How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to COOPER INVESTORS PTY LTD

13F Portfolio OverlapQ1 2026COOPER INVESTORS PTY LTD portfolio →

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Most similar hedge funds by 13F overlap

COOPER INVESTORS PTY LTD is an institutional investor managing $218M across 39 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 COOPER INVESTORS PTY LTD are Linonia Partnership, Independent Franchise Partners LLP, KKM Financial, with shared positions in $FWONA, $LLYVA, $SHAK, $NWS, $RYAN, $TKO. The full ranking of 25 similar funds is below.

#1Linonia Partnership LPSmart money

Notable overlap · 3 shared positions

$FWONA $LLYVA $SHAK

$5.4B

14 positions

#2Independent Franchise Partners LLPActive

Notable overlap · 3 shared positions

$NWS $RYAN $TKO

$14.3B

26 positions

#3KKM Financial LLCPassive

Some overlap · 3 shared positions

$FWONA $CME $AWK

$563M

168 positions

#4Islander Capital Partners, L.P.Active

Some overlap · 3 shared positions

$TKO $FWONA $UBER

$308M

17 positions

#5Symmetry Investments LPActive

Some overlap · 3 shared positions

$FWONA $UBER $TKO

$913M

122 positions

#6Triavera Capital LLCActive

Some overlap · 3 shared positions

$TKO $UBER $KKR

$167M

16 positions

#7Caledonia (Private) Investments Pty LtdSmart money

Some overlap · 3 shared positions

$RPRX $FWONA $CME

$3.4B

16 positions

#8Annex Advisory Services, LLCActive

Some overlap · 3 shared positions

$TKO $UBER $FWONA

$5.3B

375 positions

#9Fulcrum Capital LLCActive

Some overlap · 3 shared positions

$CME $UBER $KKR

$461M

101 positions

#10CANTILLON CAPITAL MANAGEMENT LLCActive

Some overlap · 3 shared positions

$CME $UBER $FWONA

$15.1B

38 positions

#11LRZ CAPITAL LLCActive

Some overlap · 3 shared positions

$BRO $UBER $KKR

$200M

16 positions

#12Partners Group Holding AGActive

Some overlap · 4 shared positions

$FER $KKR $AWK $RPRX

$1.4B

50 positions

#13SSI INVESTMENT MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$UBER $FWONA $KKR

$1.4B

240 positions

#14Summit Wealth Partners, LLCPassive

Some overlap · 3 shared positions

$BRO $KKR $AGQ

$632M

271 positions

#15LOUNTZIS ASSET MANAGEMENT, LLCSmart money

Some overlap · 3 shared positions

$BRO $KKR $FWONA

$273M

52 positions

#16Embree Financial GroupPassive

Slight overlap · 3 shared positions

$CME $KKR $RYAN

$849M

265 positions

#17Legacy Advisors, LLCActive

Slight overlap · 3 shared positions

$UBER $BSY $KKR

$848M

279 positions

#18Volterra Technologies LPPassive

Slight overlap · 3 shared positions

$UBER $CME $AWK

$823M

301 positions

#19Montanaro Asset Management LtdPassive

Slight overlap · 3 shared positions

$BSY $STVN $AWK

$334M

42 positions

#20Deltroit Asset Management (UK) LLPActive

Slight overlap · 3 shared positions

$NWS $LLYVA $FWONA

$623M

42 positions

#21Accuvest Global AdvisorsPassive

Slight overlap · 3 shared positions

$UBER $CME $KKR

$107M

57 positions

#22Mirador Capital Partners LPPassive

Slight overlap · 3 shared positions

$UBER $KKR $AGQ

$706M

205 positions

#23Sone Capital Management, LLCPassive

Slight overlap · 3 shared positions

$BSY $KKR $AWK

$1.2B

101 positions

#24Bryn Mawr Trust Advisors, LLCPassive

Slight overlap · 3 shared positions

$RPRX $CME $KKR

$2.1B

438 positions

#25MSH Capital Advisors LLCPassive

Slight overlap · 4 shared positions

$CME $KKR $AWK $AGQ

$472M

273 positions

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View COOPER INVESTORS PTY LTD’s holdings

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.