13F filer lookup · public

The filers, graded by edge, not fame.

161 managers in today's evidence base, ranked by how their disclosed buys performed in the niche where each has demonstrated edge.

#1DAFNA Capital Management LLC72.1% skew2 names #2Aristotle Atlantic Partners, LLC71.6% skew7 names #3Samsara BioCapital, LLC71.2% skew2 names #4Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)70.9% skew6 names #5TIGER GLOBAL MANAGEMENT LLC70.3% skew7 names #6AAFMAA Wealth Management & Trust LLC70% skew6 names #7Bain Capital Life Sciences Investors, LLC69.6% skew3 names #8ADAMS NATURAL RESOURCES FUND, INC.69.5% skew1 name #9Opaleye Management Inc.69.1% skew3 names #10HUTCHINSON CAPITAL MANAGEMENT/CA69.1% skew2 names #11SCGE MANAGEMENT, L.P.68.6% skew2 names #12East Coast Asset Management, LLC.68.3% skew1 name #13Shoker Investment Counsel, Inc.68% skew3 names #14Veery Capital, LLC67.9% skew8 names #15Blue Whale Capital LLP67.9% skew6 names #16Tandem Investment Advisors, Inc.67.5% skew1 name #17Crake Asset Management LLP67.1% skew2 names #18Jupiter Wealth Management LLC67% skew2 names #19Crescent Park Management, L.P.66.7% skew1 name #20NWK Group, Inc.66.6% skew1 name #21EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC66.5% skew5 names #22Polaris Capital Management, LLC66.4% skew1 name #23Appaloosa LP66.3% skew3 names #24Egerton Capital (UK) LLP66.1% skew2 names #25LOUNTZIS ASSET MANAGEMENT, LLC65.9% skew3 names #26Factorial Partners, LLC65.8% skew1 name #27Alphabet Inc.65.5% skew2 names #28Summit Place Financial Advisors, LLC65.5% skew6 names #29CINCINNATI FINANCIAL CORP65.5% skew1 name #30Bay Rivers Group65.4% skew7 names #31Kercheville Advisors, LLC65.4% skew13 names #32JBF Capital, Inc.65.4% skew11 names #33GARDNER LEWIS ASSET MANAGEMENT L P65.3% skew4 names #34Atwater Malick LLC65.2% skew1 name #35Aft, Forsyth & Sober, LLC65.2% skew4 names #36SCHARF INVESTMENTS, LLC65.2% skew1 name #37BIRINYI ASSOCIATES INC65.1% skew6 names #38SeaTown Holdings Pte. Ltd.65.1% skew6 names #39Nokomis Capital, L.L.C.65% skew4 names #40Biltmore Wealth Management, LLC64.9% skew1 name #41THAMES CAPITAL MANAGEMENT LLC64.7% skew9 names #42Select Asset Management & Trust64.7% skew2 names #43Hillman Capital Management, Inc.64.4% skew3 names #44LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE64.4% skew1 name #45AMUSSEN HUNSAKER ASSOCIATES LLC64.2% skew3 names #46Hudson Canyon Capital Management64.1% skew3 names #47Oppenheimer & Close, LLC63.9% skew3 names #48Stilwell Value LLC63.8% skew1 name #49Sterneck Capital Management, LLC63.8% skew1 name #50Veritas Investment Partners (UK) Ltd.63.5% skew1 name #51Turim 21 Investimentos Ltda.63.1% skew17 names #52Game Creek Capital, LP63.1% skew6 names #53American Trust Investment Advisors, LLC63.1% skew1 name #54McNamara Financial Services, Inc.63.1% skew1 name #55Riverpoint Wealth Management Holdings, LLC63% skew1 name #56Mandatum Life Insurance Co Ltd62.9% skew8 names #57Ruane, Cunniff & Goldfarb L.P.62.8% skew2 names #58Knoll Capital Management, LLC62.6% skew2 names #59Gibraltar Capital Management, Inc.62.4% skew4 names #60Richard C. Young & CO., LTD.62.4% skew1 name #61M3F, Inc.62.4% skew1 name #62Ninety One North America, Inc.62.3% skew8 names #63PIER 88 INVESTMENT PARTNERS LLC62.2% skew2 names #64AVENIR CORP62.2% skew1 name #65Columbus Hill Capital Management, L.P.62% skew1 name #66Cormorant Asset Management, LP61.9% skew4 names #67CM Management, LLC61.9% skew1 name #68SOUND SHORE MANAGEMENT INC /CT/61.8% skew5 names #69Concentrum Wealth Management61.8% skew3 names #70PORTLAND INVESTMENT COUNSEL INC.61.7% skew1 name #71NEW VERNON INVESTMENT MANAGEMENT LLC61.6% skew2 names #72Raub Brock Capital Management LP61.5% skew2 names #73YACKTMAN ASSET MANAGEMENT LP61.3% skew2 names #74ROBOTTI ROBERT61.3% skew1 name #75Ninety One SA (PTY) Ltd61.2% skew5 names #76McCarthy Grittinger Financial Group, LLC61.2% skew1 name #77RA CAPITAL MANAGEMENT, L.P.61.1% skew5 names #78Suncoast Equity Management61.1% skew2 names #79Blackhawk Capital Partners LLC.60.8% skew1 name #80PCJ Investment Counsel Ltd.60.6% skew2 names #81RTW INVESTMENTS, LP60.4% skew4 names #82Ruffer LLP60.3% skew5 names #83Nicollet Investment Management, Inc.60.2% skew2 names #84Foxhaven Asset Management, LP60% skew2 names #85United American Securities Inc. (d/b/a UAS Asset Management)59.9% skew1 name #86Constitution Capital LLC59.7% skew5 names #87Socorro Asset Management LP59.5% skew1 name #88MARSICO CAPITAL MANAGEMENT LLC59.5% skew2 names #89Forefront Analytics, LLC59.4% skew1 name #90Brave Warrior Advisors, LLC59.4% skew2 names #91Overbrook Management Corp59.2% skew2 names #92United Capital Management of KS, Inc.59.2% skew1 name #93Orbis Allan Gray Ltd59.2% skew1 name #94MERIDIAN MANAGEMENT CO58.8% skew1 name #95PLANNING DIRECTIONS INC58.7% skew1 name #96Consulta Ltd58.4% skew1 name #97MONETTA FINANCIAL SERVICES INC58.3% skew5 names #98QUATTRO FINANCIAL ADVISORS LLC57.8% skew2 names #99Berkshire Money Management, Inc.57.8% skew8 names #100BVF INC/IL57.7% skew1 name #101Steamboat Capital Partners, LLC57.5% skew1 name #102COERENTE CAPITAL MANAGEMENT57.1% skew2 names #103Arbiter Partners Capital Management LLC57% skew1 name #104Tweedy, Browne Co LLC56.9% skew2 names #105BILL & MELINDA GATES FOUNDATION TRUST56.9% skew1 name #106MORGENS WATERFALL VINTIADIS & CO INC56.6% skew1 name #107GROESBECK INVESTMENT MANAGEMENT CORP /NJ/56.6% skew1 name #108Towerpoint Wealth, LLC56.5% skew3 names #109CADINHA & CO LLC56.3% skew2 names #110Leith Wheeler Investment Counsel Ltd.56.1% skew1 name #111RIVERSEDGE ADVISORS, LLC55.8% skew4 names #112Guidance Point Advisors, LLC55.7% skew1 name #113MONTGOMERY INVESTMENT MANAGEMENT INC55.7% skew1 name #114BEDDOW CAPITAL MANAGEMENT INC55.6% skew2 names #115DONALD SMITH & CO., INC.55.4% skew1 name #116SRS Investment Management, LLC55.2% skew1 name #117VALICENTI ADVISORY SERVICES INC55.1% skew1 name #118Fosun International Ltd55% skew1 name #119Solitude Financial Services55% skew1 name #120Fluent Financial, LLC54.7% skew1 name #121Wallace Capital Management Inc.54.6% skew1 name #122Private Capital Advisors, Inc.54.5% skew1 name #123OUTFITTER FINANCIAL LLC54.4% skew1 name #124CAPE ANN SAVINGS BANK54.4% skew1 name #125HILLTOP WEALTH ADVISORS, LLC54.2% skew4 names #126All Terrain Financial Advisors, LLC53.9% skew1 name #127CLARK ESTATES INC/NY53.8% skew1 name #128LONE PINE CAPITAL LLC53.6% skew1 name #129SHAPIRO CAPITAL MANAGEMENT LLC53.3% skew1 name #130PAR CAPITAL MANAGEMENT INC53.3% skew1 name #131Long Road Investment Counsel, LLC53.2% skew1 name #132Geneva Partners, LLC52.6% skew2 names #133Benson Investment Management Company, Inc.52.4% skew1 name #134Garrett Wealth Advisory Group, LLC52% skew1 name #135DOCK STREET ASSET MANAGEMENT INC52% skew1 name #136Broadleaf Partners, LLC51.7% skew1 name #137Arlington Financial Advisors, LLC51.3% skew1 name #138VILLERE ST DENIS J & CO LLC51.2% skew1 name #139Old West Investment Management, LLC50.9% skew4 names #140MILLER VALUE PARTNERS, LLC50.9% skew1 name #141BlueSky Wealth Advisors, LLC50.8% skew1 name #142FISHMAN JAY A LTD/MI50.7% skew1 name #143ORLEANS CAPITAL MANAGEMENT CORP/LA50.7% skew1 name #144Kopernik Global Investors, LLC50.6% skew1 name #145GMT CAPITAL CORP50.4% skew1 name #146M.D. Sass, Inc.50.4% skew1 name #147HARVEY CAPITAL MANAGEMENT INC50.4% skew1 name #148SUMMITRY LLC50.2% skew1 name #149Pembroke Management, LTD49.8% skew2 names #150United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund49.8% skew2 names #151Coyle Financial Counsel LLC49.8% skew1 name #152Swan Global Investments, LLC49.7% skew1 name #153GENDELL JEFFREY L49.2% skew1 name #154Alecta Tjanstepension Omsesidigt49.1% skew1 name #155KAYNE ANDERSON CAPITAL ADVISORS LP48.4% skew1 name #156TERRIL BROTHERS, INC.48.3% skew3 names #157Brick & Kyle, Associates47.8% skew1 name #158REAVES W H & CO INC47.8% skew1 name #159ADAMS DIVERSIFIED EQUITY FUND, INC.47.7% skew1 name #160Paragon Capital Management LLC47.2% skew1 name #161ALETHEA CAPITAL MANAGEMENT, LLC47% skew2 names

Skew = how much better this manager's niche buys performed than the market over the tracked window. From mandatory 13F disclosures.