Investors who trade like Jeffrey Ubben
The 29 other tracked superinvestors ranked by shared-ticker overlap with Jeffrey Ubben's (ValueAct 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
- 1Bill AckmanPershing Square Capital7%Jaccard1 shared of 15 total tickers — META
- 2David RolfeWedgewood Partners4%Jaccard1 shared of 23 total tickers — META
- 3Terry SmithFundsmith4%Jaccard1 shared of 28 total tickers — META
- 4David TepperAppaloosa Management3%Jaccard1 shared of 29 total tickers — META
- 5Glenn GreenbergBrave Warrior Advisors3%Jaccard1 shared of 33 total tickers — META
- 6Chase ColemanTiger Global Management2%Jaccard1 shared of 41 total tickers — META
- 7François RochonGiverny Capital2%Jaccard1 shared of 45 total tickers — META
- 8Bill NygrenOakmark Funds1%Jaccard1 shared of 69 total tickers — META
- 9Tom SlaterBaillie Gifford (Long Term Global Growth)1%Jaccard1 shared of 91 total tickers — META
- 10Joel GreenblattGotham Asset Management0%Jaccard2 shared of 539 total tickers — META · STX
- 11Warren BuffettBerkshire Hathaway0%Jaccard0 shared of 44 total tickers
- 12Carl IcahnIcahn Enterprises0%Jaccard0 shared of 8 total tickers
- 13David EinhornGreenlight Capital0%Jaccard0 shared of 23 total tickers
- 14Seth KlarmanBaupost Group0%Jaccard0 shared of 20 total tickers
- 15Michael BurryScion Asset Management0%Jaccard0 shared of 12 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.