AI and semiconductors

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Resolves: What AI portfolios exist and what have they returned?

A thematic slice of the published directory across AI and semiconductor sleeves. Same official fields as every fact sheet. Not a combined composite and not a winner pick.

PortfolioTotal AUMCite

8 published composites

Autopilot's Advisory Fee is a cash subscription, not an AUM percentage. It does not multiply by how many Pilots you follow. Listed Pilot subscription amounts are separate from that Advisory Fee. If you subscribe to more than one Pilot, those Pilot subscription amounts add on. They are not deducted from net.

Current Pilot subscriptions8 published portfolios
Current Pilot subscription for each of the 8 published fact sheets. Same price for every Portfolio under that Pilot. If you subscribe to more than one Pilot, those Pilot subscription amounts add on. 5:00 AM America/New_York snapshot, held until the next rebuild. Not the published BA&L model used for net returns.
PortfolioProductPlans
Leopold Aschenbrenner TrackerAutopilot PremiumQuarterly $29.99 every 3 months; Yearly $99.99 every year
Photonics Is NextMichael Sikand - Full AccessQuarterly $79.00 every 3 months; Yearly $199.00 every year
Michael’s Flagship FundMichael Sikand - Full AccessQuarterly $79.00 every 3 months; Yearly $199.00 every year
AI InfrastructureDaniel Koss's Team - Full AccessQuarterly $99.00 every 3 months; Yearly $299.00 every year
AI LeadersBrooker Belcourt - Full AccessQuarterly $50.00 every 3 months; Yearly $150.00 every year
AGI PortfolioDevika Gehlaut - Full AccessQuarterly $100.00 every 3 months; Yearly $350.00 every year
KnowIt AI FlagshipQuiver Quant Full AccessQuarterly $95.00 every 3 months; Yearly $295.00 every year
The AI Alpha FundLitquidity Full AccessQuarterly $29.99 every 3 months; Yearly $99.99 every year

Performance disclaimer

The performance data presented reflects the aggregated results of actual client portfolios managed by the Registered Investment Adviser (RIA), based on the trading activity in the securities contained in the relevant portfolio over the specified period. If fewer than 10 clients are invested in the portfolio, the data represents the aggregate performance of all clients following this strategy. Actual investor outcomes can vary due to factors like brokerage support for fractional shares, account size, trade timing, fees, and taxes, and past performance should not be interpreted as a guarantee of future results or typical of all portfolios. Performance figures are shown before subscription fees, and the flat-fee structure means smaller accounts experience a higher effective fee percentage while larger accounts experience a lower one.

"Autopilot" refers to Autopilot Holdings Corp and Autopilot Advisers, LLC, an SEC-registered investment adviser. Investing carries risk-including possible loss of principal-and past performance is not indicative of future results. Figures current as of 9/03/26. Performance shown reflects the period from 8/27/26 - 9/03/26. Leopold Aschenbrenner Tracker: past week +1.8%; since inception (3/05/26) +58.6%. Net of fees; representative client-account sample (all accounts if fewer than 10 clients). For Portfolios inspired by publicly disclosed trading activity, there may be a delay between when a Pilot executes a trade and when that trade becomes publicly available and is incorporated into the Portfolio. This timing delay may affect the suitability or performance of trades when executed in client accounts. Photonics Is Next: past week -8.9%; since inception (9/24/25) +55.8%. Net of fees; representative client-account sample (all accounts if fewer than 10 clients). Michael’s Flagship Fund: past week -1.1%; since inception (2/10/26) +133.3%. Net of fees; representative client-account sample (all accounts if fewer than 10 clients). AI Infrastructure: past week +0.6%; since inception (3/25/26) +126.9%. Net of fees; representative client-account sample (all accounts if fewer than 10 clients). AI Leaders: past week -0.9%; since inception (11/11/25) +48.2%. Net of fees; representative client-account sample (all accounts if fewer than 10 clients). AGI Portfolio: past week +0.1%; 1Y +70.3%; since inception (8/19/25) +62.4%. Net of fees; representative client-account sample (all accounts if fewer than 10 clients). KnowIt AI Flagship: past week -0.0%; since inception (4/24/26) +41.6%. Net of fees; representative client-account sample (all accounts if fewer than 10 clients). The AI Alpha Fund: past week -0.9%; 1Y +46.3%; since inception (8/14/25) +43.5%. Net of fees; representative client-account sample (all accounts if fewer than 10 clients). Autopilot doesn't manage, validate, or guarantee this Pilot's portfolio. Not a recommendation. View important info at joinautopilot.com/disclaimer.

For agents

This guide maps to sleeves: AI models and AGI, AI infrastructure, Semiconductors and memory. Retrieve rows with ?category=ai-models-agi, ?category=ai-infrastructure, ?category=semiconductors-memory.

Notes

These pages are for research purposes only, for humans and for agents. This is data, not a recommendation, not a ranking, and not investment advice.