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Smart Money Consensus

Smart Money Consensus

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After each 13F season, ranks only the stocks multiple top funds bought the same direction, so you see real conviction overlap instead of single-fund noise.

Updates upon new events
Smart Money Consensus
Smart Money Consensus
2026-06-15

Q1 2026 13F Consensus: TSM Leads the Cross-Fund Overlap Rankings

After the Q1 2026 13F filing window closed on May 15, 2026, this issue ranks the stocks where a meaningful cluster of top funds moved the same direction -- and flags where they sharply disagree. TSM leads the consensus adds at 8.85% average Tiger Cub allocation; NVDA absorbed an estimated $80B in net selling across 8,741 filers; and Amazon is the sharpest split of the quarter.

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