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Chuck Akre's full portfolio
Portfolio similarity

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

  1. 1
    Dev Kantesaria fund logo
    Dev Kantesaria
    Valley Forge Capital
    21%
    Jaccard
    4 shared of 19 total tickersMA · MCO · FICO · V
  2. 2
    William von Mueffling fund logo
    William von Mueffling
    Cantillon Capital Management
    11%
    Jaccard
    4 shared of 37 total tickersMCO · BN · V · CRM
  3. 3
    David Rolfe fund logo
    David Rolfe
    Wedgewood Partners
    10%
    Jaccard
    3 shared of 29 total tickersV · CPRT · ORLY
  4. 4
    Bill Nygren fund logo
    Bill Nygren
    Oakmark Funds
    10%
    Jaccard
    9 shared of 90 total tickersMA · MCO · BN · KKR · ROP
  5. 5
    Terry Smith fund logo
    Terry Smith
    Fundsmith
    10%
    Jaccard
    4 shared of 41 total tickersMA · FICO · V · ORLY
  6. 6
    Chris Hohn fund logo
    Chris Hohn
    TCI Fund Management
    9%
    Jaccard
    2 shared of 22 total tickersMCO · V
  7. 7
    François Rochon fund logo
    François Rochon
    Giverny Capital
    8%
    Jaccard
    4 shared of 53 total tickersMA · V · CPRT · BRK.B
  8. 8
    Seth Klarman fund logo
    Seth Klarman
    Baupost Group
    7%
    Jaccard
    2 shared of 29 total tickersV · CRM
  9. 9
    Polen Capital fund logo
    Polen Capital
    Polen Capital Management
    7%
    Jaccard
    6 shared of 87 total tickersMA · BN · V · CSGP · ABNB
  10. 10
    Glenn Greenberg fund logo
    Glenn Greenberg
    Brave Warrior Advisors
    7%
    Jaccard
    3 shared of 46 total tickersMA · MCO · V
  11. 11
    Chase Coleman fund logo
    Chase Coleman
    Tiger Global Management
    7%
    Jaccard
    3 shared of 46 total tickersBN · V · NOW
  12. 12
    Stephen Mandel fund logo
    Stephen Mandel
    Lone Pine Capital
    6%
    Jaccard
    2 shared of 31 total tickersBN · V
  13. 13
    David Tepper fund logo
    David Tepper
    Appaloosa Management
    6%
    Jaccard
    2 shared of 34 total tickersBN · BRK.B
  14. 14
    Tom Slater fund logo
    Tom Slater
    Baillie Gifford (Long Term Global Growth)
    6%
    Jaccard
    6 shared of 105 total tickersMA · MCO · BN · CSGP · AMT
  15. 15
    Li Lu fund logo
    Li Lu
    Himalaya Capital
    4%
    Jaccard
    1 shared of 24 total tickersBRK.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.