Investors who trade like François Rochon
The 29 other tracked superinvestors ranked by shared-ticker overlap with François Rochon's (Giverny 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
- 1David RolfeWedgewood Partners20%Jaccard10 shared of 50 total tickers — META · V · GOOGL · BKNG · TSM
- 2Glenn GreenbergBrave Warrior Advisors17%Jaccard10 shared of 60 total tickers — META · GOOG · V · PGR · GOOGL
- 3Bill NygrenOakmark Funds15%Jaccard14 shared of 92 total tickers — BRK.B · META · GOOG · SCHW · V
- 4Tom SlaterBaillie Gifford (Long Term Global Growth)13%Jaccard15 shared of 113 total tickers — META · GOOG · MEDP · PGR · GOOGL
- 5Andreas HalvorsenViking Global Investors12%Jaccard9 shared of 74 total tickers — SCHW · V · PGR · GOOGL · DHR
- 6Stephen MandelLone Pine Capital10%Jaccard6 shared of 59 total tickers — V · BKNG · MA · TSM · COF
- 7Polen CapitalPolen Capital Management10%Jaccard11 shared of 114 total tickers — GOOG · MEDP · V · GOOGL · MA
- 8Chuck AkreAkre Capital Management10%Jaccard5 shared of 52 total tickers — BRK.B · V · DHR · MA · CPRT
- 9Warren BuffettBerkshire Hathaway10%Jaccard7 shared of 73 total tickers — HEI · V · GOOGL · NVR · MA
- 10Li LuHimalaya Capital9%Jaccard4 shared of 46 total tickers — BRK.B · GOOG · GOOGL · AAPL
- 11William von MuefflingCantillon Capital Management9%Jaccard6 shared of 69 total tickers — V · GOOGL · ADI · FERG · TSM
- 12Terry SmithFundsmith8%Jaccard5 shared of 60 total tickers — META · MEDP · V · GOOGL · MSFT
- 13Lee AinslieMaverick Capital8%Jaccard5 shared of 61 total tickers — PGR · DHR · TSM · COF · MSFT
- 14David TepperAppaloosa Management8%Jaccard5 shared of 61 total tickers — META · GOOG · TSM · IVV · MSFT
- 15Joel GreenblattGotham Asset Management7%Jaccard39 shared of 538 total tickers — BRK.B · META · GOOG · AME · HEI
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.