AAPL…MSFT…GOOGL…META…NVDA…BRK-B…AMZN…JPM…BAC…KO…CVX…OXY…AXP…CMG…V…AAPL…MSFT…GOOGL…META…NVDA…BRK-B…AMZN…JPM…BAC…KO…CVX…OXY…AXP…CMG…V…
◉ HoldLens
← All investors
Head-to-head comparison

Chuck Akre vs Terry Smith

Chuck Akre
Akre Capital Management
Q9/10
"The three-legged stool: great business, great management, great reinvestment."
6 positionsSince 1989
Terry Smith
Fundsmith
Q9/10
"Buy good companies. Don't overpay. Do nothing."
6 positionsSince 2010

Shared conviction

Stocks both managers hold as a top position. Overlap in conviction is a strong consensus signal.

TickerChuck %Terry %
MA17.8%9.8%
META3.1%6.5%
V14.2%5.4%

Recent moves — Q4 2025

Latest quarter activity for each manager.

Chuck Akre
  • MAADD +4%
    Adding to Mastercard — long-time core.
  • METAREDUCE -10%
    Trimming META exposure.
Terry Smith
  • MSFTADD +5%
    Quality compounder top-up.
  • METAREDUCE -8%
    Small META trim.

Data sourced from 13F filings with the SEC. Overlap in top positions is a concrete consensus signal, not investment advice.