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
- 1Chase ColemanTiger Global Management14%Jaccard9 shared of 65 total tickers — V · TSM · SHW · META · AMZN
- 2Polen CapitalPolen Capital Management13%Jaccard14 shared of 104 total tickers — V · TSM · META · AMZN · CVNA
- 3Bill NygrenOakmark Funds13%Jaccard14 shared of 110 total tickers — V · META · SCHW · JPM · AMZN
- 4Stanley DruckenmillerDuquesne Family Office12%Jaccard9 shared of 73 total tickers — TSM · META · TMO · AMZN · CVNA
- 5David RolfeWedgewood Partners12%Jaccard6 shared of 51 total tickers — V · TSM · META · AMZN · MSFT
- 6William von MuefflingCantillon Capital Management10%Jaccard6 shared of 60 total tickers — V · TSM · MSFT · ICE · CRM
- 7Seth KlarmanBaupost Group10%Jaccard5 shared of 51 total tickers — V · AMZN · UNP · AON · CRM
- 8Terry SmithFundsmith9%Jaccard6 shared of 64 total tickers — V · TSM · META · MSCI · WAT
- 9François RochonGiverny Capital9%Jaccard7 shared of 75 total tickers — V · TSM · META · SCHW · JPM
- 10Glenn GreenbergBrave Warrior Advisors9%Jaccard6 shared of 68 total tickers — V · META · JPM · AMZN · MSFT
- 11Lee AinslieMaverick Capital9%Jaccard5 shared of 58 total tickers — TSM · AMZN · DHR · UNP · COF
- 12Bill AckmanPershing Square Capital8%Jaccard4 shared of 49 total tickers — META · AMZN · MSFT · SEA
- 13Joel GreenblattGotham Asset Management7%Jaccard41 shared of 552 total tickers — V · TSM · SHW · FTV · META
- 14Stephen MandelLone Pine Capital7%Jaccard4 shared of 54 total tickers — V · TSM · CVNA · SEA
- 15David TepperAppaloosa Management7%Jaccard4 shared of 57 total tickers — TSM · META · AMZN · QCOM
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): Chase Coleman (Tiger Global Management, 14% Jaccard); Polen Capital (Polen Capital Management, 13% Jaccard); Bill Nygren (Oakmark Funds, 13% 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.