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Head-to-head comparison

Joel Greenblatt vs Terry Smith

Joel Greenblatt
Gotham Asset Management
Q8/10
"Buy good companies at cheap prices. Magic Formula."
6 positionsSince 1985
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.

TickerJoel %Terry %
MSFT4.1%11.2%
META3.2%6.5%
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Recent moves — Q1 2026

Latest quarter activity for each manager.

Joel Greenblatt
  • LUCIDADD +7103%
  • CCCSADD +5358%
  • LULUADD +3786%
  • POOLADD +3755%
  • KKRADD +3287%
  • BILLADD +3139%
  • BRKRADD +2514%
  • NCINOADD +2448%
  • MARAADD +1924%
  • PCORADD +1850%
  • CBIZADD +1834%
  • RHADD +1721%
  • SEAADD +1701%
  • IRTCADD +1499%
  • AURADD +1435%
  • HPPADD +1350%
  • EPAMADD +1323%
  • TORMADD +1130%
  • NERDYADD +1056%
  • DOMOADD +940%
  • NKEADD +893%
  • SAIAADD +834%
  • ALLYADD +804%
  • DVAADD +783%
  • YUMCADD +769%
  • CADIZADD +741%
  • VTEXADD +704%
  • EGAINADD +687%
  • BARKADD +600%
  • MOHADD +598%
  • UBSADD +572%
  • BRCADD +532%
  • AECOMADD +521%
  • CDWADD +491%
  • DOCSADD +481%
  • MCOADD +466%
  • EFXADD +425%
  • BLKADD +397%
  • CVCOADD +395%
  • GOGOADD +392%
  • DOCGOADD +384%
  • BRKBADD +380%
  • BSXADD +377%
  • LENADD +377%
  • TDOCADD +360%
  • ASANAADD +341%
  • DPZADD +303%
  • HCCADD +285%
  • PAYCADD +283%
  • CXADD +281%
  • FLUTADD +269%
  • ELADD +266%
  • ARQADD +262%
  • TOASTADD +255%
  • SYKADD +252%
  • FMCADD +247%
  • HTZADD +243%
  • CSGPADD +242%
  • CEGADD +241%
  • OXYADD +229%
  • SITEADD +229%
  • BRAZEADD +225%
  • RXOADD +220%
  • XEROXADD +220%
  • MKSADD +213%
  • GSHDADD +207%
  • BOXADD +203%
  • XYLEMADD +200%
  • ODFLADD +196%
  • CHKADD +185%
  • ASGNADD +174%
  • ITTADD +172%
  • CLFADD +172%
  • OOMAADD +170%
  • TPGADD +170%
  • CLVTADD +158%
  • HEIADD +158%
  • ONITYADD +158%
  • XYLADD +151%
  • TSCOADD +151%
  • ANGIADD +143%
  • KEYADD +141%
  • SNXADD +139%
  • SAPADD +137%
  • CPNGADD +129%
  • AONADD +128%
  • MNSTADD +128%
  • CPADD +124%
  • LABADD +122%
  • MBIAADD +121%
  • NVEADD +121%
  • AFRMADD +119%
  • BALLADD +119%
  • APOADD +118%
  • FIVE9ADD +118%
  • LINDEADD +117%
  • AGCOADD +116%
  • TMUSADD +115%
  • CRSADD +110%
  • ALCONADD +109%
  • ROOTADD +107%
  • SIRIADD +106%
  • OMFADD +105%
  • YELPADD +105%
  • ADPADD +104%
  • MOOGADD +103%
  • ISRGADD +101%
  • FLUORNEW
  • BAKKTNEW
  • CEVANEW
  • CVRXNEW
  • DAUCHNEW
  • ETORONEW
  • FERMINEW
  • FIGMANEW
  • FNDNEW
  • GEONEW
  • GPGINEW
  • IESNEW
  • JOINTNEW
  • MYRNEW
  • NAVANNEW
  • FOURNEW
  • WEYCONEW
  • XPELNEW
  • XPERIADD +100%
  • MONROADD +99%
  • CRHADD +98%
  • NOKIAADD +97%
  • PGADD +96%
  • FIGSADD +95%
  • APIADD +94%
  • SWKADD +93%
  • FEADD +92%
  • SABREADD +91%
  • SHELLADD +90%
  • ITADD +89%
  • TTWOADD +89%
  • OLINADD +89%
  • AXPADD +87%
  • HHHADD +85%
  • UBERADD +84%
  • ONADD +84%
  • KDADD +83%
  • COHUADD +83%
  • ADBEADD +82%
  • VICORADD +82%
  • INTUADD +81%
  • WTWADD +76%
  • CPRTADD +72%
  • PROGADD +71%
  • WATADD +71%
  • LLYADD +69%
  • ULTAADD +69%
  • IONQADD +67%
  • FIVEADD +65%
  • JFROGADD +64%
  • QLYSADD +64%
  • TOROADD +63%
  • MSCIADD +61%
  • STZADD +61%
  • XPADD +61%
  • MSFTADD +60%
  • QCOMADD +60%
  • IBPADD +60%
  • PPLADD +60%
  • SBUXADD +60%
  • BACADD +59%
  • JADD +59%
  • CVIADD +58%
  • HDBADD +58%
  • TWADD +56%
  • JEFADD +55%
  • BIOTEADD +55%
  • SCHDADD +54%
  • MAADD +53%
  • DHRADD +53%
  • ENTGADD +52%
  • NOWADD +51%
  • DHTADD +51%
  • UDEMYADD +51%
  • BCEADD +50%
  • NRGADD +50%
  • ADIADD +47%
  • WEXADD +47%
  • FICOADD +47%
  • TLNADD +47%
  • CHEWYADD +46%
  • ABTADD +46%
  • AMDADD +46%
  • GRACOADD +45%
  • TRVADD +44%
  • INSMADD +44%
  • MSIADD +43%
  • PRAADD +42%
  • EQTADD +41%
  • EMCORADD +40%
  • QQQADD +40%
  • LPLAADD +40%
  • EWBCADD +39%
  • BPADD +39%
  • DGADD +38%
  • ADSKADD +38%
  • SHAKADD +38%
  • BNADD +37%
  • DALADD +37%
  • AMBEVADD +37%
  • CACCADD +37%
  • KIRBYADD +37%
  • VADD +36%
  • SPGIADD +36%
  • UNHADD +36%
  • WIPROADD +36%
  • GERONADD +35%
  • ON24ADD +35%
  • GEVADD +34%
  • CRMADD +34%
  • GPNADD +34%
  • LKQADD +34%
  • KRADD +33%
  • GHADD +33%
  • IACADD +33%
  • GTXADD +32%
  • RLIADD +32%
  • GEADD +31%
  • NYTADD +31%
  • KLACADD +31%
  • SPGADD +30%
  • AVNETADD +30%
  • AZZADD +30%
  • IBEXADD +30%
  • ORIXADD +30%
  • SSNCADD +29%
  • GOOGLADD +28%
  • MUADD +28%
  • GMADD +28%
  • NVOADD +28%
  • CARGADD +27%
  • ASMLADD +27%
  • DOLEADD +27%
  • MASCOADD +27%
  • MSADD +27%
  • FNFADD +26%
  • PGRADD +26%
  • ROPADD +26%
  • BLDRADD +26%
  • COPAADD +26%
  • EMERAADD +26%
  • FOXADD +26%
  • ALCOAADD +25%
  • GSADD +25%
  • BKVADD +25%
  • COTYADD +25%
  • FASTADD +25%
  • RELXADD +25%
  • SYFADD +25%
  • REGNADD +24%
  • KOPINADD +24%
  • MACYSADD +24%
  • NOVADD +23%
  • TXNADD +23%
  • NVDAADD +22%
  • MAREXADD +22%
  • VSEADD +22%
  • ANADD +21%
  • GAPADD +21%
  • LEARADD +21%
  • DANAADD +21%
  • SASOLADD +21%
  • IVVADD +20%
  • ATIADD +20%
  • GSKADD +20%
  • IDTADD +20%
  • LCNBADD +20%
  • NUVBADD +20%
  • TECKADD +20%
  • BKNGADD +19%
  • CVXADD +19%
  • HALADD +19%
  • MSTRADD +19%
  • BBIOADD +19%
  • CABOADD +19%
  • PRIADD +19%
  • VRTXADD +19%
  • ABNBADD +18%
  • LECOADD +18%
  • MATIVADD +18%
  • AAPLADD +17%
  • VTIADD +17%
  • CARRADD +17%
  • STXADD +17%
  • ICLADD +17%
  • LILAKADD +17%
  • PTCADD +17%
  • JPMADD +16%
  • AMEADD +16%
  • LIVNADD +16%
  • ALICOADD +16%
  • HLFADD +16%
  • MARADD +16%
  • PDDADD +15%
  • BMRNADD +15%
  • CMCSAADD +15%
  • DKNGADD +15%
  • GATXADD +15%
  • KOHLSADD +15%
  • TKOADD +15%
  • UDRADD +15%
  • GOOGADD +14%
  • BRADYADD +14%
  • CPAYADD +13%
  • ENNISADD +13%
  • LSXMAADD +13%
  • POSCOADD +13%
  • SNAPADD +13%
  • SPOTADD +13%
  • VSTADD +13%
  • ALAMOADD +12%
  • CTSADD +12%
  • GRBKADD +12%
  • SPIREADD +12%
  • VRSNADD +11%
  • PFEADD +11%
  • NFLXADD +11%
  • FTVADD +11%
  • YUMADD +11%
  • CBREADD +10%
  • PLPCADD +10%
  • RIGADD +10%
  • HPADD +9%
  • TREXADD +9%
  • SHOPADD +9%
  • TEVAADD +9%
  • ANETADD +8%
  • F5ADD +8%
  • ICEADD +8%
  • CGIADD +8%
  • RMRADD +8%
  • COFADD +7%
  • DAVEADD +7%
  • DEOADD +7%
  • GLDADD +7%
  • AMZNADD +6%
  • FTIADD +6%
  • CNCADD +6%
  • TSLAADD +6%
  • USBADD +6%
  • VALEADD +6%
  • BLOCKADD +6%
  • V2XADD +6%
  • EXPEEXIT
  • BANK7EXIT
  • BHPEXIT
  • BBEXIT
  • DOWEXIT
  • FLEXEXIT
  • GOPROEXIT
  • GUESSEXIT
  • ICONEXIT
  • KTEXIT
  • P10EXIT
  • QCREXIT
  • REVEXIT
  • TEGNAEXIT
  • AMCORREDUCE -92%
  • GRABREDUCE -82%
  • OKTAREDUCE -79%
  • AFLACREDUCE -76%
  • YEXTREDUCE -73%
  • DNOWREDUCE -65%
  • UPWKREDUCE -64%
  • LYFTREDUCE -63%
  • VRSKREDUCE -63%
  • AMTREDUCE -61%
  • EVGOREDUCE -61%
  • KEYSREDUCE -59%
  • MKTXREDUCE -57%
  • DASHREDUCE -57%
  • AMRREDUCE -52%
  • CHTRREDUCE -51%
  • ELVREDUCE -49%
  • MDTREDUCE -47%
  • TEAMREDUCE -46%
  • AVGOREDUCE -45%
  • CROCSREDUCE -45%
  • AESREDUCE -43%
  • SMRTREDUCE -43%
  • ACNREDUCE -42%
  • IQVREDUCE -42%
  • QORVOREDUCE -41%
  • CPTREDUCE -40%
  • HNIREDUCE -40%
  • ROKUREDUCE -38%
  • CAVAREDUCE -38%
  • INSPREDUCE -38%
  • DHIREDUCE -37%
  • ICHORREDUCE -37%
  • WDAYREDUCE -37%
  • THCREDUCE -36%
  • ZSREDUCE -36%
  • QSRREDUCE -36%
  • BXPREDUCE -35%
  • JABILREDUCE -35%
  • WFRDREDUCE -35%
  • GREIFREDUCE -34%
  • BBYREDUCE -33%
  • EQIXREDUCE -33%
  • BHFREDUCE -33%
  • CIENAREDUCE -31%
  • INTCREDUCE -30%
  • AMGNREDUCE -30%
  • LYVREDUCE -30%
  • OKLOREDUCE -30%
  • CACIREDUCE -28%
  • APTIVREDUCE -28%
  • LOWREDUCE -27%
  • MYOMOREDUCE -27%
  • PORCHREDUCE -27%
  • SHWREDUCE -27%
  • ALGNREDUCE -25%
  • VALREDUCE -25%
  • NUREDUCE -24%
  • RPCREDUCE -24%
  • ZTSREDUCE -24%
  • MRKREDUCE -23%
  • WMTREDUCE -23%
  • ABBVREDUCE -23%
  • AARREDUCE -23%
  • COPREDUCE -22%
  • MMMREDUCE -22%
  • BGCREDUCE -22%
  • CMGREDUCE -21%
  • EBAYREDUCE -21%
  • CAEREDUCE -21%
  • RRXREDUCE -21%
  • UAAREDUCE -21%
  • XPOREDUCE -21%
  • APPREDUCE -20%
  • COHRREDUCE -20%
  • MTBREDUCE -20%
  • HLTREDUCE -19%
  • PYPLREDUCE -19%
  • CVNAREDUCE -19%
  • EGREDUCE -18%
  • DELLREDUCE -18%
  • OPPFIREDUCE -18%
  • LVSREDUCE -17%
  • UREDUCE -17%
  • UNPREDUCE -16%
  • HCAREDUCE -16%
  • AAONREDUCE -16%
  • FERGREDUCE -16%
  • HCIREDUCE -16%
  • IBKRREDUCE -16%
  • ORLYREDUCE -15%
  • TNLREDUCE -15%
  • SCHWREDUCE -14%
  • NTRAREDUCE -13%
  • ADEIAREDUCE -13%
  • EPLUSREDUCE -13%
  • EXPROREDUCE -13%
  • TMOREDUCE -13%
  • EWREDUCE -12%
  • CORTREDUCE -12%
  • HIMSREDUCE -12%
  • PEPREDUCE -11%
  • CREDUCE -11%
  • PLTRREDUCE -11%
  • VZREDUCE -11%
  • UNUMREDUCE -11%
  • ASOREDUCE -11%
  • ARGANREDUCE -11%
  • GRAILREDUCE -11%
  • UHALREDUCE -11%
  • METAREDUCE -10%
  • ALLEREDUCE -10%
  • LBTYKREDUCE -10%
  • BABAREDUCE -10%
  • HUBREDUCE -10%
  • CBREDUCE -9%
  • JNJREDUCE -9%
  • CVSREDUCE -9%
  • CSXREDUCE -9%
  • PBRREDUCE -9%
  • PULTEREDUCE -9%
  • CNIREDUCE -8%
  • ENPROREDUCE -8%
  • GPKREDUCE -8%
  • KBRREDUCE -8%
  • LLYVKREDUCE -8%
  • LRCXREDUCE -7%
  • AEMREDUCE -7%
  • KOREDUCE -7%
  • AEGONREDUCE -7%
  • LFUSREDUCE -7%
  • MELIREDUCE -7%
  • AERREDUCE -6%
  • GEVOREDUCE -6%
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.