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Cross-fund

Compare two funds

Where do these two managers overlap, and where do they diverge? Common holdings ranked by combined exposure, plus the largest positions unique to each.

Not available for compare (2 funds pending snapshot coverage): Trian Fund Management, Starboard Value. See /universe for the full tracked list.

Overlap
22
Held by both
Only in A
7
Berkshire Hathaway
Only in B
971
Bridgewater Associates
Combined overlap (entry-time)
$97.09B
A + B entry values — ranking only, not mark-to-market

Common holdings

Sorted by combined entry exposure (A + B)
StockBerkshire HathawayBridgewater AssociatesCombined
KHCKRAFT HEINZ CO
$22.98B$1.66M$22.98B
BACBANK AMERICA CORP
$17.21B$29.46M$17.24B
KOCOCA COLA CO
$16.04B$100.28M$16.14B
AXPAMERICAN EXPRESS CO
$11.33B$12.31M$11.35B
H1467J104CHUBB LIMITED
$6.72B$82.27M$6.8B
GOOGLALPHABET INC
$4.34B$8.47M$4.35B
CVXCHEVRON CORPORATION
$4.1B$584.91K$4.1B
DALDELTA AIR LINES INC DEL
$2.65B$5.16M$2.65B
SIRISIRIUS XM HOLDINGS INC
$2.49B$5.28M$2.49B
DVADAVITA HEALTHCARE PARTNERS I
$1.81B$4.04M$1.81B
STZCONSTELLATION BRANDS INC
$1.24B$1.5M$1.24B
GOOGALPHABET INC
$1.03B$111.02M$1.14B
AAPLAPPLE INC
$1.07B$213.52K$1.07B
NUENUCOR CORP
$856.79M$104.59M$961.39M
LLYVKLIBERTY LIVE HOLDINGS INC
$907.91M$253.82K$908.17M
KRKROGER CO
$549.07M$1.27M$550.35M
VRSNVERISIGN INC
$486.68M$14.48M$501.16M
NYTNEW YORK TIMES CO
$351.66M$363.93K$352.03M
LPXLOUISIANA PAC CORP
$296.69M$12.31M$309M
NVRNVR INC
$70.57M$502K$71.07M
MMACYS INC
$54.96M$701.28K$55.67M
JEFJEFFERIES FINL GROUP INC
$12.79M$1.48M$14.27M

Only in Berkshire Hathaway

Top 20 by current entry value
  • OXYOCCIDENTAL PETE CORP
    $7.74B
    -7%
  • MCOMOODYS CORP
    $1.52B
    +703%
  • COFCAPITAL ONE FINL CORP
    $954.1M
    +117%
  • LENLENNAR CORP
    $779.69M
    -30%
  • LLYVALIBERTY LIVE HOLDINGS INC
    $406.41M
    +5%
  • ALLYALLY FINL INC
    $389.99M
    +26%
  • LEN/BLENNAR CORP
    $17.24M

Only in Bridgewater Associates

Top 20 by current entry value
  • VWOVANGUARD INTL EQUITY INDEX F
    $3.85B
    +119%
  • SPYSPDR S&P 500 ETF TR
    $3.18B
    +457%
  • TSMTAIWAN SEMICONDUCTOR MANUFAC
    $364M
    +10%
  • WMTWALMART INC
    $195.06M
    +144%
  • AMZNAMAZON COM INC
    $189.02M
    +38%
  • LRCXLAM RESEARCH CORP
    $182.99M
    +301%
  • PGPROCTER AND GAMBLE CO
    $170.33M
    +11%
  • RDDTREDDIT INC
    $141.95M
    -11%
  • AMDADVANCED MICRO DEVICES INC
    $122.63M
    +236%
  • JNJJOHNSON & JOHNSON
    $99.07M
    +75%
  • PEPPEPSICO INC
    $96.15M
    +16%
  • AMATAPPLIED MATLS INC
    $94.9M
    +117%
  • APHAMPHENOL CORP NEW
    $90.99M
    +10%
  • PCARPACCAR INC
    $89.75M
    +2%
  • EMXCISHARES INC
    $84.35M
    +11%
  • SNPSSYNOPSYS INC
    $82.61M
    -1%
  • TSEMTOWER SEMICONDUCTOR LTD
    $81.2M
  • STLDSTEEL DYNAMICS INC
    $78.85M
    +18%
  • MCDMCDONALDS CORP
    $77.02M
    +47%
  • ANETARISTA NETWORKS INC
    $74.39M
    +59%
Caveats
  • “Held” means the fund's most recent snapshot trade for that CUSIP is open. Heavy funds (RenTech, Citadel, Two Sigma, Soros) use only the last 8 quarters of snapshots, so very-long-held positions outside that window won't appear.
  • Dollar values are entry-time amounts from the snapshot — useful for ranking, not for current mark-to-market sizing.
  • Options and ADRs are excluded by the snapshot trade engine.
  • Sector overlap and add/trim disagreement charts are planned once the reference-data layer ships.