Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Alex Roepers % | George Soros % |
|---|---|---|
| No shared positions. | ||
Alex Roepers runs Atlantic Investment Management Inc ($177.6M disclosed). George Soros runs Soros Fund Management LLC ($7.46B disclosed). They share 0 common positions, with 10 names unique to Alex Roepers's book and 218 unique to George Soros's book.
Use the tables above to spot conviction overlaps (where both managers go large on the same name) and contrarian disagreements (where one is buying while the other has nothing).
Key takeaways
