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.
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).
Thermo Fisher Scientific Inc. (TMO): Among Billionaire Mario Gabelli’s Large-Cap Stock Picks with Huge Upside Potential
A workstation in a research lab stocked with laboratory products and services.
Thermo Fisher Scientific Inc. (NSE:TMO) is a global leader in serving science, offering innovative technologies and services to customers in pharmaceuticals, biotech, healthcare, research, and industrial sectors. It operates through four segments: Life Sciences Solutions, Analytical Instruments, Specialty Diagnostics, and Laboratory Products & Biopharma Services. The Life Sciences Solutions segment supports drug research and production, while Analytical Instruments provides tools for scientific analysis. The Specialty Diagnostics segment focuses on diagnostic products for healthcare and industrial labs, and the Laboratory Products & Biopharma Services segment offers lab essentials and pharmaceutical services. Thermo Fisher’s goal is to enhance productivity and innovation through a comprehensive portfolio of products and services.
Thermo Fisher Scientific Inc. (NYSE:TMO) reported strong Q1 2025 results, with revenue of $10.36 billion and adjusted EPS of $5.15, exceeding expectations. Despite challenges in the macro environment, the company delivered solid growth, with key areas such as bioproduction and pharma services leading the way. Innovation played a significant role, with new product launches including the Thermo Scientific Vulcan automated lab and the Transcend chromatography platform. The company also continued to strengthen its commercial engine, exemplified by its growing leadership in clinical research. Thermo Fisher announced the acquisition of SOVENTUM’s purification and filtration business for $4.1 billion, expanding its bioproduction capabilities. In terms of capital return, $1 billion in shares were repurchased, and the dividend was increased by 10%. For the full year, Thermo Fisher updated its guidance, projecting revenue between $43.3 billion and $44.2 billion and adjusted EPS between $21.76 and $22.84.
Overall TMO ranks 3rd on our list of billionaire Richard Chilton's stock picks with huge upside potential. While we acknowledge the potential of TMO 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 TMO but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.
