This article looks at the Buffett Stock Portfolio: Top 10 Stock Picks for 2025.
During the Berkshire Hathaway annual meeting on May 3 in Omaha, Warren Buffett announced that he would step down as CEO of the company at the end of 2025 and pass the reins to Vice Chairman Greg Abel, marking the end of an epic 60-year run.
Buffett’s business acumen has been a cornerstone of the conglomerate’s success, as reflected in the stock’s outperformance of the market so far in 2025. As of the close of business on June 19, BRK-B’s shares had gained 7% year-to-date, in contrast to the 1.69% returns of the broad market index.
Buffett cited the physical effects of aging behind his decision to retire. The Oracle of Omaha revealed in an interview last month about instances of occasional loss of balance, declining vision, and issues with remembering people’s names.
“I didn’t really start getting old, for some strange reason, until I was about 90. But when you start getting old, it does become — it’s irreversible.”
Greg Abel is set to take over as Berkshire’s CEO and President on January 1, 2026, while Buffett will continue to remain the company’s chairman. The board’s decision is in line with the 94-year-old’s statement in 2021 about Abel being his likely successor. The billionaire investor reaffirmed his choice during last year’s annual meeting as well.
Buffett continues to call the shots at Berkshire for now. A regulatory filing on May 15 revealed that the company significantly trimmed its exposure to big-bank shares during the first quarter of 2025.
With that said, let’s discuss the top 10 picks from the Buffett stock portfolio.
Our Methodology
For this list, we scanned Warren Buffett/Berkshire Hathaway’s 13F portfolio as of March 31, 2025. From there, we picked the top 10 stocks according to their stake value and ranked them in ascending order.
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).
Buffett Stock Portfolio: Top 10 Stock Picks for 2025
10. DaVita Inc. (NYSE:DVA)
Stake Value as of Q1 2025: $5,375,745,012
DaVita Inc. (NYSE:DVA) is among the Buffett Stock Portfolio: Top 10 Stock Picks for 2025. The company’s shares have had several fluctuations this year, resulting in a year-to-date decline of over 9%.
The stock fell sharply in April after a ransomware attack that encrypted certain elements of DaVita Inc. (NYSE:DVA)’s network and impacted some of the company’s operations, according to a regulatory filing.
Investor sentiment has also been dampened by Buffett’s firm, Berkshire Hathaway, reducing its stake in DaVita Inc. (NYSE:DVA) this year. The billionaire investor first offloaded some shares as part of a pre-planned agreement in February, and then in May before a class action lawsuit against the company.
In May, a union health benefits fund sued top dialysis services providers in the U.S. for allegedly artificially inflating treatment costs for billions of dollars. The class action lawsuit accused DaVita Inc. (NYSE:DVA) and Fresenius Medical Care of colluding in parallel price increases that were higher than those of competitors and not explained by market forces.
DaVita Inc. (NYSE:DVA) is one of the largest kidney dialysis providers in the U.S. with 2,661 centers. It also operates 512 dialysis centers in 13 other countries.
9. Chubb Limited (NYSE:CB)
Stake Value as of Q1 2025: $8,163,932,430
Chubb Limited (NYSE:CB) is among the Buffett Stock Portfolio: Top 10 Stock Picks for 2025, with Berkshire’s holdings in the company valued at nearly $8.2 billion. The insurance provider’s shares have been steady this year, with YTD returns of 2.12%.
The company is recognized for its impressive dividend payout policy. Last month, Chubb Limited’s (NYSE:CB) shareholders approved a 6.6% increase in the company’s dividend to $3.88 per share annually, marking the 32nd consecutive annual dividend raise and reaffirming its commitment to shareholder returns.
While Chubb Limited (NYSE:CB) was pressured in Q1 FY25 by unfavorable foreign currency movements and the California wildfires, the company managed to retain its strong balance and liquidity position. Its book value stood at $65.7 billion, while total invested assets were at $152.3 billion. Moreover, it returned $751 million of capital to shareholders during the quarter.
In Q1, Chubb Limited (NYSE:CB) announced that it would acquire Liberty Mutual’s insurance businesses in Thailand and Vietnam, which will help expand the company’s presence in Asia. Wall Street analysts maintain a positive outlook for the stock with a consensus Buy rating and a one-year average price target of $304.06, representing an 8% increase from its current trading price.