What hedge funds are most similar to Unisphere Establishment?

The funds with the most similar 13F portfolios to Unisphere Establishment are Phraction, BRIGHT ROCK ,, J. Stern & LLP, based on overlapping conviction holdings in the latest SEC filings.

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 Unisphere Establishment

13F Portfolio OverlapQ1 2026Unisphere Establishment portfolio →

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Most similar hedge funds by 13F overlap

Unisphere Establishment is an institutional investor managing $11.9B across 50 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 Unisphere Establishment are Phraction, BRIGHT ROCK ,, J. Stern & LLP, with shared positions in $TMO, $HON, $LIN, $BAC, $DHR, $BSX. The full ranking of 25 similar funds is below.

#1Phraction Management LLCActive

Notable overlap · 8 shared positions

$TMO $HON $LIN $BAC $DHR $BSX

$483M

65 positions

#2BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 8 shared positions

$TMO $HON $INTU $TJX $LIN $ZTS

$506M

75 positions

#3J. Stern & Co. LLPActive

Notable overlap · 6 shared positions

$HON $TMO $ZTS $CDNS $LIN $ICE

$1.0B

49 positions

#4Teca Partners, LPActive

Notable overlap · 3 shared positions

$TMO $TJX $CMG

$145M

10 positions

#5Navera Investment Management Ltd.Active

Notable overlap · 6 shared positions

$TMO $INTU $BSX $CDNS $UNH $HON

$3.9B

56 positions

#6ECOFI INVESTISSEMENTS SAPassive

Notable overlap · 5 shared positions

$TMO $ZTS $BSX $RSG $DHR

$55M

36 positions

#7Veritas Asset Management LLPActive

Notable overlap · 4 shared positions

$TMO $ZTS $UNH $ICE

$5.9B

21 positions

#8Spinecap SASActive

Notable overlap · 4 shared positions

$TMO $DHR $KKR $ICE

$272M

15 positions

#9CINCINNATI CASUALTY COActive

Notable overlap · 3 shared positions

$HON $TMO $TJX

$191M

24 positions

#10MADDEN SECURITIES CorpPassive

Notable overlap · 3 shared positions

$TMO $HON $IBM

$333M

113 positions

#11WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTDPassive

Notable overlap · 3 shared positions

$TMO $INTU $ICE

$354M

43 positions

#12MILFORD FUNDS LTDActive

Notable overlap · 5 shared positions

$INTU $BAC $TMO $BSX $AJG

$4.8B

75 positions

#13COMGEST GLOBAL INVESTORS S.A.S.Active

Notable overlap · 3 shared positions

$INTU $ZTS $LIN

$4.6B

52 positions

#14Retail Employees Superannuation Pty Ltd as trustee for RetaiActive

Notable overlap · 4 shared positions

$INTU $TMO $LIN $ICE

$672M

27 positions

#15Nexus Investment Management ULCActive

Notable overlap · 5 shared positions

$TMO $PFE $HON $DHR $BAC

$715M

70 positions

#16LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 5 shared positions

$INTU $TMO $TJX $DHR $ORLY

$10.0B

560 positions

#17PARNASSUS INVESTMENTS, LLCActive

Notable overlap · 6 shared positions

$LIN $TMO $BAC $BSX $DHR $ICE

$34.1B

135 positions

#18WORMSER FRERES GESTIONActive

Notable overlap · 4 shared positions

$TMO $DHR $ZTS $UNH

$139M

42 positions

#19Private Wealth Partners, LLCActive

Notable overlap · 6 shared positions

$TMO $HON $PFE $DHR $BSX $KKR

$1.3B

169 positions

#20M. Kraus & CoActive

Notable overlap · 5 shared positions

$TMO $LIN $RSG $IBM $MCHP

$343M

81 positions

#21Evergreen Private Wealth LLCPassive

Notable overlap · 5 shared positions

$TMO $ZTS $INTU $PHYS $IBM

$247M

86 positions

#22CINCINNATI FINANCIAL CORPActive

Notable overlap · 6 shared positions

$HON $TJX $AJG $UNH $TMO $MCHP

$5.0B

55 positions

#23Quilter PlcActive

Notable overlap · 6 shared positions

$TMO $INTU $BAC $HON $ZTS $SUNB

$5.7B

124 positions

#24Kimelman & Baird, LLCActive

Notable overlap · 5 shared positions

$HON $BAC $TJX $LIN $IBM

$1.2B

263 positions

#25RE ADVISERS CORPActive

Notable overlap · 5 shared positions

$HON $BAC $TJX $BSX $UNH

$3.7B

111 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.