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)23%Jaccard32 shared of 138 total tickers — NVDA · MSFT · GOOG · BN · AMZN
- 2Chase ColemanTiger Global Management19%Jaccard17 shared of 91 total tickers — NVDA · MSFT · BN · AMZN · V
- 3Bill NygrenOakmark Funds16%Jaccard22 shared of 136 total tickers — LLY · NVDA · MSFT · GOOG · BN
- 4Stanley DruckenmillerDuquesne Family Office15%Jaccard15 shared of 101 total tickers — LLY · AMZN · LRCX · TSM · META
- 5Joel GreenblattGotham Asset Management14%Jaccard76 shared of 551 total tickers — LLY · NVDA · MSFT · GOOG · BN
- 6Andreas HalvorsenViking Global Investors13%Jaccard14 shared of 104 total tickers — MSFT · AMZN · V · MSCI · TSM
- 7David TepperAppaloosa Management13%Jaccard11 shared of 84 total tickers — NVDA · GOOG · BN · AMZN · LRCX
- 8Stephen MandelLone Pine Capital12%Jaccard10 shared of 82 total tickers — BN · V · TSM · ASML · GOOGL
- 9Terry SmithFundsmith12%Jaccard11 shared of 93 total tickers — MSFT · V · MA · MSCI · IBKR
- 10François RochonGiverny Capital10%Jaccard11 shared of 105 total tickers — MSFT · GOOG · V · MA · TSM
- 11Bill AckmanPershing Square Capital10%Jaccard8 shared of 79 total tickers — MSFT · GOOG · BN · AMZN · META
- 12Lee AinslieMaverick Capital9%Jaccard8 shared of 89 total tickers — GOOG · AMZN · TSM · ASML · GOOGL
- 13William von MuefflingCantillon Capital Management9%Jaccard8 shared of 92 total tickers — MSFT · BN · V · ORCL · TSM
- 14David RolfeWedgewood Partners8%Jaccard7 shared of 84 total tickers — MSFT · AMZN · V · TSM · META
- 15Glenn GreenbergBrave Warrior Advisors8%Jaccard8 shared of 100 total tickers — MSFT · GOOG · AMZN · V · MA
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), 23% Jaccard); Chase Coleman (Tiger Global Management, 19% Jaccard); Bill Nygren (Oakmark Funds, 16% 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.