Four kinds of smart money, at a glance.
Institutional managers, activists, insiders, and Congress — every disclosure source, in one view.
Top performers vs the market.
Equal-weight aggregate of the top funds above, quarterly cumulative return vs SPY adj-close. As of Dec 31, 2025.
Open-market: who’s buying, who’s selling.
30-day window, by filing date. Congress = STOCK Act buys and sells. Insiders = Form 4 open-market P-code buys vs S-code sells; option exercises (M), grants (A), and tax-withhold sales (F) excluded. Insiders structurally sell more than they buy because most insider stock is compensation — read this as direction, not signal.
Who’s actually beating the market.
Institutional managers by portfolio performance.
Trailing 12-month return on aggregated 13F holdings, share-weighted at quarter-end prices. SPY adj-close benchmark. Filter: ≥ 100 distinct positions, ≥ 90% coverage — excludes single-holding VC residuals. As of Dec 31, 2025.
Congress by portfolio performance.
Simulated $1,000-per-trade portfolio of STOCK Act-disclosed trades over a trailing 24-month window. Per-trade contribution capped at +500%; OTC sentinel prices excluded. Filter: ≥ 5 distinct symbols traded — excludes single-bet luck. As of May 31, 2026.
The experts we’re reading this week.
The funds we watch most.
Activists we follow.
The most active insiders.
Most widely held by managers.
The stocks sitting in the most tracked managers’ 13F portfolios — a plain count, not a signal.
Congress making large trades.
Source data: SEC EDGAR · Form 13F / 13D / 13G · Form 4 · CapitolTrades · Last refreshed 03:04 UTC.