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What actually works in smart-money tracking — tested against real price data with honest entry timing. Every article ships with its methodology; most ship with the code.
We replayed every disclosed trade of 54 members of Congress with honest execution — you only trade when the disclosure becomes public. The spread between the best and worst member is enormous, and that spread is the whole story.
Holding the 8 stocks that the most concentrated hedge funds overweight beats SPY in 73% of rolling one-year starts — a real, repeatable edge. Then you compare it to QQQ, look at the drawdown, and the story gets honest.
When 3+ tracked hedge funds open the same new position, is that a buy signal? We replayed every such trade since 2021 with honest entry timing. Win rate: a coin flip. Excess return vs SPY: zero.
Across 34,256 trades ≥$1M in the latest 13F cycle, active managers pulled $10.7B out of energy, poured $17.1B into tech — and staged the quarter's best argument in Microsoft, where 23 funds sold $22.7B while Bill Ackman built a $2.1B stake.
We publish when we have something tested — not on a schedule.