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)15%Jaccard84 shared of 548 total tickers — NVDA · AAPL · MSFT · AMZN · BN
- 2Bill NygrenOakmark Funds14%Jaccard79 shared of 545 total tickers — NVDA · AAPL · MSFT · AMZN · BN
- 3Polen CapitalPolen Capital Management14%Jaccard74 shared of 546 total tickers — NVDA · AAPL · MSFT · AMZN · BN
- 4François RochonGiverny Capital7%Jaccard40 shared of 545 total tickers — AAPL · MSFT · GOOGL · GOOG · BKNG
- 5Andreas HalvorsenViking Global Investors7%Jaccard37 shared of 544 total tickers — AAPL · MSFT · AMZN · GOOGL · CB
- 6William von MuefflingCantillon Capital Management6%Jaccard34 shared of 545 total tickers — MSFT · BN · GOOGL · ADBE · CRM
- 7Chase ColemanTiger Global Management6%Jaccard33 shared of 546 total tickers — NVDA · MSFT · AMZN · BN · GOOGL
- 8Howard MarksOaktree Capital6%Jaccard33 shared of 549 total tickers — PDD · BMRN · CHK · EQIX · FCX
- 9Warren BuffettBerkshire Hathaway5%Jaccard27 shared of 544 total tickers — AAPL · GOOGL · GOOG · CB · VRSN
- 10Glenn GreenbergBrave Warrior Advisors5%Jaccard26 shared of 547 total tickers — MSFT · AMZN · GOOGL · GOOG · MA
- 11Stanley DruckenmillerDuquesne Family Office5%Jaccard25 shared of 545 total tickers — AMZN · BN · MU · IVV · SPG
- 12Stephen MandelLone Pine Capital4%Jaccard24 shared of 544 total tickers — BN · GOOGL · BKNG · MA · MCK
- 13John ArmitageEgerton Capital4%Jaccard22 shared of 545 total tickers — AEM · CACI · JEF · LECO · TNL
- 14Terry SmithFundsmith4%Jaccard21 shared of 544 total tickers — MSFT · GOOGL · META · VRSN · PFE
- 15Lee AinslieMaverick Capital4%Jaccard20 shared of 544 total tickers — NVDA · AMZN · BN · GOOGL · 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 Joel Greenblatt?
Top portfolio-similarity peers to Joel Greenblatt (Gotham Asset Management): Tom Slater (Baillie Gifford (Long Term Global Growth), 15% Jaccard); Bill Nygren (Oakmark Funds, 14% 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.