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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%
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Recent moves — Q1 2026

Latest quarter activity for each manager.

Chuck Akre
  • CRMNEW
  • NOWNEW
  • FICOADD +31%
  • CCCSADD +27%
  • GSHDADD +19%
  • ROPADD +14%
  • CSGPADD +8%
  • DHREXIT
  • CARGEXIT
  • AMTREDUCE -80%
  • ORLYREDUCE -42%
  • ABNBREDUCE -41%
  • VREDUCE -39%
  • BNREDUCE -37%
  • MCOREDUCE -28%
  • MAREDUCE -24%
  • KKRREDUCE -17%
  • BRK.BREDUCE -13%
Terry Smith
  • INTUEXIT
  • NKEEXIT
  • GRACOEXIT
  • QLYSREDUCE -65%
  • MSCIREDUCE -61%
  • PAYCREDUCE -58%
  • VRSNREDUCE -58%
  • DOCSREDUCE -58%
  • SABREREDUCE -58%
  • MEDPREDUCE -24%
  • IBKRREDUCE -22%
  • SYKREDUCE -17%
  • PFEREDUCE -17%
  • GOOGLREDUCE -16%
  • MARREDUCE -15%
  • VREDUCE -12%
  • WATREDUCE -10%
  • ADPREDUCE -8%

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