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 Management16%Jaccard10 shared of 62 total tickers — TSM · AMZN · GOOGL · STX · SEA
- 2Polen CapitalPolen Capital Management15%Jaccard15 shared of 101 total tickers — NTRA · TSM · AMZN · GOOGL · SEA
- 3Lee AinslieMaverick Capital13%Jaccard7 shared of 54 total tickers — TSM · AMZN · GOOGL · SPG · CRH
- 4Andreas HalvorsenViking Global Investors12%Jaccard9 shared of 73 total tickers — NTRA · TSM · AMZN · SEA · TSLA
- 5Stephen MandelLone Pine Capital12%Jaccard6 shared of 50 total tickers — TSM · GOOGL · STX · SEA · LINDE
- 6David TepperAppaloosa Management11%Jaccard6 shared of 53 total tickers — TSM · AMZN · AMD · META · LRCX
- 7Tom SlaterBaillie Gifford (Long Term Global Growth)11%Jaccard13 shared of 121 total tickers — TSM · AMZN · GOOGL · STX · CRH
- 8Bill NygrenOakmark Funds9%Jaccard10 shared of 112 total tickers — AMZN · GOOGL · IVV · SPG · DAL
- 9Bill AckmanPershing Square Capital9%Jaccard4 shared of 47 total tickers — AMZN · GOOGL · SEA · META
- 10François RochonGiverny Capital8%Jaccard6 shared of 74 total tickers — TSM · GOOGL · IVV · SPG · META
- 11David RolfeWedgewood Partners8%Jaccard4 shared of 51 total tickers — TSM · AMZN · GOOGL · META
- 12Joel GreenblattGotham Asset Management7%Jaccard38 shared of 553 total tickers — NTRA · INSM · TSM · AMZN · FOX
- 13Howard MarksOaktree Capital7%Jaccard5 shared of 73 total tickers — SEA · SPG · FLUOR · EQIX · U
- 14Glenn GreenbergBrave Warrior Advisors6%Jaccard4 shared of 68 total tickers — AMZN · GOOGL · DHI · META
- 15William von MuefflingCantillon Capital Management5%Jaccard3 shared of 61 total tickers — TSM · GOOGL · ENTG
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, 16% Jaccard); Polen Capital (Polen Capital Management, 15% Jaccard); Lee Ainslie (Maverick Capital, 13% 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.