Berkshire Hathaway Is Underperforming, but 4 of Warren Buffett’s Top Picks Are Up Big This Year

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Lee Jackson

Thu, May 28, 2026 astatine 7:47 AM CDT 8 min read

Warren Buffett stepped down arsenic CEO of Berkshire Hathaway connected December 31, 2025, aft six decades starring the conglomerate helium transformed from a struggling textile mill into a $1 trillion empire. The "Oracle of Omaha" near his successor, Greg Abel, with a precise concentrated portfolio: much than 65% of Berkshire's $381 cardinal portfolio is invested successful conscionable six stocks. Abel, who has served arsenic vice seat overseeing non-insurance operations, officially took implicit arsenic CEO connected January 1, 2026. At 95 years old, Buffett isn't afloat retiring—he volition stay committee seat and plans to proceed coming to the Omaha office arsenic overmuch arsenic before. However, helium has stated helium volition beryllium "going quiet" and leaving each decision-making to Abel. While helium is present successful complaint of Berkshire Hathaway, helium added to 1 of Buffett's apical picks successful the archetypal 4th successful a large way.

Quick Read:

  • Berkshire Hathaway is underperforming the S&P 500 this twelvemonth by a sizable margin.

  • The biggest winners successful the portfolio are companies that Warren Buffett bought erstwhile helium was inactive the CEO.

  • The astonishment whitethorn beryllium that the biggest victor is simply a exertion banal that Buffett bought past year.

  • The expert who called NVIDIA successful 2010 conscionable named his apical 10 stocks and Chevron wasn't 1 of them. Get them present FREE.

Berkshire Hathaway (NYSE: BRK-B) banal is down astir 3.2%, truthful acold successful 2026, portion the S&P 500 has gained astir 9.6%. This leaves Berkshire lagging the broader marketplace by astir 13 percent points truthful acold this year. This show spread is significant. The underperformance stems chiefly from the enactment transition. Buffett stepped down arsenic CEO astatine the extremity of 2025, and this was accompanied by uncertainty astir Berkshire’s aboriginal direction. Additionally, respective of the company’s largest holdings person weighed connected results, astir notably American Express, which is down astir 20% twelvemonth to date.

The expert who called NVIDIA successful 2010 conscionable named his apical 10 stocks and Chevron wasn't 1 of them. Get them present FREE.

However, the biggest winners successful the Berkshire portfolio this twelvemonth are each positions Buffett enactment in, immoderate arsenic precocious arsenic past twelvemonth and others decades ago. All the apical names successful the portfolio that are up the astir person been full instrumentality winners, arsenic they besides wage dividends. Plus, each are rated Buy astatine apical Wall Street firms that we cover.

Why bash we screen Berkshire Hathaway stocks?

Few investors person the results and estimation that Buffett has garnered implicit the past 60 years. Though helium has stepped distant from the CEO chair, his interaction and concern guidelines are apt to stay successful spot agelong aft helium is gone. While investing has evolved since Buffett took power of Berkshire Hathaway successful 1965, and present that Abel is successful charge, helium is vowing to enactment the course, buying bully companies with products and services recognized worldwide, and paying dividends volition ever stay a timeless attack and ne'er spell retired of style.

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