Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Matrix Asset Advisors % | Warren Buffett % |
|---|---|---|
| APPLE INC | 3.6% | 22.6% |
| AMERICAN EXPRESS CO | 0.1% | 20.5% |
| BANK AMERICA CORP | 0.3% | 10.4% |
| ALPHABET INC | 4.6% | 2.0% |
| VISA INC | 0.0% | 1.1% |
| CONSTELLATION BRANDS INC | 0.6% | 0.7% |
| CAPITAL ONE FINL CORP | 0.1% | 0.6% |
| UNITEDHEALTH GROUP INC | 0.0% | 0.6% |
| AON PLC | 0.0% | 0.5% |
| NUCOR CORP | 0.0% | 0.4% |
| AMAZON COM INC | 2.6% | 0.2% |
Matrix Asset Advisors runs Matrix Asset Advisors Inc/NY ($1.11B disclosed). Warren Buffett runs Berkshire Hathaway Inc ($274.16B disclosed). They share 11 common positions, with 78 names unique to Matrix Asset Advisors's book and 28 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
