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

Semper Augustus Investments Group & Matrix Private Capital Group Portfolio Overlap

Shared 13F holdings between Semper Augustus Investments Group and Matrix Private Capital Group based on latest reported SEC filings (the quarter ended June 30, 2026).

Overlap Score

Minimal overlap

Shared Holdings

11 shared positions across both portfolios (48 holdings for Semper Augustus Investments Group, 141 for Matrix Private Capital Group).

Stock	Semper Augustus Investments Group value	Matrix Private Capital Group value	Combined value	Conviction	Est. current value	Sector
BRK-B Berkshire Hathaway Inc. New	$136.68M	$1.06M	$137.74M	8.0%	$138.74M	Financial Services
BRK-A Berkshire Hathaway Inc.	$89.86M	$748,850	$90.61M	5.3%	$91.42M	Financial Services
MRK Merck & Company, Inc.	$5.74M	$1.11M	$6.84M	0.6%	$7.22M	Healthcare
AAPL Apple Inc.	$1.34M	$3.03M	$4.38M	0.7%	$4.63M	Technology
CVX Chevron Corporation	$1.01M	$2.88M	$3.89M	0.7%	$4.69M	Energy
PHYS Sprott Physical Gold Trust	$720,128	$2.23M	$2.95M	0.5%	$3.25M	—
PM Philip Morris International Inc	$318,763	$2.40M	$2.72M	0.5%	$2.84M	Consumer Defensive
GOOG Alphabet Inc.	$859,299	$1.17M	$2.03M	0.3%	$1.97M	Communication Services
MSFT Microsoft Corporation	$239,106	$1.25M	$1.49M	0.3%	$1.98M	Technology
GOOGL Alphabet Inc.	$250,159	$882,612	$1.13M	0.2%	$1.10M	Communication Services
JNJ Johnson & Johnson	$201,652	$231,113	$432,765	0.1%	$443,636	Healthcare

Largest Shared Position

Berkshire Hathaway Inc. New (BRK-B) represents the largest overlapping position between Semper Augustus Investments Group and Matrix Private Capital Group based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of BRK-B positions reported by both investment firms is approximately $137.74M, reflecting overlapping institutional exposure to Berkshire Hathaway Inc. New.

Shared Sector Exposure

Sector	Combined value	Shared holdings
Financial Services	$228.35M	BRK-A, BRK-B
Healthcare	$7.27M	JNJ, MRK
Technology	$5.87M	AAPL, MSFT
Energy	$3.89M	CVX
Communication Services	$3.16M	GOOG, GOOGL
Other	$2.95M	PHYS
Consumer Defensive	$2.72M	PM

Consensus Smart Money Signals

Shared holdings between Semper Augustus Investments Group and Matrix Private Capital Group 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-B ($137.74M combined).
Highest average portfolio weight in overlap: BRK-B (8.0% conviction score).
Largest estimated mark-to-market gain since filing: BRK-B ($1.00M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Semper Augustus Investments Group and Matrix Private Capital Group increased between Q1 2001 and Q2 2001, with 11 shared holdings in the latest period ($254.21M combined reported value) versus 9 in the prior period ($228.68M).

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