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 2026-06-30. 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 |
|---|---|---|---|
| DHI D R HORTON INC | 0.97 | 1 | |
| EHC ENCOMPASS HEALTH CORP | 0.96 | 1 | |
| PODD INSULET CORP | 0.95 | 1 | |
| ADC AGREE RLTY CORP | 0.95 | 1 | |
| HUBS HUBSPOT INC | 0.94 | 1 | |
| PCG PG&E CORP | 0.98 | 2 | |
| VRSK VERISK ANALYTICS INC | 0.97 | 2 | |
| DOW DOW HLDGS INC | 0.93 | 1 | |
| PBF PBF ENERGY INC | 0.93 | 1 | |
| HEI HEICO CORP NEW | 0.92 | 1 | |
| MPWR MONOLITHIC PWR SYS INC | 0.92 | 1 | |
| PNW PINNACLE WEST CAP CORP | 0.92 | 1 | |
| WM WASTE MGMT INC DEL | 0.92 | 1 | |
| WCN WASTE CONNECTIONS INC | 0.90 | 1 | |
| SIMO SILICON MOTION TECHNOLOGY CO | 0.90 | 1 | |
| TJX TJX COS INC NEW | 0.98 | 2 | |
| PLNT PLANET FITNESS INC | 0.89 | 1 | |
| LEN LENNAR CORP | 0.97 | 2 | |
| EXPE EXPEDIA GROUP INC | 0.89 | 1 | |
| ROST ROSS STORES INC | 0.92 | 2 | |
| USB US BANCORP DEL | 0.88 | 1 | |
| AES AES CORP | 0.88 | 1 | |
| RBC RBC BEARINGS INC | 0.97 | 3 | |
| – ETSY INC | 0.87 | 1 | |
| CMG CHIPOTLE MEXICAN GRILL INC | 0.93 | 3 | |
| IBB ISHARES TR | 0.87 | 1 | |
| INTU INTUIT | 0.99 | 5 | |
| ABT ABBOTT LABS | 0.99 | 5 | |
| RIVN RIVIAN AUTOMOTIVE INC | 0.94 | 3 | |
| ULTA ULTA SALON COSMETCS & FRAG I | 0.86 | 1 | |
| OTIS OTIS WORLDWIDE CORP | 0.93 | 3 | |
| ISI IONIS PHARMACEUTICALS INC | 0.85 | 1 | |
| – GLOBALFOUNDRIES INC | 0.85 | 1 | |
| TEAM1EUR ATLASSIAN CORPORATION | 0.85 | 1 | |
| FTNT FORTINET INC | 0.94 | 3 | |
| VSH VISHAY INTERTECHNOLOGY INC | 0.89 | 2 | |
| AEE AMEREN CORP | 0.84 | 1 | |
| SMCI SUPER MICRO COMPUTER INC | 0.91 | 4 | |
| EIX EDISON INTL | 0.94 | 2 | |
| IT GARTNER INC | 0.96 | 2 | |
| TMUS T-MOBILE US INC | 0.96 | 5 | |
| HD HOME DEPOT INC | 0.95 | 5 | |
| MMM 3M CO | 0.84 | 1 | |
| ITW ILLINOIS TOOL WKS INC | 0.96 | 2 | |
| WDC 3 11/15/28 WESTERN DIGITAL CORP | 0.85 | 2 | |
| CIT CINTAS CORP | 0.85 | 2 | |
| CCK CROWN HLDGS INC | 0.94 | 2 | |
| LHX L3HARRIS TECHNOLOGIES INC | 0.96 | 3 | |
| ALNY ALNYLAM PHARMACEUTICALS INC | 0.94 | 3 | |
| RTX RTX CORPORATION | 0.97 | 6 | |
| RL RALPH LAUREN CORP | 0.91 | 2 | |
| INCY INCYTE CORP | 0.97 | 3 | |
| TTD THE TRADE DESK INC | 0.94 | 3 | |
| CI CIGNA CORP NEW | 0.98 | 2 | |
| WULF TERAWULF INC | 0.97 | 5 | |
| NKE NIKE INC | 0.89 | 5 | |
| CDW CDW CORP | 0.83 | 2 | |
| CME CME GROUP INC | 0.95 | 5 | |
| CNM CORE & MAIN INC | 0.87 | 2 | |
| BLK BLACKROCK INC | 0.98 | 6 |