Investors who trade like Mohnish Pabrai
The 29 other tracked superinvestors ranked by shared-ticker overlap with Mohnish Pabrai's (Pabrai Investment Funds) 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
- 1Prem WatsaFairfax Financial3%Jaccard1 shared of 33 total tickers — KSPI
- 2Tom SlaterBaillie Gifford (Long Term Global Growth)0%Jaccard1 shared of 271 total tickers — KSPI
- 3Joel GreenblattGotham Asset Management0%Jaccard3 shared of 3129 total tickers — HCC · RIG · AMR
- 4Warren BuffettBerkshire Hathaway0%Jaccard0 shared of 31 total tickers
- 5Bill AckmanPershing Square Capital0%Jaccard0 shared of 15 total tickers
- 6Carl IcahnIcahn Enterprises0%Jaccard0 shared of 16 total tickers
- 7David EinhornGreenlight Capital0%Jaccard0 shared of 38 total tickers
- 8Seth KlarmanBaupost Group0%Jaccard0 shared of 27 total tickers
- 9Michael BurryScion Asset Management0%Jaccard0 shared of 12 total tickers
- 10Stanley DruckenmillerDuquesne Family Office0%Jaccard0 shared of 92 total tickers
- 11Li LuHimalaya Capital0%Jaccard0 shared of 12 total tickers
- 12Howard MarksOaktree Capital0%Jaccard0 shared of 74 total tickers
- 13Bill NygrenOakmark Funds0%Jaccard0 shared of 86 total tickers
- 14Glenn GreenbergBrave Warrior Advisors0%Jaccard0 shared of 43 total tickers
- 15Andreas HalvorsenViking Global Investors0%Jaccard0 shared of 92 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 Mohnish Pabrai?
Top portfolio-similarity peers to Mohnish Pabrai (Pabrai Investment Funds): Prem Watsa (Fairfax Financial, 3% Jaccard); Tom Slater (Baillie Gifford (Long Term Global Growth), 0% Jaccard); Joel Greenblatt (Gotham Asset Management, 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 Mohnish Pabrai and the 29 other tracked superinvestors.
Why does Mohnish Pabrai'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 Mohnish Pabrai 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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