Investors who trade like Polen Capital
The 29 other tracked superinvestors ranked by shared-ticker overlap with Polen Capital's (Polen Capital 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)26%Jaccard34 shared of 130 total tickers — MSFT · GOOG · BN · AMZN · MA
- 2Bill NygrenOakmark Funds18%Jaccard24 shared of 132 total tickers — MSFT · GOOG · BN · LLY · AMZN
- 3Chase ColemanTiger Global Management17%Jaccard16 shared of 95 total tickers — MSFT · BN · AMZN · NOW · NVDA
- 4Stephen MandelLone Pine Capital15%Jaccard13 shared of 87 total tickers — BN · MA · V · SPOT · TSM
- 5Joel GreenblattGotham Asset Management14%Jaccard74 shared of 546 total tickers — MSFT · GOOG · BN · LLY · AMZN
- 6Andreas HalvorsenViking Global Investors13%Jaccard13 shared of 100 total tickers — MSFT · AMZN · V · AON · META
- 7William von MuefflingCantillon Capital Management12%Jaccard12 shared of 99 total tickers — MSFT · BN · ORCL · V · AON
- 8David RolfeWedgewood Partners10%Jaccard9 shared of 86 total tickers — MSFT · AMZN · V · ZTS · META
- 9François RochonGiverny Capital10%Jaccard11 shared of 106 total tickers — MSFT · GOOG · MA · V · META
- 10Lee AinslieMaverick Capital10%Jaccard9 shared of 87 total tickers — BN · AMZN · NVDA · META · LRCX
- 11Bill AckmanPershing Square Capital10%Jaccard8 shared of 79 total tickers — MSFT · GOOG · BN · AMZN · META
- 12David TepperAppaloosa Management10%Jaccard9 shared of 89 total tickers — MSFT · GOOG · AMZN · NVDA · META
- 13Stanley DruckenmillerDuquesne Family Office10%Jaccard9 shared of 93 total tickers — BN · AMZN · IVV · MELI · TSM
- 14Terry SmithFundsmith9%Jaccard8 shared of 89 total tickers — MSFT · V · MSCI · ZTS · IBKR
- 15Chuck AkreAkre Capital Management8%Jaccard7 shared of 86 total tickers — BN · MA · NOW · V · CSGP
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 Polen Capital?
Top portfolio-similarity peers to Polen Capital (Polen Capital Management): Tom Slater (Baillie Gifford (Long Term Global Growth), 26% Jaccard); Bill Nygren (Oakmark Funds, 18% Jaccard); Chase Coleman (Tiger Global Management, 17% 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 Polen Capital and the 29 other tracked superinvestors.
Why does Polen Capital'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 Polen Capital 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.