Joel Greenblatt · Terry Smith
what they both own
Both Joel Greenblatt (Gotham Asset Management) and Terry Smith (Fundsmith) hold 12 of the same stocks per their latest 13F filings — a Jaccard overlap of 5.4% across portfolios of 212 and 21 positions. Combined position weight in shared names: 61.7% of each investor's portfolio capacity.
Shared positions, ranked by joint conviction
Joint conviction = Joel Greenblatt's portfolio weight + Terry Smith's portfolio weight. A stock that both investors size heavily ranks higher than one both hold marginally. Position weight reflects each investor's most recent 13F filing (45-day SEC lag applies; filings can be 1-3 months old).
| Ticker | Greenblatt | Smith | Joint | ConvictionScore |
|---|---|---|---|---|
| SYK | 0.1% | 7.8% | 7.9% | 0 |
| MSFT | 1.7% | 6.0% | 7.7% | 0 |
| V | 0.2% | 7.3% | 7.5% | 0 |
| GOOGL | 0.7% | 6.6% | 7.3% | 0 |
| PFE | 0.4% | 6.6% | 7.0% | 0 |
| META | 0.5% | 5.9% | 6.4% | 0 |
| ADP | 0.1% | 6.1% | 6.2% | 0 |
| PG | 0.3% | 4.7% | 5.0% | 0 |
| CHK | 0.2% | 4.8% | 5.0% | 0 |
| VRSN | 0.5% | 0.2% | 0.7% | 0 |
| MEDP | 0.3% | 0.2% | 0.5% | 0 |
| MSCI | 0.2% | 0.3% | 0.5% | 0 |
Compare individually
Data note. Position percentages are derived from each investor's most recent SEC Form 13F filing (45-day lag), filtered to disclosed long positions only. 13F filings exclude short positions, options (mostly), foreign-domiciled holdings, and positions below the reporting threshold. Joint conviction is a descriptive sum, not a recommendation. Per HoldLens compliance: this page is factual portfolio comparison, not investment advice. Always verify against the source filing before acting.