Investors who trade like Chuck Akre
The 29 other tracked superinvestors ranked by shared-ticker overlap with Chuck Akre's (Akre Capital 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 Capital21%Jaccard4 shared of 19 total tickers — MA · MCO · FICO · V
- 2William von MuefflingCantillon Capital Management11%Jaccard4 shared of 37 total tickers — MCO · BN · V · CRM
- 3David RolfeWedgewood Partners10%Jaccard3 shared of 29 total tickers — V · CPRT · ORLY
- 4Bill NygrenOakmark Funds10%Jaccard9 shared of 90 total tickers — MA · MCO · BN · KKR · ROP
- 5Terry SmithFundsmith10%Jaccard4 shared of 41 total tickers — MA · FICO · V · ORLY
- 6Chris HohnTCI Fund Management9%Jaccard2 shared of 22 total tickers — MCO · V
- 7François RochonGiverny Capital8%Jaccard4 shared of 53 total tickers — MA · V · CPRT · BRK.B
- 8Seth KlarmanBaupost Group7%Jaccard2 shared of 29 total tickers — V · CRM
- 9Polen CapitalPolen Capital Management7%Jaccard6 shared of 87 total tickers — MA · BN · V · CSGP · ABNB
- 10Glenn GreenbergBrave Warrior Advisors7%Jaccard3 shared of 46 total tickers — MA · MCO · V
- 11Chase ColemanTiger Global Management7%Jaccard3 shared of 46 total tickers — BN · V · NOW
- 12Stephen MandelLone Pine Capital6%Jaccard2 shared of 31 total tickers — BN · V
- 13David TepperAppaloosa Management6%Jaccard2 shared of 34 total tickers — BN · BRK.B
- 14Tom SlaterBaillie Gifford (Long Term Global Growth)6%Jaccard6 shared of 105 total tickers — MA · MCO · BN · CSGP · AMT
- 15Li LuHimalaya Capital4%Jaccard1 shared of 24 total tickers — BRK.B
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 Chuck Akre?
Top portfolio-similarity peers to Chuck Akre (Akre Capital Management): Dev Kantesaria (Valley Forge Capital, 21% Jaccard); William von Mueffling (Cantillon Capital Management, 11% Jaccard); David Rolfe (Wedgewood Partners, 10% 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 Chuck Akre and the 29 other tracked superinvestors.
Why does Chuck Akre'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 Chuck Akre 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.