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

Matrix Private Capital Group & Gardner Russo & Quinn Portfolio Overlap

Shared 13F holdings between Matrix Private Capital Group and Gardner Russo & Quinn based on latest reported SEC filings (the quarter ended March 31, 2026).

Overlap Score

Limited overlap

Shared Holdings

13 shared positions across both portfolios (140 holdings for Matrix Private Capital Group, 78 for Gardner Russo & Quinn).

Stock	Matrix Private Capital Group value	Gardner Russo & Quinn value	Combined value	Conviction	Est. current value	Sector
BRK-A Berkshire Hathaway Inc.	$718,140	$1.05B	$1.05B	6.7%	—	Financial Services
GOOG Alphabet Inc.	$950,483	$961.08M	$962.03M	6.2%	$1.20B	Communication Services
PM Philip Morris International Inc	$2.20M	$761.40M	$763.60M	5.2%	$820.61M	Consumer Defensive
BRK-B Berkshire Hathaway Inc. New	$1.00M	$532.12M	$533.12M	3.5%	—	Financial Services
JPM JP Morgan Chase & Co.	$2.49M	$43.77M	$46.26M	0.9%	$52.53M	Financial Services
CVX Chevron Corporation	$3.60M	$511,043	$4.11M	0.9%	$3.29M	Energy
GOOGL Alphabet Inc.	$567,236	$3.34M	$3.91M	0.2%	$4.91M	Communication Services
AAPL Apple Inc.	$1.88M	$1.21M	$3.09M	0.5%	$3.58M	Technology
ABBV AbbVie Inc.	$349,724	$2.70M	$3.05M	0.1%	$3.52M	Healthcare
MSFT Microsoft Corporation	$1.15M	$1.31M	$2.46M	0.3%	$2.56M	Technology
AMZN Amazon.com, Inc.	$1.50M	$216,601	$1.71M	0.4%	$1.99M	Consumer Cyclical
MRK Merck & Company, Inc.	$1.01M	$257,536	$1.27M	0.2%	$1.32M	Healthcare
WFC Wells Fargo & Company	$414,688	$593,115	$1.01M	0.1%	$1.09M	Financial Services

Largest Shared Position

Berkshire Hathaway Inc. (BRK-A) represents the largest overlapping position between Matrix Private Capital Group 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 $1.05B, reflecting overlapping institutional exposure to Berkshire Hathaway Inc..

Shared Sector Exposure

Sector	Combined value	Shared holdings
Financial Services	$1.63B	BRK-A, BRK-B, JPM, WFC
Communication Services	$965.93M	GOOG, GOOGL
Consumer Defensive	$763.60M	PM
Technology	$5.55M	AAPL, MSFT
Healthcare	$4.32M	ABBV, MRK
Energy	$4.11M	CVX
Consumer Cyclical	$1.71M	AMZN

Consensus Smart Money Signals

Shared holdings between Matrix Private Capital Group 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 ($1.05B combined).
Highest average portfolio weight in overlap: BRK-A (6.7% conviction score).
Largest estimated mark-to-market gain since filing: GOOG ($238.21M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Matrix Private Capital Group and Gardner Russo & Quinn decreased between Q4 2001 and Q1 2001, with 13 shared holdings in the latest period ($3.37B combined reported value) versus 14 in the prior period ($3.88B).

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