Smart Money / Superinvestors
Rather than all 5,000+ 13F filers, Gunpowder tracks ~70 hand-picked legendary managers — and tells you what changed and where they agree, from public SEC EDGAR 13F filings.
Each holding change is scored on position size, portfolio weight, the direction of the change, conviction, and the fund’s notability.
New, added, reduced, and exited positions — the change is the signal, not the static snapshot.
Stocks where multiple curated funds moved the same direction in the same 13F wave — where conviction is clustering.
A hand-picked roster of legendary managers, refreshed each 13F wave. New to 13Fs? Read what a 13F is and how superinvestor tracking works.
67 curated funds tracked, refreshed each 13F wave. From public SEC EDGAR 13F filings.
Every holding change gets a deterministic Institutional Flow Score from 0–100 — no black box. The bigger and higher-conviction the move from a notable fund, the higher it ranks.
Value, macro, activist, and quant managers move for different reasons. Grouping helps you read a consensus correctly — five value funds buying a name means something different from five quant funds touching it.
Quarterly, filed up to 45 days after quarter-end. We surface the change each wave. Treat holdings as what a manager owned at quarter-end, not necessarily what they own today.
No — a curated roster of legendary managers with real long-term records, not all 5,000+ filers. It is deliberately signal over noise.