"Investors pack Berkshire's annual meetings in Omaha, and analysts dissect every 13F filing for clues to his moves. Less spotlighted, though, is the portfolio tucked inside a Berkshire subsidiary : New England Asset Management (NEAM). Acquired in 1998 through General Re, NEAM oversees about $85.5 billion in assets and a $765 million equity portfolio. It operates independently of Berkshire, chasing opportunities in exchange-traded funds (ETFs) and established stocks that echo Buffett's value bent without overlapping Berkshire's $258.7 billion holdings."
"This is quiet optimism about American businesses, from giants to upstarts, even as economic headwinds like inflation and high interest rates linger. By blending large-cap stability with small-cap potential, NEAM's choices highlight a conviction that the domestic engine remains robust heading into 2026. Vanguard S&P 500 ETF (VOO) NEAM made a big bet on the Vanguard S&P 500 ETF, increasing the number of shares owned from 13,540 shares to 92,580 shares, a 584% increase."
Warren Buffett's long-term returns outpaced the S&P 500, compounding to about 20% annually over six decades. A lesser-noted Berkshire subsidiary, New England Asset Management (NEAM), manages roughly $85.5 billion in assets and a $765 million equity portfolio while operating independently from Berkshire. NEAM pursues ETFs and established stocks that reflect a value orientation without duplicating Berkshire's holdings. Recent third-quarter 13F filings show substantial increases in broad-market ETFs, notably Vanguard S&P 500 ETF (VOO) and iShares Core S&P Small-Cap ETF (IJR). NEAM increased VOO holdings sharply and mixed large-cap stability with small-cap potential, reflecting confidence in the domestic economy.
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