Institutional Portfolio Overlap & Shared Holdings

Compare institutional investor portfolios using publicly disclosed SEC Form 13F filings tracked by InsiderSet. Analyze shared holdings, overlapping sector exposure, consensus smart money positions, portfolio concentration, and estimated current values across major hedge funds and institutional asset managers.

Sector portfolio overlap

Explore shared holdings and top overlapping superinvestor pairs within a sector.

Investor AInvestor B

Sequoia Financial Advisors & Akre Capital Management Portfolio Overlap

Shared 13F holdings between Sequoia Financial Advisors and Akre Capital Management based on latest reported SEC filings (the quarter ended March 31, 2026).

Overlap Score

Minimal overlap

Shared Holdings

16 shared positions across both portfolios (1832 holdings for Sequoia Financial Advisors, 18 for Akre Capital Management).

Stock	Sequoia Financial Advisors value	Akre Capital Management value	Combined value	Conviction	Est. current value	Sector
MA Mastercard Incorporated	$16.59M	$1.14B	$1.16B	9.4%	$1.21B	Financial Services
BN Brookfield Corporation	$49.07M	$689.09M	$738.16M	5.8%	$780.11M	Financial Services
KKR KKR & Co. Inc.	$1.95M	$621.42M	$623.37M	5.1%	$623.78M	Financial Services
V Visa Inc.	$80.33M	$495.31M	$575.64M	4.3%	$668.66M	Financial Services
MCO Moody's Corporation	$2.37M	$543.62M	$545.99M	4.5%	$586.20M	Financial Services
ROP Roper Technologies, Inc.	$4.00M	$444.88M	$448.89M	3.7%	$449.93M	Technology
CSGP CoStar Group, Inc.	$2.09M	$417.45M	$419.53M	3.4%	$305.34M	Real Estate
FICO Fair Isaac Corporation	$1.01M	$388.33M	$389.34M	3.2%	$440.08M	Technology
ORLY O'Reilly Automotive, Inc.	$3.90M	$358.70M	$362.60M	2.9%	$364.10M	Consumer Cyclical
CPRT Copart, Inc.	$935,513	$265.56M	$266.50M	2.2%	$231.10M	Industrials
ABNB Airbnb, Inc.	$1.95M	$256.91M	$258.86M	2.1%	$301.97M	Consumer Cyclical
CRM Salesforce, Inc.	$66.90M	$133.99M	$200.89M	1.3%	$175.67M	Technology
CCCS CCC Intelligent Solutions Holdi	$172,416	$189.08M	$189.25M	1.5%	—	Technology
BRK-B Berkshire Hathaway Inc. New	$121.01M	$4.95M	$125.97M	0.4%	—	Financial Services
NOW ServiceNow, Inc.	$4.57M	$114.60M	$119.17M	1.0%	$120.60M	Technology
AMT American Tower Corporation (REI	$1.57M	$8.76M	$10.33M	0.1%	$9.94M	Real Estate

Largest Shared Position

Mastercard Incorporated (MA) represents the largest overlapping position between Sequoia Financial Advisors and Akre Capital Management based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of MA positions reported by both investment firms is approximately $1.16B, reflecting overlapping institutional exposure to Mastercard Incorporated.

Shared Sector Exposure

Sector	Combined value	Shared holdings
Financial Services	$3.77B	BN, BRK-B, KKR, MA, MCO, V
Technology	$1.35B	CCCS, CRM, FICO, NOW, ROP
Consumer Cyclical	$621.47M	ABNB, ORLY
Real Estate	$429.87M	AMT, CSGP
Industrials	$266.50M	CPRT

Consensus Smart Money Signals

Shared holdings between Sequoia Financial Advisors and Akre Capital Management may indicate overlapping long-term investment themes or broader smart money consensus toward specific companies and sectors. SEC Form 13F filings report positions, not investment intent.

Strongest overlap by reported value: MA ($1.16B combined).
Highest average portfolio weight in overlap: MA (9.4% conviction score).
Largest estimated mark-to-market gain since filing: V ($93.02M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Sequoia Financial Advisors and Akre Capital Management was unchanged between Q4 2001 and Q1 2001, with 16 shared holdings in the latest period ($6.43B combined reported value) versus 16 in the prior period ($9.42B).

Overlap Score Guide

Score	Meaning
85–100	Extremely high shared conviction
65–84	Strong overlap
45–64	Moderate overlap
25–44	Limited overlap
0–24	Minimal overlap