Investors who trade like Andreas Halvorsen
The 29 other tracked superinvestors ranked by shared-ticker overlap with Andreas Halvorsen's (Viking Global Investors) latest 13F portfolio. Jaccard similarity — the fraction of tickers held by both investors out of the union of tickers held by either.
Top similar investors
- 1David RolfeWedgewood Partners22%Jaccard10 shared of 46 total tickers — V · TSM · AAPL · MSFT · GOOGL
- 2François RochonGiverny Capital16%Jaccard11 shared of 67 total tickers — V · TSM · SCHW · DHR · AAPL
- 3Lee AinslieMaverick Capital14%Jaccard7 shared of 50 total tickers — TSM · DHR · GOOGL · META · COF
- 4Glenn GreenbergBrave Warrior Advisors14%Jaccard8 shared of 58 total tickers — MSFT · JPM · GOOGL · META · HCA
- 5Bill NygrenOakmark Funds14%Jaccard14 shared of 103 total tickers — V · SCHW · DHR · AAPL · MSFT
- 6Polen CapitalPolen Capital Management13%Jaccard13 shared of 100 total tickers — V · TSM · AAPL · TSLA · BBIO
- 7Bill AckmanPershing Square Capital12%Jaccard5 shared of 43 total tickers — MSFT · GOOGL · META · SEA · AMZN
- 8Chase ColemanTiger Global Management11%Jaccard7 shared of 65 total tickers — TSM · SHW · MSFT · GOOGL · META
- 9William von MuefflingCantillon Capital Management11%Jaccard7 shared of 65 total tickers — V · TSM · MSFT · TMO · ICE
- 10Terry SmithFundsmith9%Jaccard5 shared of 53 total tickers — V · MSFT · GOOGL · META · WAT
- 11Stephen MandelLone Pine Capital9%Jaccard5 shared of 56 total tickers — V · TSM · CVNA · GOOGL · COF
- 12Tom SlaterBaillie Gifford (Long Term Global Growth)9%Jaccard10 shared of 115 total tickers — TSM · AAPL · TSLA · MSFT · TMO
- 13David TepperAppaloosa Management7%Jaccard4 shared of 55 total tickers — TSM · MSFT · META · AMZN
- 14Chris HohnTCI Fund Management7%Jaccard3 shared of 42 total tickers — V · MSFT · GOOGL
- 15Joel GreenblattGotham Asset Management7%Jaccard37 shared of 544 total tickers — V · TSM · SCHW · DHR · FTV
Method
Jaccard similarity = |A ∩ B| / |A ∪ B| where A and B are the sets of tickers each investor holds in their most recent 13F filing.
A score of 100% means both investors hold exactly the same tickers. A score of 0% means no overlap. In practice, tracked superinvestors rarely exceed 40% — they pick unique spots even within similar philosophies.
Source data: SEC EDGAR 13F-HR filings, latest quarter available per investor. v1 uses unweighted Jaccard (set membership). v2 will add position-weighted similarity for a finer-grained score.
Related
Frequently asked questions
Which investors are most similar to Andreas Halvorsen?
Top portfolio-similarity peers to Andreas Halvorsen (Viking Global Investors): David Rolfe (Wedgewood Partners, 22% Jaccard); François Rochon (Giverny Capital, 16% Jaccard); Lee Ainslie (Maverick Capital, 14% Jaccard). Full ranking of all 29 tracked peers below, by shared-ticker overlap.
How is investor similarity calculated?
HoldLens uses Jaccard similarity on shared tickers: |A ∩ B| / |A ∪ B|. For each pair of investors, count tickers held by both, divide by tickers held by either. Range 0% (no overlap) to 100% (identical portfolio). Computed from latest SEC 13F-HR filings for Andreas Halvorsen and the 29 other tracked superinvestors.
Why does Andreas Halvorsen's portfolio overlap with these investors?
Portfolio overlap reflects shared investment thesis, sector orientation, or fund-of-funds inheritance. High Jaccard (>50%) is rare and usually signals tight thesis alignment; 20-40% suggests overlapping sectors; <10% means distinct strategies. Click each peer below for their full 13F positions and ConvictionScore.
How current is the Andreas Halvorsen similarity ranking?
Updated on each quarterly 13F-HR filing cycle (45-day statutory lag per SEC). Similarity scores refresh as new positions are added or exited. See /methodology for the federation cadence + 13F filing-window math.
Similarity computed from publicly filed 13F portfolios. 13F filings show long US equity positions only (no shorts, no cash, no non-US positions). Not investment advice.