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, 4,161 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
1551	KCM 1551 Kendall Capital Management Rockville, Maryland	$478M	+$34.5M	+8%	242
1552	VAS 1552 Valicenti Advisory Services Elmira, New York	$478M	+$11.7M	+3%	84
1553	MWP 1553 Moller Wealth Partners	$478M	-$1.97M	-0.4%	71
1554	PCA 1554 Peddock Capital Advisors Braintree, Massachusetts	$477M	+$13.4M	+3%	167
1555	RPSA 1555 Richard P. Slaughter Associates Austin, Texas	$477M	+$12.8M	+3%	113
1556	PWP 1556 Precedent Wealth Partners Houston, Texas	$477M	+$22.7M	+5%	177
1557	CAG 1557 Curtis Advisory Group Santa Barbara, California	$477M	+$35.6M	+8%	118
1558	CA 1558 Crumly & Associates Springfield, Illinois	$477M	+$19.4M	+4%	216
1559	AW 1559 Avion Wealth The Woodlands, Texas	$477M	+$10.6M	+2%	1,670
1560	HW 1560 Hedeker Wealth Lincolnshire, Illinois	$477M	-$4.61M	-1%	94
1561	HSG 1561 Helen Stephens Group Fort Worth, Texas	$476M	+$25.8M	+6%	124
1562	KMWM 1562 Keudell/Morrison Wealth Management Salem, Oregon	$476M	–	–	232
1563	AFGAS 1563 Allegiance Financial Group Advisory Services Vienna, Virginia	$476M	+$41.1M	+9%	195
1564	EAM 1564 Exane Asset Management Paris, France	$475M	+$179M	+60%	46
1565	KV 1565 Kickstand Ventures Pittsford, New York	$475M	+$20.2M	+4%	136
1566	KWS 1566 Keystone Wealth Services Palm Desert, California	$475M	+$16.2M	+4%	321
1567	BFA 1567 Benedict Financial Advisors Atlanta, Georgia	$474M	+$13.2M	+3%	135
1568	NFW 1568 Noble Family Wealth Clearwater, Florida	$474M	+$20.9M	+5%	84
1569	TSWM 1569 Triangle Securities Wealth Management Raleigh, North Carolina	$474M	+$32.6M	+7%	212
1570	TCM 1570 Towneley Capital Management Laguna Hills, California	$474M	+$13.9M	+3%	43
1571	TCM 1571 Tradewinds Capital Management Bellingham, Washington	$474M	+$29.1M	+7%	743
1572	LF 1572 Lantz Financial Naperville, Illinois	$474M	+$22M	+5%	258
1573	TIAM 1573 TT International Asset Management London, United Kingdom	$474M	-$42.9M	-8%	54
1574	CWM 1574 Centric Wealth Management Chicago, Illinois	$473M	+$24.2M	+5%	208
1575	PC 1575 Peavine Capital Reno, Nevada	$473M	-$11M	-2%	9