Investors who trade like Jeffrey Ubben
The 29 other tracked superinvestors ranked by shared-ticker overlap with Jeffrey Ubben's (ValueAct Capital) 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
- 1Joel GreenblattGotham Asset Management0%Jaccard1 shared of 3128 total tickers — NGVT
- 2Warren BuffettBerkshire Hathaway0%Jaccard0 shared of 28 total tickers
- 3Bill AckmanPershing Square Capital0%Jaccard0 shared of 12 total tickers
- 4Carl IcahnIcahn Enterprises0%Jaccard0 shared of 13 total tickers
- 5David EinhornGreenlight Capital0%Jaccard0 shared of 35 total tickers
- 6Seth KlarmanBaupost Group0%Jaccard0 shared of 24 total tickers
- 7Michael BurryScion Asset Management0%Jaccard0 shared of 9 total tickers
- 8Stanley DruckenmillerDuquesne Family Office0%Jaccard0 shared of 89 total tickers
- 9Li LuHimalaya Capital0%Jaccard0 shared of 9 total tickers
- 10Mohnish PabraiPabrai Investment Funds0%Jaccard0 shared of 5 total tickers
- 11Howard MarksOaktree Capital0%Jaccard0 shared of 71 total tickers
- 12Prem WatsaFairfax Financial0%Jaccard0 shared of 31 total tickers
- 13Bill NygrenOakmark Funds0%Jaccard0 shared of 83 total tickers
- 14Glenn GreenbergBrave Warrior Advisors0%Jaccard0 shared of 40 total tickers
- 15Andreas HalvorsenViking Global Investors0%Jaccard0 shared of 89 total tickers
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 Jeffrey Ubben?
Top portfolio-similarity peers to Jeffrey Ubben (ValueAct Capital): Joel Greenblatt (Gotham Asset Management, 0% Jaccard); Warren Buffett (Berkshire Hathaway, 0% Jaccard); Bill Ackman (Pershing Square Capital, 0% 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 Jeffrey Ubben and the 29 other tracked superinvestors.
Why does Jeffrey Ubben'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 Jeffrey Ubben 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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