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99 stocks held across tracked hedge funds. It's not just how many funds hold a name — it's who. Each row shows its marquee holders and how many of them actually beat the market, so a stock crowded with skilled managers stands apart from one that's merely popular.▲/▼ = active managers that added/trimmed this quarter · Avg Wt = mean portfolio weight (conviction) · YTD = price change this year · Beat mkt = holders whose 3-year clone beat the S&P. Use the Smart Money lens to rank by ownership quality, or Contrarian to find names smart money is buying while the market sells them off.
Data as of Q2 2026 13F filings.
Smart-money quality
8 of 8 skilled holders beat the S&P · avg clone +9.1pt
Contrarian setup
9 funds buying while it's down -28% this year
Most contested
23 funds bought, 26 sold — smart money is split
99 stocks
| # | Ticker | Smart Money | Funds↓ | YTD | ▲ / ▼ |
|---|---|---|---|---|---|
| 1 |  NVDA | Steve Cohen +25 14 beat mkt | 26 | +3% | ▲19/▼19 |
| 2 |  GOOGL | Alex Sacerdote +25 13 beat mkt | 26 | +14% | ▲23/▼18+5 |
| 3 |  AMZN |  Steve Cohen +24 14 beat mkt | 25 | +7% | ▲23/▼26-3 |
| 4 |  MSFT | Philippe Laffont +23 14 beat mkt | 24 | -17% | ▲12/▼26-14 |
| 5 |  META | Philippe Laffont +22 12 beat mkt | 23 | -10% | ▲20/▼18+2 |
| 6 |  AAPL | Jim Simons +21 13 beat mkt | 22 | +14% | ▲15/▼7+8 |
| 7 |  AVGO | Steve Cohen +20 12 beat mkt | 21 | +4% | ▲21/▼11+10 |
| 8 |  TSLA | Ken Griffin +16 10 beat mkt | 17 | -10% | ▲8/▼12-4 |
| 9 |  NFLX | Philippe Laffont +15 8 beat mkt | 16 | -15% | ▲14/▼10+4 |
| 10 |  BRK/B | Ken Griffin +14 6 beat mkt | 15 | — | ▲9/▼8+1 |
| 11 |  V | Ken Griffin +14 7 beat mkt | 15 | +5% | ▲21/▼12+9 |
| 12 |  SPY | Steve Cohen +14 9 beat mkt | 15 | +9% | ▲9/▼7+2 |
| 13 |  LLY | Ken Griffin +13 7 beat mkt | 14 | +13% | ▲10/▼6+4 |
| 14 |  JPM | Ken Griffin +13 9 beat mkt | 14 | +4% | ▲8/▼9-1 |
| 15 |  TSM | Philippe Laffont +13 11 beat mkt | 14 | +37% | ▲18/▼18 |
| 16 |  XOM | Ken Griffin +12 7 beat mkt | 13 | +13% | ▲8/▼6+2 |
| 17 |  MU | Jim Simons +12 7 beat mkt | 13 | +209% | ▲11/▼11 |
| 18 |  WMT | Ken Griffin +11 5 beat mkt | 12 | -0% | ▲3/▼13-10 |
| 19 |  MA | Ken Fisher +11 4 beat mkt | 12 | -4% | ▲12/▼12 |
| 20 |  PLTR | Jim Simons +11 5 beat mkt | 12 | -23% | ▲8/▼9-1 |
| 21 |  ORCL | Ken Griffin +11 6 beat mkt | 12 | -28% | ▲9/▼6+3 |
| 22 |  UNH | Ken Griffin +11 6 beat mkt | 12 | +27% | ▲12/▼13-1 |
| 23 |  JNJ | Ken Griffin +10 4 beat mkt | 11 | +28% | ▲8/▼8 |
| 24 |  AMD | Ken Griffin +10 5 beat mkt | 11 | +132% | ▲12/▼15-3 |
| 25 |  LRCX | Philippe Laffont +10 5 beat mkt | 11 | +90% | ▲5/▼14-9 |
| 26 |  MRK | Ken Griffin +10 3 beat mkt | 11 | +23% | ▲5/▼8-3 |
| 27 |  CAT | Ken Griffin +10 5 beat mkt | 11 | +62% | ▲7/▼8-1 |
| 28 |  CRM | Ken Griffin +10 5 beat mkt | 11 | -34% | ▲9/▼12-3 |
| 29 |  COST | Ken Griffin +9 5 beat mkt | 10 | +12% | ▲9/▼8+1 |
| 30 |  BAC | Ken Fisher +9 3 beat mkt | 10 | +6% | ▲8/▼12-4 |
| 31 |  GE |  Investors +9 3 beat mkt | 10 | +18% | ▲8/▼7+1 |
| 32 |  TMO | Ken Fisher +9 4 beat mkt | 10 | -12% | ▲12/▼7+5 |
| 33 |  C | Ken Griffin +9 5 beat mkt | 10 | +19% | ▲7/▼9-2 |
| 34 |  GEV | Philippe Laffont +9 5 beat mkt | 10 | +64% | ▲8/▼11-3 |
| 35 |  COP | Ken Fisher +9 4 beat mkt | 10 | +10% | ▲7/▼8-1 |
| 36 |  AXP | Ken Fisher +8 3 beat mkt | 9 | -5% | ▲7/▼8-1 |
| 37 |  CVX | Ken Griffin +8 4 beat mkt | 9 | +11% | ▲9/▼7+2 |
| 38 |  CSCO | Ken Fisher +8 4 beat mkt | 9 | +49% | ▲8/▼7+1 |
| 39 |  GS | Ken Griffin +8 4 beat mkt | 9 | +13% | ▲8/▼9-1 |
| 40 |  MS | Ken Fisher +8 4 beat mkt | 9 | +19% | ▲8/▼5+3 |
| 41 |  APP | Ken Griffin +8 4 beat mkt | 9 | -15% | ▲9/▼8+1 |
| 42 |  SPGI | Israel Englander +8 3 beat mkt | 9 | -9% | ▲9/▼7+2 |
| 43 |  BA | Ken Griffin +8 5 beat mkt | 9 | -1% | ▲8/▼8 |
| 44 |  BLK | Ken Griffin +8 4 beat mkt | 9 | -7% | ▲6/▼8-2 |
| 45 |  DHR | Ken Fisher +8 3 beat mkt | 9 | -14% | ▲9/▼12-3 |
| 46 |  COF |  Ken Fisher +8 1 beat mkt | 9 | -17% | ▲10/▼13-3 |
| 47 |  ANET | Steve Cohen +8 3 beat mkt | 9 | +20% | ▲5/▼8-3 |
| 48 |  CB | Investors +8 2 beat mkt | 9 | +17% | ▲9/▼7+2 |
| 49 |  ABBV | Ken Fisher +7 3 beat mkt | 8 | +16% | ▲6/▼7-1 |
| 50 |  HD | Ken Fisher +7 3 beat mkt | 8 | +5% | ▲8/▼8 |
| 51 |  PG | Ken Fisher +7 3 beat mkt | 8 | +8% | ▲7/▼10-3 |
| 52 |  KO | Investors +7 2 beat mkt | 8 | +23% | ▲11/▼14-3 |
| 53 |  WFC | Investors +7 2 beat mkt | 8 | -9% | ▲5/▼10-5 |
| 54 |  AMAT | Philippe Laffont +7 4 beat mkt | 8 | +125% | ▲11/▼9+2 |
| 55 |  PM |  Investors +7 2 beat mkt | 8 | +15% | ▲8/▼10-2 |
| 56 |  MCD | Investors +7 3 beat mkt | 8 | -6% | ▲10/▼8+2 |
| 57 |  ABT | Investors +7 2 beat mkt | 8 | -22% | ▲12/▼3+9 |
| 58 |  QQQ | Gavin Baker +7 8 beat mkt | 8 | +16% | ▲0/▼0 |
| 59 |  INTC | Ken Griffin +7 4 beat mkt | 8 | +206% | ▲14/▼7+7 |
| 60 |  ISRG | Ken Fisher +7 2 beat mkt | 8 | -24% | ▲11/▼9+2 |
| 61 |  KLAC | Investors +7 2 beat mkt | 8 | +85% | ▲10/▼7+3 |
| 62 |  TJX | Investors +7 2 beat mkt | 8 | +1% | ▲5/▼7-2 |
| 63 |  APH | Investors +7 2 beat mkt | 8 | +18% | ▲9/▼6+3 |
| 64 |  BKNG | Ken Griffin +7 3 beat mkt | 8 | -13% | ▲7/▼11-4 |
| 65 |  SCHW | Ken Fisher +7 3 beat mkt | 8 | -4% | ▲4/▼13-9 |
| 66 |  IWM | Ken Griffin +7 6 beat mkt | 8 | +20% | ▲0/▼0 |
| 67 |  SYK | Investors +7 2 beat mkt | 8 | -6% | ▲5/▼11-6 |
| 68 |  DE |  Ken Fisher +7 2 beat mkt | 8 | +34% | ▲6/▼10-4 |
| 69 |  PEP | Ken Fisher +6 2 beat mkt | 7 | +3% | ▲4/▼11-7 |
| 70 |  LIN | Investors +6 2 beat mkt | 7 | +28% | ▲12/▼10+2 |
| 71 |  INTU | Ken Fisher +6 2 beat mkt | 7 | -56% | ▲5/▼17-12 |
| 72 |  DIS | ASSOCIATES +6 2 beat mkt | 7 | -11% | ▲10/▼11-1 |
| 73 |  ACN | Investors +6 1 beat mkt | 7 | -47% | ▲9/▼9 |
| 74 |  WELL | Investors +6 2 beat mkt | 7 | +27% | ▲0/▼0 |
| 75 |  TXN | Investors +6 2 beat mkt | 7 | +67% | ▲8/▼9-1 |
| 76 |  GILD | Investors +6 2 beat mkt | 7 | +9% | ▲8/▼8 |
| 77 |  PLD | Investors +6 2 beat mkt | 7 | +9% | ▲0/▼0 |
| 78 |  UBER |  Investors +6 1 beat mkt | 7 | -10% | ▲10/▼10 |
| 79 |  UNP | Ken Fisher +6 3 beat mkt | 7 | +23% | ▲8/▼14-6 |
| 80 |  PGR | Investors +6 2 beat mkt | 7 | +10% | ▲7/▼8-1 |
| 81 |  VRTX | Investors +6 2 beat mkt | 7 | +17% | ▲3/▼10-7 |
| 82 |  MCO | ASSOCIATES +6 2 beat mkt | 7 | -1% | ▲9/▼9 |
| 83 |  IVV |  Ken Griffin +5 2 beat mkt | 6 | +9% | ▲0/▼0 |
| 84 |  RTX | Ken Fisher +5 2 beat mkt | 6 | +7% | ▲9/▼5+4 |
| 85 |  LMT | Investors +5 1 beat mkt | 6 | +11% | ▲10/▼5+5 |
| 86 |  QCOM | ASSOCIATES +5 1 beat mkt | 6 | +3% | ▲7/▼9-2 |
| 87 |  AMGN | Investors +5 2 beat mkt | 6 | +16% | ▲9/▼5+4 |
| 88 |  NEE | Investors +5 2 beat mkt | 6 | +11% | ▲6/▼6 |
| 89 |  NOW | Ken Fisher +5 2 beat mkt | 6 | -28% | ▲7/▼11-4 |
| 90 |  ADI | ASSOCIATES +5 1 beat mkt | 6 | +39% | ▲7/▼9-2 |
| 91 |  LOW | ASSOCIATES +5 1 beat mkt | 6 | -7% | ▲3/▼11-8 |
| 92 |  ETN | Philippe Laffont +5 1 beat mkt | 6 | +23% | ▲7/▼7 |
| 93 |  TMUS | ASSOCIATES +5 1 beat mkt | 6 | -10% | ▲8/▼6+2 |
| 94 |  IBM | ASSOCIATES +4 1 beat mkt | 5 | +1% | ▲0/▼0 |
| 95 |  T | Investors +4 1 beat mkt | 5 | -14% | ▲5/▼9-4 |
| 96 |  PFE | Ken Fisher +4 1 beat mkt | 5 | -0% | ▲9/▼3+6 |
| 97 |  NEM | BlackRock, +4 | 5 | -4% | ▲5/▼7-2 |
| 98 |  HON | Investors +4 1 beat mkt | 5 | +19% | ▲8/▼9-1 |
| 99 |  VZ | BlackRock, +3 | 4 | +9% | ▲7/▼7 |
The table above ranks every stock by how many tracked institutional investors hold it, based on their latest SEC 13F filings. Mega-cap technology names typically top the list by count — the more interesting signal is the Smart Money lens, which ranks stocks by the track record of the managers holding them rather than raw popularity.
Form 13F is a quarterly SEC report required from institutional investment managers with over $100M in U.S. equities. It discloses their long positions as of quarter end and is filed up to 45 days later — so holdings data is always somewhat delayed, which matters when interpreting it.
13F ownership data refreshes each quarter as new filings land (the heaviest weeks are mid-February, May, August and November). Price and momentum columns update more frequently. Each page shows the quarter its data comes from.
For each holder we compute a 3-year clone record: what mechanically copying that fund's 13F portfolio would have returned versus the S&P 500. 'Beat mkt' counts how many of a stock's holders have a positive record — separating stocks held by managers with real track records from ones that are merely popular.
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