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Berkshire Hathaway Inc - Warren Buffett

Berkshire Hathaway Inc Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2024
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Warren Buffett

Warren Buffett
Berkshire Hathaway Inc

Hedge Fund Manager
Ranked #143 out of 488 Hedge Fund Managers

Portfolio Gain

+23.17%
Since Jan 2016

Sharpe Ratio

2.23
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$267.18B
Warren Buffett manages more assets than 97% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+13.86%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
38.83% Financial
29.12% Technology
14.63% Consumer Defensive
11.25% Energy
2.25% Communication Services
2.02% Healthcare
1.23% Consumer Cyclical
0.37% Industrials
0.00% General
A breakdown of Berkshire Hathaway Inc's portfolio by sector

Berkshire Hathaway Inc Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Holding Change
Value Reported
% of Portfolio
SPDR S&P 500 ETF Trust
Sold Out
General
$587.17
($565.27-$609.07)
-100.00%
0.00
0.00%
Chubb
Not Changed
Financial
$286.32
($270.60-$302.05)
0.00%
7.47B
2.80%
Amazon
Not Changed
Consumer Cyclical
$206.63
($180.25-$233.00)
0.00%
2.19B
0.82%
American Express
Not Changed
Financial
$286.99
($266.16-$307.82)
0.00%
45.00B
16.80%
Aon
Not Changed
Financial
$368.63
($341.92-$395.33)
0.00%
1.47B
0.55%
Apple
Not Changed
Technology
$239.91
($219.71-$260.10)
0.00%
75.13B
28.09%
Bank of America
Reduced
Financial
$43.40
($38.73-$48.08)
-14.72%
29.90B
11.12%
Capital One Financial
Reduced
Financial
$170.80
($143.30-$198.30)
-18.13%
1.33B
0.50%
Chevron
Not Changed
Energy
$152.62
($140.55-$164.68)
0.00%
17.18B
6.36%
Citigroup
Reduced
Financial
$67.16
($60.93-$73.38)
-73.50%
1.03B
0.38%
See a list of Berkshire Hathaway Inc's holdings, as reported to the SEC on Dec 31, 2024. Click on any holding to see more details

Measured Performance

Compare Berkshire Hathaway Inc's performance with other Hedge Funds and the S&P 500

Berkshire Hathaway Inc activity FAQ

What is Berkshire Hathaway Inc’s portfolio gain since Jun 2013?
Berkshire Hathaway Inc’s portfolio gain since Jun 2013 was 127.32%.
    What is Berkshire Hathaway Inc’s Sharpe Ratio?
    Berkshire Hathaway Inc’s Sharpe Ratio is 2.23.
      What is Berkshire Hathaway Inc’s portfolio value?
      Berkshire Hathaway Inc’s portfolio value is $267.18B.
        What is Berkshire Hathaway Inc’s average return since the fund’s last 13F filing?
        Berkshire Hathaway Inc’s average return since the fund’s last 13F filing is -0.65%.
          What was Berkshire Hathaway Inc’s average return in the last 12 months?
          Berkshire Hathaway Inc’s average return in the last 12 months was 23.17%.
            What was Berkshire Hathaway Inc’s average return in the last 3 years?
            Berkshire Hathaway Inc’s average return in the last 3 years was 13.86%.
              When was the most recent most recent 13F form submitted by Berkshire Hathaway Inc?
              Berkshire Hathaway Inc's most recent 13F form was submitted on Dec 31, 2024.
                who are the best performing hedge funds?
                Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
                  What is Warren Buffett Net Worth?
                  Warren Buffett is Managing Berkshire Hathaway Inc which has a net worth of $267.18B.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Warren Buffett and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.

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                    We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
                    1. Hedge funds that manage stocks of more than 1,500 different companies
                    2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
                    3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.

                    Additionally, Our performance analysis considers long positions only and does not factor in short positions or hedging strategies. Furthermore, because we do not have the exact dates on which a hedge fund bought or sold any specific ticker, we use the average price of the stock during the quarter in which it was acquired to estimate performance.