Investors who trade like David Einhorn
The 29 other tracked superinvestors ranked by shared-ticker overlap with David Einhorn's (Greenlight Capital) 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
- 1John ArmitageEgerton Capital5%Jaccard2 shared of 39 total tickers — TECK · AER
- 2Joel GreenblattGotham Asset Management3%Jaccard16 shared of 538 total tickers — GRBK · BHF · KD · THC · GLD
- 3Stephen MandelLone Pine Capital2%Jaccard1 shared of 41 total tickers — THC
- 4Terry SmithFundsmith2%Jaccard1 shared of 41 total tickers — VRSN
- 5Stanley DruckenmillerDuquesne Family Office2%Jaccard1 shared of 45 total tickers — TEVA
- 6Warren BuffettBerkshire Hathaway2%Jaccard1 shared of 56 total tickers — VRSN
- 7François RochonGiverny Capital2%Jaccard1 shared of 58 total tickers — GLD
- 8Bill NygrenOakmark Funds1%Jaccard1 shared of 82 total tickers — THC
- 9Polen CapitalPolen Capital Management1%Jaccard1 shared of 101 total tickers — GRBK
- 10Tom SlaterBaillie Gifford (Long Term Global Growth)1%Jaccard1 shared of 104 total tickers — AER
- 11Bill AckmanPershing Square Capital0%Jaccard0 shared of 29 total tickers
- 12Carl IcahnIcahn Enterprises0%Jaccard0 shared of 21 total tickers
- 13Seth KlarmanBaupost Group0%Jaccard0 shared of 33 total tickers
- 14Michael BurryScion Asset Management0%Jaccard0 shared of 25 total tickers
- 15Li LuHimalaya Capital0%Jaccard0 shared of 27 total tickers
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
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.