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Portfolio X-ray: who owns the same stocks as you
In two minutes and without an account, see which professional managers and well-known investors reported owning the stocks you own, and how much they weigh in their portfolios.
No account2 min · 10 with an account
Step by step
- Go to X-ray, or use the “Who holds the same stocks you do?” box on the home page.
- Type your tickers separated by commas or spaces (up to 25) and tap See the X-ray. If you would rather not use your own, tap Try an example.
- Your stocks among concentrated managers shows how many concentrated-portfolio managers hold each one in their latest 13F.
- Scroll down to Who has the most stocks in common with you: each row shows how many you share, which ones, and what part of that manager's portfolio they make up.
- Tap a name to open their page and see the rest of the portfolio.
With a free account, one step further
- In Portfolios, tap New, give it a name and, under Edit, choose Paste list or CSV: one line per stock, with the ticker and, if you like, its weight. Tap Add and then Done: it saves itself.
- The Similar managers tab lists the concentrated managers whose portfolio looks most like yours, and what they hold that you don't.
- The Consensus portfolio tab sets your portfolio against the one built purely from rules.
What to look for and how to read it
- The percentage is not how similar you are to the manager: it is how much your stocks weigh in their portfolio. 50% means half of what they reported is in stocks you also own.
- Overlapping on the biggest stocks in the index is almost unavoidable. Overlap on the smaller ones is what tells you something.
- “Similar managers” measures how much the weights overlap, not investing style: two portfolios with the same stocks can follow opposite reasoning.
Limits and caveats
- It uses each manager's latest 13F, which can be up to four and a half months old.
- Only US stocks and the other securities a 13F covers are included. For a depositary receipt listed elsewhere, search the ticker of the underlying US stock.
- The X-ray does not store your list. A portfolio saved with an account asks for no amounts and no brokerage details.
Everything comes from public SEC filings. A 13F is filed up to 45 days after the quarter ends: these are not real-time positions. It is for research, not investment advice. How to read a 13F.