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Bill Nygren's full portfolio
Portfolio similarity

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

  1. 1
    Tom Slater fund logo
    Tom Slater
    Baillie Gifford (Long Term Global Growth)
    18%
    Jaccard
    26 shared of 142 total tickersCRM · GOOGL · ELV · AMZN · NFLX
  2. 2
    Polen Capital fund logo
    Polen Capital
    Polen Capital Management
    18%
    Jaccard
    24 shared of 132 total tickersCRM · ABNB · GOOGL · WTW · AMZN
  3. 3
    Glenn Greenberg fund logo
    Glenn Greenberg
    Brave Warrior Advisors
    16%
    Jaccard
    15 shared of 94 total tickersGOOGL · COF · ELV · AMZN · BAC
  4. 4
    Joel Greenblatt fund logo
    Joel Greenblatt
    Gotham Asset Management
    14%
    Jaccard
    79 shared of 545 total tickersCRM · ICE · KEYS · ABNB · GOOGL
  5. 5
    William von Mueffling fund logo
    William von Mueffling
    Cantillon Capital Management
    14%
    Jaccard
    14 shared of 101 total tickersCRM · ICE · GOOGL · IQV · EFX
  6. 6
    Andreas Halvorsen fund logo
    Andreas Halvorsen
    Viking Global Investors
    14%
    Jaccard
    14 shared of 103 total tickersICE · GOOGL · SCHW · COF · AMZN
  7. 7
    François Rochon fund logo
    François Rochon
    Giverny Capital
    12%
    Jaccard
    13 shared of 108 total tickersGOOGL · SCHW · GOOG · V · MA
  8. 8
    Warren Buffett fund logo
    Warren Buffett
    Berkshire Hathaway
    11%
    Jaccard
    11 shared of 96 total tickersGOOGL · COF · DAL · ALLY · BAC
  9. 9
    Terry Smith fund logo
    Terry Smith
    Fundsmith
    11%
    Jaccard
    10 shared of 91 total tickersGOOGL · PAYC · V · WAT · IBKR
  10. 10
    Chuck Akre fund logo
    Chuck Akre
    Akre Capital Management
    10%
    Jaccard
    9 shared of 88 total tickersCRM · ABNB · ROP · V · MA
  11. 11
    Lee Ainslie fund logo
    Lee Ainslie
    Maverick Capital
    9%
    Jaccard
    8 shared of 92 total tickersGOOGL · COF · AMZN · UNP · BN
  12. 12
    Chase Coleman fund logo
    Chase Coleman
    Tiger Global Management
    8%
    Jaccard
    9 shared of 106 total tickersGOOGL · AMZN · NFLX · CPNG · AMAT
  13. 13
    Stephen Mandel fund logo
    Stephen Mandel
    Lone Pine Capital
    8%
    Jaccard
    8 shared of 96 total tickersGOOGL · COF · V · MA · BN
  14. 14
    Seth Klarman fund logo
    Seth Klarman
    Baupost Group
    8%
    Jaccard
    7 shared of 87 total tickersWTW · ELV · AMZN · UNP · GOOG
  15. 15
    David Rolfe fund logo
    David Rolfe
    Wedgewood Partners
    8%
    Jaccard
    7 shared of 92 total tickersGOOGL · AMZN · V · AAPL · IVV

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 Bill Nygren?

Top portfolio-similarity peers to Bill Nygren (Oakmark Funds): Tom Slater (Baillie Gifford (Long Term Global Growth), 18% Jaccard); Polen Capital (Polen Capital Management, 18% Jaccard); Glenn Greenberg (Brave Warrior Advisors, 16% 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 Bill Nygren and the 29 other tracked superinvestors.

Why does Bill Nygren'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 Bill Nygren 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.