Investors who trade like John Armitage
The 29 other tracked superinvestors ranked by shared-ticker overlap with John Armitage's (Egerton 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 Capital6%Jaccard2 shared of 32 total tickers — SEA · HHH
- 2David EinhornGreenlight Capital5%Jaccard2 shared of 39 total tickers — AER · TECK
- 3Polen CapitalPolen Capital Management5%Jaccard5 shared of 102 total tickers — FTI · SPOT · SEA · PLPC · HHH
- 4Joel GreenblattGotham Asset Management4%Jaccard22 shared of 537 total tickers — JEF · BLDR · CVCO · AER · RDNT
- 5Mohnish PabraiPabrai Investment Funds4%Jaccard1 shared of 26 total tickers — VAL
- 6Chase ColemanTiger Global Management3%Jaccard2 shared of 58 total tickers — SPOT · SEA
- 7Warren BuffettBerkshire Hathaway3%Jaccard2 shared of 60 total tickers — JEF · LPX
- 8Prem WatsaFairfax Financial2%Jaccard1 shared of 43 total tickers — ORLA
- 9Stephen MandelLone Pine Capital2%Jaccard1 shared of 46 total tickers — SPOT
- 10Lee AinslieMaverick Capital2%Jaccard1 shared of 47 total tickers — SPOT
- 11Stanley DruckenmillerDuquesne Family Office2%Jaccard1 shared of 50 total tickers — SEA
- 12Glenn GreenbergBrave Warrior Advisors2%Jaccard1 shared of 51 total tickers — BLDR
- 13Tom SlaterBaillie Gifford (Long Term Global Growth)2%Jaccard2 shared of 108 total tickers — AER · SPOT
- 14Howard MarksOaktree Capital2%Jaccard1 shared of 56 total tickers — SEA
- 15François RochonGiverny Capital2%Jaccard1 shared of 63 total tickers — BLDR
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.