Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | George Soros % | Warren Buffett % |
|---|---|---|
| APPLE INC | 1.5% | 22.6% |
| ALPHABET INC | 2.7% | 2.0% |
| UNITEDHEALTH GROUP INC | 0.3% | 0.6% |
| ALLY FINL INC | 1.0% | 0.5% |
| AMAZON COM INC | 7.3% | 0.2% |
George Soros runs Soros Fund Management LLC ($7.46B disclosed). Warren Buffett runs Berkshire Hathaway Inc ($274.16B disclosed). They share 5 common positions, with 213 names unique to George Soros's book and 34 unique to Warren Buffett'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
