Question 1

What are Fund Ratings?

Accepted Answer

A 1.0–5.0 HoldingsIntel score computed from 7 SEC 13F-derived dimensions: Holdings P&L (20%), Conviction (20%), Concentration (15%), Stability (15%), Discovery Edge (10%), Risk Management (10%), and Filing Reliability (10%). Stars reflect relative percentile thresholds, not an external credit or audited-performance rating.

Question 2

Are ratings predictive of future returns?

Accepted Answer

No. The score summarizes disclosed portfolio behavior and derived metrics, including estimated unrealized P&L on current holdings. It excludes actual trade prices and exited-position returns, so it should be used as a research filter—not as audited performance or a forward guarantee.

Question 3

Why use 7 dimensions instead of one composite?

Accepted Answer

A single composite hides why a fund earned its rating. A 3-star fund with elite Discovery Edge may be more interesting to follow than a 5-star fund with no early-mover edge. Sort by individual dimensions to find funds that excel in specific areas.


1	FIRST MANHATTAN CO. LLC.	$39.2B
2	NMNational Mutual Insurance Federation of Agricultural Cooperatives	$15.3B
3	Fisher Asset Management, LLC	$335.8B
4	WPWINDACRE PARTNERSHIP LLC	$10.1B
5	GRGARDNER RUSSO & QUINN LLC	$8.9B
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Fund Ratings

Fund Ratings - latest quarter results