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.
6 holdings · drawn from the top 20 funds · 2026-03-31 portfolios · tracked vs SPY
Smart Money Index
Total return
10.28%
CAGR
833.50%
Max drawdown
4.30%
Benchmark (SPY)
Total return
2.19%
CAGR
63.86%
Max drawdown
0.89%
Cumulative return (=100)
2026-05-15 → 2026-05-31 · 17 daysConstituents
| Ticker | Name | Held by | Avg position weight | Index weight |
|---|---|---|---|---|
| CRCL | Circle Internet Group, Inc. | 5 / 20 | 99.9% | 16.67% |
| NVDA | Nvidia Corp | 4 / 20 | 7.6% | 16.67% |
| SNDK | Sandisk Corp | 3 / 20 | 19.1% | 16.67% |
| INTC | Intel Corp | 3 / 20 | 7.0% | 16.67% |
| MU | Micron Technology Inc | 3 / 20 | 6.0% | 16.67% |
| MRVL | Marvell Technology, Inc. | 3 / 20 | 4.6% | 16.67% |