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 Partners16%Jaccard6 shared of 37 total tickers — V · GOOGL · MSFT · META · TSM
- 2Tom SlaterBaillie Gifford (Long Term Global Growth)15%Jaccard16 shared of 106 total tickers — MA · UBER · GOOGL · MSFT · PG
- 3François RochonGiverny Capital13%Jaccard8 shared of 60 total tickers — V · MA · GOOGL · MSFT · ADP
- 4Glenn GreenbergBrave Warrior Advisors13%Jaccard7 shared of 53 total tickers — MAR · V · MA · GOOGL · MSFT
- 5Chase ColemanTiger Global Management13%Jaccard7 shared of 53 total tickers — V · UBER · GOOGL · MSFT · META
- 6William von MuefflingCantillon Capital Management13%Jaccard6 shared of 46 total tickers — V · UBER · GOOGL · MSFT · TSM
- 7Bill NygrenOakmark Funds12%Jaccard12 shared of 98 total tickers — WAT · V · MA · GOOGL · MSFT
- 8Polen CapitalPolen Capital Management12%Jaccard11 shared of 93 total tickers — V · MA · UBER · GOOGL · MSFT
- 9Bill AckmanPershing Square Capital11%Jaccard4 shared of 35 total tickers — UBER · GOOGL · MSFT · META
- 10Stephen MandelLone Pine Capital10%Jaccard4 shared of 40 total tickers — V · GOOGL · TSM · APP
- 11Chuck AkreAkre Capital Management10%Jaccard4 shared of 41 total tickers — V · MA · FICO · ORLY
- 12Dev KantesariaValley Forge Capital10%Jaccard3 shared of 31 total tickers — V · MA · FICO
- 13Andreas HalvorsenViking Global Investors9%Jaccard6 shared of 64 total tickers — WAT · V · MSFT · META · TSM
- 14David TepperAppaloosa Management7%Jaccard3 shared of 44 total tickers — UBER · META · TSM
- 15Chris HohnTCI Fund Management6%Jaccard2 shared of 33 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, 16% Jaccard); Tom Slater (Baillie Gifford (Long Term Global Growth), 15% Jaccard); François Rochon (Giverny 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 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.