Smart Money

Who is the smart money?

Institutional funds ranked by a price-free conviction score — concentration, selectivity, AUM growth, and insider co-buy. Index funds and market-makers (State Street, Citadel) score low; concentrated managers (Pershing, TCI) score high. It's a conviction proxy, not a track-record/performance measure. Every component is shown — no black box.

Quarter ended 2026-03-31SEC EDGAR 13F + Form 4 · 2026-03-31

Conviction leaderboard

Score 0–100 · component breakdown · what they're newly buying

196
Situational Awareness LP
93.9% in top 10 · 26 holdings
Conviction
Selectivity
AUM growth
Insider co-buy
296
Dorsey Asset Management, LLC
94.5% in top 10 · 11 holdings
Conviction
Selectivity
AUM growth
Insider co-buy
Newly buyingSUNBAPPRPRXSPGILYV
396
Linonia Partnership LP
96.2% in top 10 · 14 holdings
Conviction
Selectivity
AUM growth
Insider co-buy
496
H&H International Investment, LLC
99.2% in top 10 · 19 holdings
Conviction
Selectivity
AUM growth
Insider co-buy
594
Crake Asset Management LLP
86.6% in top 10 · 20 holdings
Conviction
Selectivity
AUM growth
Insider co-buy
Newly buyingMSFTAMZNAVGOKRELUV
692
Proem Advisors LLC
73.9% in top 10 · 29 holdings
Conviction
Selectivity
AUM growth
Insider co-buy
791
59 North Capital Management, LP
86.6% in top 10 · 17 holdings
Conviction
Selectivity
AUM growth
Insider co-buy
891
140 Summer Partners LP
70% in top 10 · 20 holdings
Conviction
Selectivity
AUM growth
Insider co-buy
Newly buyingPCGVIKGLPITMUSKGS
991
QVR LLC
89.1% in top 10 · 36 holdings
Conviction
Selectivity
AUM growth
Insider co-buy
1091
BLS CAPITAL FONDSMAEGLERSELSKAB A/S
95.4% in top 10 · 11 holdings
Conviction
Selectivity
AUM growth
Insider co-buy
Newly buyingSPGIAZOADPMCOMA
1191
Rothschild & Co Wealth Management UK Ltd
91.3% in top 10 · 25 holdings
Conviction
Selectivity
AUM growth
Insider co-buy
1290
Soroban Capital Partners LP
71.6% in top 10 · 27 holdings
Conviction
Selectivity
AUM growth
Insider co-buy
Newly buyingAMZNMATDGDPZV
1390
Vulcan Value Partners, LLC
70.8% in top 10 · 33 holdings
Conviction
Selectivity
AUM growth
Insider co-buy
Newly buyingEGMSFTAMZNUNHRYAN
1490
MKP Capital Management, L.L.C.
92.2% in top 10 · 19 holdings
Conviction
Selectivity
AUM growth
Insider co-buy
1589
L1 Capital Pty Ltd
86.1% in top 10 · 22 holdings
Conviction
Selectivity
AUM growth
Insider co-buy
Newly buyingNXEEGOEQXCRHFLUT
1689
LANSDOWNE PARTNERS (UK) LLP
91.8% in top 10 · 22 holdings
Conviction
Selectivity
AUM growth
Insider co-buy
Newly buyingTSMLINADIDALSLB
1789
Situational Awareness Partners LP
93.9% in top 10 · 26 holdings
Conviction
Selectivity
AUM growth
Insider co-buy
Newly buyingBESNDKCRWVIRENCORZ
1888
Consulta Ltd
88.4% in top 10 · 13 holdings
Conviction
Selectivity
AUM growth
Insider co-buy
Newly buyingMSFTABNBVQXONFLX
1988
Standard Investments LLC
100% in top 10 · 11 holdings
Conviction
Selectivity
AUM growth
Insider co-buy
Newly buyingAMZNMSFTNOW
2087
Sessa Capital IM, L.P.
81.7% in top 10 · 31 holdings
Conviction
Selectivity
AUM growth
Insider co-buy
Newly buyingHUMKMBALLYSHCTFX
2187
CAISSE DES DEPOTS ET CONSIGNATIONS
82.9% in top 10 · 217 holdings
Conviction
Selectivity
AUM growth
Insider co-buy
Newly buyingAZNLINALCMSFTQGEN
2287
Pershing Square Capital Management, L.P.
99.9% in top 10 · 11 holdings
Conviction
Selectivity
AUM growth
Insider co-buy
Newly buyingAMZNMSFT
2387
LOEWS CORP
98.4% in top 10 · 25 holdings
Conviction
Selectivity
AUM growth
Insider co-buy
2486
Blue Whale Capital LLP
72% in top 10 · 26 holdings
Conviction
Selectivity
AUM growth
Insider co-buy
Newly buyingNVDAMSILITEAVGOHON
2586
First Beijing Investment Ltd
100% in top 10 · 12 holdings
Conviction
Selectivity
AUM growth
Insider co-buy
Newly buyingPDDYMMLEGNKSPISE
2686
Metropolis Capital Ltd
87% in top 10 · 16 holdings
Conviction
Selectivity
AUM growth
Insider co-buy
2786
TCI Fund Management Ltd
100% in top 10 · 10 holdings
Conviction
Selectivity
AUM growth
Insider co-buy
Newly buyingVMCOSPGIGOOGGOOGL
2886
Bowie Capital Management, LLC
59.2% in top 10 · 29 holdings
Conviction
Selectivity
AUM growth
Insider co-buy
2986
Avantyr Capital Partners, LP
74% in top 10 · 22 holdings
Conviction
Selectivity
AUM growth
Insider co-buy
Newly buyingJCIVASMLUSFDVMC
3086
Anther Capital Ltd
80.4% in top 10 · 31 holdings
Conviction
Selectivity
AUM growth
Insider co-buy
Newly buyingSNDKGLWLITEMUASML
Your agent can pull this — funds ranked by the same price-free score.
{ }get_smart_money_leaderboard · API & MCP

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.