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Hedge Funds Similar to Rathbones Group PLC

13F Portfolio OverlapQ1 2026Rathbones Group PLC portfolio →
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Most similar hedge funds by 13F overlap

Rathbones Group PLC is an institutional investor managing $23.4B across 643 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 Rathbones Group PLC are Evelyn Partners Investment LLP, Vontobel Holding Ltd., Decatur ,, with shared positions in $KO, $TMO, $CRH, $LIN, $TTE, $BKNG. The full ranking of 25 similar funds is below.

#1Evelyn Partners Investment Management LLPActive
Notable overlap · 8 shared positions
$KO$TMO$CRH$LIN$TTE$BKNG
$3.7B
410 positions
#2Vontobel Holding Ltd.Passive
Some overlap · 7 shared positions
$KO$CME$TMO$ABT$BSX$APH
$29.1B
1,188 positions
#3Decatur Capital Management, Inc.Active
Some overlap · 6 shared positions
$APH$KO$CME$TMO$BKNG$CDNS
$219M
33 positions
#4Navera Investment Management Ltd.Active
Some overlap · 8 shared positions
$TMO$APH$MRSH$BSX$ISRG$CDNS
$3.9B
56 positions
#5COMPASS CAPITAL MANAGEMENT, INCActive
Some overlap · 6 shared positions
$TMO$APH$LIN$BSX$DE$ISRG
$1.7B
87 positions
#6Alphinity Investment Management Pty LtdActive
Some overlap · 5 shared positions
$KO$APH$CRH$BSX$ISRG
$5.7B
29 positions
#7CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 5 shared positions
$TMO$APH$LIN$ISRG$CDNS
$405M
73 positions
#8James Hambro & Partners LLPActive
Some overlap · 5 shared positions
$TMO$KO$APH$ISRG$MRSH
$2.6B
57 positions
#9Aureus Asset Management, LLCPassive
Some overlap · 6 shared positions
$TMO$ABT$LIN$BSX$KO$CME
$1.5B
225 positions
#10FLOSSBACH VON STORCH SEActive
Some overlap · 4 shared positions
$TMO$APH$ABT$LIN
$21.4B
109 positions
#11BRADLEY FOSTER & SARGENT INC/CTActive
Some overlap · 5 shared positions
$TMO$APH$MRSH$ABT$DE
$6.4B
516 positions
#12Evelyn Partners Investment Management Services LtdPassive
Some overlap · 7 shared positions
$CRH$TMO$BKNG$ISRG$KO$LIN
$850M
281 positions
#13CAPITAL INTERNATIONAL LTD /CA/Active
Some overlap · 7 shared positions
$TTE$LIN$APH$TMO$ISRG$SHOP
$2.7B
146 positions
#14Capital Group Investment Management Pte. Ltd.Passive
Some overlap · 7 shared positions
$TTE$LIN$APH$TMO$ISRG$SHOP
$585M
140 positions
#15Grantham, Mayo, Van Otterloo & Co. LLCActive
Some overlap · 5 shared positions
$TMO$KO$ABT$ISRG$TTE
$39.1B
628 positions
#16Ramsay, Stattman, Vela & Price, Inc.Passive
Some overlap · 4 shared positions
$KO$TMO$ABT$LIN
$506M
79 positions
#17B. Metzler seel. Sohn & Co. AGActive
Some overlap · 4 shared positions
$TMO$KO$ABT$APH
$10.8B
712 positions
#18Retail Employees Superannuation Pty Ltd as trustee for RetaiActive
Some overlap · 4 shared positions
$TMO$KO$LIN$ISRG
$672M
27 positions
#19J. Stern & Co. LLPActive
Some overlap · 7 shared positions
$TMO$APH$ABT$CDNS$BKNG$ISRG
$1.0B
49 positions
#20Sky Investment Group LLCPassive
Some overlap · 4 shared positions
$KO$TMO$ABT$LIN
$583M
140 positions
#21Dundas Partners LLPActive
Some overlap · 4 shared positions
$TMO$APH$ABT$BKNG
$1.3B
49 positions
#22Cornerstone Capital, Inc.Active
Some overlap · 4 shared positions
$TMO$APH$ABT$SHOP
$1.0B
118 positions
#23Papamarkou Wellner Asset Management inc.Passive
Some overlap · 5 shared positions
$KO$ABT$CME$ISRG$DE
$164M
86 positions
#24MCDANIEL TERRY & COActive
Some overlap · 4 shared positions
$KO$APH$TMO$ISRG
$1.2B
81 positions
#25Quilter PlcActive
Some overlap · 4 shared positions
$TMO$KO$MRSH$EQIX
$5.7B
124 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.