Investors who trade like Stanley Druckenmiller
The 29 other tracked superinvestors ranked by shared-ticker overlap with Stanley Druckenmiller's (Duquesne Family Office) 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
- 1Chase ColemanTiger Global Management9%Jaccard11 shared of 123 total tickers — TSM · AMZN · GOOGL · STX · SE
- 2Polen CapitalPolen Capital Management7%Jaccard20 shared of 283 total tickers — NTRA · TSM · AMZN · GOOGL · UAL
- 3Stephen MandelLone Pine Capital7%Jaccard8 shared of 114 total tickers — TSM · GOOGL · STX · SE · BTDR
- 4Tom SlaterBaillie Gifford (Long Term Global Growth)7%Jaccard22 shared of 334 total tickers — TSM · AMZN · TBBB · GOOGL · STX
- 5Andreas HalvorsenViking Global Investors6%Jaccard10 shared of 166 total tickers — NTRA · TSM · AMZN · SE · NAMS
- 6Lee AinslieMaverick Capital6%Jaccard7 shared of 118 total tickers — TSM · AMZN · GOOGL · SPY · CRH
- 7Bill NygrenOakmark Funds6%Jaccard9 shared of 161 total tickers — AMZN · GOOGL · SPY · DAL · CPNG
- 8David TepperAppaloosa Management6%Jaccard6 shared of 109 total tickers — TSM · AMZN · AMD · META · LRCX
- 9David RolfeWedgewood Partners4%Jaccard4 shared of 101 total tickers — TSM · AMZN · GOOGL · META
- 10Howard MarksOaktree Capital4%Jaccard6 shared of 152 total tickers — YPF · SE · SPY · BTDR · U
- 11Glenn GreenbergBrave Warrior Advisors3%Jaccard4 shared of 123 total tickers — AMZN · GOOGL · DHI · META
- 12Terry SmithFundsmith3%Jaccard4 shared of 125 total tickers — TSM · GOOGL · META · ADMA
- 13Bill AckmanPershing Square Capital3%Jaccard3 shared of 96 total tickers — AMZN · GOOGL · META
- 14François RochonGiverny Capital3%Jaccard4 shared of 134 total tickers — TSM · GOOGL · SPY · META
- 15John ArmitageEgerton Capital3%Jaccard4 shared of 142 total tickers — SE · SNDK · CVCO · SKY
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 Stanley Druckenmiller?
Top portfolio-similarity peers to Stanley Druckenmiller (Duquesne Family Office): Chase Coleman (Tiger Global Management, 9% Jaccard); Polen Capital (Polen Capital Management, 7% Jaccard); Stephen Mandel (Lone Pine Capital, 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 Stanley Druckenmiller and the 29 other tracked superinvestors.
Why does Stanley Druckenmiller'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 Stanley Druckenmiller 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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