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
- 1David RolfeWedgewood Partners14%Jaccard5 shared of 35 total tickers — V · GOOGL · MSFT · META · ZTS
- 2Chris HohnTCI Fund Management12%Jaccard3 shared of 26 total tickers — V · GOOGL · MSFT
- 3Tom SlaterBaillie Gifford (Long Term Global Growth)11%Jaccard11 shared of 98 total tickers — GOOGL · PFE · MSFT · META · PG
- 4Bill NygrenOakmark Funds11%Jaccard10 shared of 91 total tickers — WAT · V · GOOGL · PFE · IBKR
- 5François RochonGiverny Capital11%Jaccard6 shared of 56 total tickers — V · GOOGL · ADP · MSFT · META
- 6Bill AckmanPershing Square Capital10%Jaccard3 shared of 29 total tickers — GOOGL · MSFT · META
- 7Andreas HalvorsenViking Global Investors9%Jaccard5 shared of 53 total tickers — WAT · V · GOOGL · MSFT · META
- 8Polen CapitalPolen Capital Management9%Jaccard8 shared of 89 total tickers — V · GOOGL · IBKR · MSFT · META
- 9Glenn GreenbergBrave Warrior Advisors9%Jaccard4 shared of 46 total tickers — MAR · GOOGL · MSFT · META
- 10Li LuHimalaya Capital6%Jaccard2 shared of 31 total tickers — GOOGL · MSCI
- 11Chase ColemanTiger Global Management6%Jaccard3 shared of 53 total tickers — GOOGL · MSFT · META
- 12William von MuefflingCantillon Capital Management6%Jaccard3 shared of 53 total tickers — V · GOOGL · MSFT
- 13Lee AinslieMaverick Capital5%Jaccard2 shared of 39 total tickers — GOOGL · META
- 14David TepperAppaloosa Management5%Jaccard2 shared of 41 total tickers — MSFT · META
- 15Stephen MandelLone Pine Capital5%Jaccard2 shared of 43 total tickers — V · GOOGL
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 Terry Smith?
Top portfolio-similarity peers to Terry Smith (Fundsmith): David Rolfe (Wedgewood Partners, 14% Jaccard); Chris Hohn (TCI Fund Management, 12% Jaccard); Tom Slater (Baillie Gifford (Long Term Global Growth), 11% 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 Terry Smith and the 29 other tracked superinvestors.
Why does Terry Smith'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 Terry Smith 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.