Warren Buffett

BERKSHIRE HATHAWAY INC

Chairman and CEO

Warren Edward Buffett is an American business magnate, investor, and philanthropist who serves as the chairman and CEO of Berkshire Hathaway. He is one of the most successful investors in the world and has a net worth of over $100 billion, making him the world's seventh-wealthiest person. Buffett was born in Omaha, Nebraska. He developed an interest in business and investing at a young age, eventually entering the Wharton School of the University of Pennsylvania in 1947 before transferring to and graduating from the University of Nebraska at 19. He went on to graduate from Columbia Business School, where he grounded his investment philosophy around the concept of value investing pioneered by Benjamin Graham. He attended New York Institute of Finance to focus on his economics background and soon pursued a business career. He later began various business partnerships, including one with Graham. He created Buffett Partnership Ltd. in 1956 and his firm eventually acquired a textile manufacturing firm called Berkshire Hathaway, assuming its name to create a diversified holding company. Buffett has been the chairman and largest shareholder of Berkshire Hathaway since 1970. He has been referred to as the "Wizard", "Oracle", or "Sage" of Omaha by global media outlets. He is noted for his adherence to value investing, and for his personal frugality despite his immense wealth.

Performance Metrics

1 Year Return

+6.77%

5 Year Return

+98.20%

Expected Annual

+19.64%

Portfolio Value

$257.5B

Sector Allocation

1-YEAR

+6.77%

Portfolio Details

Investment Style

Value Investor

Top Sector

ELECTRONIC COMPUTERS

Years Active

35+ years

Portfolio Overview

Portfolio Size

42 stocks
3 added|1 removed

Current Market Value

$257.5B
-0.87%|$-2269276919

Average Holding Period

19 quarters
Top 10 holdings: 34 quarters

Portfolio Turnover

9.8%
Buy turnover: 1.5%|Sell turnover: 2.5%

Performance Metrics

Current Quarter

+0.12%
$324.1M total return
+$6.9Bvs previous$-6549991044

1 Year Return

+6.77%
$19.0B total return

3 Year Return

+45.84%
$123.0B total return

5 Year Return

+98.20%
$190.8B total return

Performance Trend

Current Quarter+0.12%
1 Year+6.77%
3 Year+45.84%
5 Year+98.20%

Performance Recognition

Based on Warren Buffett's historical performance metrics

No performance badges available for this investor.

Top Performers

LLYVA
LIBERTY MEDIA CORP DEL
+41.92%
0.1% contribution
LLYVK
LIBERTY MEDIA CORP DEL
+41.65%
0.1% contribution
VRSN
VERISIGN INC
+38.62%
0.6% contribution
ALLE
ALLEGION PLC
+36.13%
0.0% contribution
HEI-A
HEICO CORP NEW
+35.15%
0.0% contribution

Outperformance vs S&P 500

1 Year
-6.56%
3 Year
-18.08%
5 Year
-1.94%
Outperformance relative to S&P 500 over time
Actionable Investor InsightsNew