Predicted adds
Most of what a famous investor does each quarter is not opening a brand-new position, it is adding to one they already hold. This board predicts which existing holdings the tracked investors are most likely to ADD to next, as of 2026-03-31. It is a separate, weaker signal than the new-buy board: measured out-of-sample accuracy is about 0.58 (where 0.5 is a coin flip), so treat it as a lean, not a call.
Score is the model's predicted add-probability; investors is how many tracked funds are predicted to add the name. Research, not advice, and not a return claim.
| Name | Score | Investors | Signal |
|---|---|---|---|
| BROS DUTCH BROS INC | 0.88 | 1 | |
| ABG CENCORA INC | 0.88 | 1 | |
| NIO NIO INC | 0.86 | 1 | |
| EA ELECTRONIC ARTS INC | 0.88 | 3 | |
| CLX CLOROX CO DEL | 0.90 | 2 | |
| XEL XCEL ENERGY INC | 0.84 | 1 | |
| IEX IDEX CORP | 0.86 | 2 | |
| TJX TJX COS INC NEW | 0.83 | 1 | |
| AKAM AKAMAI TECHNOLOGIES INC | 0.91 | 2 | |
| ZION ZIONS BANCORPORATION N A | 0.83 | 1 | |
| NXT NEXTRACKER INC | 0.82 | 1 | |
| EVR EVERCORE INC | 0.82 | 1 | |
| MDLZ MONDELEZ INTL INC | 0.96 | 3 | |
| NKE NIKE INC | 0.95 | 3 | |
| GME GAMESTOP CORP | 0.81 | 1 | |
| MMM 3M CO | 0.81 | 1 | |
| FE FIRSTENERGY CORP | 0.81 | 1 | |
| LITE LUMENTUM HLDGS INC | 0.88 | 6 | |
| BX BLACKSTONE INC | 0.86 | 4 | |
| ADP AUTOMATIC DATA PROCESSING IN | 0.81 | 3 | |
| OGE OGE ENERGY CORP | 0.79 | 1 | |
| PRMB PRIMO BRANDS CORPORATION | 0.82 | 2 | |
| UGI 5 06/01/28 UGI CORP NEW | 0.79 | 1 | |
| CNP 4.25 08/15/26 CENTERPOINT ENERGY INC | 0.79 | 1 | |
| WEC 4.375 06/01/27 WEC ENERGY GROUP INC | 0.79 | 1 | |
| — FERRARI NV | 0.79 | 1 | |
| NOW SERVICENOW INC | 0.93 | 8 | |
| ARES ARES MANAGEMENT CORPORATION | 0.86 | 2 | |
| PEN PENUMBRA INC | 0.90 | 2 | |
| ALNY ALNYLAM PHARMACEUTICALS INC | 0.82 | 3 | |
| CMS CMS ENERGY CORP | 0.78 | 1 | |
| CDNS CADENCE DESIGN SYSTEM INC | 0.81 | 2 | |
| XLV SELECT SECTOR SPDR TR | 0.83 | 2 | |
| GTLB GITLAB INC | 0.77 | 1 | |
| YUM YUM BRANDS INC | 0.77 | 1 | |
| — CREDO TECHNOLOGY GROUP HOLDI | 0.79 | 2 | |
| TTD THE TRADE DESK INC | 0.89 | 3 | |
| CRC CANADIAN NAT RES LTD MED TER | 0.77 | 1 | |
| GPN GLOBAL PMTS INC | 0.85 | 3 | |
| LVS LAS VEGAS SANDS CORP | 0.80 | 2 | |
| APD AIR PRODUCTS AND CHEMICALS I | 0.91 | 2 | |
| UNH UNITEDHEALTH GROUP INC | 0.93 | 13 | |
| — ETSY INC | 0.76 | 1 | |
| ORLY OREILLY AUTOMOTIVE INC | 0.89 | 4 | |
| ROP ROPER TECHNOLOGIES INC | 0.88 | 3 | |
| PAYC PAYCOM SOFTWARE INC | 0.87 | 3 | |
| NVO NOVO-NORDISK A S | 0.89 | 6 | |
| — VIKING HOLDINGS LTD | 0.79 | 2 | |
| WBS WEBSTER FINL CORP | 0.88 | 3 | |
| MRVL MARVELL TECHNOLOGY INC | 0.86 | 5 | |
| WAT WATERS CORP | 0.82 | 2 | |
| VNET VNET GROUP INC | 0.75 | 1 | |
| CHWY CHEWY INC | 0.85 | 2 | |
| IT GARTNER INC | 0.86 | 2 | |
| ATD ATI INC | 0.79 | 2 | |
| — REDFIN CORP | 0.75 | 1 | |
| IRDM IRIDIUM COMMUNICATIONS INC | 0.75 | 1 | |
| WELL WELLTOWER INC | 0.75 | 1 | |
| EQR EQUITY RESIDENTIAL | 0.75 | 1 | |
| SOFI SOFI TECHNOLOGIES INC | 0.87 | 3 |