Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Warren Buffett % | George Soros % |
|---|---|---|
| APPLE INC | 22.0% | 1.7% |
| COCA COLA CO | 11.6% | 0.2% |
| CHUBB LTD SWITZ | 4.2% | 0.1% |
| CAPITAL ONE FINL CORP | 0.5% | 0.5% |
| ALLY FINL INC | 0.4% | 0.4% |
Warren Buffett runs Berkshire Hathaway Inc ($263.10B disclosed). George Soros runs Soros Fund Management LLC ($7.29B disclosed). They share 5 common positions, with 21 names unique to Warren Buffett's book and 235 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 | Warren Buffett % | George Soros % |
|---|---|---|
| APPLE INC | 22.0% | 1.7% |
| COCA COLA CO | 11.6% | 0.2% |
| CHUBB LTD SWITZ | 4.2% | 0.1% |
| CAPITAL ONE FINL CORP | 0.5% | 0.5% |
| ALLY FINL INC | 0.4% | 0.4% |
Warren Buffett runs Berkshire Hathaway Inc ($263.10B disclosed). George Soros runs Soros Fund Management LLC ($7.29B disclosed). They share 5 common positions, with 21 names unique to Warren Buffett's book and 235 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
