Investors who trade like Polen Capital
The 29 other tracked superinvestors ranked by shared-ticker overlap with Polen Capital's (Polen Capital 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)12%Jaccard51 shared of 432 total tickers — NVDA · MSFT · GOOG · AVGO · AMZN
- 2Chase ColemanTiger Global Management8%Jaccard19 shared of 242 total tickers — NVDA · MSFT · AVGO · AMZN · V
- 3Stanley DruckenmillerDuquesne Family Office7%Jaccard20 shared of 283 total tickers — LLY · AMZN · LRCX · TSM · META
- 4Bill NygrenOakmark Funds7%Jaccard19 shared of 278 total tickers — LLY · NVDA · MSFT · GOOG · AVGO
- 5Joel GreenblattGotham Asset Management6%Jaccard189 shared of 3154 total tickers — LLY · NVDA · MSFT · GOOG · AVGO
- 6Andreas HalvorsenViking Global Investors6%Jaccard16 shared of 287 total tickers — MSFT · AMZN · V · MSCI · TSM
- 7David TepperAppaloosa Management5%Jaccard12 shared of 230 total tickers — NVDA · GOOG · AVGO · AMZN · LRCX
- 8Stephen MandelLone Pine Capital5%Jaccard12 shared of 237 total tickers — V · TSM · ASML · WULF · NU
- 9Terry SmithFundsmith5%Jaccard12 shared of 244 total tickers — MSFT · V · MA · MSCI · IDXX
- 10Lee AinslieMaverick Capital4%Jaccard10 shared of 242 total tickers — GOOG · AMZN · TSM · ASML · GOOGL
- 11François RochonGiverny Capital4%Jaccard10 shared of 255 total tickers — MSFT · GOOG · V · MA · TSM
- 12William von MuefflingCantillon Capital Management3%Jaccard8 shared of 233 total tickers — MSFT · AVGO · V · ORCL · TSM
- 13Glenn GreenbergBrave Warrior Advisors3%Jaccard8 shared of 246 total tickers — MSFT · GOOG · AMZN · V · MA
- 14David RolfeWedgewood Partners3%Jaccard7 shared of 225 total tickers — MSFT · AMZN · V · TSM · META
- 15Bill AckmanPershing Square Capital3%Jaccard6 shared of 220 total tickers — MSFT · GOOG · AMZN · META · UBER
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 Polen Capital?
Top portfolio-similarity peers to Polen Capital (Polen Capital Management): Tom Slater (Baillie Gifford (Long Term Global Growth), 12% Jaccard); Chase Coleman (Tiger Global Management, 8% Jaccard); Stanley Druckenmiller (Duquesne Family Office, 7% 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 Polen Capital and the 29 other tracked superinvestors.
Why does Polen Capital'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 Polen Capital 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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