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Hedge Funds Similar to SCHRODER INVESTMENT GROUP

13F Portfolio OverlapQ1 2026SCHRODER INVESTMENT GROUP portfolio →
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Most similar hedge funds by 13F overlap

SCHRODER INVESTMENT MANAGEMENT GROUP is an institutional investor managing $122.0B across 1,178 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 SCHRODER INVESTMENT GROUP are Davidson, MARIETTA INVESTMENT PARTNERS, S-Bank Fund Ltd, with shared positions in $MS, $ANET, $NEE, $KLAC, $TJX, $COP. The full ranking of 25 similar funds is below.

#1Davidson Capital Management Inc.Active
Some overlap · 7 shared positions
$MS$ANET$NEE$KLAC$TJX$COP
$552M
93 positions
#2MARIETTA INVESTMENT PARTNERS LLCPassive
Some overlap · 7 shared positions
$ANET$MELI$TPR$PH$BMY$SPOT
$499M
161 positions
#3S-Bank Fund Management LtdActive
Some overlap · 7 shared positions
$NEE$KO$PH$TMO$EMR$CRM
$671M
178 positions
#4Sun Financial IncPassive
Some overlap · 8 shared positions
$ANET$EMR$MNST$CRM$KLAC$TJX
$200M
159 positions
#5Prota Financial, LLCActive
Some overlap · 7 shared positions
$MS$TMO$KO$CRM$KLAC$TJX
$138M
67 positions
#6AMF Tjanstepension ABActive
Some overlap · 7 shared positions
$MELI$KO$PH$NEE$CRM$KLAC
$15.1B
117 positions
#7Vertrix Wealth Management, LLCPassive
Some overlap · 6 shared positions
$MS$KO$TMO$EMR$MDT$TJX
$272M
95 positions
#8PARADIGM ASSET MANAGEMENT CO LLCPassive
Some overlap · 6 shared positions
$MS$NEE$KO$PH$TMO$KLAC
$426M
424 positions
#9DZ BANK AG Deutsche Zentral Genossenschafts Bank, FrankfurtActive
Some overlap · 7 shared positions
$ANET$KO$PH$TMO$TJX$SPOT
$112.7B
1,002 positions
#10Boomfish Wealth Group, LLCPassive
Some overlap · 6 shared positions
$NEE$ANET$MELI$TMO$CRM$KLAC
$187M
87 positions
#11SouthState Bank CorpPassive
Some overlap · 6 shared positions
$MS$NEE$KO$PH$TJX$COP
$2.1B
1,278 positions
#12Norway Savings BankPassive
Some overlap · 6 shared positions
$MS$NEE$CRM$KLAC$TJX$COP
$211M
103 positions
#13J.P. Marvel Investment Advisors, LLCActive
Some overlap · 6 shared positions
$MS$TMO$KO$MDT$BMY$GEV
$705M
60 positions
#14Tuttle Capital Management, LLCPassive
Some overlap · 5 shared positions
$MS$NEE$ANET$PH$CRM
$61M
124 positions
#15TOWER TRUST & INVESTMENT CoPassive
Some overlap · 7 shared positions
$NEE$KO$EMR$MDT$CRM$KLAC
$152M
208 positions
#16Meadowbrook Advisors Group, LLCPassive
Some overlap · 5 shared positions
$MS$NEE$KO$MDT$TJX
$168M
136 positions
#17EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$MS$NEE$KO$BMY$COP
$1.4B
56 positions
#18Decatur Capital Management, Inc.Active
Some overlap · 6 shared positions
$MS$KO$TMO$KLAC$TJX$CDNS
$219M
33 positions
#19HOWE & RUSLING INCPassive
Some overlap · 5 shared positions
$MS$NEE$KO$TJX$COP
$1.5B
477 positions
#20Brentview Investment Management LLCPassive
Some overlap · 5 shared positions
$MS$NEE$PH$MDT$TJX
$231M
63 positions
#21BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$MS$NEE$ANET$TMO$TJX
$506M
75 positions
#22Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$MS$KO$TMO$EMR$TJX
$353M
78 positions
#23CAMBIENT FAMILY OFFICE, LLCPassive
Some overlap · 6 shared positions
$ANET$KO$NEE$EMR$COP$GEV
$716M
261 positions
#24JACKSON SQUARE CAPITAL, LLCPassive
Some overlap · 7 shared positions
$ANET$BMY$KLAC$TJX$CDNS$ARM
$477M
129 positions
#25Wahed Invest LLCPassive
Some overlap · 7 shared positions
$KO$TMO$CRM$KLAC$TJX$COP
$770M
225 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.