Investors who trade like Chuck Akre
The 29 other tracked superinvestors ranked by shared-ticker overlap with Chuck Akre's (Akre 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
- 1Dev KantesariaValley Forge Capital19%Jaccard4 shared of 21 total tickers — MA · MCO · FICO · V
- 2David RolfeWedgewood Partners9%Jaccard3 shared of 33 total tickers — V · CPRT · ORLY
- 3Bill NygrenOakmark Funds7%Jaccard7 shared of 94 total tickers — MCO · KKR · ROP · V · ABNB
- 4Chris HohnTCI Fund Management7%Jaccard2 shared of 27 total tickers — MCO · V
- 5Terry SmithFundsmith7%Jaccard4 shared of 56 total tickers — MA · FICO · V · ORLY
- 6François RochonGiverny Capital6%Jaccard4 shared of 65 total tickers — MA · V · CPRT · BRK.B
- 7Glenn GreenbergBrave Warrior Advisors5%Jaccard3 shared of 55 total tickers — MA · MCO · V
- 8William von MuefflingCantillon Capital Management5%Jaccard2 shared of 43 total tickers — MCO · V
- 9Stephen MandelLone Pine Capital4%Jaccard2 shared of 51 total tickers — BN · V
- 10Li LuHimalaya Capital4%Jaccard1 shared of 26 total tickers — BRK.B
- 11Bill AckmanPershing Square Capital3%Jaccard1 shared of 29 total tickers — BN
- 12Chase ColemanTiger Global Management3%Jaccard2 shared of 63 total tickers — V · NOW
- 13Seth KlarmanBaupost Group2%Jaccard1 shared of 41 total tickers — V
- 14Warren BuffettBerkshire Hathaway2%Jaccard1 shared of 45 total tickers — MCO
- 15David TepperAppaloosa Management2%Jaccard1 shared of 45 total tickers — BRK.B
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 Chuck Akre?
Top portfolio-similarity peers to Chuck Akre (Akre Capital Management): Dev Kantesaria (Valley Forge Capital, 19% Jaccard); David Rolfe (Wedgewood Partners, 9% Jaccard); Bill Nygren (Oakmark Funds, 7% 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 Chuck Akre and the 29 other tracked superinvestors.
Why does Chuck Akre'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 Chuck Akre 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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