Investors who trade like David Rolfe
The 29 other tracked superinvestors ranked by shared-ticker overlap with David Rolfe's (Wedgewood Partners) 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
- 1François RochonGiverny Capital20%Jaccard10 shared of 50 total tickers — TSM · GOOGL · META · AAPL · MSFT
- 2Stephen MandelLone Pine Capital13%Jaccard5 shared of 38 total tickers — TSM · MSFT · BKNG · V · AMZN
- 3Terry SmithFundsmith13%Jaccard5 shared of 38 total tickers — GOOGL · META · MSFT · V · ZTS
- 4David TepperAppaloosa Management13%Jaccard5 shared of 39 total tickers — TSM · META · MSFT · AMZN · IVV
- 5Glenn GreenbergBrave Warrior Advisors12%Jaccard5 shared of 43 total tickers — GOOGL · META · MSFT · V · AMZN
- 6Tom SlaterBaillie Gifford (Long Term Global Growth)12%Jaccard11 shared of 95 total tickers — TSM · GOOGL · META · AAPL · MSFT
- 7Bill AckmanPershing Square Capital11%Jaccard3 shared of 27 total tickers — GOOGL · META · AMZN
- 8Andreas HalvorsenViking Global Investors11%Jaccard6 shared of 55 total tickers — TSM · GOOGL · MSFT · V · CB
- 9Chase ColemanTiger Global Management10%Jaccard5 shared of 51 total tickers — TSM · GOOGL · META · MSFT · AMZN
- 10Polen CapitalPolen Capital Management10%Jaccard9 shared of 94 total tickers — TSM · GOOGL · AAPL · MSFT · V
- 11Warren BuffettBerkshire Hathaway9%Jaccard5 shared of 53 total tickers — GOOGL · AAPL · V · CB · AMZN
- 12Chuck AkreAkre Capital Management9%Jaccard3 shared of 32 total tickers — V · CPRT · ORLY
- 13Stanley DruckenmillerDuquesne Family Office9%Jaccard4 shared of 43 total tickers — TSM · GOOGL · AMZN · IVV
- 14Bill NygrenOakmark Funds9%Jaccard7 shared of 77 total tickers — GOOGL · META · AAPL · MSFT · V
- 15Chris HohnTCI Fund Management8%Jaccard2 shared of 24 total tickers — MSFT · 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
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.