Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Mark Hillman % | George Soros % |
|---|---|---|
| SALESFORCE INC | 1.7% | 1.8% |
| MICROSOFT CORP | 3.2% | 1.7% |
| TAIWAN SEMICONDUCTOR MFG LTD | 1.8% | 1.4% |
| SPDR S&P 500 ETF TR | 2.9% | 1.3% |
| DISNEY WALT CO | 1.8% | 1.0% |
| UNITEDHEALTH GROUP INC | 1.6% | 0.3% |
| DUPONT DE NEMOURS INC | 3.4% | 0.2% |
| WARNER BROS DISCOVERY INC | 3.9% | 0.1% |
| COMCAST CORP NEW | 1.7% | 0.0% |
Mark Hillman runs Hillman Capital Management Inc ($158.9M disclosed). George Soros runs Soros Fund Management LLC ($7.46B disclosed). They share 9 common positions, with 43 names unique to Mark Hillman's book and 209 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
