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) & Berkshire Hathaway Portfolio Overlap
Shared 13F holdings between Tweedy, Browne Co All Funds (US) and Berkshire Hathaway based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
31
Limited overlap
Shared Holdings
5 shared positions across both portfolios (88 holdings for Tweedy, Browne Co All Funds (US), 27 for Berkshire Hathaway).
| Stock | Tweedy, Browne Co All Funds (US) value | Berkshire Hathaway value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| AXP American Express Company | $19.05M | $45.86B | $45.88B | 9.5% | $47.55B | Financial Services |
| BAC Bank of America Corporation | $17.81M | $25.04B | $25.06B | 5.5% | $25.58B | Financial Services |
| GOOGL Alphabet Inc. | $57.03M | $15.60B | $15.66B | 5.3% | $21.60B | Communication Services |
| SIRI SiriusXM Holdings Inc | $1.08M | $2.88B | $2.88B | 0.6% | $3.22B | Consumer Discretionary |
| ALLY Ally Financial Inc. | $1.31M | $1.14B | $1.14B | 0.3% | $1.22B | Financial Services |
Largest Shared Position
American Express Company (AXP) represents the largest overlapping position between Tweedy, Browne Co All Funds (US) and Berkshire Hathaway based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of AXP positions reported by both investment firms is approximately $45.88B, reflecting overlapping institutional exposure to American Express Company.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Financial Services | $72.07B | ALLY, AXP, BAC |
| Communication Services | $15.66B | GOOGL |
| Consumer Discretionary | $2.88B | SIRI |
Consensus Smart Money Signals
Shared holdings between Tweedy, Browne Co All Funds (US) and Berkshire Hathaway 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: AXP ($45.88B combined).
- Highest average portfolio weight in overlap: AXP (9.5% conviction score).
- Largest estimated mark-to-market gain since filing: GOOGL ($5.95B vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Tweedy, Browne Co All Funds (US) and Berkshire Hathaway decreased between Q4 2001 and Q1 2001, with 5 shared holdings in the latest period ($90.61B combined reported value) versus 6 in the prior period ($94.42B).
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 |
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- Berkshire Hathaway portfolio
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