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

6. KKR & Co. Inc. (NYSE:KKR)

% holding in portfolio: 13.15%

Upside Potential: 14.85%

A global investment company, KKR & Co. Inc. (NYSE:KKR), specializes in private equity, credit, infrastructure, and real estate. Located in New York, the company was founded in 1976, and as of now, it manages over $500 billion in assets across diversified strategies. Leveraging its integrated capital markets business and active portfolio management, the company gains a competitive edge against dominant players like Blackstone and Apollo. The company’s flexible capital model allows for strategic acquisitions and helps develop sector-specific operating expertise.

KKR & Co. Inc. (NYSE:KKR), with a 13.15% portfolio weight, represents Akre’s solid confidence in the company’s structural ascent. Charles Akre bought KKR in 2018. In Q4 2024, the company reported fee-related EPS growth of 24% year-over-year: its second-highest quarterly figure in history. With $114 billion acquired as new capital in 2024, the company has planned to raise the annual dividend from $0.70 to $0.74 per share, demonstrating its operational confidence for the foreseeable future. KKR & Co. Inc. (NYSE:KKR) also has realized strong investment performance, indicated by a 14% appreciation in its private equity portfolio for 2024, contributing to confidence among investors.

The 14.85% upside potential placed KKR & Co. Inc. (NYSE:KKR) as one of Charles Akre’s best-performing stocks. The company is expanding its reach in alternative asset management, and the growth is recognized by Akre and analysts alike.