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.
Tweedy, Browne Co All Funds (US) & Gardner Russo & Quinn Portfolio Overlap
Shared 13F holdings between Tweedy, Browne Co All Funds (US) and Gardner Russo & Quinn based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
17
Minimal overlap
Shared Holdings
8 shared positions across both portfolios (88 holdings for Tweedy, Browne Co All Funds (US), 78 for Gardner Russo & Quinn).
| Stock | Tweedy, Browne Co All Funds (US) value | Gardner Russo & Quinn value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| BRK-A Berkshire Hathaway Inc. | $103.41M | $1.05B | $1.15B | 10.7% | — | Financial Services |
| BRK-B Berkshire Hathaway Inc. New | $46.68M | $532.12M | $578.79M | 5.2% | — | Financial Services |
| CMCSA Comcast Corporation | $904,250 | $64.69M | $65.59M | 0.4% | $54.21M | Communication Services |
| GOOGL Alphabet Inc. | $57.03M | $3.34M | $60.37M | 2.3% | $75.84M | Communication Services |
| JNJ Johnson & Johnson | $53.65M | $318,750 | $53.97M | 2.2% | $56.08M | Healthcare |
| WFC Wells Fargo & Company | $41.07M | $593,115 | $41.67M | 1.7% | $44.98M | Financial Services |
| AXP American Express Company | $19.05M | $1.96M | $21.01M | 0.8% | $24.18M | Financial Services |
| UNP Union Pacific Corporation | $4.65M | $6.71M | $11.36M | 0.2% | $13.00M | Industrials |
Largest Shared Position
Berkshire Hathaway Inc. (BRK-A) represents the largest overlapping position between Tweedy, Browne Co All Funds (US) and Gardner Russo & Quinn based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of BRK-A positions reported by both investment firms is approximately $1.15B, reflecting overlapping institutional exposure to Berkshire Hathaway Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Financial Services | $1.79B | AXP, BRK-A, BRK-B, WFC |
| Communication Services | $125.96M | CMCSA, GOOGL |
| Healthcare | $53.97M | JNJ |
| Industrials | $11.36M | UNP |
Consensus Smart Money Signals
Shared holdings between Tweedy, Browne Co All Funds (US) and Gardner Russo & Quinn 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: BRK-A ($1.15B combined).
- Highest average portfolio weight in overlap: BRK-A (10.7% conviction score).
- Largest estimated mark-to-market gain since filing: GOOGL ($15.46M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Tweedy, Browne Co All Funds (US) and Gardner Russo & Quinn decreased between Q4 2001 and Q1 2001, with 8 shared holdings in the latest period ($1.98B combined reported value) versus 9 in the prior period ($2.13B).
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 |
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