Investors who trade like Joel Greenblatt
The 29 other tracked superinvestors ranked by shared-ticker overlap with Joel Greenblatt's (Gotham Asset 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
- 1Tom SlaterBaillie Gifford (Long Term Global Growth)7%Jaccard233 shared of 3163 total tickers — NVDA · AAPL · MU · MSFT · AMZN
- 2Polen CapitalPolen Capital Management6%Jaccard189 shared of 3154 total tickers — NVDA · AAPL · MSFT · AMZN · AVGO
- 3Bill NygrenOakmark Funds2%Jaccard75 shared of 3135 total tickers — NVDA · AAPL · MU · MSFT · AMZN
- 4Stanley DruckenmillerDuquesne Family Office2%Jaccard74 shared of 3142 total tickers — AMZN · GOOGL · LRCX · LLY · TSLA
- 5Andreas HalvorsenViking Global Investors2%Jaccard74 shared of 3142 total tickers — MSFT · AMZN · CB · TSLA · META
- 6John ArmitageEgerton Capital1%Jaccard47 shared of 3139 total tickers — WDC · SNDK · CMI · CAT · JEF
- 7François RochonGiverny Capital1%Jaccard44 shared of 3134 total tickers — AAPL · MSFT · GOOG · GOOGL · META
- 8Howard MarksOaktree Capital1%Jaccard43 shared of 3155 total tickers — SPY · FCX · EQIX · LYB · QQQ
- 9Terry SmithFundsmith1%Jaccard39 shared of 3130 total tickers — MSFT · GOOGL · GEV · FTNT · VRSN
- 10Chase ColemanTiger Global Management1%Jaccard36 shared of 3138 total tickers — NVDA · MSFT · AMZN · AVGO · GOOGL
- 11Glenn GreenbergBrave Warrior Advisors1%Jaccard35 shared of 3132 total tickers — MSFT · AMZN · GOOG · GOOGL · META
- 12Stephen MandelLone Pine Capital1%Jaccard32 shared of 3130 total tickers — GOOGL · STX · TER · CRS · MCK
- 13Lee AinslieMaverick Capital1%Jaccard32 shared of 3133 total tickers — AMZN · GOOG · GOOGL · COF · CRS
- 14Warren BuffettBerkshire Hathaway1%Jaccard27 shared of 3128 total tickers — AAPL · GOOG · GOOGL · CB · VRSN
- 15William von MuefflingCantillon Capital Management1%Jaccard25 shared of 3129 total tickers — MSFT · AVGO · GOOGL · V · BLK
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 Joel Greenblatt?
Top portfolio-similarity peers to Joel Greenblatt (Gotham Asset Management): Tom Slater (Baillie Gifford (Long Term Global Growth), 7% Jaccard); Polen Capital (Polen Capital Management, 6% Jaccard); Bill Nygren (Oakmark Funds, 2% 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 Joel Greenblatt and the 29 other tracked superinvestors.
Why does Joel Greenblatt'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 Joel Greenblatt 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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