosoft Corp
7
holders
5.0%
avg weight
$11.9B
total value
Chris Hohn(15.1%)Terry Smith(5.9%)Stephen Mandel(4.4%)David Tepper(3.5%)Philippe Laffont(3.0%)Philippe Laffont(1.9%)John Huber(1.0%)

Picked by 7 super investors with an average weight of 5.0%.

8
AMZNAmazon Com Inc$213.21▼
7
holders
6.3%
avg weight
$5.8B
total value
Bill Ackman(14.3%)Seth Klarman(9.3%)David Tepper(7.3%)Stephen Mandel(4.1%)Philippe Laffont(3.8%)Chris Davis(3.6%)Gavin Baker(1.9%)

Picked by 7 super investors with an average weight of 6.3%.

9
BXDIFBrookfield Corp
5
holders
8.2%
avg weight
$4.9B
total value
Bill Ackman(18.1%)Chuck Akre(13.5%)Stephen Mandel(5.4%)Arnold Van Den Berg(3.1%)Murray Stahl(1.0%)

High-conviction holding: investors who own it allocate 8.2% on average.

10
KOCoca Cola Co
4
holders
4.5%
avg weight
$33.4B
total value
Warren Buffett(7.2%)Prem Watsa(6.0%)Warren Buffett(2.9%)Warren Buffett(2.0%)

Picked by 4 super investors with an average weight of 4.5%.

11
BACBank America Corp$48.64▼
4
holders
6.5%
avg weight
$24.6B
total value
Li Lu(16.1%)Warren Buffett(6.2%)Warren Buffett(2.5%)Francis Chou(1.4%)

Picked by 4 super investors with an average weight of 6.5%.

12
MCOMoodys Corp
4
holders
6.7%
avg weight
$20.3B
total value
Chris Hohn(12.7%)Chuck Akre(9.7%)Warren Buffett(2.4%)Warren Buffett(2.2%)

Picked by 4 super investors with an average weight of 6.7%.

13
NVDANvidia Corporation
4
holders
5.0%
avg weight
$2.5B
total value
Gavin Baker(8.0%)David Tepper(4.6%)Gavin Baker(4.4%)Philippe Laffont(3.0%)

Picked by 4 super investors with an average weight of 5.0%.

14
ELVElevance Health Inc Formerly
4
holders
5.1%
avg weight
$2.1B
total value
Seth Klarman(8.4%)David Poppe(7.8%)Arnold Van Den Berg(2.2%)Bill Nygren(2.1%)

Picked by 4 super investors with an average weight of 5.1%.

15
UNHUnitedhealth Group Inc
4
holders
2.6%
avg weight
$678.3M
total value
David Poppe(3.9%)John Huber(2.6%)Arnold Van Den Berg(2.0%)Chris Davis(1.9%)

Picked by 4 super investors with an average weight of 2.6%.

16
CVXChevron Corp New$189.94▲
3
holders
2.1%
avg weight
$17.0B
total value
Warren Buffett(3.4%)Warren Buffett(1.8%)Warren Buffett(1.0%)

Picked by 3 super investors with an average weight of 2.1%.

17
ICEIntercontinental Exchange In
3
holders
3.9%
avg weight
$3.0B
total value
David Poppe(6.8%)Bill Nygren(3.1%)Murray Stahl(1.8%)

Picked by 3 super investors with an average weight of 3.9%.

18
UBERUber Technologies Inc
3
holders
7.5%
avg weight
$3.0B
total value
Bill Ackman(15.9%)Thomas Russo(4.5%)David Tepper(2.2%)

Picked by 3 super investors with an average weight of 7.5%.

19
SCHWSchwab Charles Corp
3
holders
5.6%
avg weight
$2.9B
total value
David Poppe(8.7%)Francois Rochon(5.3%)Bill Nygren(2.7%)

Picked by 3 super investors with an average weight of 5.6%.

20
MRKMerck & Co Inc
3
holders
1.1%
avg weight
$1.5B
total value
Bill Nygren(1.8%)Prem Watsa(0.9%)Christopher Bloomstran(0.5%)

Picked by 3 super investors with an average weight of 1.1%.

21
MUMicron Technology Inc
3
holders
3.7%
avg weight
$838.8M
total value
David Tepper(6.2%)Gavin Baker(2.6%)Gavin Baker(2.4%)

Picked by 3 super investors with an average weight of 3.7%.

22
PDDPdd Holdings Inc
3
holders
11.1%
avg weight
$770.8M
total value
Norbert Lou(15.6%)Li Lu(14.6%)David Tepper(2.9%)

High-conviction holding: investors who own it allocate 11.1% on average.

23
COHRCoherent Corp$235.72▼
3
holders
3.3%
avg weight
$416.2M
total value
Arnold Van Den Berg(5.1%)Gavin Baker(2.8%)Gavin Baker(2.0%)

Picked by 3 super investors with an average weight of 3.3%.

24
DISDisney Walt Co$101.54▼
3
holders
1.8%
avg weight
$80.1M
total value
Francois Rochon(2.1%)Christopher Bloomstran(1.9%)John Huber(1.3%)

Picked by 3 super investors with an average weight of 1.8%.

25
XOMExxon Mobil Corp
3
holders
1.6%
avg weight
$47.1M
total value
Arnold Van Den Berg(3.9%)Christopher Bloomstran(0.8%)Thomas Russo(0.3%)

Picked by 3 super investors with an average weight of 1.6%.

26
ABNBAirbnb Inc$133.23▼
2
holders
4.2%
avg weight
$3.0B
total value
Chuck Akre(5.2%)Bill Nygren(3.1%)

Picked by 2 super investors with an average weight of 4.2%.

27
CVNACarvana Co Cl A$317.70▼
2
holders
44.4%
avg weight
$2.7B
total value
Cliff Sosin(83.3%)Stephen Mandel(5.5%)

High-conviction holding: investors who own it allocate 44.4% on average.

28
MAMastercard Incorporated
2
holders
14.3%
avg weight
$2.6B
total value
Chuck Akre(18.8%)Thomas Russo(9.8%)

High-conviction holding: investors who own it allocate 14.3% on average.

29
COF-PNCapital One Financial Corp
2
holders
7.7%
avg weight
$2.2B
total value
Chris Davis(9.4%)Cliff Sosin(6.1%)

Picked by 2 super investors with an average weight of 7.7%.

30
WTWWillis Towers Watson Plc Ltd
2
holders
5.4%
avg weight
$1.8B
total value
Seth Klarman(8.4%)Bill Nygren(2.3%)

Picked by 2 super investors with an average weight of 5.4%.

31
BRK.BBroadcom Inc$498.98▼
2
holders
3.5%
avg weight
$1.6B
total value
Stephen Mandel(4.4%)Philippe Laffont(2.5%)

Picked by 2 super investors with an average weight of 3.5%.

32
APPApplovin Corp$502.14▼
2
holders
2.9%
avg weight
$1.3B
total value
Stephen Mandel(3.9%)Philippe Laffont(1.9%)

Picked by 2 super investors with an average weight of 2.9%.

33
G6683N103Nu Hldgs Ltd
2
holders
2.7%
avg weight
$1.2B
total value
Stephen Mandel(3.6%)Philippe Laffont(1.8%)

Picked by 2 super investors with an average weight of 2.7%.

34
CVSCvs Health Corporation$77.92▼
2
holders
7.4%
avg weight
$1.2B
total value
Prem Watsa(10.3%)Chris Davis(4.5%)

Picked by 2 super investors with an average weight of 7.4%.

35
VSTVistra Corp
2
holders
4.2%
avg weight
$993.3M
total value
Stephen Mandel(6.2%)David Tepper(2.2%)

Picked by 2 super investors with an average weight of 4.2%.

36
N07059210Asml Holding N V
2
holders
11.3%
avg weight
$853.1M
total value
Pat Dorsey(17.9%)Stephen Mandel(4.8%)

High-conviction holding: investors who own it allocate 11.3% on average.

37
DASHDoordash Inc Cl A$179.17▼
2
holders
3.2%
avg weight
$783.7M
total value
Stephen Mandel(4.2%)Thomas Russo(2.3%)

Picked by 2 super investors with an average weight of 3.2%.

38
UUnity Software Inc
2
holders
2.8%
avg weight
$456.1M
total value
Gavin Baker(3.6%)Gavin Baker(2.0%)

Picked by 2 super investors with an average weight of 2.8%.

39
CPRTCopart Inc$37.74▼
2
holders
3.3%
avg weight
$311.9M
total value
Chuck Akre(3.4%)John Huber(3.2%)

Picked by 2 super investors with an average weight of 3.3%.

40
UAUnder Armour Inc
2
holders
6.1%
avg weight
$253.9M
total value
Prem Watsa(10.0%)Prem Watsa(2.2%)

Picked by 2 super investors with an average weight of 6.1%.

41
QCOMQualcomm Inc
2
holders
2.5%
avg weight
$205.7M
total value
David Tepper(2.8%)Arnold Van Den Berg(2.3%)

Picked by 2 super investors with an average weight of 2.5%.

42
BKNGBooking Holdings Inc$4,550.43▼
2
holders
5.7%
avg weight
$202.2M
total value
Pat Dorsey(7.6%)Francois Rochon(3.8%)

Picked by 2 super investors with an average weight of 5.7%.

43
FIVEFive Below Inc
2
holders
4.9%
avg weight
$170.1M
total value
Christopher Bloomstran(5.8%)Francois Rochon(4.0%)

Picked by 2 super investors with an average weight of 4.9%.

44
KWKennedy-wilson Holdings Inc
2
holders
4.1%
avg weight
$137.5M
total value
Prem Watsa(6.2%)Arnold Van Den Berg(2.0%)

Picked by 2 super investors with an average weight of 4.1%.

45
CROXCrocs Inc$86.00▲
2
holders
9.2%
avg weight
$104.6M
total value
Norbert Lou(16.9%)Li Lu(1.5%)

High-conviction holding: investors who own it allocate 9.2% on average.

46
NVRNvr Inc
2
holders
2.3%
avg weight
$104.3M
total value
Francois Rochon(3.4%)John Huber(1.2%)

Picked by 2 super investors with an average weight of 2.3%.

47
NRPNatural Resource Partners L
2
holders
11.9%
avg weight
$35.1M
total value
John Huber(18.2%)Bryan Lawrence(5.7%)

High-conviction holding: investors who own it allocate 11.9% on average.

Methodology

Stocks are ranked by the number of tracked super investors who hold them, based on the most recent 13F filings. Average portfolio weight reflects how much each holder allocates to the position. This is not investment advice — it is a tool for identifying ideas that multiple independent, high-quality minds have converged on.

Note: 13F filings only cover US-listed securities. Some investors (e.g., Fundsmith, Gardner Russo, TCI Fund, Fairfax Financial) hold significant non-US positions not reflected here. Actual portfolio weights may be lower than shown for these investors. See individual investor pages for estimated non-US holdings.