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
76	SFG 76 Sovereign Financial Group Stamford, Connecticut	$561M	+$27.1M	+5%	356
77	LC 77 Lincoln Capital Lincoln, Nebraska	$552M	+$18M	+3%	132
78	IRC 78 Investors Research Corp Atlanta, Georgia	$546M	+$5.61M	+1%	909
79	MAM 79 Marotta Asset Management Charlottesville, Virginia	$540M	+$8.98M	+2%	111
80	CWM 80 Chemistry Wealth Management New York	$535M	+$16.2M	+3%	207
81	ISB 81 Iowa State Bank Urbandale, Iowa	$533M	+$7.94M	+2%	123
82	LA 82 Lynch & Associates Newburgh, Indiana	$529M	+$11.1M	+2%	129
83	GF 83 Goodman Financial Houston, Texas	$528M	+$14.3M	+3%	79
84	MKA 84 M. Kulyk & Associates Decatur, Georgia	$523M	+$31.1M	+6%	114
85	GA 85 GoalVest Advisory New York	$522M	+$50.4M	+11%	558
86	PCM 86 Permanent Capital Management Chicago, Illinois	$513M	-$21.7M	-4%	173
87	RPWA 87 Regent Peak Wealth Advisors Atlanta, Georgia	$507M	+$8.06M	+2%	207
88	RIG 88 Renaissance Investment Group Lenox, Massachusetts	$496M	+$2.68M	+0.5%	80
89	WAS 89 WESPAC Advisors SoCal Pasadena, California	$496M	+$3.39M	+0.7%	117
90	HCA 90 Harbour Capital Advisors Tysons Corner, Virginia	$491M	+$2.47M	+0.5%	309
91	MHR 91 Matthew Hamilton Rosenberg	$483M	+$20.2M	+4%	829
92	MWP 92 Moller Wealth Partners	$478M	-$1.97M	-0.4%	71
93	PWP 93 Precedent Wealth Partners Houston, Texas	$477M	+$22.7M	+5%	177
94	HSG 94 Helen Stephens Group Fort Worth, Texas	$476M	+$25.8M	+6%	124
95	NFW 95 Noble Family Wealth Clearwater, Florida	$474M	+$20.9M	+5%	84
96	DI 96 DDFG Inc Thousand Oaks, California	$457M	+$23.8M	+6%	89
97	IA 97 IAM Advisory Easton, Pennsylvania	$450M	+$5.33M	+1%	115
98	PGWM 98 Parisi Gray Wealth Management Mendham, New Jersey	$440M	+$56.2M	+15%	138
99	CFO 99 Collective Family Office York, Pennsylvania	$436M	+$19.3M	+5%	162
100	DI 100 DAGCO Inc Westlake, Ohio	$433M	+$35.3M	+9%	389