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Buffett Stock Portfolio: Top 10 Stock Picks for 2025

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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.

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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…