Investors who trade like Chris Hohn
The 29 other tracked superinvestors ranked by shared-ticker overlap with Chris Hohn's (TCI Fund Management) 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
- 1Bill AckmanPershing Square Capital19%Jaccard3 shared of 16 total tickers — GOOG · MSFT · GOOGL
- 2Li LuHimalaya Capital18%Jaccard3 shared of 17 total tickers — MCO · GOOG · GOOGL
- 3Dev KantesariaValley Forge Capital17%Jaccard2 shared of 12 total tickers — V · MCO
- 4William von MuefflingCantillon Capital Management13%Jaccard5 shared of 38 total tickers — V · MCO · CP · MSFT · GOOGL
- 5David RolfeWedgewood Partners13%Jaccard3 shared of 24 total tickers — V · MSFT · GOOGL
- 6Glenn GreenbergBrave Warrior Advisors12%Jaccard4 shared of 33 total tickers — MCO · GOOG · MSFT · GOOGL
- 7Terry SmithFundsmith12%Jaccard3 shared of 26 total tickers — V · MSFT · GOOGL
- 8Seth KlarmanBaupost Group10%Jaccard2 shared of 20 total tickers — V · GOOG
- 9Warren BuffettBerkshire Hathaway9%Jaccard3 shared of 32 total tickers — MCO · GOOG · GOOGL
- 10François RochonGiverny Capital9%Jaccard4 shared of 45 total tickers — V · GOOG · MSFT · GOOGL
- 11Chuck AkreAkre Capital Management9%Jaccard2 shared of 23 total tickers — V · MCO
- 12Andreas HalvorsenViking Global Investors7%Jaccard3 shared of 42 total tickers — V · MSFT · GOOGL
- 13David TepperAppaloosa Management7%Jaccard2 shared of 28 total tickers — GOOG · MSFT
- 14Stephen MandelLone Pine Capital7%Jaccard2 shared of 30 total tickers — V · GOOGL
- 15Bill NygrenOakmark Funds6%Jaccard5 shared of 83 total tickers — V · MCO · GOOG · MSFT · GOOGL
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 Chris Hohn?
Top portfolio-similarity peers to Chris Hohn (TCI Fund Management): Bill Ackman (Pershing Square Capital, 19% Jaccard); Li Lu (Himalaya Capital, 18% Jaccard); Dev Kantesaria (Valley Forge Capital, 17% 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 Chris Hohn and the 29 other tracked superinvestors.
Why does Chris Hohn'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 Chris Hohn 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.