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Hedge Funds Similar to CALEDONIA INVESTMENTS PLC

13F Portfolio OverlapQ1 2026CALEDONIA INVESTMENTS PLC portfolio →
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Most similar hedge funds by 13F overlap

CALEDONIA INVESTMENTS PLC is an institutional investor managing $883M across 15 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 CALEDONIA INVESTMENTS PLC are Crown Oak Advisors,, Longview Partners (Guernsey) LTD, Mount Ltd, with shared positions in $SCHW, $WSO, $MCO, $TMO, $TXN, $CHTR. The full ranking of 25 similar funds is below.

#1Crown Oak Advisors, LLCSmart money
Notable overlap · 3 shared positions
$SCHW$WSO$MCO
$199M
23 positions
#2Longview Partners (Guernsey) LTDActive
Notable overlap · 3 shared positions
$TMO$MCO$TXN
$7.1B
25 positions
#3Mount Capital LtdActive
Notable overlap · 3 shared positions
$SCHW$CHTR$PM
$248M
18 positions
#4Drystone LLCActive
Notable overlap · 3 shared positions
$SCHW$TXN$FAST
$111M
18 positions
#5Rothschild & Co Wealth Management UK LtdSmart money
Notable overlap · 3 shared positions
$MCO$TXN$CHTR
$6.5B
25 positions
#6Bristol Gate Capital Partners Inc.Active
Notable overlap · 3 shared positions
$TMO$MCO$CTAS
$1.6B
31 positions
#7Local Pensions Partnership Investment LtdActive
Notable overlap · 3 shared positions
$MCO$TXN$TMO
$4.6B
32 positions
#8PROVIDENT TRUST COSmart money
Notable overlap · 3 shared positions
$SCHW$FAST$TMO
$4.8B
22 positions
#9Veritas Asset Management LLPActive
Notable overlap · 3 shared positions
$TMO$CHTR$PM
$5.9B
21 positions
#10Hamlin Capital Management, LLCActive
Notable overlap · 4 shared positions
$WSO$PM$TXN$PAYX
$4.1B
30 positions
#11Progressive Investment Management CorpActive
Notable overlap · 5 shared positions
$MCO$FAST$TMO$TXN$CTAS
$379M
58 positions
#12Eldred Rock Partners, LLCActive
Notable overlap · 3 shared positions
$TMO$TXN$POOL
$393M
31 positions
#13DAVIS-REA LTD.Passive
Notable overlap · 4 shared positions
$TMO$FTS$CHTR$CTAS
$384M
54 positions
#14DUDLEY & SHANLEY, INC.Active
Notable overlap · 3 shared positions
$SCHW$WSO$FAST
$611M
37 positions
#15SUMMITRY LLCPassive
Notable overlap · 3 shared positions
$TMO$SCHW$MCO
$2.3B
266 positions
#16BRISTOL JOHN W & CO INC /NY/Active
Notable overlap · 4 shared positions
$TMO$SCHW$TXN$MCO
$6.1B
61 positions
#17D1 Capital Partners L.P.Active
Notable overlap · 3 shared positions
$TMO$TXN$SCHW
$11.2B
44 positions
#18Ironvine Capital Partners, LLCActive
Notable overlap · 3 shared positions
$MCO$TMO$WSO
$910M
56 positions
#19FORT WASHINGTON INVESTMENT ADVISORS INC /OH/Active
Notable overlap · 4 shared positions
$CTAS$PM$SCHW$TXN
$18.1B
418 positions
#20KEYVANTAGE WEALTH, LLCActive
Notable overlap · 4 shared positions
$TXN$FTS$SCHW$PM
$227M
92 positions
#21ARMSTRONG HENRY H ASSOCIATES INCSmart money
Some overlap · 3 shared positions
$MCO$FAST$SCHW
$981M
61 positions
#22WATERS PARKERSON & CO., LLCActive
Some overlap · 3 shared positions
$TMO$PM$POOL
$1.9B
188 positions
#23Redmond Asset Management, LLCPassive
Some overlap · 4 shared positions
$WSO$SCHW$FAST$TXN
$366M
197 positions
#24LONDON CO OF VIRGINIAActive
Some overlap · 4 shared positions
$TXN$SCHW$PM$FAST
$16.2B
167 positions
#25Long Road Investment Counsel, LLCActive
Some overlap · 4 shared positions
$FAST$TMO$CTAS$MCO
$255M
78 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.