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
- 1Polen CapitalPolen Capital Management23%Jaccard32 shared of 138 total tickers — NVDA · AMZN · MELI · SPOT · SHOP
- 2Bill NygrenOakmark Funds23%Jaccard33 shared of 143 total tickers — NVDA · AMZN · META · CPNG · GOOG
- 3Chase ColemanTiger Global Management19%Jaccard20 shared of 106 total tickers — NVDA · AMZN · MELI · SPOT · NU
- 4Joel GreenblattGotham Asset Management16%Jaccard90 shared of 555 total tickers — NVDA · AMZN · MELI · SPOT · APP
- 5Terry SmithFundsmith15%Jaccard16 shared of 106 total tickers — APP · META · NFLX · GOOGL · MSFT
- 6David TepperAppaloosa Management14%Jaccard14 shared of 99 total tickers — NVDA · AMZN · META · GOOG · BN
- 7Glenn GreenbergBrave Warrior Advisors12%Jaccard13 shared of 113 total tickers — AMZN · NU · META · GOOG · GOOGL
- 8William von MuefflingCantillon Capital Management11%Jaccard12 shared of 106 total tickers — SPOT · GOOGL · MSFT · BN · TSM
- 9Stanley DruckenmillerDuquesne Family Office11%Jaccard13 shared of 121 total tickers — AMZN · META · CPNG · GOOGL · CRH
- 10François RochonGiverny Capital11%Jaccard13 shared of 121 total tickers — META · GOOG · GOOGL · MSFT · MA
- 11David RolfeWedgewood Partners10%Jaccard10 shared of 99 total tickers — AMZN · META · GOOGL · MSFT · AAPL
- 12Lee AinslieMaverick Capital7%Jaccard8 shared of 107 total tickers — AMZN · GOOG · GOOGL · CRH · TSM
- 13Bill AckmanPershing Square Capital7%Jaccard7 shared of 98 total tickers — AMZN · META · GOOG · GOOGL · MSFT
- 14Stephen MandelLone Pine Capital7%Jaccard7 shared of 103 total tickers — APP · NU · GOOGL · BN · TSM
- 15Li LuHimalaya Capital6%Jaccard6 shared of 96 total tickers — PDD · GOOG · GOOGL · AAPL · TME
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 Tom Slater?
Top portfolio-similarity peers to Tom Slater (Baillie Gifford (Long Term Global Growth)): Polen Capital (Polen Capital Management, 23% Jaccard); Bill Nygren (Oakmark Funds, 23% Jaccard); Chase Coleman (Tiger Global Management, 19% 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 Tom Slater and the 29 other tracked superinvestors.
Why does Tom Slater'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 Tom Slater 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.