Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Matrix Asset Advisors % | George Soros % |
|---|---|---|
| AMAZON COM INC | 2.6% | 5.6% |
| ALPHABET INC | 4.6% | 2.3% |
| NVIDIA CORPORATION | 0.1% | 2.6% |
| APPLE INC | 3.6% | 1.7% |
| MICROSOFT CORP | 6.2% | 1.1% |
| JPMORGAN CHASE & CO. | 3.9% | 0.5% |
| BERKSHIRE HATHAWAY INC DEL | 0.5% | 0.9% |
| BROADCOM INC | 0.0% | 0.7% |
| META PLATFORMS INC | 1.9% | 0.3% |
| MCDONALDS CORP | 0.0% | 0.5% |
| CAPITAL ONE FINL CORP | 0.1% | 0.5% |
| ACCENTURE PLC IRELAND | 0.5% | 0.4% |
| ELI LILLY & CO | 0.0% | 0.3% |
| TESLA INC | 0.0% | 0.3% |
| COMCAST CORP NEW | 1.6% | 0.0% |
| UNITEDHEALTH GROUP INC | 0.0% | 0.2% |
| JOHNSON & JOHNSON | 0.1% | 0.1% |
| WALMART INC | 0.0% | 0.1% |
Matrix Asset Advisors runs Matrix Asset Advisors Inc/NY ($1.11B disclosed). George Soros runs Soros Fund Management LLC ($7.29B disclosed). They share 18 common positions, with 71 names unique to Matrix Asset Advisors's book and 222 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
Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Matrix Asset Advisors % | George Soros % |
|---|---|---|
| AMAZON COM INC | 2.6% | 5.6% |
| ALPHABET INC | 4.6% | 2.3% |
| NVIDIA CORPORATION | 0.1% | 2.6% |
| APPLE INC | 3.6% | 1.7% |
| MICROSOFT CORP | 6.2% | 1.1% |
| JPMORGAN CHASE & CO. | 3.9% | 0.5% |
| BERKSHIRE HATHAWAY INC DEL | 0.5% | 0.9% |
| BROADCOM INC | 0.0% | 0.7% |
| META PLATFORMS INC | 1.9% | 0.3% |
| MCDONALDS CORP | 0.0% | 0.5% |
| CAPITAL ONE FINL CORP | 0.1% | 0.5% |
| ACCENTURE PLC IRELAND | 0.5% | 0.4% |
| ELI LILLY & CO | 0.0% | 0.3% |
| TESLA INC | 0.0% | 0.3% |
| COMCAST CORP NEW | 1.6% | 0.0% |
| UNITEDHEALTH GROUP INC | 0.0% | 0.2% |
| JOHNSON & JOHNSON | 0.1% | 0.1% |
| WALMART INC | 0.0% | 0.1% |
Matrix Asset Advisors runs Matrix Asset Advisors Inc/NY ($1.11B disclosed). George Soros runs Soros Fund Management LLC ($7.29B disclosed). They share 18 common positions, with 71 names unique to Matrix Asset Advisors's book and 222 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
