Institutional funds ranked by a disclosed focus score: breadth-adjusted top-10 focus, reported book growth, and evidence-adjusted insider co-buy. Holding count is diagnostic, not a second focus factor. Only positively classified conviction filers appear here (hedge funds, private equity, family offices, holding companies), never unclassified, wealth, pension, or index books. This is an attention filter for focused 13F books, not a proof that the manager made money. Track record belongs in the copy-return layer.
Holding count remains visible as a breadth diagnostic. It does not add a second set of focus points.
Top-10 share above the equal-weight baseline for the same book size, capped at 90%. A 10-name book gets neutral focus evidence; the evidence ramps in linearly from 11 to 20 names.
Quarter-over-quarter reported book growth, capped to avoid outliers.
Insider matches are shrunk toward the quarter baseline with 10 prior observations.
Score 0-100 · formula shown · not a return ranking
Capital Rotation reports where institutional capital DISCLOSED rotating, as of the latest public SEC 13F filings. It is DATA, NOT investment advice, a recommendation, or a prediction. Filings lag ~45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.