Consensus picks · where smart money agrees
The stocks smart money agrees on.
4 tickers that pass all three filters at once: ≥5 owners, positive conviction, and net buying over the last 2 quarters.
When every filter agrees, you’re not chasing a contrarian edge — you’re riding a collective bet. Less upside, less downside, but higher conviction that the trade is right.
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Consensus #1
12 owners
MSFT
Microsoft
+2
conviction
WEAK BUY
+0 net (12B/12S)
Consensus #2
10 owners
V
Visa
+8
conviction
WEAK BUY
+1 net (8B/7S)
Consensus #3
8 owners
NVDA
NVIDIA
+16
conviction
WEAK BUY
+3 net (10B/7S)
Top 20 consensus picks
Owners × conviction × flow
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How consensus is scored
All three filters must agree
consensusScore = ownerCount × 10 + convictionScore + netFlow × 2
A ticker only qualifies if all three filters agree: (1) ≥5 tier-1 managers own it in their top holdings, (2) unified ConvictionScore is positive, (3) last 2 quarters show net buying (new+add ≥ trim+exit).
For the disagreement signal, see /contrarian-bets. For the full crowding matrix (including negative conviction), see /crowded-trades.
Consensus ≠ guaranteed upside. Even agreeing smart money can be wrong. Methodology. Not investment advice.