Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Thomas Russo % | Warren Buffett % |
|---|---|---|
| Apple Inc | 0.0% | 22.0% |
| American Express | 0.0% | 17.4% |
| Coca-Cola | 0.0% | 11.6% |
| Alphabet Inc Cl C | 11.3% | 6.3% |
| Chevron Corp | 0.0% | 6.6% |
Thomas Russo runs Gardner Russo & Quinn LLC ($8.50B disclosed). Warren Buffett runs Berkshire Hathaway Inc ($263.10B disclosed). They share 5 common positions, with 81 names unique to Thomas Russo'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 | Thomas Russo % | Warren Buffett % |
|---|---|---|
| Apple Inc | 0.0% | 22.0% |
| American Express | 0.0% | 17.4% |
| Coca-Cola | 0.0% | 11.6% |
| Alphabet Inc Cl C | 11.3% | 6.3% |
| Chevron Corp | 0.0% | 6.6% |
Thomas Russo runs Gardner Russo & Quinn LLC ($8.50B disclosed). Warren Buffett runs Berkshire Hathaway Inc ($263.10B disclosed). They share 5 common positions, with 81 names unique to Thomas Russo'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
