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, 283 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
26	EA 26 Efficient Advisors Mason, Ohio	$1.71B	-$61.5M	-3%	59
27	LPT 27 Legacy Private Trust Neenah, Wisconsin	$1.7B	+$25.6M	+2%	266
28	CAM 28 Cacti Asset Management Atlanta, Georgia	$1.66B	+$138M	+9%	79
29	FFA 29 Fragasso Financial Advisors Sewickley, Pennsylvania	$1.65B	+$49.3M	+3%	306
30	BWP 30 Baldwin Wealth Partners Marion, Massachusetts	$1.56B	+$28.6M	+2%	252
31	SGAM 31 Stephens Group Asset Management Little Rock, Arkansas	$1.5B	+$13.8M	+0.9%	26
32	SVWAG 32 Sound View Wealth Advisors Group Savannah, Georgia	$1.49B	+$35.8M	+2%	442
33	AAG 33 Armstrong Advisory Group Needham, Massachusetts	$1.48B	+$61.6M	+4%	990
34	CWM 34 Cahaba Wealth Management Atlanta, Georgia	$1.44B	+$55.5M	+4%	161
35	NRS 35 Neville Rodie & Shaw New York	$1.42B	+$33.1M	+2%	255
36	HIA 36 Harbor Investment Advisory Lutherville, Maryland	$1.33B	+$122M	+10%	1,277
37	MFG 37 Magnus Financial Group New York	$1.31B	+$41.9M	+3%	437
38	VPI 38 Value Partners Investments Winnipeg, Manitoba, Canada	$1.3B	+$79.1M	+6%	104
39	TF 39 Tompkins Financial Ithaca, New York	$1.29B	+$90.1M	+8%	664
40	CA 40 CGN Advisors Manhattan, Kansas	$1.26B	+$46.4M	+4%	324
41	FFBTD 41 First Financial Bank - Trust Division Hamilton, Ohio	$1.22B	+$46.6M	+4%	219
42	AHC 42 Anderson Hoagland & Co St Louis, Missouri	$1.16B	+$47.8M	+4%	148
43	NCM 43 Northside Capital Management Hood River, Oregon	$1.15B	+$55.5M	+5%	206
44	GA 44 GuoLine Advisory Singapore	$1.09B	+$83.8M	+8%	23
45	EFG 45 Everhart Financial Group Dublin, Ohio	$1.08B	+$81.8M	+8%	440
46	HHAA 46 Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$1.08B	-$28.8M	-3%	63
47	CT 47 Coastline Trust Providence, Rhode Island	$1.06B	+$132M	+14%	417
48	JC 48 Jacobs & Co San Francisco, California	$1.06B	+$14.5M	+1%	129
49	TC 49 Tetrad Corporation Omaha, Nebraska	$1.04B	-$29.5M	-3%	3
50	AHB 50 Abner Herrman & Brock Jersey City, New Jersey	$979M	+$8.67M	+0.9%	122