Investors who trade like Bill Nygren
The 29 other tracked superinvestors ranked by shared-ticker overlap with Bill Nygren's (Oakmark Funds) 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
- 1Glenn GreenbergBrave Warrior Advisors15%Jaccard16 shared of 105 total tickers — COF · GOOGL · ELV · BAC · AMZN
- 2Chase ColemanTiger Global Management10%Jaccard12 shared of 116 total tickers — GOOGL · AMZN · CPNG · V · MSFT
- 3Warren BuffettBerkshire Hathaway10%Jaccard10 shared of 99 total tickers — COF · GOOGL · DAL · BAC · ALLY
- 4David TepperAppaloosa Management10%Jaccard10 shared of 99 total tickers — AMZN · GOOG · AAPL · BRK.B · META
- 5Tom SlaterBaillie Gifford (Long Term Global Growth)10%Jaccard32 shared of 318 total tickers — GOOGL · ELV · AMZN · AER · NFLX
- 6François RochonGiverny Capital10%Jaccard12 shared of 120 total tickers — GOOGL · SCHW · GOOG · BKNG · V
- 7Terry SmithFundsmith10%Jaccard11 shared of 112 total tickers — GOOGL · NFLX · PAYC · V · MSFT
- 8William von MuefflingCantillon Capital Management9%Jaccard9 shared of 99 total tickers — GOOGL · ICE · V · ORCL · BLK
- 9David RolfeWedgewood Partners8%Jaccard7 shared of 92 total tickers — GOOGL · AMZN · BKNG · V · AAPL
- 10Andreas HalvorsenViking Global Investors8%Jaccard12 shared of 158 total tickers — COF · SCHW · ICE · AMZN · UNP
- 11Chuck AkreAkre Capital Management7%Jaccard7 shared of 94 total tickers — ABNB · CRM · ROP · V · KKR
- 12Lee AinslieMaverick Capital7%Jaccard8 shared of 111 total tickers — COF · GOOGL · SYY · AMZN · UNP
- 13Polen CapitalPolen Capital Management7%Jaccard19 shared of 278 total tickers — ABNB · GOOGL · WTW · AMZN · NFLX
- 14Seth KlarmanBaupost Group6%Jaccard6 shared of 99 total tickers — ELV · AMZN · UNP · GOOG · V
- 15Bill AckmanPershing Square Capital6%Jaccard5 shared of 88 total tickers — GOOGL · AMZN · GOOG · MSFT · META
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 Bill Nygren?
Top portfolio-similarity peers to Bill Nygren (Oakmark Funds): Glenn Greenberg (Brave Warrior Advisors, 15% Jaccard); Chase Coleman (Tiger Global Management, 10% Jaccard); Warren Buffett (Berkshire Hathaway, 10% 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 Bill Nygren and the 29 other tracked superinvestors.
Why does Bill Nygren'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 Bill Nygren 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.
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