Billionaire Ken Fisher’s 10 Finance Stock Picks with Huge Upside Potential
We recently published a list of Billionaire Ken Fisher’s 10 Finance Stock Picks with Huge Upside Potential. In this article, we are going to take a look at where KKR & Co. Inc. (NYSE:KKR) stands against other billionaire Ken Fisher’s finance stock picks with huge upside potential.
The global financial industry includes banking, insurance, asset management, and capital market sectors, and plays a significant role in supporting economic activity. According to McKinsey, the banking industry handles assets worth $400 trillion as of 2025, bringing in about $7 trillion and $1.1 trillion in annual revenue and profits, respectively. The broader financial services sector has seen robust growth, increasing more than 16% in the last year, beating the broader market’s 6% return for the same period. This growth is expected to continue throughout the remainder of 2025, driven by dropping interest rates, cooling off inflation, and investors’ faith in the sector.
Despite brief macroeconomic uncertainty, the U.S. economy improved more than expected in 2024, with GDP growth hitting about 2.7%. The financial sector is holding strong, supported by expected Fed rate cuts, steadier regulations, and a comeback in market activity. Record consumer debt of $17.7 trillion and increasing corporate refinancing needs are expected to affect borrowing patterns.
Looking ahead, financial companies stand to gain from the revival in financial markets, with M&A activity, buyouts, and private lending picking up steam in 2025. Strategic deals and investments in AI technology are fueling rapid growth in private markets. Private credit assets under management could double soon, as more businesses and individuals seek financing outside traditional banks. This surge in deals and fundraising sets up major financial players for solid profits.
In contrast, the global insurance sector is dealing with economic turbulence, high inflation, and unpredictable interest rates. Personal property and casualty insurance grew 9.5% between 2022-2023, reaching $1.1 trillion, driven mostly by rate increases. The sector is focused on innovation, geographic diversification, and expanding into emerging markets.
Innovation and digital transformation drive the financial sector, with banks pouring over $600 billion into tech upgrades. Despite this investment, labor productivity has dropped 4% over the last 15 years, creating pressure to make tech investments pay off. AI, automation, and cloud adoption are expected to transform business models and enhance digital services.
Billionaire Ken Fisher remains critical of new tariff policies, arguing that the fear is bigger than the problem. He believes financial stocks may bounce back once the initial shock passes, drawing historical parallels with past market corrections.
KKR & Co. Inc. (NYSE:KKR) is a global alternative asset manager, investing in private equity, real estate, credit, and infrastructure sectors. The company posted strong results for the year ended December 31, 2024, with fee-related earnings up nearly 40% from the previous year. KKR expects to earn at least $4.50 in fee-related earnings per share by 2026 as it continues to expand.
KKR is part of the Ken Fisher Stock Portfolio, indicating confidence in its long-term potential. With global reach, steady earnings growth, and a broad platform, KKR looks promising among financial companies with room to grow.
Overall, KKR ranks 4th on our list of billionaire Ken Fisher’s finance stock picks with huge upside potential. While KKR shows promise as an investment, some AI stocks may offer greater returns in a shorter time frame. Investors looking for promising AI stocks can explore our report on the cheapest AI stock available.
Disclosure: None. This article is originally published at Insider Monkey.
