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Berkshire Coverage

How to Tell if Your Fund Invests With Buffett

Fund portfolio and Berkshire Hathaway shareholder data show which funds hold significant chunks of the company's stock.

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Fund investors, you may be investing with Warren Buffett and not even know it. The investing legend's firm, Berkshire Hathaway (BRK.A) (BRK.B), which holds its annual meeting Saturday, can be found in many mutual fund portfolios. Of course, unlike many of the individual company names found in fund portfolios, investing in Berkshire is almost akin to investing in another fund. The firm owns outright or invests in scores of companies, from giants such as the Burlington Northern Santa Fe to small businesses such as The McDowell News newspaper in Marion, N.C. (estimated population: 7,854).

Owning Berkshire Hathaway offers fund managers one-stop-shopping access to a diversified portfolio of companies, all vetted by Buffett and based on his classic value-oriented approach. It's almost like having Buffett as a subadvisor on the fund, not that your fund manager is likely to admit that.

Adam Zoll does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.