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
- 3Warren BuffettBerkshire Hathaway4%Jaccard2 shared of 48 total tickers — JEF · LPX
- 4Joel GreenblattGotham Asset Management4%Jaccard22 shared of 545 total tickers — BLDR · CVCO · AER · JEF · LECO
- 5Chase ColemanTiger Global Management4%Jaccard2 shared of 56 total tickers — SPOT · SEA
- 6Howard MarksOaktree Capital3%Jaccard2 shared of 59 total tickers — SEA · PBR
- 7Polen CapitalPolen Capital Management3%Jaccard3 shared of 96 total tickers — SPOT · PLPC · SEA
- 8Tom SlaterBaillie Gifford (Long Term Global Growth)3%Jaccard3 shared of 108 total tickers — AER · SPOT · PBR
- 9Prem WatsaFairfax Financial2%Jaccard1 shared of 42 total tickers — ORLA
- 10Stephen MandelLone Pine Capital2%Jaccard1 shared of 46 total tickers — SPOT
- 11Stanley DruckenmillerDuquesne Family Office2%Jaccard1 shared of 48 total tickers — SEA
- 12Glenn GreenbergBrave Warrior Advisors2%Jaccard1 shared of 51 total tickers — BLDR
- 13William von MuefflingCantillon Capital Management2%Jaccard1 shared of 57 total tickers — SPOT
- 14Andreas HalvorsenViking Global Investors2%Jaccard1 shared of 59 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
Frequently asked questions
Which investors are most similar to John Armitage?
Top portfolio-similarity peers to John Armitage (Egerton Capital): Bill Ackman (Pershing Square Capital, 6% Jaccard); David Einhorn (Greenlight Capital, 5% Jaccard); Warren Buffett (Berkshire Hathaway, 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 John Armitage and the 29 other tracked superinvestors.
Why does John Armitage'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 John Armitage 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.