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Hedge Funds Similar to CALEDONIA INVESTMENTS PLC

13F Portfolio OverlapQ2 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 Q2 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, Rothschild & Wealth UK Ltd, Longview Partners (Guernsey) LTD, with shared positions in $SCHW, $WSO, $MCO, $TXN, $CHTR, $TMO. The full ranking of 25 similar funds is below.

#1Crown Oak Advisors, LLCSmart money
Notable overlap · 3 shared positions
$SCHW$WSO$MCO
$215M
23 positions
#2Rothschild & Co Wealth Management UK LtdSmart money
Notable overlap · 3 shared positions
$MCO$TXN$CHTR
$6.9B
25 positions
#3Longview Partners (Guernsey) LTDActive
Notable overlap · 3 shared positions
$TXN$TMO$MCO
$6.2B
23 positions
#4Quantum Capital Management, LLC / NJActive
Notable overlap · 3 shared positions
$FAST$MCO$POOL
$798M
35 positions
#5BONTEMPO OHLY CAPITAL MGMT LLCSmart money
Notable overlap · 3 shared positions
$TXN$FAST$PAYX
$235M
33 positions
#6Local Pensions Partnership Investment LtdActive
Notable overlap · 3 shared positions
$TXN$MCO$TMO
$4.8B
32 positions
#7Kinsale Capital Group, Inc.Active
Notable overlap · 4 shared positions
$TXN$PM$SCHW$POOL
$754M
41 positions
#8DUDLEY & SHANLEY, INC.Active
Notable overlap · 3 shared positions
$WSO$FAST$SCHW
$662M
37 positions
#9Eldred Rock Partners, LLCActive
Notable overlap · 3 shared positions
$TXN$POOL$TMO
$465M
29 positions
#10PROVIDENT TRUST COSmart money
Notable overlap · 3 shared positions
$SCHW$FAST$TMO
$4.8B
22 positions
#11Mount Capital LtdActive
Notable overlap · 3 shared positions
$SCHW$CHTR$PM
$265M
17 positions
#12Hamlin Capital Management, LLCActive
Notable overlap · 4 shared positions
$TXN$WSO$PM$PAYX
$4.4B
30 positions
#13Retail Employees Superannuation Pty Ltd as trustee for RetaiActive
Notable overlap · 3 shared positions
$CTAS$TMO$MCO
$373M
28 positions
#14TITAN GLOBAL CAPITAL MANAGEMENT USA LLCActive
Notable overlap · 4 shared positions
$SCHW$TXN$TMO$MCO
$785M
68 positions
#15COMPASS CAPITAL MANAGEMENT, INCActive
Notable overlap · 3 shared positions
$FAST$TMO$CTAS
$1.7B
91 positions
#16Coston, McIsaac & PartnersPassive
Notable overlap · 3 shared positions
$TXN$PM$PAYX
$497M
948 positions
#17Night Squared LPPassive
Notable overlap · 3 shared positions
$PM$FAST$TXN
$930M
69 positions
#18BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 4 shared positions
$TMO$TXN$SCHW$FAST
$499M
73 positions
#19SCHWARTZ INVESTMENT COUNSEL INCActive
Notable overlap · 3 shared positions
$TXN$MCO$FAST
$3.0B
138 positions
#20BRISTOL JOHN W & CO INC /NY/Active
Notable overlap · 4 shared positions
$TMO$TXN$SCHW$MCO
$6.8B
62 positions
#21Redmond Asset Management, LLCPassive
Notable overlap · 4 shared positions
$WSO$SCHW$TXN$FAST
$401M
199 positions
#22Raub Brock Capital Management LPActive
Notable overlap · 3 shared positions
$TXN$MCO$TMO
$363M
45 positions
#23Canoe Financial LPActive
Notable overlap · 4 shared positions
$PM$MCO$TMO$TXN
$8.1B
110 positions
#24WATERS PARKERSON & CO., LLCActive
Notable overlap · 3 shared positions
$TMO$PM$POOL
$2.0B
200 positions
#25DAVIS-REA LTD.Active
Notable overlap · 3 shared positions
$TMO$CHTR$CTAS
$351M
45 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.