Investors who trade like Stanley Druckenmiller
The 29 other tracked superinvestors ranked by shared-ticker overlap with Stanley Druckenmiller's (Duquesne Family Office) 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
- 1Chase ColemanTiger Global Management13%Jaccard7 shared of 54 total tickers — TSM · SEA · BN · AMZN · CPNG
- 2Bill AckmanPershing Square Capital12%Jaccard4 shared of 33 total tickers — SEA · BN · AMZN · QSR
- 3Polen CapitalPolen Capital Management10%Jaccard9 shared of 93 total tickers — NTRA · TSM · ALCOA · SEA · BN
- 4Lee AinslieMaverick Capital10%Jaccard4 shared of 42 total tickers — TSM · BN · AMZN · CRH
- 5Tom SlaterBaillie Gifford (Long Term Global Growth)8%Jaccard8 shared of 106 total tickers — TSM · BN · AMZN · CPNG · CRH
- 6David RolfeWedgewood Partners7%Jaccard3 shared of 42 total tickers — TSM · AMZN · IVV
- 7David TepperAppaloosa Management7%Jaccard3 shared of 45 total tickers — TSM · AMZN · MU
- 8Seth KlarmanBaupost Group5%Jaccard2 shared of 38 total tickers — AMZN · QSR
- 9Andreas HalvorsenViking Global Investors5%Jaccard3 shared of 60 total tickers — TSM · SEA · AMZN
- 10Bill NygrenOakmark Funds5%Jaccard5 shared of 101 total tickers — BN · SPG · AMZN · CPNG · IVV
- 11David EinhornGreenlight Capital5%Jaccard2 shared of 42 total tickers — TEVA · NUVB
- 12François RochonGiverny Capital5%Jaccard3 shared of 64 total tickers — TSM · SPG · IVV
- 13Joel GreenblattGotham Asset Management5%Jaccard25 shared of 545 total tickers — NTRA · INSM · TSM · ALCOA · SEA
- 14Prem WatsaFairfax Financial5%Jaccard2 shared of 44 total tickers — TSM · CLF
- 15Stephen MandelLone Pine Capital4%Jaccard2 shared of 48 total tickers — TSM · BN
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 Stanley Druckenmiller?
Top portfolio-similarity peers to Stanley Druckenmiller (Duquesne Family Office): Chase Coleman (Tiger Global Management, 13% Jaccard); Bill Ackman (Pershing Square Capital, 12% Jaccard); Polen Capital (Polen Capital Management, 10% 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 Stanley Druckenmiller and the 29 other tracked superinvestors.
Why does Stanley Druckenmiller'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 Stanley Druckenmiller 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.