Warren Buffett's Top Picks: Wells Fargo is a Portfolio Winner

Warren Buffett's Berkshire Hathaway relies on financials for its portfolio return, and Wells Fargo Co. has been leading the way for the Oracle of Omaha, in that regard. The company's gains on the market are outstripping competitors like Citi and Bank of America, and Wells has numbers like its return on assets and its return on equity to distance it from runners-up. Shares have made double-digit gains in 2014, which must please Buffett, who increased his position last year. As the market looks forward to Buffett's annual letter, with four straight beats, one has to wonder if he'll double down on Wells Fargo.