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 % |
|---|---|---|
| ALPHABET INC | 4.6% | 3.4% |
| AMAZON COM INC | 2.6% | 3.5% |
| APPLE INC | 3.6% | 1.9% |
| MICROSOFT CORP | 6.2% | 0.9% |
| AMERICAN ELEC PWR CO INC | 1.9% | 1.3% |
| JPMORGAN CHASE & CO. | 3.9% | 0.5% |
| NVIDIA CORPORATION | 0.1% | 1.0% |
| BERKSHIRE HATHAWAY INC DEL | 0.5% | 0.8% |
| BROADCOM INC | 0.0% | 0.8% |
| MORGAN STANLEY | 4.2% | 0.0% |
| TESLA INC | 0.0% | 0.4% |
| MCDONALDS CORP | 0.0% | 0.4% |
| META PLATFORMS INC | 1.9% | 0.2% |
| CAPITAL ONE FINL CORP | 0.1% | 0.4% |
| ELI LILLY & CO | 0.0% | 0.3% |
| TEXAS INSTRS INC | 2.1% | 0.0% |
| JOHNSON & JOHNSON | 0.1% | 0.1% |
| WALMART INC | 0.0% | 0.1% |
| UNITEDHEALTH GROUP INC | 0.0% | 0.0% |
Matrix Asset Advisors runs Matrix Asset Advisors Inc/NY ($1.11B disclosed). George Soros runs Soros Fund Management LLC ($8.14B disclosed). They share 19 common positions, with 70 names unique to Matrix Asset Advisors's book and 239 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 % |
|---|---|---|
| ALPHABET INC | 4.6% | 3.4% |
| AMAZON COM INC | 2.6% | 3.5% |
| APPLE INC | 3.6% | 1.9% |
| MICROSOFT CORP | 6.2% | 0.9% |
| AMERICAN ELEC PWR CO INC | 1.9% | 1.3% |
| JPMORGAN CHASE & CO. | 3.9% | 0.5% |
| NVIDIA CORPORATION | 0.1% | 1.0% |
| BERKSHIRE HATHAWAY INC DEL | 0.5% | 0.8% |
| BROADCOM INC | 0.0% | 0.8% |
| MORGAN STANLEY | 4.2% | 0.0% |
| TESLA INC | 0.0% | 0.4% |
| MCDONALDS CORP | 0.0% | 0.4% |
| META PLATFORMS INC | 1.9% | 0.2% |
| CAPITAL ONE FINL CORP | 0.1% | 0.4% |
| ELI LILLY & CO | 0.0% | 0.3% |
| TEXAS INSTRS INC | 2.1% | 0.0% |
| JOHNSON & JOHNSON | 0.1% | 0.1% |
| WALMART INC | 0.0% | 0.1% |
| UNITEDHEALTH GROUP INC | 0.0% | 0.0% |
Matrix Asset Advisors runs Matrix Asset Advisors Inc/NY ($1.11B disclosed). George Soros runs Soros Fund Management LLC ($8.14B disclosed). They share 19 common positions, with 70 names unique to Matrix Asset Advisors's book and 239 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
