New here? We track what 50 famous investors buy and score each stock 0–100 — higher means more of them agree. How it works →
Since your last visit
This week in smart money · Read the latest Sunday Brief →
Full portfolio ↓
This week, the smart money is most confident in Alphabet, Berkshire Hathaway & Danaher — and newly buying Advanced Micro Devices.
Top pick this week · 74% high
Our highest-confidence holding right now — held by 33 tracked funds · 2 members of Congress.
See what's behind the score →
33
funds hold it
2 in Congress
4 new buys
Top conviction now
New buying this quarter
Multi-source signals
3 stocks confirmed by more than one source. See all →
Model track record
+48%
vs
+52% S&P
Ahead in 8 of 16 backtested quarters, but 3.7 points behind the S&P over the whole window.
Run the backtest →
Current Holdings
A deliberately concentrated book — the 10 highest-conviction names, ranked by smart-money confidence: one 0–100 score for how much of the informed money we track (hedge funds, Congress, insiders) is leaning bullish on each stock. Fewer, stronger positions by design — not a thin list.
Want the full universe? The Stocks explorer ranks every tracked position by the same score.
How it works →
All Investors
Combined conviction signals from all tracked investors across every strategy.
50 investors total
Steady Compounders
Long-term value investors with decades of proven track records. Patient, buy-and-hold, quality-focused.
14 investors
Innovation Edge
Tech and growth-focused investors targeting innovation, AI, software, and disruptive companies.
14 investors
Bold Strategists
Macro, activist, and contrarian investors making bold, concentrated bets on market dislocations.
22 investors
10 stocks · ranked by smart-money confidence
| # | Company | Price | Region | Sector | Smart-money ⓘ ▼ | Trend | Insider | Investors | Filing date |
|---|---|---|---|---|---|---|---|---|---|
| 1 |
|
$338.24 -1.9% | USA | Technology | HIGH · 74% | → | — Neutral | 2026-06-30 | |
| 2 |
|
$500.50 +0.9% | USA | Financials | HIGH · 69% | → | — | 2026-06-30 | |
| 3 |
|
$211.76 -3.2% | USA | Industrials | HIGH · 68% | → | — Neutral | 2026-06-30 | |
| 4 |
|
$248.23 -4.0% | USA | Consumer | MODERATE · 62% | → | ▼ Bearish | 2026-06-30 | |
| 5 |
|
$652.51 +3.7% | USA | Healthcare | MODERATE · 60% | → | ▼ Bearish | 2026-06-30 | |
| 6 |
|
$230.86 +7.5% | USA | Technology | MODERATE · 59% | → | ▼ Bearish | 2026-06-30 | |
| 7 |
|
$359.85 -3.0% | USA | Financials | MODERATE · 58% | → | ▼ Bearish | 2026-06-30 | |
| 8 |
|
$615.73 +30.1% | USA | Technology | MODERATE · 56% | → | ▼ Bearish | 2026-06-30 | |
| 9 |
|
$725.93 +32.0% | USA | Technology | MODERATE · 55% | → | ▼ Bearish | 2026-06-30 | |
| 10 |
|
$63.04 -9.8% | USA | Consumer | MODERATE · 54% | → | ▼ Bearish | 2026-06-30 |
Technology
USA
-1.9%
Financials
USA
+0.9%
Industrials
USA
-3.2%
Consumer
USA
-4.0%
▼ Bearish
Healthcare
USA
+3.7%
▼ Bearish
Technology
USA
+7.5%
▼ Bearish
Financials
USA
-3.0%
▼ Bearish
Technology
USA
+30.1%
▼ Bearish
Technology
USA
+32.0%
▼ Bearish
Consumer
USA
-9.8%
▼ Bearish
5 stocks scored high enough but were held out Diversification limits — at most 3 per sector (4 in Technology), one share class per company, and no more than 1 stock we cannot classify. The book holds 10, so something has to give.
- Taiwan Semiconductor Manufac scores 794.9, above our weakest holding — Technology is at its 4-stock limit.
- Microsoft scores 757.2, above our weakest holding — Technology is at its 4-stock limit.
- Snowflake scores 683.6, above our weakest holding — Technology is at its 4-stock limit.
- Seagate scores 617.8, above our weakest holding — Technology is at its 4-stock limit.
- Intel scores 616.2, above our weakest holding — Technology is at its 4-stock limit.
AMAZON COM INC
Consumer · USA
62%
confidence
Rank #4 of 10 holdings this week
Why this ranks high
Held by 34 tracked investors
2 opened a NEW position this quarter
19 actively adding to their stake
1 member of Congress holding
11 trimming exposure
34investors
2new
19adding
11trimming
1congress
Highest-conviction holders % of that investor's portfolio
New positions 2
Dragoneer Investment Group
NEW
Renaissance Technologies
NEW
Adding 19
Baupost Group (Klarman)
+20%
Pershing Square (Ackman)
+19%
Duquesne Family Office (Druckenmiller)
+1082%
Viking Global Investors
+210%
Coatue Management
+49%
Polen Capital Management
+5%
Whale Rock Capital
+34%
ARK Invest (Cathie Wood)
+17%
Altimeter Capital (Gerstner)
+16%
Dodge & Cox
+11%
Appaloosa Management (Tepper)
+16%
Tudor Investment (Paul Tudor Jones)
+37%
Glenview Capital Mgmt (Robbins)
+20%
Davis Selected Advisers
+25%
Gotham Asset Mgmt (Greenblatt)
+6%
D.E. Shaw & Co
+131%
Citadel Advisors
+34%
AQR Capital Management
+26%
Millennium Management (Englander)
+47%
Trimming 11
Soros Fund Management (Soros)
-39%
Tiger Global Management
-3%
Baillie Gifford & Co
-4%
D1 Capital Partners (Sundheim)
-65%
Elliott Investment Mgmt
-6%
Bridgewater Associates (Dalio)
-54%
Light Street Capital (Kacher)
-59%
Maverick Capital (Ainslie)
-13%
Third Point (Loeb)
-10%
Point72 (Steve Cohen)
-10%
Cory A. Booker (D-NJ, Senate)
Holding steady 3
Markel Group (Tom Gayner)
ValueAct Holdings
Alkeon Capital Management
View full AMAZON COM INC breakdown ›
ALPHABET INC
Technology · USA
74%
confidence
Rank #1 of 10 holdings this week
Why this ranks high
Held by 33 tracked investors
4 opened a NEW position this quarter
11 actively adding to their stake
2 members of Congress holding
14 trimming exposure
33investors
4new
11adding
14trimming
2congress
Highest-conviction holders % of that investor's portfolio
New positions 4
Duquesne Family Office (Druckenmiller)
NEW
ARK Invest (Cathie Wood)
NEW
Altimeter Capital (Gerstner)
NEW
Paulson & Co (Paulson)
NEW
Adding 11
Berkshire Hathaway (Buffett)
+45%
Soros Fund Management (Soros)
+4%
Coatue Management
+13%
Lone Pine Capital (Mandel)
+15%
Baillie Gifford & Co
+44%
D1 Capital Partners (Sundheim)
+58%
Third Point (Loeb)
+486%
D.E. Shaw & Co
+15%
Citadel Advisors
+5%
AQR Capital Management
+4%
Renaissance Technologies
+327%
Trimming 14
Pershing Square (Ackman)
-95%
Tiger Global Management
-45%
Icahn Enterprises (Icahn)
-26%
Polen Capital Management
-4%
Whale Rock Capital
-10%
Bridgewater Associates (Dalio)
-34%
Tweedy Browne
-29%
Alkeon Capital Management
-27%
Tudor Investment (Paul Tudor Jones)
-39%
Davis Selected Advisers
-5%
Point72 (Steve Cohen)
-43%
Millennium Management (Englander)
-94%
Pete Sessions (R-TX, House)
Scott Franklin (R-FL, House)
Holding steady 6
Himalaya Capital (Li Lu)
Markel Group (Tom Gayner)
Elliott Investment Mgmt
Dodge & Cox
Light Street Capital (Kacher)
Gotham Asset Mgmt (Greenblatt)
View full ALPHABET INC breakdown ›
META PLATFORMS INC
Technology · USA
55%
confidence
Rank #9 of 10 holdings this week
Why this ranks high
Held by 29 tracked investors
2 opened a NEW position this quarter
10 actively adding to their stake
13 trimming exposure
29investors
2new
10adding
13trimming
Highest-conviction holders % of that investor's portfolio
New positions 2
D1 Capital Partners (Sundheim)
NEW
Maverick Capital (Ainslie)
NEW
Adding 10
Viking Global Investors
+76%
Polen Capital Management
+9%
ARK Invest (Cathie Wood)
+55%
Dodge & Cox
+29%
Appaloosa Management (Tepper)
+55%
Tudor Investment (Paul Tudor Jones)
+109%
Glenview Capital Mgmt (Robbins)
+191%
D.E. Shaw & Co
+80%
AQR Capital Management
+16%
Renaissance Technologies
+698%
Trimming 13
Soros Fund Management (Soros)
-37%
Markel Group (Tom Gayner)
-6%
Tiger Global Management
-8%
Coatue Management
-10%
Baillie Gifford & Co
-22%
Whale Rock Capital
-11%
Altimeter Capital (Gerstner)
-31%
Bridgewater Associates (Dalio)
-62%
Alkeon Capital Management
-9%
Davis Selected Advisers
-4%
Point72 (Steve Cohen)
-38%
Citadel Advisors
-39%
Millennium Management (Englander)
-35%
Holding steady 4
Pershing Square (Ackman)
Icahn Enterprises (Icahn)
ValueAct Holdings
Gotham Asset Mgmt (Greenblatt)
View full META PLATFORMS INC breakdown ›
ADVANCED MICRO DEVICES INC
Technology · USA
56%
confidence
Rank #8 of 10 holdings this week
Why this ranks high
Held by 24 tracked investors
7 opened a NEW position this quarter
6 actively adding to their stake
11 trimming exposure
24investors
7new
6adding
11trimming
Highest-conviction holders % of that investor's portfolio
New positions 7
Duquesne Family Office (Druckenmiller)
NEW
Tiger Global Management
NEW
Coatue Management
NEW
Baillie Gifford & Co
NEW
Elliott Investment Mgmt
NEW
Dragoneer Investment Group
NEW
Alkeon Capital Management
NEW
Adding 6
Soros Fund Management (Soros)
+46%
Whale Rock Capital
+2081%
Maverick Capital (Ainslie)
+44%
Citadel Advisors
+155%
AQR Capital Management
+71%
Renaissance Technologies
+282%
Trimming 11
Polen Capital Management
-6%
ARK Invest (Cathie Wood)
-48%
Bridgewater Associates (Dalio)
-58%
Light Street Capital (Kacher)
-50%
Appaloosa Management (Tepper)
-11%
Tudor Investment (Paul Tudor Jones)
-74%
Glenview Capital Mgmt (Robbins)
-54%
Gotham Asset Mgmt (Greenblatt)
-9%
Point72 (Steve Cohen)
-6%
D.E. Shaw & Co
-20%
Millennium Management (Englander)
-40%
View full ADVANCED MICRO DEVICES INC breakdown ›
NVIDIA CORPORATION
Technology · USA
59%
confidence
Rank #6 of 10 holdings this week
Why this ranks high
Held by 24 tracked investors
10 actively adding to their stake
2 members of Congress holding
13 trimming exposure
24investors
0new
10adding
13trimming
2congress
Highest-conviction holders % of that investor's portfolio
Adding 10
Baillie Gifford & Co
+3%
ARK Invest (Cathie Wood)
+33%
Alkeon Capital Management
+2%
Appaloosa Management (Tepper)
+4%
Tudor Investment (Paul Tudor Jones)
+137%
Davis Selected Advisers
+36%
D.E. Shaw & Co
+36%
AQR Capital Management
+18%
Renaissance Technologies
+181%
Millennium Management (Englander)
+15%
Trimming 13
Tiger Global Management
-7%
Coatue Management
-4%
Polen Capital Management
-7%
Whale Rock Capital
-64%
Elliott Investment Mgmt
-2%
Bridgewater Associates (Dalio)
-18%
Light Street Capital (Kacher)
-50%
Maverick Capital (Ainslie)
-4%
Gotham Asset Mgmt (Greenblatt)
-3%
Point72 (Steve Cohen)
-94%
Citadel Advisors
-37%
Sheldon Whitehouse (D-RI, Senate)
Cory A. Booker (D-NJ, Senate)
Holding steady 3
Soros Fund Management (Soros)
Altimeter Capital (Gerstner)
Dodge & Cox
View full NVIDIA CORPORATION breakdown ›
CARVANA CO
Consumer · USA
54%
confidence
Rank #10 of 10 holdings this week
Why this ranks high
Held by 13 tracked investors
1 opened a NEW position this quarter
12 actively adding to their stake
13investors
1new
12adding
0trimming
Highest-conviction holders % of that investor's portfolio
New positions 1
Duquesne Family Office (Druckenmiller)
NEW
Adding 12
Viking Global Investors
+343%
Coatue Management
+382%
Lone Pine Capital (Mandel)
+500%
Whale Rock Capital
+386%
Durable Capital (Ellenbogen)
+575%
D1 Capital Partners (Sundheim)
+465%
Maverick Capital (Ainslie)
+528%
Gotham Asset Mgmt (Greenblatt)
+356%
Citadel Advisors
+543%
AQR Capital Management
+483%
Renaissance Technologies
+326%
Millennium Management (Englander)
+952%
View full CARVANA CO breakdown ›
VISA INC
Financials · USA
58%
confidence
Rank #7 of 10 holdings this week
Why this ranks high
Held by 19 tracked investors
1 opened a NEW position this quarter
8 actively adding to their stake
4 trimming exposure
19investors
1new
8adding
4trimming
Highest-conviction holders % of that investor's portfolio
New positions 1
Tiger Global Management
NEW
Adding 8
Lone Pine Capital (Mandel)
+79%
Bridgewater Associates (Dalio)
+224%
Dodge & Cox
+630555%
Point72 (Steve Cohen)
+7%
D.E. Shaw & Co
+13%
Citadel Advisors
+22%
AQR Capital Management
+41%
Millennium Management (Englander)
+42%
Trimming 4
Akre Capital Management (Akre)
-32%
Maverick Capital (Ainslie)
-7%
Gotham Asset Mgmt (Greenblatt)
-9%
Renaissance Technologies
-82%
Holding steady 6
Baupost Group (Klarman)
Viking Global Investors
Markel Group (Tom Gayner)
Polen Capital Management
ValueAct Holdings
Alkeon Capital Management
View full VISA INC breakdown ›
THERMO FISHER SCIENTIFIC INC
Healthcare · USA
60%
confidence
Rank #5 of 10 holdings this week
Why this ranks high
Held by 16 tracked investors
1 opened a NEW position this quarter
11 actively adding to their stake
4 trimming exposure
16investors
1new
11adding
4trimming
Highest-conviction holders % of that investor's portfolio
New positions 1
Duquesne Family Office (Druckenmiller)
NEW
Adding 11
Viking Global Investors
+16%
Markel Group (Tom Gayner)
+9%
Polen Capital Management
+25%
D1 Capital Partners (Sundheim)
+13%
Dodge & Cox
+11767%
Tudor Investment (Paul Tudor Jones)
+426%
Glenview Capital Mgmt (Robbins)
+150%
Gotham Asset Mgmt (Greenblatt)
+37%
D.E. Shaw & Co
+112%
AQR Capital Management
+105%
Millennium Management (Englander)
+134%
Trimming 4
Baillie Gifford & Co
-8%
Bridgewater Associates (Dalio)
-11%
Point72 (Steve Cohen)
-21%
Citadel Advisors
-34%
View full THERMO FISHER SCIENTIFIC INC breakdown ›
BERKSHIRE HATHAWAY INC DEL
Financials · USA
69%
confidence
Rank #2 of 10 holdings this week
Why this ranks high
Held by 17 tracked investors
1 opened a NEW position this quarter
5 actively adding to their stake
4 trimming exposure
17investors
1new
5adding
4trimming
Highest-conviction holders % of that investor's portfolio
New positions 1
Baillie Gifford & Co
NEW
Adding 5
Himalaya Capital (Li Lu)
+24%
Polen Capital Management
+6%
D.E. Shaw & Co
+310%
AQR Capital Management
+45%
Renaissance Technologies
+4%
Trimming 4
Akre Capital Management (Akre)
-21%
Tudor Investment (Paul Tudor Jones)
-20%
Citadel Advisors
-9%
Millennium Management (Englander)
-10%
Holding steady 7
Pabrai Investment Funds (Pabrai)
Soros Fund Management (Soros)
Markel Group (Tom Gayner)
Dodge & Cox
Tweedy Browne
Davis Selected Advisers
Gotham Asset Mgmt (Greenblatt)
View full BERKSHIRE HATHAWAY INC DEL breakdown ›
DANAHER CORP DEL
Industrials · USA
68%
confidence
Rank #3 of 10 holdings this week
Why this ranks high
Held by 16 tracked investors
4 opened a NEW position this quarter
6 actively adding to their stake
4 trimming exposure
16investors
4new
6adding
4trimming
Highest-conviction holders % of that investor's portfolio
New positions 4
Duquesne Family Office (Druckenmiller)
NEW
Tiger Global Management
NEW
Baillie Gifford & Co
NEW
Point72 (Steve Cohen)
NEW
Adding 6
Dodge & Cox
+1462%
Third Point (Loeb)
+3%
Glenview Capital Mgmt (Robbins)
+633%
Gotham Asset Mgmt (Greenblatt)
+360%
Renaissance Technologies
+12%
Millennium Management (Englander)
+1071%
Trimming 4
Tudor Investment (Paul Tudor Jones)
-77%
D.E. Shaw & Co
-71%
Citadel Advisors
-8%
AQR Capital Management
-24%
Holding steady 2
D1 Capital Partners (Sundheim)
Bridgewater Associates (Dalio)
View full DANAHER CORP DEL breakdown ›
What the book looks like
How the holdings split across sectors and regions.
Conviction scores
Geographic exposure
Sector breakdown
Time machine
What would your money have done?
—
Backtest, not a guarantee — see the honest caveats. Savings assumes 4%/yr.
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04
Common questions
Big Money Radar is a free, open model portfolio that tracks what 50 of the world's top institutional investors are buying through their public SEC 13F filings. It builds a conviction-scored stock portfolio by aggregating signals from hedge fund managers like Warren Buffett, Bill Ackman, Michael Burry, and Seth Klarman — updated every week.
A 13F is a quarterly report filed with the SEC (Securities and Exchange Commission) by institutional investment managers who oversee more than $100 million in assets. It lists every US equity holding — stock name, CUSIP, and number of shares. All 13F data is public, free, and sourced directly from SEC EDGAR. The main limitation: filings are due up to 45 days after quarter-end, so data can be 45–135 days old.
Every stock gets a single 0–100 smart-money confidence score — the one number shown across the whole site. It blends three signals: Breadth — how many of the 42 tracked investors hold it; Size — how large a percentage of each investor's portfolio it represents; and Momentum — whether investors are actively buying (adds points) or selling (deducts points) — then layers in Congress trades and insider Form 4 buys. Investors are weighted by track record: Buffett counts double a smaller manager. It is fully deterministic — no AI or black boxes. Read the full methodology →
The model runs a weekly update every Monday, checking the latest 13F filings published to SEC EDGAR. When new quarterly disclosures arrive (typically January, April, July, October), the portfolio may change significantly as new buying and selling activity is reflected. The "Updated" date at the top of the page shows when data was last refreshed.
In a backtest covering Q1 2022 – Q4 2025 (16 quarters, 1-quarter holding period), the model returned +48.5% vs the S&P 500's +52.2% — a cumulative alpha of -3.7%. It was ahead in 8 out of 16 quarters (50% of them).
Which rules this measures. The figures above run the rules this site actually follows: the book holds 10 stocks, buys only when a slot is free, and sells only when a holding collapses — so in practice it is bought once and rarely changes. A version that instead rebuilds the top ten every quarter returned +77.3% over the same window and was ahead in 12 of 16 quarters. That second, better-looking number is the one this page used to show, and it described a portfolio the site does not hold. It is kept here for comparison rather than removed.
Important caveats: this backtest contains look-ahead bias since 13F data was not available in real-time during the tested periods, and the tracked investors were themselves chosen with hindsight — they're famous because they've won historically. Past performance does not predict future results. Run your own backtest →
Which rules this measures. The figures above run the rules this site actually follows: the book holds 10 stocks, buys only when a slot is free, and sells only when a holding collapses — so in practice it is bought once and rarely changes. A version that instead rebuilds the top ten every quarter returned +77.3% over the same window and was ahead in 12 of 16 quarters. That second, better-looking number is the one this page used to show, and it described a portfolio the site does not hold. It is kept here for comparison rather than removed.
Important caveats: this backtest contains look-ahead bias since 13F data was not available in real-time during the tested periods, and the tracked investors were themselves chosen with hindsight — they're famous because they've won historically. Past performance does not predict future results. Run your own backtest →
Steady Compounders tracks value-focused, long-term investors like Buffett (Berkshire), Klarman (Baupost), and Pabrai — favouring quality businesses held for years. Innovation Edge tracks growth and tech investors like Tiger Global, Coatue, and Dragoneer — focusing on disruptive tech and consumer platforms. Bold Strategists tracks macro, activist, and contrarian investors like Ackman (Pershing Square), Druckenmiller, and Burry — willing to take concentrated, unconventional bets. The "All Investors" view combines signals from all 50.
Separate from 13F filings, the model also tracks SEC Form 4 filings — mandatory disclosures when a company's own directors, officers, or major shareholders buy or sell stock. This "insider trading" (legal) data must be filed within 2 business days, making it much faster than quarterly 13F data. When both hedge funds and company insiders are buying the same stock, it's a particularly strong signal. See insider signals →
No. Big Money Radar is purely an informational and educational tool. It is not a licensed financial product or investment service. Adrian Bogen is not a registered financial advisor. Nothing on this site constitutes a recommendation to buy or sell any security. Always do your own research and consult a qualified financial advisor before making any investment decisions.
⚠ Disclaimer: Big Money Radar is an informational model only. Adrian Bogen is not a licensed financial advisor. Data from public SEC EDGAR 13F filings, delayed up to 135 days. Not financial advice.