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Terry Smith's full portfolio
Portfolio similarity

Investors who trade like Terry Smith

The 29 other tracked superinvestors ranked by shared-ticker overlap with Terry Smith's (Fundsmith) 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

  1. 1
    Tom Slater fund logo
    Tom Slater
    Baillie Gifford (Long Term Global Growth)
    13%
    Jaccard
    13 shared of 98 total tickersGOOGL · MSFT · PFE · META · PG
  2. 2
    David Rolfe fund logo
    David Rolfe
    Wedgewood Partners
    13%
    Jaccard
    5 shared of 38 total tickersV · GOOGL · MSFT · META · ZTS
  3. 3
    Bill Nygren fund logo
    Bill Nygren
    Oakmark Funds
    11%
    Jaccard
    9 shared of 80 total tickersIBKR · V · GOOGL · MSFT · PFE
  4. 4
    Glenn Greenberg fund logo
    Glenn Greenberg
    Brave Warrior Advisors
    10%
    Jaccard
    5 shared of 48 total tickersMAR · V · GOOGL · MSFT · META
  5. 5
    Dev Kantesaria fund logo
    Dev Kantesaria
    Valley Forge Capital
    10%
    Jaccard
    3 shared of 29 total tickersV · INTU · MSCI
  6. 6
    Polen Capital fund logo
    Polen Capital
    Polen Capital Management
    10%
    Jaccard
    10 shared of 98 total tickersIBKR · V · GOOGL · ADP · MSFT
  7. 7
    François Rochon fund logo
    François Rochon
    Giverny Capital
    8%
    Jaccard
    5 shared of 60 total tickersV · GOOGL · MSFT · META · MEDP
  8. 8
    Chris Hohn fund logo
    Chris Hohn
    TCI Fund Management
    7%
    Jaccard
    2 shared of 29 total tickersV · MSFT
  9. 9
    Stephen Mandel fund logo
    Stephen Mandel
    Lone Pine Capital
    7%
    Jaccard
    3 shared of 45 total tickersV · MSFT · PFE
  10. 10
    Bill Ackman fund logo
    Bill Ackman
    Pershing Square Capital
    6%
    Jaccard
    2 shared of 33 total tickersGOOGL · META
  11. 11
    William von Mueffling fund logo
    William von Mueffling
    Cantillon Capital Management
    5%
    Jaccard
    3 shared of 55 total tickersV · GOOGL · MSFT
  12. 12
    Chase Coleman fund logo
    Chase Coleman
    Tiger Global Management
    5%
    Jaccard
    3 shared of 58 total tickersGOOGL · MSFT · META
  13. 13
    Warren Buffett fund logo
    Warren Buffett
    Berkshire Hathaway
    5%
    Jaccard
    3 shared of 60 total tickersV · GOOGL · VRSN
  14. 14
    Andreas Halvorsen fund logo
    Andreas Halvorsen
    Viking Global Investors
    5%
    Jaccard
    3 shared of 63 total tickersV · GOOGL · MSFT
  15. 15
    Joel Greenblatt fund logo
    Joel Greenblatt
    Gotham Asset Management
    4%
    Jaccard
    24 shared of 536 total tickersWAT · SYK · IBKR · MAR · V

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.