Latticework

Warren Buffett vs Stanley Druckenmiller

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Warren Buffett discloses $263.10B across 29 positions as of 2026Q1; Stanley Druckenmiller (Duquesne Family Office) discloses $2.94B across 65 as of 2026Q1. They overlap on 0 holdings.

MetricBuffettStanley Druckenmiller
Disclosed portfolio$263.10B$2.94B
Positions2965
Top-5 concentration67%43%
Latest filing2026Q1 · May 15, 20262026Q1 · May 15, 2026
Cloning this 13F returned11.3%/yr over 12.2 yrs17.9%/yr over 12.2 yrs
S&P 500, same window13.8%/yr13.7%/yr

Clone returns replicate each manager's 13F at reported weights with the real disclosure lag; the S&P 500 figure beneath is measured over that manager's identical window (SPY total return). Because each manager has a different amount of 13F history, the two columns cover different spans — compare each manager against their own benchmark row, not across columns. Methodology.

Buffett's top 10

  1. AAPL22.0%
  2. AXP17.4%
  3. KO11.6%
  4. BAC9.5%
  5. CVX6.6%
  6. OXY6.5%
  7. GOOGL5.9%
  8. CB4.2%
  9. MCO4.1%
  10. KHC2.8%

Stanley Druckenmiller's top 10

  1. NTRA20.9%
  2. INSM6.4%
  3. TSM5.7%
  4. YPF5.1%
  5. EWZ4.5%
  6. TBBB3.7%
  7. AA3.4%
  8. NAMS3.3%
  9. SE3.1%
  10. STM3.1%

Where they diverge

Buffett's largest holding that Stanley Druckenmillerdoesn't own: AAPL at 22.0% of the book. Stanley Druckenmiller's largest holding Buffett doesn't own: NTRA at 20.9%.

From SEC EDGAR Form 13F-HR filings (2026Q1 / 2026Q1). Long US-listed equities only — cash, shorts, bonds, and non-US positions are not disclosed, and both managers' real books extend beyond what a 13F shows. Not investment advice.