Investor DNA Methodology
How InvestorLens builds Investor Fingerprint profiles and what the DNA visualization represents.
Investor DNA Methodology
The Investor Fingerprint is a visual representation of each investor's portfolio characteristics — a "DNA profile" of how they invest.
What the Fingerprint Shows
Each fingerprint plots an investor across several dimensions:
| Dimension | What It Measures |
|---|---|
| Concentration | How concentrated the top 10 positions are as % of portfolio |
| Sector Diversity | Breadth of sector exposure |
| Turnover | How frequently holdings change quarter-over-quarter |
| Size Bias | Weighting toward large-cap vs. small/mid-cap |
| Value vs. Growth | Sector composition as a proxy for style |
| International Exposure | Non-US holdings as % of portfolio |
How It's Calculated
Concentration Score
Sum of the top 10 holdings' portfolio percentages. Buffett (very concentrated) vs. a quant fund (very diversified) will look very different.
Sector Diversity
Count of distinct sectors with >2% portfolio weight, normalized to 0–100.
Turnover Rate
Percentage of positions that changed (new, increased, reduced, or sold) in the most recent quarter.
Size Bias
Approximate based on sector composition — Technology and Healthcare tend toward large-cap; Energy and Materials toward smaller names.
Using the Compare Tool
The Compare page lets you place two investors' fingerprints side-by-side. This is useful for:
- Understanding style differences between investors
- Identifying investors with complementary or divergent views
- Studying how an investor's style has evolved over time
Limitations
- Fingerprints are computed from disclosed 13F data only. They cannot account for short positions, private investments, or cash allocation.
- Style proxies (value vs. growth) are approximate — sector composition is an imperfect proxy.
- Turnover calculations are based on share count changes, not dollar value changes.
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Educational research only. InvestorLens is not a financial advisor. Nothing on this platform constitutes investment advice. Read full disclaimer →