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, 357 funds (~4%) 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
301	PWM 301 Partnership Wealth Management Towson, Maryland	$139M	+$9.09M	+7%	71
302	LFS 302 Leibman Financial Services Louisville, Nebraska	$139M	+$6.86M	+5%	55
303	GWM 303 GK Wealth Management Reno, Nevada	$137M	+$2.01M	+1%	211
304	SPWM 304 Spartan Planning & Wealth Management Greensboro, North Carolina	$136M	+$7.48M	+6%	95
305	PIC 305 Platt Investment Counsel Lake Mary, Florida	$135M	+$8.36M	+7%	13
306	MSA 306 McAlister Sweet & Associates Houston, Texas	$132M	-$19.7M	-13%	27
307	MWM 307 MFG Wealth Management Indianapolis, Indiana	$128M	-$4.09M	-3%	72
308	UIA 308 Ulland Investment Advisors Minneapolis, Minnesota	$125M	-$7.9M	-6%	233
309	MCFP 309 Mallini Complete Financial Planning Gainesville, Florida	$124M	+$1.45M	+1%	63
310	SA 310 Sincerus Advisory New York	$124M	+$7.63M	+7%	74
311	BCM 311 Barden Capital Management Austin, Texas	$122M	+$1.48M	+1%	60
312	CAM 312 Chesapeake Asset Management New York	$121M	+$7.8M	+7%	363
313	SWM 313 Sentinel Wealth Management Reston, Virginia	$121M	+$5.46M	+5%	38
314	PRTG 314 Post Resch Tallon Group Pittsford, New York	$118M	+$5.39M	+5%	118
315	AAM 315 American Asset Management Boca Raton, Florida	$118M	+$6.51M	+6%	39
316	AVI 316 Asset Value Investors London, United Kingdom	$117M	-$20.5M	-15%	3
317	AWA 317 Asempa Wealth Advisors Baton Rouge, Louisiana	$116M	–	–	113
318	WIM 318 Waycross Investment Management Bellingham, Washington	$114M	+$15.7M	+16%	50
319	LA 319 LWM Advisors El Dorado Hills, California	$114M	+$2.37M	+2%	30
320	QWM 320 QP Wealth Management Eatontown, New Jersey	$113M	–	–	105
321	RF 321 Roxbury Financial Mount Arlington, New Jersey	$111M	+$3.15M	+3%	380
322	MGIL 322 Miller Global Investments, LLC Dallas, Texas	$110M	–	–	247
323	GAA 323 Green Alpha Advisors Niwot, Colorado	$109M	+$5.55M	+5%	121
324	CCAL 324 City Center Advisors LLC Troy, Michigan	$109M	+$5.81M	+6%	192
325	RAM 325 RK Asset Management Grosse Pointe Farms, Michigan	$106M	-$3.98M	-4%	23