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 | 1.9% | 22.0% |
| COCA COLA CO | 0.2% | 10.9% |
| CHUBB LIMITED | 0.1% | 3.9% |
| ALLY FINL INC | 0.2% | 0.4% |
| CAPITAL ONE FINL CORP | 0.4% | 0.2% |
George Soros runs Soros Fund Management LLC ($8.14B disclosed). Warren Buffett runs Berkshire Hathaway Inc ($299.25B disclosed). They share 5 common positions, with 254 names unique to George Soros's book and 21 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
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 | 1.9% | 22.0% |
| COCA COLA CO | 0.2% | 10.9% |
| CHUBB LIMITED | 0.1% | 3.9% |
| ALLY FINL INC | 0.2% | 0.4% |
| CAPITAL ONE FINL CORP | 0.4% | 0.2% |
George Soros runs Soros Fund Management LLC ($8.14B disclosed). Warren Buffett runs Berkshire Hathaway Inc ($299.25B disclosed). They share 5 common positions, with 254 names unique to George Soros's book and 21 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
