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Beheerders vergelijken

Twee portefeuilles, één kaart — de overlap, de gedeelde overtuiging en wat elke partij bezit dat de andere niet heeft.

First Manhattan Co. Llc. ⇄ Brown Advisory Inc

60Gedeelde posities
29.1%Naamoverlap (Jaccard)
15+Alleen First…
15+Alleen Brown…

Gedeelde posities · Q2 2026

EffectFirst Manhattan Co.… gewichtBrown Advisory Inc gewicht
BRK-A Berkshire Hathaway Inc. 26.3% 0.2%
MSFT Microsoft Corporation 4.1% 4.9%
GOOG Alphabet Inc. 3.5% 4.3%
AAPL Apple Inc. 3.6% 1.8%
V Visa Inc. 1.5% 3.8%
ASML ASML Holding N.V. 3.6% 1.0%
TSM Taiwan Semiconductor… 0.1% 4.4%
NVDA NVIDIA Corporation 1.3% 3.2%
AMZN Amazon.com, Inc. 2.0% 2.3%
AVGO Broadcom Inc. 2.1% 1.1%
BRK-B Berkshire Hathaway Inc. 2.3% 0.8%
KKR KKR & Co. Inc. 2.2% 0.7%
MA Mastercard Incorporated 0.1% 2.7%
AZO AutoZone, Inc. 2.1% 0.7%
IVV iShares Core S&P 500 ETF 0.2% 2.3%
BN Brookfield Corporation 2.5% 0.0%
GOOGL Alphabet Inc. 1.3% 1.1%
AMAT Applied Materials, Inc. 2.3% 0.1%
DHR Danaher Corporation 1.1% 0.8%
GE GE Aerospace 0.4% 1.4%
INTC Intel Corp. 1.7% 0.1%
ORCL Oracle Corporation 1.4% 0.1%
SCHW The Charles Schwab… 0.1% 1.3%
UNH UnitedHealth Group… 0.9% 0.4%
SPY State Street SPDR S&P 500… 0.1% 1.2%
BKNG Booking Holdings Inc. 0.5% 0.8%
VOO Vanguard S&P 500 ETF 0.8% 0.5%
VTI Vanguard Morningstar… 0.0% 1.2%
TPL Texas Pacific Land… 1.2% 0.0%
UBER Uber Technologies, Inc. 0.6% 0.5%
SPGI S&P Global Inc. 1.1% 0.1%
TMO Thermo Fisher Scientific… 1.1% 0.1%
HON Honeywell International… 1.1% 0.0%
HONA Honeywell Aerospace Inc 1.1% 0.0%
LIN Linde plc 0.9% 0.1%
SNPS Synopsys, Inc. 1.0% 0.0%
LOW Lowe's Companies, Inc. 0.7% 0.2%
META Meta Platforms, Inc. 0.3% 0.7%
GEV GE Vernova Inc. 0.8% 0.1%
JPM JPMorgan Chase & Co. 0.2% 0.6%
PM Philip Morris… 0.8% 0.0%
JNJ Johnson & Johnson 0.5% 0.4%
MRVL Marvell Technology, Inc. 0.0% 0.9%
EFX Equifax Inc. 0.0% 0.8%
PGR The Progressive… 0.0% 0.7%
CRM Salesforce, Inc. 0.7% 0.0%
ABBV AbbVie Inc. 0.4% 0.3%
ISRG Intuitive Surgical, Inc. 0.0% 0.7%
TTWO Take-Two Interactive… 0.6% 0.0%
CARR Carrier Global Corporation 0.0% 0.6%
PANW Palo Alto Networks, Inc. 0.0% 0.6%
MAR Marriott International… 0.5% 0.1%
AXP American Express Company 0.4% 0.1%
ORLY O'Reilly Automotive, Inc. 0.5% 0.0%
SNOW Snowflake Inc. 0.0% 0.5%
RSP Invesco S&P 500 Equal… 0.2% 0.3%
ANET Arista Networks, Inc. 0.0% 0.5%
CTAS Cintas Corporation 0.0% 0.5%
UNP Union Pacific Corporation 0.4% 0.0%
URI United Rentals, Inc. 0.0% 0.5%

Opvallend First Manhattan Co.…

LB LandBridge Company LLC 1.4%
ALLY Ally Financial Inc. 0.5%
AMRZ Amrize Ltd 0.4%
MTCH Match Group, Inc. 0.4%
FMCX 0.2%
SCI Service Corporation… 0.2%
WOLF Wolfspeed Inc. 0.2%
CSW CSW Industrials, Inc. 0.2%
EROK 0.2%
TMC TMC the metals… 0.2%
BL BlackLine, Inc. 0.2%
NSRGY 0.1%
DEI Douglas Emmett, Inc. 0.1%
WBI 0.1%
INGR Ingredion Incorporated 0.1%

Opvallend Brown Advisory Inc

BAFE Brown Advisory… 2.5%
DSPY Tema S&P 500… 1.3%
EW Edwards Lifesciences… 1.0%
FERG Ferguson plc 0.7%
SPOT Spotify Technology… 0.7%
BASG 0.7%
EAGL 0.6%
BASV 0.6%
WST West Pharmaceutical… 0.6%
MELI MercadoLibre, Inc. 0.6%
DDOG Datadog, Inc. 0.5%
HDB HDFC Bank Limited 0.5%
ABNB Airbnb, Inc. 0.4%
WCN Waste Connections… 0.4%
MPWR Monolithic Power… 0.4%
Herkomst: Overlap live berekend op basis van de geparseerde common-stockposities van beide managers voor Q2 2026. Uitsluitend gerapporteerde longposities — hedges en niet-13F-activa zijn niet zichtbaar. Methodologie