13F filer lookup · public

The filers, graded by edge — not fame.

134 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% skew6 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% skew6 names#6Bain Capital Life Sciences Investors, LLC69.6% skew3 names#7ADAMS NATURAL RESOURCES FUND, INC.69.5% skew1 name#8Opaleye Management Inc.69.1% skew3 names#9HUTCHINSON CAPITAL MANAGEMENT/CA69.1% skew3 names#10SCGE MANAGEMENT, L.P.68.6% skew1 name#11East Coast Asset Management, LLC.68.3% skew1 name#12Veery Capital, LLC67.9% skew4 names#13Overbrook Management Corp67.6% skew3 names#14Cornerstone Capital, Inc.67.5% skew8 names#15Jupiter Wealth Management LLC67% skew2 names#16Crescent Park Management, L.P.66.7% skew1 name#17NWK Group, Inc.66.6% skew2 names#18Polaris Capital Management, LLC66.4% skew1 name#19Appaloosa LP66.3% skew2 names#20Egerton Capital (UK) LLP66.1% skew2 names#21LOUNTZIS ASSET MANAGEMENT, LLC65.9% skew3 names#22Alphabet Inc.65.5% skew2 names#23JBF Capital, Inc.65.4% skew9 names#24GARDNER LEWIS ASSET MANAGEMENT L P65.3% skew5 names#25Kercheville Advisors, LLC65.2% skew6 names#26Neumann Capital Management, LLC65.2% skew5 names#27Aft, Forsyth & Sober, LLC65.2% skew4 names#28SCHARF INVESTMENTS, LLC65.2% skew1 name#29SeaTown Holdings Pte. Ltd.65.1% skew5 names#30Summit Place Financial Advisors, LLC65.1% skew3 names#31BIRINYI ASSOCIATES INC65.1% skew5 names#32Mandatum Life Insurance Co Ltd65% skew8 names#33Nokomis Capital, L.L.C.65% skew2 names#34THAMES CAPITAL MANAGEMENT LLC64.7% skew10 names#35Hillman Capital Management, Inc.64.4% skew3 names#36LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE64.4% skew1 name#37Hudson Canyon Capital Management64.1% skew3 names#38Blankinship & Foster, LLC63.9% skew1 name#39Oppenheimer & Close, LLC63.9% skew3 names#40Stilwell Value LLC63.8% skew1 name#41OUTFITTER FINANCIAL LLC63.7% skew2 names#42Veritas Investment Partners (UK) Ltd.63.5% skew1 name#43Bay Rivers Group63.5% skew2 names#44American Trust Investment Advisors, LLC63.1% skew4 names#45Game Creek Capital, LP63.1% skew5 names#46Turim 21 Investimentos Ltda.63.1% skew6 names#47McNamara Financial Services, Inc.63.1% skew2 names#48Blue Whale Capital LLP62.8% skew1 name#49Knoll Capital Management, LLC62.6% skew1 name#50Gibraltar Capital Management, Inc.62.4% skew3 names#51Richard C. Young & CO., LTD.62.4% skew1 name#52M3F, Inc.62.4% skew1 name#53MARSICO CAPITAL MANAGEMENT LLC62.3% skew2 names#54EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC62.2% skew3 names#55AVENIR CORP62.2% skew1 name#56Cormorant Asset Management, LP61.9% skew4 names#57Ninety One North America, Inc.61.9% skew5 names#58CM Management, LLC61.9% skew1 name#59AMUSSEN HUNSAKER ASSOCIATES LLC61.8% skew2 names#60SOUND SHORE MANAGEMENT INC /CT/61.8% skew5 names#61Concentrum Wealth Management61.8% skew3 names#62PORTLAND INVESTMENT COUNSEL INC.61.7% skew1 name#63NEW VERNON INVESTMENT MANAGEMENT LLC61.6% skew1 name#64Raub Brock Capital Management LP61.5% skew2 names#65ROBOTTI ROBERT61.3% skew1 name#66Ninety One SA (PTY) Ltd61.2% skew5 names#67RA CAPITAL MANAGEMENT, L.P.61.1% skew5 names#68Suncoast Equity Management61.1% skew2 names#69MORGENS WATERFALL VINTIADIS & CO INC60.8% skew2 names#70RTW INVESTMENTS, LP60.4% skew4 names#71ICONIQ Capital, LLC60.3% skew4 names#72Ruffer LLP60.3% skew1 name#73Nicollet Investment Management, Inc.60.2% skew2 names#74Foxhaven Asset Management, LP60% skew2 names#75Forefront Analytics, LLC59.4% skew1 name#76Brave Warrior Advisors, LLC59.4% skew1 name#77United Capital Management of KS, Inc.59.2% skew1 name#78Consulta Ltd58.4% skew1 name#79Tamar Securities, LLC58.4% skew1 name#80MONETTA FINANCIAL SERVICES INC58.3% skew3 names#81Berkshire Money Management, Inc.58.1% skew1 name#82QUATTRO FINANCIAL ADVISORS LLC57.8% skew2 names#83BVF INC/IL57.7% skew1 name#84Steamboat Capital Partners, LLC57.5% skew1 name#85COERENTE CAPITAL MANAGEMENT57.1% skew1 name#86AAFMAA Wealth Management & Trust LLC57% skew2 names#87Arbiter Partners Capital Management LLC57% skew1 name#88Tweedy, Browne Co LLC56.9% skew2 names#89GROESBECK INVESTMENT MANAGEMENT CORP /NJ/56.6% skew3 names#90Towerpoint Wealth, LLC56.5% skew2 names#91CADINHA & CO LLC56.3% skew1 name#92Fluent Financial, LLC56.1% skew3 names#93Guidance Point Advisors, LLC55.7% skew1 name#94MONTGOMERY INVESTMENT MANAGEMENT INC55.7% skew1 name#95BEDDOW CAPITAL MANAGEMENT INC55.6% skew1 name#96Constitution Capital LLC55.6% skew4 names#97DONALD SMITH & CO., INC.55.4% skew1 name#98Wealth Advisors of Iowa, LLC55.3% skew1 name#99SRS Investment Management, LLC55.2% skew2 names#100VALICENTI ADVISORY SERVICES INC55.1% skew1 name#101Fosun International Ltd55% skew1 name#102Solitude Financial Services55% skew1 name#103Private Capital Advisors, Inc.54.5% skew1 name#104HILLTOP WEALTH ADVISORS, LLC54.2% skew3 names#105Two Creeks Capital Management, LP53.8% skew1 name#106Geneva Partners, LLC53.8% skew2 names#107CLARK ESTATES INC/NY53.8% skew1 name#108PAR CAPITAL MANAGEMENT INC53.3% skew1 name#109SHAPIRO CAPITAL MANAGEMENT LLC53.3% skew1 name#110Long Road Investment Counsel, LLC53.2% skew1 name#111DOCK STREET ASSET MANAGEMENT INC52% skew1 name#112Broadleaf Partners, LLC51.7% skew1 name#113PCJ Investment Counsel Ltd.51.7% skew1 name#114HARVEY INVESTMENT CO LLC51.4% skew2 names#115VILLERE ST DENIS J & CO LLC51.2% skew1 name#116MILLER VALUE PARTNERS, LLC50.9% skew1 name#117Old West Investment Management, LLC50.9% skew1 name#118BlueSky Wealth Advisors, LLC50.8% skew1 name#119Cardinal Capital Management, Inc.50.8% skew1 name#120FISHMAN JAY A LTD/MI50.7% skew1 name#121Kopernik Global Investors, LLC50.6% skew1 name#122GMT CAPITAL CORP50.4% skew1 name#123Swan Global Investments, LLC49.7% skew1 name#124Pembroke Management, LTD49.2% skew2 names#125GENDELL JEFFREY L49.2% skew1 name#126Alecta Tjanstepension Omsesidigt49.1% skew1 name#127KAYNE ANDERSON CAPITAL ADVISORS LP48.4% skew2 names#128TERRIL BROTHERS, INC.48.3% skew3 names#129Terra Nova Asset Management LLC48% skew1 name#130Brick & Kyle, Associates47.8% skew1 name#131REAVES W H & CO INC47.8% skew1 name#132ADAMS DIVERSIFIED EQUITY FUND, INC.47.7% skew1 name#133Paragon Capital Management LLC47.2% skew1 name#134ALETHEA CAPITAL MANAGEMENT, LLC47% skew1 name

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