Research & Insights

Hedge Fund & Smart Money
Intelligence Blog

Deep research on hedge fund strategies, 13F filings analysis, and institutional capital flows — written for serious investors.

Who Owns Research — 3 articles

More Research — Coming Soon

Hedge Funds vs S&P 500 Line Chart Graphic Q1 2024 Q4 2025
Coming Soon

Hedge Fund vs. S&P 500: Who Actually Beat the Market in 2025?

We backtested 500 institutional managers' disclosed long books against SPY. The results will surprise you.

Bar chart illustration for crowded tech trades NVDA MSFT AAPL AMZN
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The Most Crowded Trades of 2025: Where Every Hedge Fund Is Piling In

When 3,000 hedge funds own the same 10 stocks, the crowding risk becomes systemic. Here's what the data shows.

Pie Chart representing Sector Rotation SECTOR
Coming Soon

Sector Rotation 2026: Where Are Institutions Moving Capital Now?

The biggest Q4→Q1 sector shifts in 13F history — and what they historically meant for equity markets in the following quarter.

Scatter plot representing Risk-Adjusted Returns Sharpe vs. Alpha
Coming Soon

The 20 Managers with the Highest Risk-Adjusted Returns Over 5 Years

Not raw return. Not AUM size. The purest measure of manager skill — Sharpe Ratio — and who consistently tops it.

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Tutorial

Copy the Best: A Step-by-Step Guide to Building a Superinvestor Portfolio

From filtering the Rankings leaderboard to constructing a diversified composite — a practical tutorial for individual investors.

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Education

Why 13F Copycats Underperform: The Hidden Costs No One Talks About

The 45-day lag, the missing short book, the survivorship bias — an honest accounting of what following 13Fs actually costs you.