13F Pro

Hedge Funds Similar to WELLCOME LTD (THE) as trustee of the WELLCOME

13F Portfolio OverlapQ1 2026WELLCOME LTD (THE) as trustee of the WELLCOME portfolio →
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Most similar hedge funds by 13F overlap

WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST is an institutional investor managing $9.0B across 20 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to WELLCOME LTD (THE) as trustee of the WELLCOME are Exane Asset, FLOSSBACH VON STORCH SE, SCGE ,, with shared positions in $LIN, $DASH, $ACN, $NOW, $ABT, $NKE. The full ranking of 25 similar funds is below.

#1Exane Asset ManagementActive
Notable overlap · 4 shared positions
$LIN$DASH$ACN$NOW
$489M
32 positions
#2FLOSSBACH VON STORCH SEActive
Notable overlap · 4 shared positions
$ABT$ACN$NKE$LIN
$21.4B
109 positions
#3SCGE MANAGEMENT, L.P.Smart money
Notable overlap · 3 shared positions
$DASH$NOW$KLAR
$3.3B
21 positions
#4Terra Alpha Investments LLC
Notable overlap · 4 shared positions
$NOW$ACN$NKE$EW
$98M
32 positions
#5Clio Asset Management LLCActive
Notable overlap · 3 shared positions
$LIN$NOW$MDLN
$119M
16 positions
#6WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 3 shared positions
$LIN$ACN$NKE
$1.2B
69 positions
#7ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$ABT$NKE$ACN
$853M
70 positions
#8Greystone Financial Group, LLCPassive
Some overlap · 3 shared positions
$LIN$ABT$NOW
$353M
78 positions
#9MN Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$NOW$NKE$ACN
$206M
124 positions
#10THOMAS STORY & SON LLCPassive
Some overlap · 3 shared positions
$ABT$ACN$LIN
$261M
51 positions
#11Fulcrum Capital LLCActive
Some overlap · 3 shared positions
$EW$LIN$ABT
$461M
101 positions
#12Pine Haven Investment Counsel, IncPassive
Some overlap · 3 shared positions
$NOW$ABT$NKE
$136M
114 positions
#13Baader Bank AktiengesellschaftPassive
Some overlap · 3 shared positions
$LIN$EW$NKE
$1.3B
417 positions
#14J. Stern & Co. LLPActive
Some overlap · 3 shared positions
$ABT$NKE$LIN
$1.0B
49 positions
#15Mendel Money ManagementPassive
Some overlap · 3 shared positions
$LIN$ACN$NOW
$239M
137 positions
#16WORMSER FRERES GESTIONActive
Some overlap · 3 shared positions
$EW$ABT$ACN
$139M
42 positions
#17Nan Shan Life Insurance Co., Ltd.Active
Some overlap · 3 shared positions
$NOW$EW$NKE
$2.8B
87 positions
#18Family Capital Trust CoActive
Some overlap · 3 shared positions
$ABT$LIN$NOW
$306M
87 positions
#19Ramsay, Stattman, Vela & Price, Inc.Passive
Some overlap · 3 shared positions
$ABT$LIN$NKE
$506M
79 positions
#20PIONEER TRUST BANK N A/ORPassive
Some overlap · 3 shared positions
$ACN$ABT$NKE
$412M
83 positions
#21Provident Investment Management, Inc.Active
Some overlap · 3 shared positions
$ABT$DASH$ACN
$1.0B
82 positions
#22Strong Retirement Solutions LLCPassive
Some overlap · 3 shared positions
$NOW$ACN$LIN
$143M
86 positions
#23CONNORS INVESTOR SERVICES INCActive
Some overlap · 3 shared positions
$LIN$ABT$DASH
$1.1B
149 positions
#24Forefront Analytics, LLCSmart money
Some overlap · 3 shared positions
$NOW$EW$ABT
$110M
39 positions
#25Distillate Capital Partners LLCPassive
Some overlap · 3 shared positions
$ACN$ABT$DASH
$1.9B
118 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.