Institutional Smart Money
Institutional Smart Money
Institutional Smart Money lets you track, compare, and copy the portfolios of 3,000+ hedge funds and institutional investors — all reconstructed from their quarterly 13F SEC filings. See which funds are outperforming, drill into any fund's full holdings, and follow their moves in real time.
Access at tritonix.ai/whales-institution.
The Main Page
Leaderboard
The leaderboard ranks institutions by portfolio return over your selected period. Switch between 1M, 3M, YTD, and 1Y to re-rank the list.
Each row shows:
- Fund name and manager
- Return for the selected period
- Strategy — e.g. Long/Short, Global Macro, Multi-Strategy
- AUM — assets under management
Click any row to open that fund's full detail page.
The top three funds are highlighted with 🥇 🥈 🥉 medals. Rankings update as new quarterly filings are processed.
Featured Funds
Below the leaderboard, a selection of featured funds is displayed as cards. Each card shows:
- Fund name and manager
- Total return, Sharpe ratio, Annualized return, Max drawdown
- A mini sparkline of the fund's NAV history
Click any card to go to the fund's detail page.
Fund Detail Page
Navigate to /whales-institution/<fund-slug> or click any fund from the main page.
Fund Header
The top of the page shows:
- Fund name, manager name, strategy, and investor type
- AUM — total assets under management
- Follow button — follow this fund to receive alerts when it makes portfolio changes
- Links to the fund's website and X (Twitter) profile, when available
- A brief description and investment philosophy (expandable)
Performance Chart
The chart shows the fund's simulated NAV (net asset value) return from inception versus the S&P 500 (SPY) benchmark.
- Time ranges — Switch between ALL, 1Y, and 3M
- Hover tooltip — Shows the fund's return and SPY return on any date
- Legend — Colored line = fund NAV, dashed gray = SPY
Key Metrics (below the chart)
| Metric | Description |
|---|---|
| Total Return | Cumulative return since inception |
| YTD | Year-to-date return |
| Sharpe Ratio | Risk-adjusted return |
| Win Rate | % of closed positions that were profitable |
| AUM | Assets under management |
Holdings Table
The Holdings tab shows the fund's current positions derived from its most recent 13F filing.
| Column | Description |
|---|---|
| Ticker | Stock symbol and company name |
| Return | Gain/loss since the fund's estimated entry |
| Price | Current market price |
| Weight | % of the fund's portfolio in this position |
Investment Simulator
Enter a dollar amount in the $ field above the table to see how many shares of each holding you would need to buy to mirror this fund's allocation with that budget.
Transaction History
The History tab shows the fund's recent BUY and SELL activity derived from changes between quarterly filings — which stocks were added, trimmed, or exited, along with the weight change and date.
Sector Allocation
The right sidebar shows a pie chart breaking down the fund's holdings by sector. This is visible to all users and gives an overview of the fund's sector exposure without requiring access to individual tickers.
Following a Fund
Click the Follow button on any fund's detail page. When you follow a fund, you will receive alerts whenever the fund's portfolio changes — new positions opened, existing positions trimmed or closed. You need to be signed in to use this feature.
Access Levels
| Feature | Free | Pro / Max / Elite |
|---|---|---|
| Leaderboard & fund rankings | ✓ | ✓ |
| Performance chart & key metrics | ✓ | ✓ |
| Sector allocation | ✓ | ✓ |
| Fund description & philosophy | ✓ | ✓ |
| Follow fund & alerts | ✓ (sign in required) | ✓ |
| Full holdings (tickers & prices) | Locked | ✓ |
| Holdings returns | Locked | ✓ |
| Investment simulator | Locked | ✓ |
| Transaction history | Locked | ✓ |
Upgrade to Pro, Max, or Elite to unlock full holdings disclosure and transaction history across all tracked funds.
Data Source
All portfolio data is reconstructed from 13F filings — mandatory quarterly disclosures that institutional investors with over $100M in assets must submit to the SEC. Filings are processed shortly after each quarterly deadline. Positions reflect holdings as of the most recent filing date, not real-time trades.
Important Disclaimer
Institutional Smart Money is for informational purposes only and does not constitute investment advice. 13F filings are reported with a delay and may not reflect the fund's current positions. Past performance does not guarantee future results.