Hedge Fund - Berkshire Hathaway

Warren Buffett Bio, Returns, AUM, Net Worth

Berkshire Hathaway, headquartered in Omaha, Nebraska, is an American holding company led by billionaire investor Warren Buffett. Operating within the financial and reinsurance industries, it boasts a diverse portfolio encompassing numerous companies spanning various sectors and industries. Warren Buffett, one of the wealthiest individuals globally, consistently features near the top of the Forbes billionaire list. His net worth surpassed $123.9 billion as of September 2023.

Warren Buffett adheres to the value investing principles pioneered by Benjamin Graham. This approach involves seeking out securities whose prices are undervalued relative to their intrinsic value. Rather than focusing solely on short-term gains, Buffett evaluates companies comprehensively, selecting stocks based on their long-term potential. His strategy prioritizes acquiring ownership in high-quality companies with strong earnings potential.

Buffett's advocacy for value investing was significantly bolstered when Charlie Munger assumed the role of vice chairman at Berkshire Hathaway in 1978, a position he held until his passing in November 2023, spanning nearly 46 years. Collaboratively, Buffett and Munger propelled Berkshire Hathaway's growth by strategically acquiring undervalued stocks and businesses. They granted substantial autonomy to the managers of these newly acquired subsidiaries, whether Berkshire Hathaway held a majority or minority stake, contributing to the company's expansion.

Warren Buffett and Charlie Munger have steered Berkshire Hathaway's strategy of acquiring established yet undervalued businesses, while also maintaining substantial stakes in industry leaders. This approach, rooted in their celebrated value investing philosophy, has stood the test of time, solidifying Berkshire Hathaway's status as a quintessential American conglomerate.

Berkshire Hathaway Inc. has revealed a total of 41 holdings in its latest SEC filings, with a calculated portfolio value of US$347,358,074,461. This figure represents the combined value of its holdings alongside cash, constituting the actual Assets Under Management (AUM).

Warren Buffett
Fund Profile
Filing Period:
Fund Name: Berkshire Hathaway
Manager Warren Buffett
Portfolio Value $53,601,706,000
Change This QTR +1.02%
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value Activity % Port History
1. KO 400,000,000 $13,268,001,000 24.75%
2. WFC 342,623,925 $10,864,604,000 20.26%
3. AXP 151,610,700 $6,852,803,000 12.78%
4. PG 76,766,036 $4,728,788,000 8.82%
5. KFT 105,214,584 $3,299,529,000 6.15%
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