Smart Money Index
An equal-weighted basket of the highest-conviction common holdings among the top funds ranked by 3-year alpha vs SPY. Each fund's latest 13F portfolio votes; stocks held by enough of them are kept, ranked by consensus then average position weight. Performance is tracked forward from the construction date (45 days after the freshest filing) so the simulation never peeks at holdings before they were public.
15 holdings · drawn from the top 20 funds · 2026-03-31 portfolios · tracked vs SPY
Smart Money Index
Total return
12.09%
CAGR
—
Max drawdown
11.03%
Benchmark (SPY)
Total return
-0.34%
CAGR
—
Max drawdown
4.49%
Cumulative return (=100)
2026-05-15 → 2026-06-12 · 29 daysConstituents
| Ticker | Name | Held by | Avg position weight | Index weight |
|---|---|---|---|---|
| INTC | Intel Corp | 5 / 20 | 8.7% | 6.67% |
| MU | Micron Technology Inc | 5 / 20 | 8.5% | 6.67% |
| NVDA | Nvidia Corp | 5 / 20 | 4.6% | 6.67% |
| MRVL | Marvell Technology, Inc. | 5 / 20 | 3.9% | 6.67% |
| LITE | Lumentum Holdings Inc. | 4 / 20 | 7.8% | 6.67% |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 4 / 20 | 7.7% | 6.67% |
| TER | Teradyne, Inc | 4 / 20 | 4.2% | 6.67% |
| ALAB | Astera Labs, Inc. | 4 / 20 | 3.0% | 6.67% |
| NBIS | Nebius Group N.V. | 3 / 20 | 38.7% | 6.67% |
| SNDK | Sandisk Corp | 3 / 20 | 13.8% | 6.67% |
| IREN | IREN Ltd | 3 / 20 | 13.0% | 6.67% |
| GLW | Corning Inc /Ny | 3 / 20 | 5.9% | 6.67% |
| ASML | Asml Holding NV | 3 / 20 | 4.4% | 6.67% |
| GOOGL | Alphabet Inc. | 3 / 20 | 2.7% | 6.67% |
| TSLA | Tesla, Inc. | 3 / 20 | 1.5% | 6.67% |