Discover High Conviction Stocks by Combining Portfolios of Leading Funds

This model portfolio was created by combining the holdings of funds with similar investing strategies and identifying the stocks that are the most widely held amongst the funds. In mathematical terms, this is union of the set of stocks held by each fund except that we add an additional attibute to each stock which is the count of funds that hold it. We also provide some additional attributes such as the change in the most recent quarter. We find that this is a useful way of identifying investment ideas, as it leverages the "wisdom of the crowds" where "crowds" is the investment research teams at the funds.

For best results, we recommend prioritizing stocks that are being accumulated by fund, rather than the stocks that are most widely held, as this is more likely to provide an early entry into a stock that is becoming popular.

This table shows a list of securities, sorted by institutional popularity. To create this list, we examine the most recent quarter's fund filings. From these filings, we count how many institutions hold each security, how many institutions held the security in the prior quarter, and display the difference.

Symbol Company Current Shares (x1000) Change in Shares (x1000) Change in Shares (%) Prior Owners Current Owners Change in Owners
35,069 -2,378 -6.35 20 19 -1
159,351 -3,667 -2.25 17 17 0
27,468 -932 -3.28 14 17 3
38,466 168 0.44 17 17 0
52,714 1,017 1.97 17 17 0
18,092 91 0.50 16 16 0
29,616 -3,162 -9.65 15 16 1
27,934 -3,709 -11.72 16 16 0
65,572 -2,807 -4.11 15 15 0
42,823 -871 -1.99 16 15 -1
38,112 -2,086 -5.19 15 15 0
39,746 -1,209 -2.95 15 15 0
98,398 -7,384 -6.98 16 15 -1
20,873 -3,145 -13.09 16 14 -2
11,379 514 4.73 13 13 0
12,757 -2,851 -18.27 13 13 0
63,663 -5,944 -8.54 14 13 -1
29,675 -1,801 -5.72 14 13 -1
39,789 -6,663 -14.34 13 13 0
116,583 -8,959 -7.14 12 13 1
97,632 5,256 5.69 11 12 1
90,603 -6,786 -6.97 12 12 0
25,913 -5,490 -17.48 13 12 -1
94,555 -5,806 -5.78 11 11 0
66,477 -2,704 -3.91 11 11 0
18,902 -1,007 -5.06 10 10 0
66,962 507 0.76 10 10 0
212,959 -14,611 -6.42 11 10 -1
33,852 -385 -1.13 10 10 0
32,511 -2,981 -8.40 9 10 1
49,261 -796 -1.59 10 10 0
4,863 -535 -9.91 10 10 0
7,889 286 3.76 9 9 0
13,592 -1,389 -9.27 9 9 0
8,117 -892 -9.90 9 9 0
52,178 2,563 5.17 9 9 0
30,025 -1,112 -3.57 12 9 -3
24,737 955 4.02 7 9 2
141,659 35,093 32.93 8 9 1
35,677 550 1.57 9 9 0
53,971 -3,473 -6.05 5 8 3
9,143 314 3.56 8 8 0
57,622 -4,372 -7.05 9 8 -1
15,665 1,239 8.59 8 8 0
125,647 10,000 8.65 7 8 1
29,031 -2,426 -7.71 10 8 -2
135,867 6,309 4.87 7 8 1
40,837 -2,973 -6.79 7 7 0
7,166 253 3.65 7 7 0
34,598 6,910 24.96 4 7 3
169,700 -2,911 -1.69 7 7 0
76,848 174 0.23 6 7 1
28,264 -301 -1.05 7 7 0
17,014 -4,704 -21.66 5 7 2
77,026 13,947 22.11 7 7 0
27,091 -1,561 -5.45 7 7 0
16,823 735 4.57 7 7 0
50,138 -3,250 -6.09 10 7 -3
104,838 -10,600 -9.18 3 6 3
36,308 -1,615 -4.26 6 6 0
30,433 74 0.24 6 6 0
24,227 -1,830 -7.02 5 6 1
50,093 -212 -0.42 6 6 0
28,736 -2,689 -8.56 6 6 0
112,279 2,042 1.85 6 6 0
33,008 229 0.70 2 6 4
112,797 -7,636 -6.34 6 6 0
24,761 -1,000 -3.88 9 6 -3
77,019 -160 -0.21 6 6 0
18,229 -615 -3.26 5 5 0
5,807 49 0.85 7 5 -2
24,673 -1,549 -5.91 6 5 -1
86,191 8,668 11.18 4 5 1
29,262 1,906 6.97 5 5 0
335,139 26,254 8.50 3 5 2
49,595 6,021 13.82 5 5 0
14,975 5,845 64.02 4 5 1
64,810 11,519 21.62 6 5 -1
5,046 -368 -6.79 5 5 0
9,681 895 10.19 4 5 1
24,116 629 2.68 6 5 -1
234,951 66,008 39.07 4 5 1
12,768 299 2.39 5 5 0
2,922 -368 -11.18 3 4 1
280 0 0.02 5 4 -1
295,708 -57,200 -16.21 4 4 0
13,175 -714 -5.14 4 4 0
8,095 739 10.05 4 4 0
7,750 -519 -6.28 4 4 0
19,307 406 2.15 4 4 0
57,747 -141 -0.24 4 4 0
66,817 -5,776 -7.96 7 4 -3
19,568 1,745 9.79 4 4 0
30,423 5,405 21.61 3 4 1
10,943 -1,685 -13.34 4 4 0
83,404 11,312 15.69 4 4 0
11,331 -575 -4.83 4 4 0
8,382 107 1.30 3 4 1
78,359 0 0.00 4 4 0
62,751 9,293 17.38 4 4 0
9,755 1,687 20.90 7 4 -3
9,519 -760 -7.39 3 4 1
List of Funds

This combined portfolio is comprised of holdings from the following funds:

AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Gold & Special Minerals Fund Class C
Advisors Preferred Trust - The Gold Bullion Strategy Portfolio
BGEIX - American Century Quantitative Equity Funds, Inc. - Global Gold Fund Investor Class
EPGFX - Investment Managers Series Trust - EuroPac Gold Fund Class A
FKRCX - Franklin Gold & Precious Metals Fund - Franklin Gold & Precious Metals Fund Class A
FSAGX - FIDELITY SELECT PORTFOLIOS - Gold Portfolio
GDX - VanEck Vectors ETF Trust - VanEck Vectors Gold Miners ETF
GDXJ - VanEck Vectors ETF Trust - VanEck Vectors Junior Gold Miners ETF
GLDAX - Gabelli Gold Fund, Inc. - GABELLI GOLD FUND INC CLASS A
GOAU - ETF Series Solutions - U.S. Global GO GOLD and Precious Metal Miners ETF
GOEX - Global X Funds - Global X Gold Explorers ETF
Gamco Global Gold, Natural Resources & Income Trust
IAUF - iShares U.S. ETF Trust - iShares Gold Strategy ETF
IGDAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Gold & Precious Metals Fund Class A
INIVX - VanEck Funds - International Investors Gold Fund Class A
JACKSON VARIABLE SERIES TRUST - JNL/VanEck International Gold Fund (A)
NUGT - Direxion Shares ETF Trust - Direxion Daily Gold Miners Index Bull 3X Shares
OCMGX - OCM MUTUAL FUND - OCM MUTUAL FUND OCM Gold Fund - Investor Class
QGLDX - Advisors Preferred Trust - The Gold Bullion Strategy Fund Investor Class Shares
RING - iShares, Inc. - iShares MSCI Global Gold Miners ETF
SGGDX - FIRST EAGLE FUNDS - First Eagle Gold Fund Class A
SIL - Global X Funds - Global X Silver Miners ETF
SILJ - ETF Managers Trust - ETFMG Prime Junior Silver Miners ETF
SLVP - iShares, Inc. - iShares MSCI Global Silver and Metals Miners ETF
SPROTT FUNDS TRUST - Sprott Gold Equity Fund Institutional Class
SPROTT FUNDS TRUST - Sprott Gold Miners ETF
SPROTT FUNDS TRUST - Sprott Junior Gold Miners ETF
TGLDX - TOCQUEVILLE TRUST - The Tocqueville Gold Fund Investor Class Shares
USERX - US GLOBAL INVESTORS FUNDS - Gold and Precious Metals Fund
VanEck VIP Trust - VanEck VIP Global Gold Fund Class S