Head-to-head
Compare portfolio managers.
105 head-to-head comparisons between the top 15 Tier-1 managers we track. Overlap matrix heatmap below, plus shared holdings, live portfolio values, and quarter-over-quarter moves on every pair page.
Overlap matrix
Shared top-10 positions · darker = more overlap
Every cell counts how many tickers two managers share in their top-10 holdings. Click any cell to see the full side-by-side comparison. Darker = more consensus. Dataroma has nothing like this — it's a raw holding count per manager and you're left to eyeball overlaps yourself.
Buffett | Ackman | Icahn | Klarman | Greenblatt | Druckenmiller | Lu | Marks | Halvorsen | Hohn | Ubben | Mandel | Ainslie | Akre | Smith | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Buffett | – | 1 | 1 | 1 | 1 | 1 | |||||||||
| Ackman | – | 1 | 1 | ||||||||||||
| Icahn | 1 | – | |||||||||||||
| Klarman | – | 1 | |||||||||||||
| Greenblatt | 1 | – | 1 | 1 | 3 | 3 | 1 | 2 | 3 | 1 | 2 | ||||
| Druckenmiller | 1 | – | 2 | 1 | 2 | 2 | 1 | ||||||||
| Lu | 1 | 1 | 1 | – | 1 | 1 | 1 | 1 | 1 | 1 | 1 | ||||
| Marks | 1 | – | |||||||||||||
| Halvorsen | 3 | 2 | 1 | – | 3 | 1 | 3 | 3 | 3 | 4 | |||||
| Hohn | 1 | 1 | 3 | 1 | 1 | 3 | – | 1 | 2 | 3 | 3 | 3 | |||
| Ubben | 1 | 1 | 1 | 1 | – | 1 | 1 | 1 | 1 | ||||||
| Mandel | 2 | 2 | 1 | 3 | 2 | 1 | – | 3 | 1 | 2 | |||||
| Ainslie | 3 | 2 | 1 | 3 | 3 | 1 | 3 | – | 1 | 2 | |||||
| Akre | 1 | 1 | 1 | 3 | 3 | 1 | 1 | 1 | – | 3 | |||||
| Smith | 2 | 1 | 1 | 4 | 3 | 1 | 2 | 2 | 3 | – |
Overlap:123–45+
Most similar pairs
Ranked by shared ticker count
Andreas Halvorsen × Terry Smith
#1
Viking Global Investors · Fundsmith
4 shared
METAVMSFTMA
Joel Greenblatt × Andreas Halvorsen
#2
Gotham Asset Management · Viking Global Investors
3 shared
MSFTMETAUNH
Joel Greenblatt × Chris Hohn
#3
Gotham Asset Management · TCI Fund Management
3 shared
MSFTMETAGOOGL
Joel Greenblatt × Lee Ainslie
#4
Gotham Asset Management · Maverick Capital
3 shared
MSFTMETAGOOGL
Andreas Halvorsen × Chris Hohn
#5
Viking Global Investors · TCI Fund Management
3 shared
METAVMSFT
Andreas Halvorsen × Stephen Mandel
#6
Viking Global Investors · Lone Pine Capital
3 shared
METAMSFTNVDA
Andreas Halvorsen × Lee Ainslie
#7
Viking Global Investors · Maverick Capital
3 shared
METAMSFTNVDA
Andreas Halvorsen × Chuck Akre
#8
Viking Global Investors · Akre Capital Management
3 shared
METAVMA
Warren Buffett
14 comparisons
vs
Bill Ackman
Pershing Square Capital
vs
Carl Icahn
Icahn Enterprises
vs
Seth Klarman
Baupost Group
vs
Joel Greenblatt
Gotham Asset Management
vs
Stanley Druckenmiller
Duquesne Family Office
vs
Li Lu
Himalaya Capital
vs
Howard Marks
Oaktree Capital
vs
Andreas Halvorsen
Viking Global Investors
vs
Chris Hohn
TCI Fund Management
vs
Jeffrey Ubben
ValueAct Capital
vs
Stephen Mandel
Lone Pine Capital
vs
Lee Ainslie
Maverick Capital
vs
Chuck Akre
Akre Capital Management
vs
Terry Smith
Fundsmith
Bill Ackman
13 comparisons
vs
Carl Icahn
Icahn Enterprises
vs
Seth Klarman
Baupost Group
vs
Joel Greenblatt
Gotham Asset Management
vs
Stanley Druckenmiller
Duquesne Family Office
vs
Li Lu
Himalaya Capital
vs
Howard Marks
Oaktree Capital
vs
Andreas Halvorsen
Viking Global Investors
vs
Chris Hohn
TCI Fund Management
vs
Jeffrey Ubben
ValueAct Capital
vs
Stephen Mandel
Lone Pine Capital
vs
Lee Ainslie
Maverick Capital
vs
Chuck Akre
Akre Capital Management
vs
Terry Smith
Fundsmith
Carl Icahn
12 comparisons
vs
Seth Klarman
Baupost Group
vs
Joel Greenblatt
Gotham Asset Management
vs
Stanley Druckenmiller
Duquesne Family Office
vs
Li Lu
Himalaya Capital
vs
Howard Marks
Oaktree Capital
vs
Andreas Halvorsen
Viking Global Investors
vs
Chris Hohn
TCI Fund Management
vs
Jeffrey Ubben
ValueAct Capital
vs
Stephen Mandel
Lone Pine Capital
vs
Lee Ainslie
Maverick Capital
vs
Chuck Akre
Akre Capital Management
vs
Terry Smith
Fundsmith
Seth Klarman
11 comparisons
vs
Joel Greenblatt
Gotham Asset Management
vs
Stanley Druckenmiller
Duquesne Family Office
vs
Li Lu
Himalaya Capital
vs
Howard Marks
Oaktree Capital
vs
Andreas Halvorsen
Viking Global Investors
vs
Chris Hohn
TCI Fund Management
vs
Jeffrey Ubben
ValueAct Capital
vs
Stephen Mandel
Lone Pine Capital
vs
Lee Ainslie
Maverick Capital
vs
Chuck Akre
Akre Capital Management
vs
Terry Smith
Fundsmith
Joel Greenblatt
10 comparisons
vs
Stanley Druckenmiller
Duquesne Family Office
vs
Li Lu
Himalaya Capital
vs
Howard Marks
Oaktree Capital
vs
Andreas Halvorsen
Viking Global Investors
vs
Chris Hohn
TCI Fund Management
vs
Jeffrey Ubben
ValueAct Capital
vs
Stephen Mandel
Lone Pine Capital
vs
Lee Ainslie
Maverick Capital
vs
Chuck Akre
Akre Capital Management
vs
Terry Smith
Fundsmith
Stanley Druckenmiller
9 comparisons
Li Lu
8 comparisons
Howard Marks
7 comparisons
Andreas Halvorsen
6 comparisons
Chris Hohn
5 comparisons
Jeffrey Ubben
4 comparisons
Stephen Mandel
3 comparisons
Lee Ainslie
2 comparisons
Chuck Akre
1 comparisons
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Remove with Pro →All comparisons include live portfolio values computed from current market prices. Not investment advice.
Deep dive
Reading for your research
Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.
Amazon affiliate links — as an Amazon Associate, HoldLens earns from qualifying purchases and membership trials at no extra cost to you. These are books we genuinely recommend. Not investment advice; always do your own research.
Benjamin Graham
The Intelligent Investor
The foundational text. Buffett calls it 'by far the best book about investing ever written.'
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Benjamin Graham & David Dodd
Security Analysis
The deep dive behind The Intelligent Investor — how to actually read a filing and value a business.
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See the full investing reading list
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