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Tom Slater's full portfolio
Portfolio similarity

Investors who trade like Tom Slater

The 29 other tracked superinvestors ranked by shared-ticker overlap with Tom Slater's (Baillie Gifford (Long Term Global Growth)) 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
    Polen Capital fund logo
    Polen Capital
    Polen Capital Management
    30%
    Jaccard
    39 shared of 132 total tickersNVDA · MELI · AMZN · SHOP · SPOT
  2. 2
    Chase Coleman fund logo
    Chase Coleman
    Tiger Global Management
    19%
    Jaccard
    20 shared of 104 total tickersNVDA · AMZN · SPOT · NU · APP
  3. 3
    Joel Greenblatt fund logo
    Joel Greenblatt
    Gotham Asset Management
    15%
    Jaccard
    81 shared of 542 total tickersNVDA · MELI · AMZN · SHOP · SPOT
  4. 4
    Bill Nygren fund logo
    Bill Nygren
    Oakmark Funds
    14%
    Jaccard
    19 shared of 133 total tickersNVDA · AMZN · NFLX · META · MSFT
  5. 5
    William von Mueffling fund logo
    William von Mueffling
    Cantillon Capital Management
    14%
    Jaccard
    15 shared of 106 total tickersMSFT · GOOGL · CBRE · TMO · BN
  6. 6
    François Rochon fund logo
    François Rochon
    Giverny Capital
    13%
    Jaccard
    15 shared of 113 total tickersMETA · MSFT · IONQ · GOOG · MA
  7. 7
    Terry Smith fund logo
    Terry Smith
    Fundsmith
    13%
    Jaccard
    13 shared of 98 total tickersMETA · MSFT · GOOGL · MSCI · MEDP
  8. 8
    Lee Ainslie fund logo
    Lee Ainslie
    Maverick Capital
    12%
    Jaccard
    12 shared of 100 total tickersNVDA · AMZN · SPOT · PDD · MSFT
  9. 9
    David Rolfe fund logo
    David Rolfe
    Wedgewood Partners
    12%
    Jaccard
    11 shared of 95 total tickersAMZN · META · MSFT · GOOGL · TSM
  10. 10
    Stephen Mandel fund logo
    Stephen Mandel
    Lone Pine Capital
    11%
    Jaccard
    11 shared of 100 total tickersAMZN · SPOT · NU · APP · MSFT
  11. 11
    David Tepper fund logo
    David Tepper
    Appaloosa Management
    10%
    Jaccard
    10 shared of 102 total tickersNVDA · AMZN · PDD · META · MSFT
  12. 12
    Stanley Druckenmiller fund logo
    Stanley Druckenmiller
    Duquesne Family Office
    10%
    Jaccard
    10 shared of 105 total tickersMELI · AMZN · CPNG · DASH · GOOGL
  13. 13
    Glenn Greenberg fund logo
    Glenn Greenberg
    Brave Warrior Advisors
    9%
    Jaccard
    10 shared of 106 total tickersAMZN · META · MSFT · GOOG · MA
  14. 14
    Andreas Halvorsen fund logo
    Andreas Halvorsen
    Viking Global Investors
    8%
    Jaccard
    10 shared of 119 total tickersAMZN · MSFT · CSGP · GOOGL · TSLA
  15. 15
    Warren Buffett fund logo
    Warren Buffett
    Berkshire Hathaway
    7%
    Jaccard
    8 shared of 118 total tickersAMZN · MA · GOOGL · MCO · AAPL

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.