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Social & Creator Portfolio Overlap

Consensus holdings across public creator portfolios vs. the Coteau Long Book.

🔥 Consensus Creator Overlap Podium 64 Public Portfolios Tracked
Reddit Mentions › Member Feed ›
NVDA 13/64 (20%)
MI MI LU IN +9
Michael Sikand
NBIS 13/64 (20%)
TR MI RY PE +9
Tristan Thompson
AMZN 12/64 (19%)
MI MI LU PE +8
Michael Sikand
MU 11/64 (17%)
TR MI RY IN +7
Tristan Thompson
AMD 8/64 (12%)
TR MI IN IN +4
Tristan Thompson

Top Creator Portfolios (15)

Green chips = shared with Coteau Long Book
TT
Tristan Thompson
Autopilot 9 shared · Sep 30, 2026
36Overlap
ANET 5.2% VST 4.9% TLN 4.7% CEG 4.5% TSM 5%
All holdings (18) & source links⌄
More Coteau Long Book matches: MRVL (5.4%), MU (4.8%), AMD (5.7%), NBIS (4.8%)
Theme peers (9): ARM, ASTS, AVGO, CRWV, GEV, HAL, ONDS, RKLB, SKHY
Source: Autopilot page (Oct 21, 2026) · X post by @burrytracker (Sep 30, 2026)
MS
Michael Sikand
Autopilot 5 shared · Oct 21, 2026
30Overlap
NVDA 8.3% AMZN MRVL 13.1% NBIS 39.5% SPCX 22.9%
All holdings (20) & source links⌄
Theme peers (15): AAOI, ASTS, AVAV, COHR, CRDO, CRWV, GOOGL, HUT, KTOS, LASR, LITE, META, MSFT, RKLB, TSEM
Source: Photonics Is Next (Oct 21, 2026) · Asymmetric Bets (Oct 21, 2026) · Michael’s Flagship Fund (Oct 21, 2026) · The Space Economy (Oct 21, 2026) · AI Factories (Oct 21, 2026) · Modern Warfare (Oct 21, 2026) · Autopilot factsheet (Oct 5, 2026) · Autopilot factsheet (Oct 5, 2026)
MS
Mike Solana (Pirate Wires portfolio)
Autopilot 7 shared · Oct 20, 2026
25Overlap
NVDA 2.9% AMZN 14% CEG 6.6% TSM 2.9% MU 2.6%
All holdings (11) & source links⌄
More Coteau Long Book matches: AMD (3.2%), SPCX (14.1%)
Theme peers (4): AVGO, LNG, STDN, XOM
Source: X post by @burrytracker (Oct 20, 2026)
LH
Luke Hallard, Telescope Investing
Newsletter 4 shared · Oct 10, 2026
25Overlap
NVDA 2.7% AMZN 7.8% CEG 0.5% SPCX 3.6% ASTS
All holdings (17) & source links⌄
Theme peers (13): ASTS, BEPC, BN, CWEN, GOOGL, IBE, IREN, ISRG, LMT, NKTR, NVO, RKLB, TMDX
Source: Newsletter post (Oct 10, 2026)
RY
@RyshabTalks
X 4 shared · Oct 21, 2026
22Overlap
MRVL 11% MU 10% NBIS 7% STX ALAB
All holdings (14) & source links⌄
Theme peers (10): ALAB, ARM, AXTI, CLS, ETON, IREN, LITE, ONTO, SITM, SNDK
Source: X post (Oct 21, 2026) · X post (Oct 19, 2026) · X post (Oct 16, 2026)
PW
Peter Wolff
Autopilot + Substack 2 shared · Oct 21, 2026
15Overlap
AMZN 7.2% NBIS CIFR IREN LLY
All holdings (11) & source links⌄
Theme peers (9): CIFR, IREN, LLY, META, MSFT, ONDS, OSCR, TEM, WULF
Source: Wolff's Flagship Fund (Oct 21, 2026) · Wolff's Top 15 Fund (Oct 21, 2026) · Wolff’s AI Revolution Fund (Oct 21, 2026) · Wolff's Crypto Revolution Fund (Oct 21, 2026) · Wolff's Medical Edge Fund (Oct 21, 2026) · Wolff’s ETF Strategy Fund (Oct 21, 2026) · All Weather Portfolio (Oct 21, 2026) · Substack post (Sep 27, 2026)
IN
InTheMoney
Autopilot 3 shared · Oct 21, 2026
12Overlap
NVDA 12% MU 16.9% AMD 16% GOOGL META
All holdings (6) & source links⌄
Theme peers (3): GOOGL, META, MSFT
Source: Actively Managed (Oct 21, 2026) · The Magnificent 7 (Oct 21, 2026) · Actively Defensive (Oct 21, 2026) · The Panic Button (Oct 21, 2026) · Reddit Trends (Oct 21, 2026)
IN
Invested
Autopilot 3 shared · Oct 21, 2026
12Overlap
NVDA 12.1% AMZN 12.8% TSM 13.4% CRDO META
All holdings (6) & source links⌄
Theme peers (3): CRDO, META, TER
Source: AltIndex AI Top 10 (Oct 21, 2026) · Robotics Infra (Oct 21, 2026)
FU
@FunOfInvesting
X 2 shared · Sep 1, 2026
11Overlap
AMZN 6.76% NBIS 24.76% AEHR CRWV META
All holdings (7) & source links⌄
Theme peers (5): AEHR, CRWV, META, NOK, RKLB
Source: X post (Sep 1, 2026)
J(
Jonathan (Saul's investing board)
Forum 2 shared · Sep 29, 2026
10Overlap
MU 19% NBIS 24% ALAB CLS EOS
All holdings (6) & source links⌄
Theme peers (4): ALAB, CLS, EOS, IREN
Source: Forum post (Sep 29, 2026)
IW
Investing with Salva
Substack 1 shared · Oct 4, 2026
10Overlap
AMD 14.9% CLPT HIMS HROW IBRX
All holdings (8) & source links⌄
Theme peers (7): CLPT, HIMS, HROW, IBRX, NAUT, RKLB, RXRX
Source: Substack post (Oct 4, 2026)
LI
Lucent Ion LLC
Substack 0 shared · Oct 6, 2026
10Overlap
ABVX AXSM BBIO CYTK GH
All holdings (10) & source links⌄
Theme peers (10): ABVX, AXSM, BBIO, CYTK, GH, INSM, KURA, NBIX, NTRA, RARE
Source: Substack post (Oct 6, 2026)
BB
Brooker Belcourt
Autopilot 3 shared · Oct 21, 2026
9Overlap
VST 10.8% TLN 11.8% MU 12.2%
All holdings (3) & source links⌄
Source: AI Leaders (Oct 21, 2026)
PF
Patrick Figueroa
Autopilot 3 shared · Oct 21, 2026
9Overlap
TSM 7.6% MU 14.6% AMD 8.5%
All holdings (3) & source links⌄
Source: Set It and Forget It Growth Fund (Oct 21, 2026)
RP
Ross Pomerantz
Autopilot 3 shared · Oct 21, 2026
9Overlap
NVDA 8.8% AMD 14.7% SPCX 9.9%
All holdings (3) & source links⌄
View 49 More Tracked Creator Portfolios & Theme Peers⌄
#16 @amitisinvesting (X · Oct 15, 2026)
TSM, NBIS · Peers: AVGO, INTC, SMCI
Score 9
#17 CV Research (CK Capital, Vantix Research) (Autopilot · Oct 21, 2026)
SMTC, NBIS · Peers: CRDO, ISRG, LITE
Score 9
#18 Litquidity (Autopilot · Oct 21, 2026)
NVDA, AMZN · Peers: GOOGL, META, MSFT
Score 9
#19 Wolf Financial (Autopilot · Oct 21, 2026)
NVDA, AMZN · Peers: GOOGL, IREN, META
Score 9
#20 @StockSavvyShay (X · Oct 21, 2026)
NBIS · Peers: AEHR, CBRS, CRDO, ONDS, RKLB, SITM
Score 9
#21 M. V. Cunha (Substack · Sep 30, 2026)
NBIS · Peers: CLPT, HROW, NRXS, OMDA, RKLB, SEDG
Score 9
#22 Devika Gehlaut (Autopilot · Oct 21, 2026)
NVDA, AMD · Peers: ASML, INTC
Score 8
#23 EliteTrade.Club (Autopilot · Oct 21, 2026)
SEI, SPCX · Peers: COP, OXY
Score 8
#24 The Simple Side (Autopilot · Oct 21, 2026)
NVDA, BE · Peers: GOOGL, MSFT
Score 8
#25 @MikaelXeeland (X · Sep 29, 2026)
· Peers: CIFR, CLSK, DRK, HIVE, HUT, IREN
Score 8
#26 Atlas (Autopilot · Oct 21, 2026)
MU, BE · Peers: LITE
Score 7
#27 Colin Kolano (Autopilot · Oct 21, 2026)
NVDA, VST · Peers: EME
Score 7
#28 Tropical Penguin (Substack · Aug 24, 2026)
SEI, FTAI · Peers: DUOT
Score 7
#29 Aaron Pickard, Molding Moonshots (Substack · Sep 30, 2026)
AMZN · Peers: ASTS, OKLO, PL, RKLB
Score 7
#30 TopSecretStocks (Substack · Sep 30, 2026)
NBIS · Peers: ASTS, HIMS, INDI, RKLB
Score 7
#31 Prof. Harold Tan (Autopilot · Oct 21, 2026)
NVDA, MU
Score 6
#32 Trust Fund Terry (Autopilot · Oct 21, 2026)
NVDA, AMZN
Score 6
#33 @growthrapidly (X · Oct 20, 2026)
AMZN · Peers: ASTS, IREN, TE
Score 6
#34 Agrippa Investments (Autopilot · Oct 21, 2026)
MU · Peers: CIFR, IREN
Score 5
#35 Daniel Koss (Autopilot · Oct 21, 2026)
NBIS · Peers: DRAM, SNDK
Score 5
#36 Prima Lux (Autopilot · Oct 21, 2026)
MU · Peers: ASML, LITE
Score 5
#37 The Rabbit Hole (Autopilot · Oct 21, 2026)
AMD · Peers: INTC, WDC
Score 5
#38 Gannon Breslin (Autopilot · Oct 21, 2026)
AMZN · Peers: META
Score 4
#39 Jeffrey M. Welch (Autopilot · Oct 21, 2026)
SPCX · Peers: META
Score 4
#40 Investing w/ Martin (Substack · Sep 30, 2026)
· Peers: BDSX, QTRX, TEM, XGN
Score 4
#41 @stocktalkweekly (X · Aug 17, 2026)
NBIS
Score 3
#42 @aleabitoreddit (X · Oct 8, 2026)
· Peers: FOCI, SHUNSIN, XINTEC
Score 3
#43 @moninvestor (X · Oct 19, 2026)
· Peers: HIMS, IREN, WULF
Score 3
#44 Dan Dao (Autopilot · Oct 21, 2026)
· Peers: LITE, SIMO, SITM
Score 3
#45 Jordan Grayson (Autopilot · Oct 21, 2026)
· Peers: KOD, ONC, ROIV
Score 3
#46 Asymmetric Investing (Travis Hoium) (Autopilot · Oct 21, 2026)
· Peers: HIMS
Score 1
#47 Gregory Scott (Autopilot · Oct 21, 2026)
· Peers: AMKR
Score 1
#48 Jay Plourde (Autopilot · Oct 21, 2026)
· Peers: LLY
Score 1
#49 Jonathan Bulmer (Autopilot · Oct 21, 2026)
· Peers: MSFT
Score 1
#50 Jordan Evans (Autopilot · Oct 21, 2026)
· Peers: OSCR
Score 1
#51 Nicholas Giannotti (Autopilot · Oct 21, 2026)
· Peers: OSCR
Score 1
#52 Ronnie Shah (Autopilot · Oct 21, 2026)
· Peers: MSFT
Score 1
#53 Wall St. Rank (Autopilot · Oct 21, 2026)
· Peers: ONDS
Score 1
#54 Ankerstar Wealth (Autopilot · Oct 21, 2026)
Score 0
#55 Derek Kahn (Autopilot · Oct 21, 2026)
Score 0
#56 Dr. Jay Patel (Autopilot · Oct 21, 2026)
Score 0
#57 Garth Friesen (Autopilot · Oct 21, 2026)
Score 0
#58 Glenn Turner (Autopilot · Oct 21, 2026)
Score 0
#59 Mitch Whitmer (Autopilot · Oct 21, 2026)
Score 0
#60 Raincheck Capital (Autopilot · Oct 21, 2026)
Score 0
#61 Randy Harris (Autopilot · Oct 21, 2026)
Score 0
#62 Ryan Schilhab, P.E. (Autopilot · Oct 21, 2026)
Score 0
#63 Tom Heberle (Autopilot · Oct 21, 2026)
Score 0
#64 Zack Fincher (Autopilot · Oct 21, 2026)
Score 0
Methodology, scoring rules & disclosures⌄

Overlap score: 3 pts for each Coteau Long Book holding + 1 pt for each holding in shared themes (AI chips, networking, data centers, power, space/defense, biotech). Built from public Autopilot pages, X posts, and public newsletters as of Oct 21, 2026.

Self-reported public portfolios may be partial or delayed. Research only, not investment advice. · Disclosures

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Independent research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

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Coteau 0.9 · Oct 21, 2026