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 · V · FICO
- 2Stephen MandelLone Pine Capital11%Jaccard4 shared of 37 total tickers — MA · BN · KKR · V
- 3William von MuefflingCantillon Capital Management11%Jaccard5 shared of 47 total tickers — BN · MCO · V · CRM · AMT
- 4Bill NygrenOakmark Funds10%Jaccard9 shared of 88 total tickers — MA · BN · KKR · MCO · V
- 5David RolfeWedgewood Partners9%Jaccard3 shared of 33 total tickers — V · ORLY · CPRT
- 6Chris HohnTCI Fund Management9%Jaccard2 shared of 23 total tickers — MCO · V
- 7Polen CapitalPolen Capital Management8%Jaccard7 shared of 86 total tickers — MA · BN · V · CSGP · ABNB
- 8Li LuHimalaya Capital7%Jaccard2 shared of 27 total tickers — MCO · BRK.B
- 9François RochonGiverny Capital7%Jaccard4 shared of 54 total tickers — MA · V · CPRT · BRK.B
- 10Chase ColemanTiger Global Management6%Jaccard3 shared of 49 total tickers — BN · CSGP · NOW
- 11Tom SlaterBaillie Gifford (Long Term Global Growth)6%Jaccard6 shared of 99 total tickers — MA · BN · MCO · CSGP · CRM
- 12Glenn GreenbergBrave Warrior Advisors5%Jaccard2 shared of 44 total tickers — MA · MCO
- 13Bill AckmanPershing Square Capital4%Jaccard1 shared of 27 total tickers — BN
- 14Seth KlarmanBaupost Group3%Jaccard1 shared of 30 total tickers — V
- 15Joel GreenblattGotham Asset Management3%Jaccard17 shared of 544 total tickers — MA · BN · KKR · MCO · V
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); Stephen Mandel (Lone Pine Capital, 11% Jaccard); William von Mueffling (Cantillon Capital Management, 11% 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.