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How much two portfolios overlap: shared positions, how heavily each owns them, and what each holds alone. Based on the latest 13F filings plus recent Form 4 stakes.

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How overlap is measured

Portfolio overlap adds up, for every stock both investors hold, the smaller of its two portfolio weights. Two identical portfolios score 100%; two with nothing in common score 0%. Owning the same stock at 0.1% and 20% counts only 0.1%, so the score reflects conviction both share, not just names in common.

13F books are long US equities at quarter end. Form 4 stakes (officer, director or 10% owner positions filed in the last 3 years) are valued at the latest close. Options, shorts, cash and non-US holdings are not included.