The Check · free · no account needed
Early or late? Ten seconds.
How crowded is TMFG?
Not an opinion, a read of the evidence. We rank all 10,000+ funds that must disclose their trades by how their disclosed buys performed, follow only the specialists, and place every name on the conviction curve: early, well positioned, or late.
Early or late? Ten seconds.
Any stock, ETF or fund you own. Free, no account.
13% of the fund by weight sits in late-stage names
27% Consensus · 18% Early Conviction · 12% Fading · 9% Emerging · 1% Crowded · 33% not covered
The crowded weight: FN 3.4% · EQIX 3.2% · WSO 2.8% · AON 2.2% · RTO 0.8% …
13% of the fund by weight sits in late-stage names (Crowded or Fading). This read covers 67% of the book; the rest sits outside our US equity coverage (cash, bonds, non-US names).
Watch this fund and we'll tell you when it crosses 50% crowded.
How the read works · The live record vs the S&P 500 · Every past call, timestamped