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Midas Edge
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How much of your return was really you?

Multi-manager hedge funds judge their portfolio managers by separating stock-picking skill from market and style bets that happened to pay off. Midas Edge does the same for your own account.

Join the beta20 seats leftOpen the demo

Premium features free while you hold a beta seat. Read-only connection.

The market and 18 style factors explain how your holdings move.

Explore the managers' records

Read-only connection

Works with the brokerage you already use.

Connect through Plaid or upload a statement. Midas Edge can read your positions and transactions. It can never trade or move money.

How read-only access works
Bring your brokerage with you.
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  • E*TRADE from Morgan Stanley logoE*TRADE from Morgan Stanley
  • Merrill logoMerrill
  • Chase

Plaid Investments listings ·

Manager rankings

Fund managers, ranked by how well they pick stocks.

Each record covers five years of reported holdings, with the market's return and the manager's style taken out. Open the filings behind any of them.

Find managers worth following. Compare their stock picks after accounting for the market and style.

Ranked by five-year factor-hedged skill, highest first.Reported books: 2026Q2.
  1. #1

    Five-year skill: 2.30

    13.8% a year above the peer-median filer over 60 measured months.

  2. #2

    Five-year skill: 2.02

    19.6% a year above the peer-median filer over 45 measured months.

  3. #3

    Five-year skill: 1.99

    36.8% a year above the peer-median filer over 60 measured months.

See the full Holder IQ board →

Holder IQ ranking and public 13F books ·

Go straight to the filing.

Read the reported trade and open its source.

Form 4 · Table I, non-derivative

Reporting person
Mark A. Stevens
Issuer
NVDA
Date
Code
S (sale)
Shares
1,356,000
Value
$297,942,896
Source: Read Form 4

Past records promise nothing about the future.

Save a manager's reported book as a model to compare with your holdings. Pro and Premium then write the exact orders for a linked account, one account at a time, as a list or as a prompt for your own AI assistant. With Robinhood or IBKR's AI connection, your assistant lines them up and you approve them. Premium also tells you when a saved model changes or an account drifts from it.

Inside the product

Tools for acting on what you find.

Each panel is a view from the product itself, filled from public filings and the demo portfolio.

  1. 01

    Combine the managers you choose into one portfolio.

    Pick managers by their measured records and blend their filed holdings. Free lets you build and preview one blend; Pro saves it and sizes the trades for your account.

    Their measured records. Your sample blend.

    Historical results, not predictions. These are the managers’ measured records.

    Blend their filed holdings

    Sample: equal weight across the three managers, built by the product’s blend engine from their public 13F books.

    • MELI12.5%
    • HDB7.8%
    • NTRA6.6%

    The share list for a $25,000.00 sample account

    • BuyMELI2 shares$1,491.49 reference · Nov 13, 2026
    • BuyHDB75 shares$25.83 reference · Nov 13, 2026
    • BuyNTRA5 shares$319.09 reference · Nov 13, 2026
    • BuyITUB178 shares$7.53 reference · Nov 13, 2026

    Pro sizes the trades for your account. Your assistant lines them up; you approve them.

    Stored public filings, blend and worksheet output ·

  2. 02

    Hedge the style bets around your ideas.

    See a portfolio's factor tilts, then the basket of trades that brings them closer to target. Pro generates the hedge; placing the trades stays with you.

    Keep your stock ideas. Reduce the style bets.

    Sample hedge for the $25,000.00 demo portfolio, using the product’s minimum-dollar optimizer. Pro generates the basket.

    5-Day Return

    Before +0.50

    After +0.05

    Target 0.00 · bars show distance from that target

    Liquidity

    Before +0.23

    After -0.06

    Target 0.00 · bars show distance from that target

    Beta

    Before -0.22

    After +0.04

    Target 0.00 · bars show distance from that target

    • PROK$1,187.56
    • LEU$569.23
    • CTEV$296.89
    • SVCO$476.08
    • BLSH$238.04
    • SEI$407.18
    • AUDC$1,311.93
    • NVEC$668.07
    • HNST$111.07
    • AARD$141.20

    Measured sleeve: 100% of demo value. Factor rows Nov 12, 2026. Before and after are factor loadings, not returns.

    Factor Hedge Wizard · public market data ·

  3. 03

    See an insider's trade next to their track record.

    When an executive sells, see how their earlier trades turned out and what they still reported owning. Premium shows these trades beside your own holdings.

    What did this insider’s past trades tell you?

    STEVENS MARK A · NVDA

    Sold 1,356,000 shares for $297,942,896.40 on Sep 18, 2026.

    Past calls: 42% directionally correct over 3 months (adjusted toward 50% peer prior; 32% observed; recency-weighted sample 19.6)
    Descriptive statistic of past trades, not a prediction
    How to read these past calls · As of 2026-11-14

    Bullish calls are correct after outperformance; bearish calls are correct after underperformance, relative to SPY. Only directional buy and sell signals are graded. Gifts, grants and tax withholding are excluded. Recent outcomes receive more weight, with a half-life of 252 trading days. The peer prior contributes 24 equivalent outcomes. The weighted sample is not a count of trades.

    Reported ownership · Common Stock · Indirect · By Trust

    970,531 shares in the latest stored filing

    Reported share balances on filing dates03.8M7.6MDec 22, 2025Sep 22, 20267,621,453 shares · Dec 22, 2025 · 0001199039-25-0000157,399,771 shares · Mar 24, 2026 · 0001199039-26-0000036,092,271 shares · Jun 4, 2026 · 0001199039-26-0000055,207,271 shares · Jun 23, 2026 · 0001199039-26-0000075,207,271 shares · Jun 29, 2026 · 0001199039-26-0000093,358,770 shares · Sep 2, 2026 · 0001199039-26-0000122,336,531 shares · Sep 8, 2026 · 0001199039-26-000014970,531 shares · Sep 22, 2026 · 0001199039-26-000016

    Separate as-filed observations for this reporting owner and position. Dates are filing dates.

    Read the 8 filing observations
    1. Dec 22, 2025 · 7,621,453 shares · 0001199039-25-000015
    2. Mar 24, 2026 · 7,399,771 shares · 0001199039-26-000003
    3. Jun 4, 2026 · 6,092,271 shares · 0001199039-26-000005
    4. Jun 23, 2026 · 5,207,271 shares · 0001199039-26-000007
    5. Jun 29, 2026 · 5,207,271 shares · 0001199039-26-000009
    6. Sep 2, 2026 · 3,358,770 shares · 0001199039-26-000012
    7. Sep 8, 2026 · 2,336,531 shares · 0001199039-26-000014
    8. Sep 22, 2026 · 970,531 shares · 0001199039-26-000016
    Read the trade and its filing context →

    Historical results, not predictions. Smart-money signals are Premium.

    Public Form4 rows and this insider’s scored history ·

  4. 04

    Follow the people behind your companies.

    See the executives, directors and auditors your companies have in common, as reported in their filings.

    Who connects the companies you own?

    Dawn E. Hudson

    Publicly reported seats connect NVDA and IPG.

    NVDA

    20 people with overlapping reported service

    Colette KressDebora ShoquistHarvey C. JonesJohn Dabiri

    IPG

    13 people with overlapping reported service

    Andrew BonzaniChristopher F. CarrollDavid M. ThomasE. Lee Wyatt
    Explore Dawn E. Hudson’s full network →

    Start with a person at a demo holding. Follow their roles and colleagues through public filings.

    Public SEC Section16 roles ·

Join the beta20 seats leftOpen the demo

Alerts

Hear about it when something changes in a stock you own.

When an insider trades or a ranked manager changes a position, the alert shows the trade and that person's record.

See alert options
Insider sales in AAPL

Jennifer Newstead (VP) sold AAPL

  • Shares: 2,399
  • Value: $842,913
Insider sales in META

Javier Olivan (Officer) sold META

  • Shares: 82
  • Value: $51,744

The data behind Midas Edge

factors in the risk model, refreshed daily
19
Latest reading used here: Nov 12, 2026
13F filers with a score for their past record
14,437
Latest filings: 2026Q3 13F
Form 4 insider filings
Same day
Latest filing read: Nov 13, 2026

Plans

A plan for every investor.

Compare plans

Plans and prices below apply when the beta ends.

Free

$0

1 brokerage connection. Full factor analysis and return history.

Pro

$19 / month

More accounts, saved manager models and statement history.

Premium

$49 / month

Custom hedges, alerts and portfolio reports.

Put your own returns through the model.

Connect your brokerage to see where your return came from, with research on every stock you hold.

Join the beta20 seats left

Built by Jeffrey Emanuel, who worked on the investment side at Millennium and Balyasny.

MethodologyMethod changelogHelpData status

Next 13F filing deadline: for Q3 2026. Day 45 falls on a weekend or holiday, so the deadline moves to the next business day. Saved models can refresh from new filings.