Brooker Belcourt's Portfolios on Autopilot: the oligopoly strategies and the AI team Portfolios

I'm Chris, one of the co-founders of Autopilot. This is one of the clearest stated philosophies on the platform, and whether you agree with it or not, it's the kind of thing you can actually evaluate.

One thing first, because we're an SEC-registered investment adviser and I have to say it. Autopilot is the app. The actual investment advice comes from Autopilot Advisers, LLC. If you want the full legal version of anything in here, it's on our disclaimer page.

Who they are

Brooker Belcourt's Portfolio descriptions say his background is at leading hedge funds, that he learned his investing philosophy at Coatue under Philippe Laffont, that he learned timing and trading at Citadel, and that he ran the finance vertical at Perplexity AI.

The Portfolios, and what each one says it does

Oligopolies Only is described around one rule: own only companies with market share above thirty in a growing theme, which the description says applies to fewer than a hundred companies in the world, and pick the best ten of those. It also says the Pilot will never own what he calls poor companies. There's a version that excludes crypto.

#1 Players In Largest Theme is described as companies with monopolistic tendencies operating in the strongest current themes.

AI Leaders is described as applying the same philosophy inside the AI theme: first spot the most important trend, then own the dominant companies within it, the ones supplying the chips, the power, the cooling, the inspections and the distribution. It has its own page in The AI Leaders Portfolio.

There are also four Portfolios organized around the major AI labs and open-source models. As of September 16, 2026 their descriptions in the app are still being written, so I'm not going to characterize them. Read them in the app when they're there.

What to check before you follow

A concentrated ten-position Portfolio is concentrated. A rule that says never own anything outside a narrow set is a real constraint, which is the point and also the risk, since a strategy this focused can be out of favor for a long time.

Read the Portfolio's own description in the app, because that's the Pilot's statement of method and it's more specific than anything I'd write here. Look at the worst decline rather than the return, because that's the number that decides whether you hold on. Check how often it changes, since turnover costs money and creates taxable events in a taxable account. And check the fee at your balance, which is arithmetic in What Autopilot's fee actually means at your balance.

How following works

You pick the Portfolio, connect the brokerage you already use, and allocate money. You give Autopilot Advisers limited authority to send orders to the account you already have. When the Portfolio changes, we send them and your broker fills them. The money stays put.

What it costs

A flat cash subscription, not a percentage of your balance. Per our Form CRS dated February 2026, Basic Tier has no Base Advisory and Licensing Fee, and Premium Tier is $29.99 to $199.99 a quarter or $99.99 to $699.99 a year. Pilot subscriptions are separate and add on if you follow more than one Portfolio. Because it's a flat dollar amount, it's a bigger share of a small account than a big one, so do the math at your balance.

Frequently asked questions

Brooker Belcourt portfolio

Portfolios built on one stated rule: own companies with dominant market share in growing themes, roughly ten at a time. There's a crypto-excluded version, a themes version, an AI version, and several organized around AI labs.

Brooker Belcourt Autopilot

He publishes as an independent Pilot and Autopilot Advisers manages the Portfolios, which run inside the brokerage account you already have.

How can I follow Brooker Belcourt's portfolio in my own brokerage?

Pick the Portfolio, connect your brokerage, allocate money. When the Portfolio changes we send the orders and your broker fills them.

Oligopolies Only portfolio

Described as owning only companies with market share above thirty in growing industries, which the description says is fewer than a hundred companies globally, narrowed to about ten positions. Concentrated by design.

Start Investing

Since Autopilot Advisers is an SEC-registered investment adviser, we have to put disclaimers on stuff like this. They're below, and the full version is on our disclaimer page.

Disclosures

© Autopilot Holdings Corporation 2026 — All rights reserved. “Autopilot” refers to Autopilot Holdings Corporation and its wholly-owned, and separately managed subsidiaries, including Autopilot Advisers, LLC, an SEC-registered investment adviser. All investing is subject to investment risks, including possible loss of the principal invested, and past performance is not indicative of future results. View our Customer Relationship Summary and other important information at joinautopilot.com/disclaimer.

This information is provided by Autopilot for educational and illustrative purposes only and is not a recommendation, an offer to sell or the solicitation to buy any security. Autopilot relies on information from various sources believed to be reliable, including information from Clients, Pilots and other third parties, but cannot guarantee the accuracy or completeness of that information. Autopilot does not provide tax or legal advice and you are encouraged to consult with professionals before making investment decisions.

Autopilot is not affiliated with, sponsored, or endorsed by the companies listed, described, or featured on its site. Company logos or trademarks used do not imply endorsement and are the property of their respective owners.

Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. You should carefully consider your investment objectives, risk tolerance, and time horizon before investing through Autopilot.

Autopilot Advisers, LLC is an SEC-registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Additional information about Autopilot is available in our Form ADV Part 2A, available at adviserinfo.sec.gov or joinautopilot.com/adv.

Autopilot provides limited investment advisory services focused on Portfolio selection and suitability assessment. Our services are not intended to replace comprehensive financial planning. We recommend consulting with a qualified financial advisor regarding your complete financial situation.

This content is provided for educational and informational purposes only. It does not constitute investment, legal, or tax advice and should not be relied upon as the basis for any investment decision. You should consult with qualified professionals regarding your specific circumstances.

Autopilot does not provide tax, legal, or accounting advice. You should consult with qualified tax and legal professionals regarding your specific circumstances.

Autopilot does not hold client assets. All investments are held at the brokerage firm you select and connect to Autopilot. Your brokerage firm is responsible for trade execution, custody, and reporting. Autopilot is not responsible for your broker-dealer’s services, fees, or execution quality.

Autopilot’s services depend on technology systems, third-party APIs, and internet connectivity. System outages, API disruptions, or connectivity issues may temporarily affect service availability or trade execution timing.

Client account holdings are designed to track the Portfolio you’ve selected, but your actual holdings and performance may differ from the Portfolio due to execution timing, market conditions, brokerage capacity constraints, fractional share availability, and other factors outside Autopilot’s control.

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.

Brooker Belcourt is an independent Pilot and is not an employee or affiliate of Autopilot. References to prior employers describe the Pilot's stated background; those firms are not affiliated with Autopilot, do not manage these Portfolios and have not endorsed them. Concentrated strategies carry heightened risk of loss. Fee amounts are quoted from Form CRS dated February 2026 and may change.