Portfolio match with big investors
Enter the stocks you own and see which big investor's latest disclosed portfolio overlaps most.
Add up to 10 stocks and press the button.
Questions
How is the score calculated?
Two parts: how many of your stocks the investor holds (55%), and how much of the investor's disclosed portfolio those stocks make up, capped at 40% (45%). An investor holding all your stocks as a large share of its book scores close to 100.
Is my list stored anywhere?
No. The comparison runs in your browser and the list is kept only in this browser's local storage.
Does a high score mean I should buy what they buy?
No. It only describes overlap in public filings from a past date. It is not investment advice.
Restated and computed from SEC (13F, 13D/G, Form 4) and DART filings and NPS public data. Filings describe a past date and may differ from current holdings (13F: quarter end, up to 45 days later). Not investment advice.
Sources: SEC EDGAR, DART, data.go.kr (NPS), OpenFIGI. See Methodology for how figures are computed.