Investors who trade like Dev Kantesaria
The 29 other tracked superinvestors ranked by shared-ticker overlap with Dev Kantesaria's (Valley Forge 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
- 1Chuck AkreAkre Capital Management20%Jaccard4 shared of 20 total tickers — FICO · MA · MCO · V
- 2Chris HohnTCI Fund Management15%Jaccard2 shared of 13 total tickers — MCO · V
- 3Stephen MandelLone Pine Capital10%Jaccard3 shared of 29 total tickers — MA · V · ASML
- 4Terry SmithFundsmith10%Jaccard3 shared of 29 total tickers — V · INTU · MSCI
- 5Glenn GreenbergBrave Warrior Advisors9%Jaccard3 shared of 34 total tickers — MA · MCO · V
- 6William von MuefflingCantillon Capital Management8%Jaccard3 shared of 39 total tickers — MCO · V · EFX
- 7Warren BuffettBerkshire Hathaway7%Jaccard3 shared of 44 total tickers — MA · MCO · V
- 8Polen CapitalPolen Capital Management6%Jaccard5 shared of 87 total tickers — MA · V · INTU · ASML · MSCI
- 9Tom SlaterBaillie Gifford (Long Term Global Growth)4%Jaccard4 shared of 91 total tickers — MA · MCO · INTU · MSCI
- 10Bill NygrenOakmark Funds4%Jaccard3 shared of 70 total tickers — MA · MCO · V
- 11François RochonGiverny Capital4%Jaccard2 shared of 47 total tickers — MA · V
- 12David RolfeWedgewood Partners4%Jaccard1 shared of 26 total tickers — V
- 13David TepperAppaloosa Management3%Jaccard1 shared of 32 total tickers — ASML
- 14Andreas HalvorsenViking Global Investors2%Jaccard1 shared of 49 total tickers — V
- 15Joel GreenblattGotham Asset Management1%Jaccard8 shared of 536 total tickers — FICO · MA · MCO · V · INTU
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.