Investors who trade like David Rolfe
The 29 other tracked superinvestors ranked by shared-ticker overlap with David Rolfe's (Wedgewood Partners) 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
- 1Bill AckmanPershing Square Capital17%Jaccard4 shared of 24 total tickers — GOOGL · META · MSFT · AMZN
- 2François RochonGiverny Capital16%Jaccard9 shared of 58 total tickers — TSM · GOOGL · META · AAPL · MSFT
- 3Glenn GreenbergBrave Warrior Advisors12%Jaccard6 shared of 50 total tickers — GOOGL · META · MSFT · AMZN · V
- 4Terry SmithFundsmith12%Jaccard6 shared of 52 total tickers — TSM · GOOGL · META · MSFT · V
- 5Chase ColemanTiger Global Management11%Jaccard6 shared of 57 total tickers — TSM · GOOGL · META · MSFT · AMZN
- 6William von MuefflingCantillon Capital Management10%Jaccard4 shared of 39 total tickers — TSM · GOOGL · MSFT · V
- 7David TepperAppaloosa Management10%Jaccard4 shared of 40 total tickers — TSM · META · AAPL · AMZN
- 8Chuck AkreAkre Capital Management9%Jaccard3 shared of 33 total tickers — V · ORLY · CPRT
- 9Li LuHimalaya Capital9%Jaccard2 shared of 23 total tickers — GOOGL · AAPL
- 10Chris HohnTCI Fund Management8%Jaccard2 shared of 25 total tickers — GOOGL · V
- 11Bill NygrenOakmark Funds8%Jaccard7 shared of 92 total tickers — GOOGL · META · AAPL · MSFT · AMZN
- 12Warren BuffettBerkshire Hathaway7%Jaccard3 shared of 41 total tickers — GOOGL · AAPL · CB
- 13Andreas HalvorsenViking Global Investors7%Jaccard7 shared of 98 total tickers — TSM · META · MSFT · AMZN · V
- 14Stephen MandelLone Pine Capital6%Jaccard3 shared of 48 total tickers — TSM · GOOGL · V
- 15Lee AinslieMaverick Capital6%Jaccard3 shared of 51 total tickers — TSM · GOOGL · AMZN
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 David Rolfe?
Top portfolio-similarity peers to David Rolfe (Wedgewood Partners): Bill Ackman (Pershing Square Capital, 17% Jaccard); François Rochon (Giverny Capital, 16% Jaccard); Glenn Greenberg (Brave Warrior Advisors, 12% 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 David Rolfe and the 29 other tracked superinvestors.
Why does David Rolfe'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 David Rolfe 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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