Investors who trade like William von Mueffling
The 29 other tracked superinvestors ranked by shared-ticker overlap with William von Mueffling's (Cantillon Capital Management) 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
- 1Chase ColemanTiger Global Management17%Jaccard8 shared of 48 total tickers — BN · GOOGL · TSM · AMAT · V
- 2Chris HohnTCI Fund Management15%Jaccard4 shared of 27 total tickers — GOOGL · V · CP · MCO
- 3Stephen MandelLone Pine Capital14%Jaccard5 shared of 35 total tickers — BN · GOOGL · TSM · AMAT · V
- 4Terry SmithFundsmith13%Jaccard6 shared of 46 total tickers — GOOGL · TSM · V · MSFT · UBER
- 5Bill AckmanPershing Square Capital13%Jaccard4 shared of 31 total tickers — BN · GOOGL · MSFT · UBER
- 6Glenn GreenbergBrave Warrior Advisors12%Jaccard6 shared of 50 total tickers — GOOGL · AMAT · ADI · V · MSFT
- 7David RolfeWedgewood Partners11%Jaccard4 shared of 35 total tickers — GOOGL · TSM · V · MSFT
- 8Tom SlaterBaillie Gifford (Long Term Global Growth)11%Jaccard12 shared of 106 total tickers — BN · GOOGL · TSM · AMAT · ADI
- 9Chuck AkreAkre Capital Management11%Jaccard4 shared of 37 total tickers — BN · V · CRM · MCO
- 10Bill NygrenOakmark Funds10%Jaccard10 shared of 96 total tickers — BN · GOOGL · AMAT · V · MSFT
- 11François RochonGiverny Capital10%Jaccard6 shared of 58 total tickers — GOOGL · TSM · ADI · V · MSFT
- 12Andreas HalvorsenViking Global Investors10%Jaccard6 shared of 60 total tickers — TSM · V · MSFT · ICE · CRM
- 13Polen CapitalPolen Capital Management9%Jaccard8 shared of 92 total tickers — BN · GOOGL · TSM · V · MSFT
- 14Seth KlarmanBaupost Group9%Jaccard3 shared of 35 total tickers — V · FERG · CRM
- 15David TepperAppaloosa Management8%Jaccard3 shared of 40 total tickers — BN · TSM · UBER
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 William von Mueffling?
Top portfolio-similarity peers to William von Mueffling (Cantillon Capital Management): Chase Coleman (Tiger Global Management, 17% Jaccard); Chris Hohn (TCI Fund Management, 15% Jaccard); Stephen Mandel (Lone Pine Capital, 14% 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 William von Mueffling and the 29 other tracked superinvestors.
Why does William von Mueffling'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 William von Mueffling 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.