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
- 3Lee AinslieMaverick Capital4%Jaccard1 shared of 24 total tickers — META
- 4Terry SmithFundsmith4%Jaccard1 shared of 25 total tickers — META
- 5David TepperAppaloosa Management4%Jaccard1 shared of 26 total tickers — META
- 6Stanley DruckenmillerDuquesne Family Office3%Jaccard1 shared of 30 total tickers — STX
- 7Glenn GreenbergBrave Warrior Advisors3%Jaccard1 shared of 33 total tickers — META
- 8Chase ColemanTiger Global Management3%Jaccard1 shared of 39 total tickers — META
- 9Andreas HalvorsenViking Global Investors2%Jaccard1 shared of 41 total tickers — META
- 10François RochonGiverny Capital2%Jaccard1 shared of 45 total tickers — META
- 11Polen CapitalPolen Capital Management1%Jaccard1 shared of 80 total tickers — META
- 12Bill NygrenOakmark Funds1%Jaccard1 shared of 84 total tickers — META
- 13Tom SlaterBaillie Gifford (Long Term Global Growth)1%Jaccard1 shared of 92 total tickers — META
- 14Joel GreenblattGotham Asset Management0%Jaccard2 shared of 547 total tickers — META · STX
- 15Warren BuffettBerkshire Hathaway0%Jaccard0 shared of 32 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
Frequently asked questions
Which investors are most similar to Jeffrey Ubben?
Top portfolio-similarity peers to Jeffrey Ubben (ValueAct Capital): Bill Ackman (Pershing Square Capital, 7% Jaccard); David Rolfe (Wedgewood Partners, 4% Jaccard); Lee Ainslie (Maverick Capital, 4% 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 Jeffrey Ubben and the 29 other tracked superinvestors.
Why does Jeffrey Ubben'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 Jeffrey Ubben 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.