Investors who trade like Joel Greenblatt
The 29 other tracked superinvestors ranked by shared-ticker overlap with Joel Greenblatt's (Gotham Asset Management) 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
- 1Tom SlaterBaillie Gifford (Long Term Global Growth)16%Jaccard90 shared of 555 total tickers — NVDA · AAPL · MU · MSFT · AMZN
- 2Bill NygrenOakmark Funds15%Jaccard81 shared of 552 total tickers — NVDA · AAPL · MU · MSFT · AMZN
- 3Polen CapitalPolen Capital Management14%Jaccard76 shared of 551 total tickers — NVDA · AAPL · MSFT · AMZN · BN
- 4Andreas HalvorsenViking Global Investors7%Jaccard41 shared of 552 total tickers — MSFT · AMZN · CB · COF · GM
- 5François RochonGiverny Capital7%Jaccard39 shared of 552 total tickers — AAPL · MSFT · GOOG · GOOGL · MA
- 6Stanley DruckenmillerDuquesne Family Office7%Jaccard38 shared of 553 total tickers — AMZN · GOOGL · IVV · LRCX · LLY
- 7Howard MarksOaktree Capital6%Jaccard33 shared of 556 total tickers — EQIX · FCX · SPG · CHK · BMRN
- 8Glenn GreenbergBrave Warrior Advisors5%Jaccard30 shared of 553 total tickers — MSFT · AMZN · GOOG · GOOGL · MA
- 9Chase ColemanTiger Global Management5%Jaccard30 shared of 553 total tickers — NVDA · MSFT · AMZN · BN · GOOGL
- 10Terry SmithFundsmith5%Jaccard28 shared of 551 total tickers — MSFT · GOOGL · MA · GEV · VRSN
- 11Warren BuffettBerkshire Hathaway5%Jaccard27 shared of 551 total tickers — AAPL · GOOG · GOOGL · CB · VRSN
- 12William von MuefflingCantillon Capital Management4%Jaccard24 shared of 551 total tickers — MSFT · BN · GOOGL · AFRM · AMAT
- 13John ArmitageEgerton Capital4%Jaccard21 shared of 552 total tickers — AEM · JEF · LECO · MS · ASO
- 14Lee AinslieMaverick Capital4%Jaccard20 shared of 552 total tickers — AMZN · GOOG · GOOGL · COF · CRS
- 15Chuck AkreAkre Capital Management3%Jaccard17 shared of 551 total tickers — BN · MA · ABNB · BRK.B · CRM
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 Joel Greenblatt?
Top portfolio-similarity peers to Joel Greenblatt (Gotham Asset Management): Tom Slater (Baillie Gifford (Long Term Global Growth), 16% Jaccard); Bill Nygren (Oakmark Funds, 15% Jaccard); Polen Capital (Polen Capital Management, 14% 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 Joel Greenblatt and the 29 other tracked superinvestors.
Why does Joel Greenblatt'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 Joel Greenblatt 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.