When a single politician buys a stock, it could mean anything. When ten different politicians and hedge fund managers independently hold the same ticker — across different committees, different strategies, and different risk profiles — that’s a signal worth paying attention to.
We cross-referenced all 232 active positions across 57 tracked wallets (46 politicians + 11 institutional investors) to find the stocks that smart money agrees on.
The consensus picks
Here are the stocks held by the most wallets in our database, with their average portfolio weight and who holds them:
1. Alphabet (GOOG) — held by 10 wallets
| Holder | Weight | Category |
|---|---|---|
| John Fetterman | 100.0% | Politician |
| Li Lu | 23.8% | 13F |
| Dan Meuser | 16.3% | Politician |
| Bryan Lawrence | 13.5% | 13F |
| Roger Williams | 11.7% | Politician |
| Cleo Fields | 8.2% | Politician |
| Nancy Pelosi | 8.2% | Politician |
| Pat Dorsey | 4.4% | 13F |
| Bill Ackman | 2.9% | 13F |
| Chris Hohn | 1.0% | 13F |
Average weight: 19.0%. The most widely held stock in our database. What’s remarkable is the cross-category agreement: 5 politicians and 5 hedge fund managers all hold GOOG. John Fetterman has it as his entire portfolio (100%). Hedge fund managers like Bryan Lawrence (13.5%), Pat Dorsey (4.4%), and Chris Hohn (1.0%) hold it as part of diversified strategies.
2. Microsoft (MSFT) — held by 9 wallets
| Holder | Weight | Category |
|---|---|---|
| Ed Case | 100.0% | Politician |
| Austin Scott | 35.6% | Politician |
| Dan Meuser | 25.3% | Politician |
| Chris Hohn | 21.6% | 13F |
| Katie Britt | 8.5% | Politician |
| James Comer | 8.1% | Politician |
| Cleo Fields | 8.0% | Politician |
| David J. Taylor | 7.8% | Politician |
| Nancy Pelosi | 4.9% | Politician |
Average weight: 24.4%. Heavily tilted toward politicians (8 out of 9 holders). Chris Hohn is the only institutional investor, but he holds it at 21.6% — his largest position. The high average weight suggests these aren’t token positions; people are seriously allocated to MSFT.
3. Apple (AAPL) — held by 7 wallets
| Holder | Weight | Category |
|---|---|---|
| Robert B. Aderholt | 100.0% | Politician |
| Terri A. Sewell | 46.5% | Politician |
| Laurel Lee | 30.4% | Politician |
| James Comer | 12.5% | Politician |
| Katie Britt | 10.6% | Politician |
| Cleo Fields | 10.3% | Politician |
| Buffett | 9.6% | 13F |
Average weight: 31.4%. The highest average weight of any consensus pick. Notably, Buffett has been reducing his Apple position aggressively — from 40%+ to 9.6% — while most politicians still hold it as a core position.
4. NVIDIA (NVDA) — held by 7 wallets
| Holder | Weight | Category |
|---|---|---|
| Terri A. Sewell | 53.5% | Politician |
| Cleo Fields | 36.0% | Politician |
| John McGuire | 22.9% | Politician |
| Nancy Pelosi | 19.2% | Politician |
| Ashley Moody | 13.9% | Politician |
| James Comer | 10.5% | Politician |
| Katie Britt | 9.7% | Politician |
Average weight: 23.7%. The AI/semiconductor darling is exclusively held by politicians in our database — no 13F filers hold it currently. Pelosi’s 19.2% allocation is well-known, but Terri Sewell at 53.5% and Cleo Fields at 36.0% have even larger bets.
5. Amazon (AMZN) — held by 6 wallets
Held by Bill Ackman (26.2%), Nancy Pelosi (12.6%), James Comer (10.1%), Katie Britt (8.9%), Cleo Fields (8.0%), and David J. Taylor (7.8%). The only stock in the top 5 where a hedge fund manager has the largest position.
6. Visa (V) — held by 6 wallets
Held by Chris Hohn (18.9%), Chuck Akre (13.0%), David J. Taylor (12.9%), Katie Britt (9.8%), Dan Meuser (9.8%), and Buffett (1.2%). Interesting cross-category consensus on a payment infrastructure play.
What the consensus tells us
Three patterns emerge from this data:
1. Big tech dominance. The top 4 consensus picks are all mega-cap tech (GOOG, MSFT, AAPL, NVDA). Smart money — both institutional and political — is heavily concentrated in the same handful of names.
2. Politicians vs hedge funds diverge on NVDA. NVIDIA is held by 7 politicians but zero hedge fund managers in our database. The AI chipmaker has become a political portfolio staple while institutional investors have been more cautious (or have exposure through different instruments not captured in 13F filings).
3. Buffett is the contrarian. While most smart money is loading up on tech, Buffett has been selling Apple aggressively and holds more Coca-Cola (15.9%) and Chevron (13.3%) than any tech name. His portfolio overlaps with the consensus on AAPL (9.6%) and GOOGL (2.8%), but the weights are much smaller.
The less obvious picks
Below the mega-cap consensus, some interesting overlaps appear:
| Ticker | Wallets | Sector | Notable holders |
|---|---|---|---|
| META | 5 | Social/AI | Morrison (54.4%), McGuire (23.0%), Ackman (20.1%) |
| PG | 4 | Consumer staples | Cliff Bentz (44.8%), Lloyd Doggett (23.0%) |
| JPM | 4 | Banking | Laurel Lee (31.1%), Williams (12.2%) |
| NFLX | 4 | Streaming | McGuire (28.2%), Comer (8.4%), Pelosi (8.3%) |
| LLY | 3 | Pharma | Williams (12.8%), Ashley Moody (11.8%) |
| PANW | 3 | Cybersecurity | Comer (9.4%), Pelosi (7.5%), Hickenlooper (6.7%) |
How to use this
The consensus isn’t a trading strategy by itself. But it’s a powerful screener. When multiple independent sources of smart money converge on the same names, it narrows the research space.
The key question for each consensus pick: are they all buying for the same reason, or different reasons? Politicians on the Tech Committee buying NVDA might have different information than hedge fund managers buying it for portfolio diversification. When the reasons converge, the signal is strongest.
For the methodology behind our tracking, see our congressional trading guide. For individual portfolio breakdowns, check Pelosi, Buffett, or the full politician ranking.
