Where superinvestors agree — stock-by-stock
Every pair of HoldLens-tracked superinvestors, ranked by joint conviction in shared 13F-disclosed positions. Each page is a unique 13F intersection — what one of the world's best investors AND another both currently hold.
Single-investor watchlists tell you one perspective. Two investors independently holding the same stock is a stronger signal — both ran their own due diligence, both sized the position. The pages below rank the highest-conviction pairs and let you drill into any combination.
Top 30 highest-conviction pairs
Browse by investor
Pick any tracked investor to see their full overlap fingerprint — every other investor they share holdings with, sorted by joint conviction.
How joint conviction is computed
Joint conviction is the sum of both investors' portfolio weights in shared positions. If Buffett holds Apple at 22% and Druckenmiller holds Apple at 8%, that single ticker contributes 30 to their joint conviction. Joint conviction reflects how aligned two portfolios are, weighted by position size — not just whether they share names.
Pages with fewer than 2 shared positions are not generated. Data lag: positions reflect each investor's most recent SEC Form 13F filing (45-day filing lag). 13F excludes shorts, most options, and foreign-domiciled holdings. This is descriptive analysis of public filings — not investment advice.