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Berkshire Hathaway Inc. (BRK-A): Among the Best Stocks to Buy According to the Bill & Melinda Gates Foundation Trust

We recently compiled a list of the 10 Best Stocks to Buy According to the Bill & Melinda Gates Foundation Trust. In this article, we are going to take a look at where Berkshire Hathaway Inc. (NYSE:BRK-A) stands against Bill & Melinda Gates Foundation Trust’s other stock picks.

Bill Gates has invested billions of dollars in stocks to fund the Seattle-based Bill & Melinda Gates Foundation Trust, widely regarded as the world’s largest private foundation, formed through the merger of the William H. Gates Foundation and the Gates Learning Foundation. According to the Trust, its aim is to address major humanitarian concerns such as poverty, a lack of opportunity, and infectious diseases. Over the past 30 years, Bill and Melinda have contributed an estimated $47.7 billion of their fortune to their foundation and predecessor. The foundation’s trust maintains a highly concentrated equities portfolio, reflecting the influence of Bill Gates and his longtime friend and former foundation trustee, Warren Buffett.

The Bill & Melinda Gates Foundation has set a record $8.74 billion budget for 2025, with intentions to increase yearly distributions to $9 billion the following year. Mark Suzman, the foundation’s CEO, stated that the record approval by its governing council is consistent with the foundation’s goal of a world “where everyone, everywhere, deserves the chance to live a healthy, productive life.”

Gates’ predictions for AI

Previously regarded as an aspect of science fiction, AI appears to have entered ordinary life and is now finding its way to consumers and businesses. Bill Gates predicts that by 2035, artificial intelligence will take over roles traditionally held by doctors, teachers, and other professionals, ushering in what he calls the era of “free intelligence.” According to Gates, this transition will result in rapid advancements in AI technology that will become firmly integrated into daily life, ranging from better healthcare solutions and more accurate diagnoses to broad access to AI tutors and virtual assistants.

However, while the potential is enormous, Gates admits that there are “understandable and valid” concerns about AI’s existing capabilities. In a 2023 blog post, he stated that even the most advanced AI systems make mistakes and can contribute to the spread of misinformation. Still, Gates is optimistic: if he were to establish a new firm today, he told CNBC Make It in September 2024, it would be an “AI-centric” startup.

Our Methodology

For this list, we picked stocks from Bill & Melinda Gates Foundation Trust’s 13F portfolio as of the end of the fourth quarter of 2024. These equities are also popular among elite hedge funds.

Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).

A team of insurance professionals in a boardroom overlooking a city skyline.

Berkshire Hathaway Inc. (NYSE:BRK-A)

Bill & Melinda Gates Foundation Trust’s Stake: $8.9 billion

Number of Hedge Fund Holders: 131

Berkshire Hathaway Inc. (NYSE:BRK-A) is a diversified global conglomerate holding company primarily focused on the insurance sector. It invests cash generated by insurance operations in a wide range of subsidiaries, stock holdings, and securities from numerous sectors.

Berkshire Hathaway Inc. (NYSE:BRK-A) announced a significant spike in Q4 2024 earnings, mostly due to its insurance firms, while cash holdings reached a record high. The company’s operational profit increased by 71% to $14.53 billion in the quarter. This expansion was driven by a 302% increase in insurance underwriting profits, which totaled $3.41 billion, and an approximately 50% increase in insurance investment income, which totaled $4.09 billion.

Wall Street analysts Meyer Shields of KBW and Brian Meredith of UBS boosted their price forecasts for Berkshire Hathaway Inc. (NYSE:BRK-A) after the firm reported Q4 2024 earnings in late February. Meredith reaffirmed his Buy rating on the company, raising his target to $836,135 from $803,444, while Shields increased his target price for BRK-A shares to $775,000 from $750,000, retaining a market perform rating.

Overall BRK-A ranks 2nd on our list of Bill & Melinda Gates Foundation Trust’s stock picks. While we acknowledge the potential for BRK-A as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%.  If you are looking for an AI stock that is more promising than BRK-A but trades at less than 5 times its earnings, check out our report about this cheapest AI stock.

READ NEXT: 20 Best AI Stocks to Buy Now and 30 Best Stocks to Buy Now According to Billionaires.

Disclosure: None. This article is originally published at Insider Monkey.

AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning:

“The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:

“AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

And that’s where the real opportunity lies…

One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

  • It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
  • It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
  • It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.

Trump has made it clear: Europe and U.S. allies must buy American LNG.

And our company sits in the toll booth—collecting fees on every drop exported.

But that’s not all…

As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.

AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.

AI needs energy. Energy needs infrastructure.

And infrastructure needs a builder with experience, scale, and execution.

This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

This company is completely debt-free.

In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.

It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

And here’s what the smart money has started whispering…

The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients.

Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.

And that’s for a business tied to:

  • The AI infrastructure supercycle
  • The onshoring boom driven by Trump-era tariffs
  • A surge in U.S. LNG exports
  • And a unique footprint in nuclear energy—the future of clean, reliable power

You simply won’t find another AI and energy stock this cheap… with this much upside.

This isn’t a hype stock. It’s not riding on hope.

It’s delivering real cash flows, owns critical infrastructure, and holds stakes in other major growth stories.

This is your chance to get in before the rockets take off!

Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.

AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries.

The companies that embrace AI will thrive, while the dinosaurs clinging to outdated methods will be left in the dust.

As an investor, you want to be on the side of the winners, and AI is the winning ticket.

The Talent Pool is Overflowing: The world’s brightest minds are flocking to AI.

From computer scientists to mathematicians, the next generation of innovators is pouring its energy into this field.

This influx of talent guarantees a constant stream of groundbreaking ideas and rapid advancements.

By investing in AI, you’re essentially backing the future.

The future is powered by artificial intelligence, and the time to invest is NOW.

Don’t be a spectator in this technological revolution.

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A New Dawn is Coming to U.S. Stocks

I work for one of the largest independent financial publishers in the world – representing over 1 million people in 148 countries.

We’re independently funding today’s broadcast to address something on the mind of every investor in America right now…

Should I put my money in Artificial Intelligence?

Here to answer that for us… and give away his No. 1 free AI recommendation… is 50-year Wall Street titan, Marc Chaikin.

Marc’s been a trader, stockbroker, and analyst. He was the head of the options department at a major brokerage firm and is a sought-after expert for CNBC, Fox Business, Barron’s, and Yahoo! Finance…

But what Marc’s most known for is his award-winning stock-rating system. Which determines whether a stock could shoot sky-high in the next three to six months… or come crashing down.

That’s why Marc’s work appears in every Bloomberg and Reuters terminal on the planet…

And is still used by hundreds of banks, hedge funds, and brokerages to track the billions of dollars flowing in and out of stocks each day.

He’s used this system to survive nine bear markets… create three new indices for the Nasdaq… and even predict the brutal bear market of 2022, 90 days in advance.

Click to continue reading…