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Head-to-head comparison

Chuck Akre vs Terry Smith

Chuck Akre
Akre Capital Management
Q9/10
"The three-legged stool: great business, great management, great reinvestment."
6 positionsSince 1989
Terry Smith
Fundsmith
Q9/10
"Buy good companies. Don't overpay. Do nothing."
6 positionsSince 2010

Shared conviction

Stocks both managers hold as a top position. Overlap in conviction is a strong consensus signal.

TickerChuck %Terry %
MA17.8%9.8%
META3.1%6.5%
V14.2%5.4%
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Recent moves — Q4 2025

Latest quarter activity for each manager.

Chuck Akre
  • CPRTADD +86%
  • CCCSADD +53%
  • BNADD +40%
  • FICOADD +6%
  • MAADD +4%
    Adding to Mastercard — long-time core.
  • VRSKEXIT
  • DHRREDUCE -92%
  • AMTREDUCE -42%
  • ORLYREDUCE -22%
  • MCOREDUCE -18%
  • BRK.BREDUCE -15%
  • METAREDUCE -10%
    Trimming META exposure.
  • VREDUCE -10%
Terry Smith
  • DOCSADD +22%
  • ZTSADD +8%
  • MSFTADD +5%
    Quality compounder top-up.
  • GOOGLREDUCE -44%
  • GRACOREDUCE -36%
  • MEDPREDUCE -35%
  • IBKRREDUCE -28%
  • QLYSREDUCE -26%
  • SYKREDUCE -20%
  • PFEREDUCE -15%
  • WATREDUCE -10%
  • METAREDUCE -8%
    Small META trim.
  • VREDUCE -8%
  • PGREDUCE -7%
  • MARREDUCE -6%
  • NKEREDUCE -6%

Data sourced from 13F filings with the SEC. Overlap in top positions is a concrete consensus signal, not investment advice.