Ace Investors Portfolio - List of Superstar Investors
Last Updated: 09 January, 2026
7 min read
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Finding your own winning formula in the stock market isn’t easy.
But learning from people who have already succeeded is much simpler—especially when it comes down to execution.
With the rapid rise of retail investors, the Indian stock market has seen massive participation, and naturally, many investors look toward the ace investors portfolio to understand how top market participants build wealth over time.
These ace investors have earned their reputation through years of consistent performance, disciplined investing, and an ability to spot high-potential businesses long before they become market favourites.
Retail investors closely monitor their portfolios to identify emerging trends, sector preferences, and high-conviction stock ideas.
Ace investors also play a key role in shaping market sentiment and identifying long-term wealth creation opportunities in the Indian markets.
Tracking their portfolios helps investors understand how experienced market participants allocate capital, manage risk, and stay invested even during volatile phases.
Since most ace investors think long term, their portfolios often highlight fundamentally strong companies with scalable business models.
That said, it’s important to keep one thing in mind. Ace investor portfolios are disclosed through public shareholding data, which comes with a delay.
The data used in this article is based on the December 2025 quarter shareholding, while some holdings reflect September 2025 data.
With that context in place, let’s take a closer look at the portfolios of India’s top ace investors and see what sets each of them apart.
Top Ace Investor Portfolio
Below is a snapshot of the Ace Investors Portfolio in India, based on the latest publicly available disclosures as of January 07, 2026.
This section highlights the top five holdings for each investor based on holding value.
Radhakishan Damani
Radhakishan Damani is one of the most respected and closely followed ace investors in India.
Over the years, he has built a strong reputation for backing fundamentally sound businesses with long-term potential, often staying invested well before they gain widespread market attention.
He is known for his patient investing style and deep understanding of consumer-driven businesses.
Company Name | Holding % | Value (Rs Cr) |
67.24% | 168,093 | |
2.37% | 1,391 | |
29.10% | 1,236 | |
1.48% | 582 | |
1.23% | 512 |
Radhakishan Damani Net Worth: Rs 1,72,285.4 Crore
Mukul Agrawal
Mukul Agrawal, founder of Param Capital, is known for his bold and high-conviction investment approach.
Agrawal prefers to concentrate capital in a number of ideas where he has strong confidence in business fundamentals and future growth prospects.
3.12% | 604.9 | |
10.68% | 481.2 | |
1.05% | 449.1 | |
7.59% | 375.6 | |
1.07% | 283.4 | |
3.12% | 604.9 |
Mukul Agrawal Net Worth: Rs 6,810.03 Crore
Ashish Kacholia
Ashish Kacholia is one of the most closely followed ace investors in India.
Over the period, he has built a reputation for identifying high-growth small-cap and microcap companies well before they attract institutional attention.
Company Name | Holding % | Value (Rs Cr) |
5.21% | 543.7 | |
12.52% | 205 | |
1.84% | 190.9 | |
1.13% | 155.1 | |
2.24% | 101 | |
1.64% | 96.2 |
Ashish Kacholia Net Worth: Rs 2,579.62 Crore
Vijay Kedia
Vijay Kedia is one of India’s most respected long-term investors and a strong advocate of patient investing.
He is widely known for his SMILE investing philosophy—Small in size, Medium experience, Large aspiration, and Extra-large market potential.
Over the years, Kedia has delivered remarkable returns by staying invested through market cycles.
Company Name | Holding % | Value (Rs Cr) |
20.91% | 263.5 | |
1.01% | 196.6 | |
13.23% | 191.8 | |
1.00% | 116.5 | |
1.27% | 97.7 |
Vijay Kedia Net Worth: Rs 1,178.5 Crore
Dolly Khanna
Dolly Khanna is well-known for her equity investments, with her portfolio managed by her husband, who focuses on identifying under-the-radar companies with strengthening fundamentals and long-term growth potential.
Company Name | Holding % | Value (Rs Cr) |
2.94% | 75.8 | |
1.24% | 63.6 | |
2.43% | 53.9 | |
2.98% | 45.2 | |
2.73% | 20.2 |
Dolly Khanna Net Worth: Rs 295.25 Crore
Note: The holdings mentioned above are based on the most recent quarterly disclosures and include data from the September, October (Revised), and December 2025 periods. These positions may change in future filings. Investment values, as well as the estimated net worth figures, are subject to market movements and can vary with changing market conditions.
Key Learnings from Ace Investors’ Portfolios
Looking at ace investors portfolio, a few clear patterns start to stand out.
Most of these investors focus on fundamentally strong businesses rather than getting caught up in short-term price movements.
Their portfolios often feature hidden gems in small-cap and micro-cap stocks that offer strong long-term growth potential.
One of the biggest takeaways is conviction.
Some ace investors prefer to spread their bets, while others are comfortable running more concentrated portfolios.
Either way, their decisions are backed by deep research and a lot of patience.
You’ll also notice recurring themes across portfolios, with sectors like manufacturing, chemicals, infrastructure, and consumption showing up time and again.
For retail investors, the key is to understand the why behind a stock, not just the what.
Blindly copying portfolios can backfire, especially since even experienced investors face losses and sharp corrections—more so in smaller companies where risks are higher.
Learning how ace investors manage risk, stay invested during volatile phases, and allow compounding to work over time can go a long way in improving long-term investment outcomes.
What Ace Investors Are Betting On in 2026
While 2024–25 was largely about the green energy story, ace investors like Vijay Kedia and Ashish Kacholia appear to be taking things a step further.
Rather than betting only on power generation, they are now looking deeper into the ecosystem—focusing on areas such as battery storage and power transmission that are critical for long-term execution.
At the same time, there’s a noticeable move toward safer bets.
With urban demand showing signs of saturation, several seasoned investors are increasing their exposure to rural-focused FMCG names like Stovekraft and Safari Industries, along with three-wheeler manufacturers such as Atul Auto.
This shift reflects changing economic conditions and is clearly driven by their analysis rather than short-term trends.
Conclusion
As we come to the end of this article, we’ve taken a closer look at the top holdings of leading ace investors and the key drivers behind their success—strong conviction, patience, and an eye for hidden gems.
Tracking ace investors portfolios offers useful insights into disciplined investing, sector trends, and long-term wealth creation.
More importantly, these portfolios reinforce how consistency and fundamental analysis play a big role in delivering steady returns over time.
That said, the real value lies in learning, not copying.
Retail investors should focus on understanding the businesses behind the stocks, the reasons why an investor holds them, and whether those ideas fit their own financial goals.
When used the right way, ace investor portfolios can become a powerful learning tool and help investors make more informed decisions.
For those interested in gaining market exposure after doing their own research, investments can be made through established brokerage platforms such as Rupeezy or other prominent brokerage firms that provide access to equity markets and research tools.
Choosing a reliable platform can help investors execute trades efficiently while staying informed.
It’s also important to remember that every investor’s situation is different.
Retail investors should do their own research, evaluate their risk tolerance, and seek professional advice when needed. Markets change, and past performance doesn’t guarantee future results.
FAQs:
Q1) Why do retail investors track ace investors’ portfolios?
Retail investors track ace investors’ portfolios to learn about high-conviction stock ideas, sector trends, and long-term investment strategies.
Q2) Is it safe to copy ace investors’ portfolios?
No, investors should study the reasoning behind the stocks rather than blindly copying ace investors’ portfolios due to time lags and risk differences.
Q3) Do ace investors always generate profits?
No, even ace investors face losses and volatility, especially in small-cap and micro-cap stocks.
Q4) What can investors learn from an ace investors portfolio review?
An ace investors portfolio review helps investors understand conviction-based investing, risk management, and long-term compounding.
Q5) How can retail investors track ace investors’ portfolios regularly?
Retail investors can track ace investors portfolios through quarterly shareholder pattern filings on BSE and NSE.
The content on this blog is for educational purposes only and should not be considered investment advice. While we strive for accuracy, some information may contain errors or delays in updates.
Mentions of stocks or investment products are solely for informational purposes and do not constitute recommendations. Investors should conduct their own research before making any decisions.
Investing in financial markets are subject to market risks, and past performance does not guarantee future results. It is advisable to consult a qualified financial professional, review official documents, and verify information independently before making investment decisions.
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