Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Matrix Asset Advisors % | George Soros % |
|---|---|---|
| AMAZON COM INC | 2.6% | 7.3% |
| ALPHABET INC | 4.6% | 2.7% |
| MICROSOFT CORP | 6.2% | 1.7% |
| APPLE INC | 3.6% | 1.5% |
| NVIDIA CORPORATION | 0.1% | 1.7% |
| JPMORGAN CHASE & CO. | 3.9% | 0.0% |
| TEXAS INSTRS INC | 2.1% | 0.2% |
| ACCENTURE PLC IRELAND | 0.5% | 0.5% |
| BROADCOM INC | 0.0% | 0.5% |
| TESLA INC | 0.0% | 0.3% |
| ELI LILLY & CO | 0.0% | 0.3% |
| COMCAST CORP NEW | 1.6% | 0.0% |
| UNITEDHEALTH GROUP INC | 0.0% | 0.3% |
| WALMART INC | 0.0% | 0.0% |
Matrix Asset Advisors runs Matrix Asset Advisors Inc/NY ($1.11B disclosed). George Soros runs Soros Fund Management LLC ($7.46B disclosed). They share 14 common positions, with 75 names unique to Matrix Asset Advisors's book and 204 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
