Insights

Which AI stocks have the strongest investor consensus? The leaderboard

Instead of one analyst’s call, look at eight legendary investors’ collective actions. The Compass Consensus Score turns their public 13F into a 0–100 score per AI stock, refreshed quarterly — a different lens on “consensus AI leaders.”

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Disclaimer:For education and information only. Not investment advice.

“Leaders” shouldn’t be one person’s call

Most “best AI stocks” lists are one opinion with no sourcing. A sturdier approach: check whether several style-diverse legends **converge on the same names**. When value, growth, and macro investors all hold the same AI stock, that cross-style consensus is worth more study than any single call.

How the score works

CCS = holders base + action score (new/adds add points; trims/exits subtract) + a cross-style bonus, clamped to 0–100. The formula is fully published and refreshes each 13F season. It isn’t a price forecast — it compresses “what the legends actually did on this name this quarter” into one comparable, trackable number.

See the live leaderboard — and test your mix

The leaderboard refreshes quarterly, topped by the AI Conviction Index — a single read on how strongly the legends collectively back AI. After the leaderboard, drop your own holdings into the free Portfolio Consensus Check to see which legend you align with most and how each name scores.