Investors who trade like John Armitage
The 29 other tracked superinvestors ranked by shared-ticker overlap with John Armitage's (Egerton 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
- 1David EinhornGreenlight Capital3%Jaccard3 shared of 89 total tickers — AER · TECK · SDRL
- 2Stanley DruckenmillerDuquesne Family Office3%Jaccard4 shared of 142 total tickers — CVCO · SKY · SNDK · SE
- 3Warren BuffettBerkshire Hathaway2%Jaccard2 shared of 83 total tickers — JEF · LPX
- 4Chase ColemanTiger Global Management2%Jaccard2 shared of 102 total tickers — SPOT · SE
- 5Polen CapitalPolen Capital Management2%Jaccard5 shared of 268 total tickers — SNDK · SPOT · PLPC · SE · AEIS
- 6Tom SlaterBaillie Gifford (Long Term Global Growth)2%Jaccard5 shared of 321 total tickers — TDW · AER · SPOT · SE · PBR
- 7Joel GreenblattGotham Asset Management1%Jaccard47 shared of 3139 total tickers — TDW · BLDR · LXU · WFG · CVCO
- 8Andreas HalvorsenViking Global Investors1%Jaccard2 shared of 144 total tickers — SE · MS
- 9William von MuefflingCantillon Capital Management1%Jaccard1 shared of 83 total tickers — SPOT
- 10Prem WatsaFairfax Financial1%Jaccard1 shared of 87 total tickers — ORLA
- 11Stephen MandelLone Pine Capital1%Jaccard1 shared of 91 total tickers — SE
- 12Glenn GreenbergBrave Warrior Advisors1%Jaccard1 shared of 96 total tickers — BLDR
- 13François RochonGiverny Capital1%Jaccard1 shared of 107 total tickers — BLDR
- 14Howard MarksOaktree Capital1%Jaccard1 shared of 127 total tickers — SE
- 15Bill NygrenOakmark Funds1%Jaccard1 shared of 139 total tickers — AER
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 John Armitage?
Top portfolio-similarity peers to John Armitage (Egerton Capital): David Einhorn (Greenlight Capital, 3% Jaccard); Stanley Druckenmiller (Duquesne Family Office, 3% Jaccard); Warren Buffett (Berkshire Hathaway, 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 John Armitage and the 29 other tracked superinvestors.
Why does John Armitage'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 John Armitage 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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