Investors who trade like Michael Burry
The 29 other tracked superinvestors ranked by shared-ticker overlap with Michael Burry's (Scion 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
- 1Prem WatsaFairfax Financial8%Jaccard2 shared of 26 total tickers — PFE · LULU
- 2Seth KlarmanBaupost Group5%Jaccard1 shared of 21 total tickers — MOH
- 3Stephen MandelLone Pine Capital3%Jaccard1 shared of 30 total tickers — PFE
- 4Terry SmithFundsmith3%Jaccard1 shared of 30 total tickers — PFE
- 5Lee AinslieMaverick Capital3%Jaccard1 shared of 31 total tickers — NVDA
- 6David TepperAppaloosa Management3%Jaccard1 shared of 31 total tickers — NVDA
- 7Stanley DruckenmillerDuquesne Family Office3%Jaccard1 shared of 34 total tickers — PFE
- 8Bill NygrenOakmark Funds3%Jaccard2 shared of 70 total tickers — NVDA · PFE
- 9Glenn GreenbergBrave Warrior Advisors3%Jaccard1 shared of 35 total tickers — SLM
- 10Chase ColemanTiger Global Management2%Jaccard1 shared of 43 total tickers — NVDA
- 11Tom SlaterBaillie Gifford (Long Term Global Growth)2%Jaccard2 shared of 92 total tickers — NVDA · PFE
- 12François RochonGiverny Capital2%Jaccard1 shared of 47 total tickers — LULU
- 13Joel GreenblattGotham Asset Management1%Jaccard7 shared of 536 total tickers — PLTR · NVDA · PFE · HAL · MOH
- 14Polen CapitalPolen Capital Management1%Jaccard1 shared of 90 total tickers — NVDA
- 15Warren BuffettBerkshire Hathaway0%Jaccard0 shared of 46 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
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.