Rich Duprey
7 min read
The S&P 500 has delivered roughly 13% annualized returns over the past decade — one of the strongest bull runs in history. Warren Buffett’s Berkshire Hathaway (NYSE:BRK-A)(NYSE:BRK-B), the gold standard for patient capital, managed about 12% annually in the same stretch. Impressive numbers for mere mortals. Yet both look like amateur hour next to the woman who just stepped away from Congress: Nancy Pelosi.
While the Oracle of Omaha was buying slices of Apple (NASDAQ:AAPL), the former House Speaker was feasting on the whole tech orchard — and timing it with uncanny precision.
Quick Read
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Apple (AAPL), Nvidia (NVDA), and Alphabet (GOOGL) represent Nancy Pelosi’s largest tech positions, with her portfolio gaining 71% in 2024 versus the S&P 500’s 25% return and her cumulative 37-year trading record showing 16,930% gains compared to the index’s 2,300%. In January 2026, Pelosi exercised call options to acquire 5,000 shares each of Nvidia at $80, Alphabet at $150, and Amazon (AMZN) at $150, while also purchasing 25,000 shares of AllianceBernstein and expanding into infrastructure via Vistra Corp energy holdings.
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Pelosi’s exceptional market timing coincides with her husband’s trading decisions around major congressional legislation on semiconductors, cloud computing, electric vehicles, and AI infrastructure, executing concentrated bets in companies just before Congress funds or regulates their sectors.
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The analyst who called NVIDIA in 2010 just named his top 10 stocks and Apple wasn’t one of them. Get them here FREE.
Congress: The World’s Biggest Hedge Fund
From 2019 through 2024, Pelosi’s disclosed trades (executed by her husband and venture capitalist Paul Pelosi) crushed the market by more than 3-to-1. A widely cited analysis by Unusual Whales showed her portfolio gained roughly 65% in 2023 alone when the S&P 500 rose 24%. In 2024 the gap widened again to +71% versus the market’s +25% return.
The analyst who called NVIDIA in 2010 just named his top 10 stocks and Apple wasn’t one of them. Get them here FREE.
According to The New York Post, Pelosi’s record during her 37-year tenure in Congress served up cumulative returns of 16,930% compared to just 2,300% by the index. That’s not just beating the market; that’s thrashing it.
When Pelosi entered the House in 1987, her net worth was an estimated $2 million to $3 million; today recent portfolio valuation models and trading trackers place her estimated net worth tracking north of $600 million, depending on the compounding returns of core chip positions and the valuation of her spouse’s private venture capital holdings. With a little more than a year to go before she officially steps down, there is plenty of time to pad her lead.