Investors who trade like William von Mueffling
The 29 other tracked superinvestors ranked by shared-ticker overlap with William von Mueffling's (Cantillon 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
- 1Chris HohnTCI Fund Management13%Jaccard4 shared of 32 total tickers — GOOGL · V · CP · MCO
- 2Chase ColemanTiger Global Management13%Jaccard8 shared of 64 total tickers — AVGO · GOOGL · TSM · AMAT · V
- 3David RolfeWedgewood Partners10%Jaccard4 shared of 39 total tickers — GOOGL · TSM · V · MSFT
- 4Glenn GreenbergBrave Warrior Advisors10%Jaccard6 shared of 59 total tickers — GOOGL · AMAT · ADI · V · MSFT
- 5Terry SmithFundsmith10%Jaccard6 shared of 61 total tickers — GOOGL · TSM · V · MSFT · UBER
- 6Bill NygrenOakmark Funds9%Jaccard9 shared of 99 total tickers — AVGO · GOOGL · AMAT · V · MSFT
- 7Stephen MandelLone Pine Capital9%Jaccard5 shared of 55 total tickers — GOOGL · TSM · IBKR · AMAT · V
- 8Bill AckmanPershing Square Capital9%Jaccard3 shared of 34 total tickers — GOOGL · MSFT · UBER
- 9François RochonGiverny Capital9%Jaccard6 shared of 70 total tickers — GOOGL · TSM · ADI · V · MSFT
- 10Dev KantesariaValley Forge Capital7%Jaccard2 shared of 30 total tickers — V · MCO
- 11Andreas HalvorsenViking Global Investors7%Jaccard7 shared of 107 total tickers — TSM · IBKR · V · MSFT · ICE
- 12Seth KlarmanBaupost Group7%Jaccard3 shared of 46 total tickers — V · FERG · CME
- 13David TepperAppaloosa Management6%Jaccard3 shared of 50 total tickers — AVGO · TSM · UBER
- 14Lee AinslieMaverick Capital5%Jaccard3 shared of 60 total tickers — GOOGL · TSM · LYV
- 15Chuck AkreAkre Capital Management5%Jaccard2 shared of 43 total tickers — V · MCO
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 William von Mueffling?
Top portfolio-similarity peers to William von Mueffling (Cantillon Capital Management): Chris Hohn (TCI Fund Management, 13% Jaccard); Chase Coleman (Tiger Global Management, 13% Jaccard); David Rolfe (Wedgewood Partners, 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 William von Mueffling and the 29 other tracked superinvestors.
Why does William von Mueffling'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 William von Mueffling 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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