Investors who trade like Glenn Greenberg
The 29 other tracked superinvestors ranked by shared-ticker overlap with Glenn Greenberg's (Brave Warrior Advisors) 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
- 1Bill NygrenOakmark Funds18%Jaccard17 shared of 97 total tickers — ELV · RYAAY · COF · GOOGL · GOOG
- 2François RochonGiverny Capital16%Jaccard10 shared of 62 total tickers — BLDR · GOOGL · GOOG · ADI · JPM
- 3David RolfeWedgewood Partners15%Jaccard6 shared of 41 total tickers — GOOGL · AMZN · META · MSFT · PGR
- 4Chase ColemanTiger Global Management14%Jaccard8 shared of 56 total tickers — GOOGL · AMZN · AMAT · META · MSFT
- 5Warren BuffettBerkshire Hathaway13%Jaccard7 shared of 52 total tickers — LEN · COF · DHI · GOOGL · GOOG
- 6Terry SmithFundsmith13%Jaccard7 shared of 53 total tickers — GOOGL · MAR · MA · META · MSFT
- 7Bill AckmanPershing Square Capital13%Jaccard5 shared of 38 total tickers — GOOGL · GOOG · AMZN · META · MSFT
- 8William von MuefflingCantillon Capital Management12%Jaccard6 shared of 50 total tickers — GOOGL · ADI · AMAT · MSFT · MCO
- 9Tom SlaterBaillie Gifford (Long Term Global Growth)12%Jaccard13 shared of 113 total tickers — ELV · RYAAY · GOOGL · GOOG · AMZN
- 10Chris HohnTCI Fund Management11%Jaccard4 shared of 35 total tickers — GOOGL · GOOG · MCO · V
- 11Seth KlarmanBaupost Group10%Jaccard4 shared of 42 total tickers — ELV · GOOG · AMZN · V
- 12Stephen MandelLone Pine Capital9%Jaccard4 shared of 44 total tickers — GOOGL · AMAT · NU · V
- 13Andreas HalvorsenViking Global Investors9%Jaccard6 shared of 68 total tickers — COF · AMZN · JPM · META · MSFT
- 14Dev KantesariaValley Forge Capital9%Jaccard3 shared of 35 total tickers — MA · MCO · V
- 15David TepperAppaloosa Management9%Jaccard4 shared of 47 total tickers — MPLX · GOOG · AMZN · META
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 Glenn Greenberg?
Top portfolio-similarity peers to Glenn Greenberg (Brave Warrior Advisors): Bill Nygren (Oakmark Funds, 18% Jaccard); François Rochon (Giverny Capital, 16% Jaccard); David Rolfe (Wedgewood Partners, 15% 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 Glenn Greenberg and the 29 other tracked superinvestors.
Why does Glenn Greenberg'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 Glenn Greenberg 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.