Investors who trade like Tom Slater
The 29 other tracked superinvestors ranked by shared-ticker overlap with Tom Slater's (Baillie Gifford (Long Term Global Growth)) 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
- 1Polen CapitalPolen Capital Management12%Jaccard51 shared of 432 total tickers — SPCX · NVDA · AMZN · MELI · SE
- 2Bill NygrenOakmark Funds10%Jaccard32 shared of 318 total tickers — NVDA · AMZN · META · CPNG · NFLX
- 3Chase ColemanTiger Global Management9%Jaccard26 shared of 288 total tickers — SPCX · NVDA · AMZN · MELI · SE
- 4Joel GreenblattGotham Asset Management7%Jaccard233 shared of 3163 total tickers — NVDA · AMZN · MELI · SE · SPOT
- 5Stanley DruckenmillerDuquesne Family Office7%Jaccard22 shared of 334 total tickers — AMZN · SE · META · CPNG · RDDT
- 6Terry SmithFundsmith7%Jaccard19 shared of 290 total tickers — APP · META · NFLX · MSFT · GOOGL
- 7David TepperAppaloosa Management6%Jaccard17 shared of 278 total tickers — SPCX · NVDA · AMZN · META · GOOG
- 8François RochonGiverny Capital6%Jaccard17 shared of 301 total tickers — META · GOOG · MSFT · GOOGL · MA
- 9Glenn GreenbergBrave Warrior Advisors5%Jaccard15 shared of 292 total tickers — AMZN · NU · META · GOOG · MSFT
- 10Andreas HalvorsenViking Global Investors5%Jaccard17 shared of 339 total tickers — SPCX · AMZN · SE · META · RACE
- 11William von MuefflingCantillon Capital Management4%Jaccard12 shared of 282 total tickers — SPOT · MSFT · GOOGL · AVGO · TSM
- 12Stephen MandelLone Pine Capital4%Jaccard11 shared of 291 total tickers — SE · APP · NU · GOOGL · TSM
- 13David RolfeWedgewood Partners4%Jaccard10 shared of 275 total tickers — AMZN · META · MSFT · GOOGL · AAPL
- 14Lee AinslieMaverick Capital3%Jaccard8 shared of 297 total tickers — SPCX · AMZN · GOOG · GOOGL · CRH
- 15Howard MarksOaktree Capital2%Jaccard8 shared of 330 total tickers — SE · DASH · MMYT · ON · 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 Tom Slater?
Top portfolio-similarity peers to Tom Slater (Baillie Gifford (Long Term Global Growth)): Polen Capital (Polen Capital Management, 12% Jaccard); Bill Nygren (Oakmark Funds, 10% Jaccard); Chase Coleman (Tiger Global Management, 9% 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 Tom Slater and the 29 other tracked superinvestors.
Why does Tom Slater'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 Tom Slater 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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