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
- 1Tom SlaterBaillie Gifford (Long Term Global Growth)13%Jaccard13 shared of 98 total tickers — GOOGL · MSFT · PFE · META · PG
- 2David RolfeWedgewood Partners13%Jaccard5 shared of 38 total tickers — V · GOOGL · MSFT · META · ZTS
- 3Bill NygrenOakmark Funds11%Jaccard9 shared of 80 total tickers — IBKR · V · GOOGL · MSFT · PFE
- 4Glenn GreenbergBrave Warrior Advisors10%Jaccard5 shared of 48 total tickers — MAR · V · GOOGL · MSFT · META
- 5Dev KantesariaValley Forge Capital10%Jaccard3 shared of 29 total tickers — V · INTU · MSCI
- 6Polen CapitalPolen Capital Management10%Jaccard10 shared of 98 total tickers — IBKR · V · GOOGL · ADP · MSFT
- 7François RochonGiverny Capital8%Jaccard5 shared of 60 total tickers — V · GOOGL · MSFT · META · MEDP
- 8Chris HohnTCI Fund Management7%Jaccard2 shared of 29 total tickers — V · MSFT
- 9Stephen MandelLone Pine Capital7%Jaccard3 shared of 45 total tickers — V · MSFT · PFE
- 10Bill AckmanPershing Square Capital6%Jaccard2 shared of 33 total tickers — GOOGL · META
- 11William von MuefflingCantillon Capital Management5%Jaccard3 shared of 55 total tickers — V · GOOGL · MSFT
- 12Chase ColemanTiger Global Management5%Jaccard3 shared of 58 total tickers — GOOGL · MSFT · META
- 13Warren BuffettBerkshire Hathaway5%Jaccard3 shared of 60 total tickers — V · GOOGL · VRSN
- 14Andreas HalvorsenViking Global Investors5%Jaccard3 shared of 63 total tickers — V · GOOGL · MSFT
- 15Joel GreenblattGotham Asset Management4%Jaccard24 shared of 536 total tickers — WAT · 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.