Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Stanley Druckenmiller % | Warren Buffett % |
|---|---|---|
| Alphabet Inc | 2.9% | 2.0% |
| Amazon Com Inc | 4.0% | 0.2% |
Stanley Druckenmiller runs Duquesne Family Office LLC ($4.22B disclosed). Warren Buffett runs Berkshire Hathaway Inc ($274.16B disclosed). They share 2 common positions, with 56 names unique to Stanley Druckenmiller's book and 37 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
