Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Matrix Asset Advisors % | Warren Buffett % |
|---|---|---|
| APPLE INC | 3.6% | 22.0% |
| AMERICAN EXPRESS CO | 0.1% | 17.4% |
| BANK AMERICA CORP | 0.3% | 9.5% |
| CAPITAL ONE FINL CORP | 0.1% | 0.5% |
| NUCOR CORP | 0.0% | 0.3% |
| CONSTELLATION BRANDS INC | 0.6% | 0.0% |
Matrix Asset Advisors runs Matrix Asset Advisors Inc/NY ($1.11B disclosed). Warren Buffett runs Berkshire Hathaway Inc ($263.10B disclosed). They share 6 common positions, with 83 names unique to Matrix Asset Advisors's book and 20 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 | Matrix Asset Advisors % | Warren Buffett % |
|---|---|---|
| APPLE INC | 3.6% | 22.0% |
| AMERICAN EXPRESS CO | 0.1% | 17.4% |
| BANK AMERICA CORP | 0.3% | 9.5% |
| CAPITAL ONE FINL CORP | 0.1% | 0.5% |
| NUCOR CORP | 0.0% | 0.3% |
| CONSTELLATION BRANDS INC | 0.6% | 0.0% |
Matrix Asset Advisors runs Matrix Asset Advisors Inc/NY ($1.11B disclosed). Warren Buffett runs Berkshire Hathaway Inc ($263.10B disclosed). They share 6 common positions, with 83 names unique to Matrix Asset Advisors's book and 20 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
