Investors who trade like Seth Klarman
The 29 other tracked superinvestors ranked by shared-ticker overlap with Seth Klarman's (Baupost Group) 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 Capital13%Jaccard3 shared of 23 total tickers — QSR · AMZN · GOOG
- 2Glenn GreenbergBrave Warrior Advisors10%Jaccard4 shared of 40 total tickers — AMZN · ELV · GOOG · FNF
- 3Lee AinslieMaverick Capital8%Jaccard3 shared of 37 total tickers — AMZN · UNP · CRH
- 4Stanley DruckenmillerDuquesne Family Office8%Jaccard3 shared of 40 total tickers — QSR · AMZN · CRH
- 5David TepperAppaloosa Management5%Jaccard2 shared of 38 total tickers — AMZN · GOOG
- 6Tom SlaterBaillie Gifford (Long Term Global Growth)5%Jaccard5 shared of 97 total tickers — AMZN · ELV · GOOG · DG · CRH
- 7Michael BurryScion Asset Management5%Jaccard1 shared of 21 total tickers — MOH
- 8Chris HohnTCI Fund Management5%Jaccard1 shared of 21 total tickers — GOOG
- 9Li LuHimalaya Capital4%Jaccard1 shared of 23 total tickers — GOOG
- 10Bill NygrenOakmark Funds4%Jaccard3 shared of 77 total tickers — AMZN · GOOG · FE
- 11François RochonGiverny Capital4%Jaccard2 shared of 54 total tickers — GOOG · FERG
- 12Polen CapitalPolen Capital Management3%Jaccard3 shared of 96 total tickers — AMZN · WTW · GOOG
- 13David RolfeWedgewood Partners3%Jaccard1 shared of 33 total tickers — AMZN
- 14Joel GreenblattGotham Asset Management3%Jaccard15 shared of 536 total tickers — QSR · AMZN · WTW · ELV · UNP
- 15Stephen MandelLone Pine Capital3%Jaccard1 shared of 38 total tickers — AMZN
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.