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 | 22.6% | 1.5% |
| ALPHABET INC | 2.0% | 2.7% |
| UNITEDHEALTH GROUP INC | 0.6% | 0.3% |
| ALLY FINL INC | 0.5% | 1.0% |
| AMAZON COM INC | 0.2% | 7.3% |
Warren Buffett runs Berkshire Hathaway Inc ($274.16B disclosed). George Soros runs Soros Fund Management LLC ($7.46B disclosed). They share 5 common positions, with 34 names unique to Warren Buffett's book and 213 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
