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
- 1Dev KantesariaValley Forge Capital18%Jaccard2 shared of 11 total tickers — V · MCO
- 2Li LuHimalaya Capital15%Jaccard2 shared of 13 total tickers — GOOG · GOOGL
- 3William von MuefflingCantillon Capital Management15%Jaccard4 shared of 27 total tickers — V · MCO · CP · GOOGL
- 4Bill AckmanPershing Square Capital13%Jaccard2 shared of 16 total tickers — GOOG · GOOGL
- 5Glenn GreenbergBrave Warrior Advisors11%Jaccard4 shared of 35 total tickers — V · MCO · GOOG · GOOGL
- 6Seth KlarmanBaupost Group11%Jaccard2 shared of 19 total tickers — V · GOOG
- 7David RolfeWedgewood Partners10%Jaccard2 shared of 20 total tickers — V · GOOGL
- 8Warren BuffettBerkshire Hathaway10%Jaccard3 shared of 31 total tickers — MCO · GOOG · GOOGL
- 9Stephen MandelLone Pine Capital10%Jaccard2 shared of 21 total tickers — V · GOOGL
- 10Chuck AkreAkre Capital Management9%Jaccard2 shared of 22 total tickers — V · MCO
- 11Lee AinslieMaverick Capital8%Jaccard2 shared of 26 total tickers — GOOG · GOOGL
- 12François RochonGiverny Capital7%Jaccard3 shared of 44 total tickers — V · GOOG · GOOGL
- 13Terry SmithFundsmith6%Jaccard2 shared of 33 total tickers — V · GOOGL
- 14Chase ColemanTiger Global Management5%Jaccard2 shared of 37 total tickers — V · GOOGL
- 15Polen CapitalPolen Capital Management5%Jaccard4 shared of 79 total tickers — GE · V · GOOG · 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): Dev Kantesaria (Valley Forge Capital, 18% Jaccard); Li Lu (Himalaya Capital, 15% Jaccard); William von Mueffling (Cantillon Capital Management, 15% 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.