Investors who trade like Glenn Greenberg
The 29 other tracked superinvestors ranked by shared-ticker overlap with Glenn Greenberg's (Brave Warrior Advisors) 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 NygrenOakmark Funds15%Jaccard16 shared of 105 total tickers — ELV · RYAAY · COF · GOOGL · HCA
- 2François RochonGiverny Capital14%Jaccard11 shared of 78 total tickers — BLDR · GOOGL · JPM · SUNB · MSFT
- 3David RolfeWedgewood Partners12%Jaccard6 shared of 50 total tickers — GOOGL · MSFT · AMZN · PGR · V
- 4Warren BuffettBerkshire Hathaway12%Jaccard7 shared of 59 total tickers — LEN · COF · DHI · GOOGL · GOOG
- 5Bill AckmanPershing Square Capital11%Jaccard5 shared of 45 total tickers — GOOGL · MSFT · GOOG · AMZN · META
- 6Chase ColemanTiger Global Management10%Jaccard8 shared of 77 total tickers — GOOGL · MSFT · AMAT · AMZN · NU
- 7William von MuefflingCantillon Capital Management10%Jaccard6 shared of 59 total tickers — GOOGL · MSFT · AMAT · ADI · MCO
- 8Terry SmithFundsmith10%Jaccard7 shared of 73 total tickers — GOOGL · MSFT · MA · MAR · TXN
- 9Chris HohnTCI Fund Management9%Jaccard4 shared of 45 total tickers — GOOGL · GOOG · MCO · V
- 10David TepperAppaloosa Management8%Jaccard5 shared of 61 total tickers — MPLX · GOOG · AMZN · ET · META
- 11Dev KantesariaValley Forge Capital7%Jaccard3 shared of 42 total tickers — MA · MCO · V
- 12Seth KlarmanBaupost Group7%Jaccard4 shared of 58 total tickers — ELV · GOOG · AMZN · V
- 13Stephen MandelLone Pine Capital6%Jaccard4 shared of 69 total tickers — GOOGL · AMAT · NU · V
- 14Lee AinslieMaverick Capital6%Jaccard4 shared of 72 total tickers — COF · GOOGL · GOOG · AMZN
- 15Chuck AkreAkre Capital Management5%Jaccard3 shared of 55 total tickers — MA · MCO · V
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 Glenn Greenberg?
Top portfolio-similarity peers to Glenn Greenberg (Brave Warrior Advisors): Bill Nygren (Oakmark Funds, 15% Jaccard); François Rochon (Giverny Capital, 14% Jaccard); David Rolfe (Wedgewood Partners, 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 Glenn Greenberg and the 29 other tracked superinvestors.
Why does Glenn Greenberg'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 Glenn Greenberg 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.
Reading for your research
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