Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Warren Buffett Berkshire Hathaway 11.78% 1-Year Est. Return

Bill Ackman Pershing Square Capital Management 23.66% 1-Year Est. Return

Michael Burry Scion Asset Management 19.72% 1-Year Est. Return

Ray Dalio Bridgewater Associates 29.73% 1-Year Est. Return

Ken Griffin Citadel Advisors 4.72% 1-Year Est. Return

Ken Fisher Fisher Asset Management 24.78% 1-Year Est. Return

Cathie Wood ARK Investment Management 114.45% 1-Year Est. Return

Jim Simons Renaissance Technologies 50.56% 1-Year Est. Return

David Tepper Appaloosa LP 37.21% 1-Year Est. Return

Live Disclosures

Portfolio disclosures for 2025 Q4 are currently underway and will close on February 17th. As of this moment, 4,164 funds (~51%) have disclosed their holdings. The data below updates in real time the instant a fund submits a disclosure to the regulatory authority.

#	Name	AUM	AUM Growth	AUM Growth %	Holdings
3051	MGWA 3051 Monument Group Wealth Advisors Concord, Massachusetts	$183M	+$13.6M	+8%	52
3052	HIMS 3052 Hager Investment Management Services New London, New Hampshire	$183M	-$1.63M	-0.9%	340
3053	LIA 3053 Lynx Investment Advisory Washington, Dc, District of Columbia	$183M	+$16.1M	+10%	172
3054	CH 3054 Cromwell Holdings Jackson, Wyoming	$183M	-$3.9M	-2%	1,049
3055	AC 3055 Attessa Capital Tucson, Arizona	$183M	+$13.2M	+8%	34
3056	BF 3056 Brucke Financial Indianapolis, Indiana	$183M	+$12.1M	+7%	179
3057	AWS 3057 Aspen Wealth Strategies Arvada, Colorado	$183M	+$4.13M	+2%	87
3058	PSB 3058 Passumpsic Savings Bank St. Johnsbury, Vermont	$183M	–	–	90
3059	S 3059 Sachetta Lynnfield, Massachusetts	$183M	-$86M	-32%	1,117
3060	WWM 3060 Wolff Wiese Magana Carslbad, California	$183M	+$6.08M	+3%	1,001
3061	AIMA 3061 Ables Iannone Moore & Associates Savannah, Georgia	$183M	+$8.7M	+5%	60
3062	SA 3062 Stonebridge Advisors Wilton, Connecticut	$183M	+$38.4M	+27%	5
3063	SWMG 3063 Sard Wealth Management Group Atlanta, Georgia	$182M	+$6.94M	+4%	59
3064	SPI 3064 Sutton Place Investors Katonah, New York	$182M	+$6.74M	+4%	132
3065	SC 3065 Stephenson & Company San Clemente, California	$182M	+$7.94M	+5%	46
3066	TWP 3066 Tower Wealth Partners Lewisburg, Pennsylvania	$182M	-$151K	-0.1%	97
3067	LFWA 3067 LBJ Family Wealth Advisors Austin, Texas	$182M	-$1.58M	-0.9%	29
3068	TFM 3068 Trademark Financial Management Bloomington, Minnesota	$182M	+$9.93M	+6%	104
3069	WCM 3069 Washburn Capital Management Vero Beach, Florida	$182M	+$2.66M	+1%	60
3070	HLA 3070 Hamilton Lane Advisors Conshohocken, Pennsylvania	$182M	+$7.64M	+4%	30
3071	RB 3071 Robert Bosch Gerlingen Schillerhoehe, Germany	$181M	-$6.49M	-3%	3
3072	IAA 3072 Independence Asset Advisors Wynnewood,, Pennsylvania	$181M	-$54.2M	-23%	23
3073	SV 3073 Stilwell Value New York	$181M	-$31.5M	-15%	31
3074	HWM 3074 HFG Wealth Management The Woodlands, Texas	$181M	-$2.59M	-1%	53
3075	LAMC 3075 Longview Asset Management (California) San Rafael, California	$181M	+$7.88M	+5%	175