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Hedge Funds Similar to Rothschild & Wealth UK Ltd

13F Portfolio OverlapQ1 2026Rothschild & Wealth UK Ltd portfolio →
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Most similar hedge funds by 13F overlap

Rothschild & Co Wealth Management UK Ltd is an institutional investor managing $6.5B across 25 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 Rothschild & Wealth UK Ltd are Metropolis Ltd, Longview Partners (Guernsey) LTD, BloombergSen, with shared positions in $SUNB, $CCZ, $TXN, $BKNG, $RYAAY, $AXP. The full ranking of 25 similar funds is below.

#1Metropolis Capital LtdSmart money
Notable overlap · 5 shared positions
$SUNB$CCZ$TXN$BKNG$RYAAY
$3.0B
16 positions
#2Longview Partners (Guernsey) LTDActive
Notable overlap · 4 shared positions
$AXP$BKNG$MCO$TXN
$7.1B
25 positions
#3BloombergSen Inc.Smart money
Notable overlap · 3 shared positions
$SUNB$BKNG$W
$1.3B
30 positions
#4TCI Fund Management LtdSmart money
Notable overlap · 3 shared positions
$MCO$CP$CNI
$45.2B
10 positions
#5CALEDONIA INVESTMENTS PLCSmart money
Notable overlap · 3 shared positions
$MCO$TXN$CHTR
$856M
15 positions
#6Local Pensions Partnership Investment LtdActive
Notable overlap · 3 shared positions
$MCO$BKNG$TXN
$4.6B
32 positions
#7Unison Asset Management LLCActive
Notable overlap · 3 shared positions
$AXP$BKNG$DE
$219M
32 positions
#8Coleford Investment Management Ltd.Active
Notable overlap · 4 shared positions
$AXP$CP$MCO$CNI
$408M
24 positions
#9One River Asset Management, LLCPassive
Notable overlap · 3 shared positions
$BKNG$CCZ$AXP
$273M
255 positions
#10YCG, LLCActive
Notable overlap · 3 shared positions
$MCO$CP$CNI
$1.1B
42 positions
#11LB Partners LLCActive
Notable overlap · 4 shared positions
$AXP$LBRDA$GLIBA$CABO
$112M
37 positions
#12BRISTOL JOHN W & CO INC /NY/Active
Notable overlap · 4 shared positions
$CP$DE$TXN$MCO
$6.1B
61 positions
#13Karani Asset Management LLCPassive
Some overlap · 3 shared positions
$DE$AXP$TXN
$122M
54 positions
#14DODGE & COXActive
Some overlap · 4 shared positions
$BKNG$SUNB$CCZ$CHTR
$182.0B
222 positions
#15BCV Asset Management Inc.Active
Some overlap · 4 shared positions
$CP$DE$TXN$CNI
$2.9B
120 positions
#16MARKEL GROUP INC.Active
Some overlap · 4 shared positions
$DE$AXP$TXN$MCO
$11.9B
129 positions
#17Ruane, Cunniff & Goldfarb L.P.Active
Some overlap · 5 shared positions
$SUNB$LBRDA$CHTR$GLIBA$AXP
$6.0B
50 positions
#18GARDNER RUSSO & QUINN LLCSmart money
Some overlap · 3 shared positions
$SUNB$CCZ$AXP
$8.5B
86 positions
#19Canoe Financial LPActive
Some overlap · 5 shared positions
$MCO$CP$DE$TXN$CNI
$7.3B
112 positions
#20Foyston, Gordon, & Payne IncPassive
Some overlap · 3 shared positions
$BKNG$AXP$SUNB
$434M
67 positions
#21Round Hill Asset ManagementPassive
Some overlap · 3 shared positions
$CCZ$CHTR$MCO
$153M
62 positions
#22BOWEN HANES & CO INCActive
Some overlap · 3 shared positions
$AXP$TXN$DE
$4.1B
151 positions
#23ENGLISH CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$BKNG$TXN$RYAAY
$171M
36 positions
#24Sandhill Capital Partners LLCActive
Some overlap · 3 shared positions
$TXN$BKNG$AXP
$1.2B
95 positions
#25CHILTON INVESTMENT CO INC.Active
Some overlap · 4 shared positions
$AXP$MCO$DE$TXN
$4.3B
280 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.