Investors who trade like Bill Nygren
The 29 other tracked superinvestors ranked by shared-ticker overlap with Bill Nygren's (Oakmark Funds) 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
- 1Warren BuffettBerkshire Hathaway18%Jaccard16 shared of 88 total tickers — GOOGL · COF · ALLY · BAC · AMZN
- 2Glenn GreenbergBrave Warrior Advisors18%Jaccard14 shared of 80 total tickers — GOOGL · COF · BAC · AMZN · CMCSA
- 3Polen CapitalPolen Capital Management17%Jaccard22 shared of 127 total tickers — GOOGL · CRM · ABNB · AMZN · GOOG
- 4François RochonGiverny Capital15%Jaccard14 shared of 92 total tickers — GOOGL · COF · SCHW · GOOG · V
- 5Tom SlaterBaillie Gifford (Long Term Global Growth)14%Jaccard19 shared of 133 total tickers — GOOGL · CRM · AMZN · NKE · GOOG
- 6Andreas HalvorsenViking Global Investors14%Jaccard13 shared of 94 total tickers — GOOGL · COF · SCHW · GM · BAC
- 7Joel GreenblattGotham Asset Management12%Jaccard65 shared of 536 total tickers — GOOGL · COF · CRM · ABNB · KEYS
- 8Stephen MandelLone Pine Capital11%Jaccard9 shared of 80 total tickers — COF · AMZN · V · MA · BN
- 9Terry SmithFundsmith11%Jaccard9 shared of 80 total tickers — GOOGL · NKE · V · IBKR · META
- 10David TepperAppaloosa Management11%Jaccard9 shared of 81 total tickers — DELL · AMZN · GOOG · AMD · IVV
- 11Chase ColemanTiger Global Management11%Jaccard10 shared of 92 total tickers — GOOGL · AMZN · AMAT · BN · META
- 12Bill AckmanPershing Square Capital10%Jaccard7 shared of 69 total tickers — GOOGL · AMZN · GOOG · BN · HLT
- 13Chuck AkreAkre Capital Management9%Jaccard7 shared of 74 total tickers — ABNB · V · MA · BRK.B · BN
- 14David RolfeWedgewood Partners9%Jaccard7 shared of 77 total tickers — GOOGL · AMZN · V · AAPL · IVV
- 15William von MuefflingCantillon Capital Management9%Jaccard8 shared of 91 total tickers — GOOGL · CRM · V · ORCL · AMAT
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
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.