Investors who trade like Terry Smith
The 29 other tracked superinvestors ranked by shared-ticker overlap with Terry Smith's (Fundsmith) 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 RolfeWedgewood Partners12%Jaccard6 shared of 52 total tickers — V · GOOGL · MSFT · META · TSM
- 2François RochonGiverny Capital11%Jaccard9 shared of 82 total tickers — V · MA · GOOGL · MSFT · META
- 3William von MuefflingCantillon Capital Management10%Jaccard6 shared of 61 total tickers — V · UBER · GOOGL · MSFT · TSM
- 4Bill NygrenOakmark Funds10%Jaccard11 shared of 112 total tickers — WAT · V · GOOGL · PG · MSFT
- 5Glenn GreenbergBrave Warrior Advisors10%Jaccard7 shared of 73 total tickers — MAR · V · MA · GOOGL · MSFT
- 6Chase ColemanTiger Global Management9%Jaccard7 shared of 80 total tickers — V · UBER · GOOGL · MSFT · META
- 7Bill AckmanPershing Square Capital8%Jaccard4 shared of 48 total tickers — UBER · GOOGL · MSFT · META
- 8Chuck AkreAkre Capital Management7%Jaccard4 shared of 56 total tickers — V · MA · FICO · ORLY
- 9Dev KantesariaValley Forge Capital7%Jaccard3 shared of 44 total tickers — V · MA · FICO
- 10Tom SlaterBaillie Gifford (Long Term Global Growth)7%Jaccard19 shared of 290 total tickers — UBER · MA · GOOGL · PG · MSFT
- 11Stephen MandelLone Pine Capital6%Jaccard4 shared of 71 total tickers — V · GOOGL · TSM · APP
- 12Polen CapitalPolen Capital Management5%Jaccard12 shared of 244 total tickers — V · UBER · MA · GOOGL · MSFT
- 13Andreas HalvorsenViking Global Investors5%Jaccard6 shared of 123 total tickers — WAT · V · MSFT · META · TSM
- 14David TepperAppaloosa Management5%Jaccard3 shared of 65 total tickers — UBER · META · TSM
- 15Chris HohnTCI Fund Management4%Jaccard2 shared of 49 total tickers — V · GOOGL
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 Terry Smith?
Top portfolio-similarity peers to Terry Smith (Fundsmith): David Rolfe (Wedgewood Partners, 12% Jaccard); François Rochon (Giverny Capital, 11% Jaccard); William von Mueffling (Cantillon Capital Management, 10% 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 Terry Smith and the 29 other tracked superinvestors.
Why does Terry Smith'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 Terry Smith 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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