Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | David Rolfe % | Warren Buffett % |
|---|---|---|
| APPLE INC | 7.3% | 22.6% |
| CHUBB LIMITED | 3.3% | 3.9% |
| ALPHABET INC | 9.6% | 2.0% |
| VISA INC | 5.7% | 1.1% |
| AMAZON COM INC | 2.5% | 0.2% |
David Rolfe runs Wedgewood Partners Inc ($535.5M disclosed). Warren Buffett runs Berkshire Hathaway Inc ($274.16B disclosed). They share 5 common positions, with 16 names unique to David Rolfe's book and 34 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
