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 WORMSER FRERES GESTION

13F Portfolio OverlapQ1 2026WORMSER FRERES GESTION portfolio →

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Most similar hedge funds by 13F overlap

WORMSER FRERES GESTION is an institutional investor managing $177M across 66 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 WORMSER FRERES GESTION are ECOFI INVESTISSEMENTS SA, Mirova US, MCDANIEL TERRY &, with shared positions in $ECL, $EMR, $TMO, $DHR, $XYL, $ZTS. The full ranking of 25 similar funds is below.

#1ECOFI INVESTISSEMENTS SAPassive

Notable overlap · 8 shared positions

$ECL $EMR $TMO $DHR $XYL $ZTS

$55M

36 positions

#2Mirova US LLCActive

Notable overlap · 9 shared positions

$ECL $TMO $PANW $ISRG $EW $DHR

$8.8B

42 positions

#3MCDANIEL TERRY & COActive

Notable overlap · 7 shared positions

$ECL $EMR $ISRG $SYK $ALC $TMO

$1.2B

81 positions

#4HealthInvest Partners ABActive

Notable overlap · 5 shared positions

$TMO $SYK $ISRG $EW $UNH

$310M

39 positions

#5Family Legacy Financial Solutions, LLCActive

Notable overlap · 3 shared positions

$DHR $PANW $SYK

$124M

44 positions

#6Liontrust Investment Partners LLPActive

Notable overlap · 8 shared positions

$TMO $ISRG $ECL $ALC $EW $PTC

$6.7B

204 positions

#72Xideas AGActive

Notable overlap · 4 shared positions

$PTC $EW $ISRG $ALC

$255M

47 positions

#8Capital Investment Services of America, Inc.Active

Notable overlap · 7 shared positions

$ECL $PTC $DHR $SYK $IDXX $VEEV

$958M

80 positions

#9Southpoint Capital Advisors LPActive

Notable overlap · 5 shared positions

$ALC $TMO $DHR $ZTS $ILMN

$4.9B

41 positions

#10WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTDPassive

Notable overlap · 3 shared positions

$TMO $EW $MSCI

$354M

43 positions

#11ARCADIA INVESTMENT MANAGEMENT CORP/MIPassive

Notable overlap · 6 shared positions

$PANW $SYK $TMO $ECL $VEEV $ACN

$584M

366 positions

#12GENERATION INVESTMENT MANAGEMENT LLPSmart money

Notable overlap · 4 shared positions

$DHR $TMO $MSCI $ACN

$11.2B

29 positions

#13BONNESS ENTERPRISES INCActive

Notable overlap · 5 shared positions

$SYK $EMR $TMO $ABT $INTC

$273M

39 positions

#14Sandhill Capital Partners LLCActive

Notable overlap · 3 shared positions

$PANW $SYK $ISRG

$1.2B

95 positions

#15MADDEN SECURITIES CorpPassive

Notable overlap · 3 shared positions

$TMO $PANW $ISRG

$333M

113 positions

#16James Hambro & Partners LLPActive

Notable overlap · 4 shared positions

$TMO $ISRG $EMR $DHR

$2.6B

57 positions

#17LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 6 shared positions

$SYK $DHR $TMO $ABT $IDXX $VEEV

$10.0B

560 positions

#18Palestra Capital Management LLCActive

Notable overlap · 3 shared positions

$DHR $PTC $CRM

$2.6B

23 positions

#19Ramsay, Stattman, Vela & Price, Inc.Passive

Notable overlap · 6 shared positions

$SYK $DHR $EMR $TMO $PANW $ABT

$506M

79 positions

#20Triodos Investment Management BVActive

Notable overlap · 5 shared positions

$PANW $EW $ISRG $XYL $KLAC

$1.3B

49 positions

#21Dundas Partners LLPActive

Notable overlap · 8 shared positions

$TMO $SYK $MSCI $ALC $ABT $ZTS

$1.3B

49 positions

#22FLOSSBACH VON STORCH SEActive

Notable overlap · 7 shared positions

$TMO $DHR $SYK $MSCI $ABT $CRM

$21.4B

109 positions

#23DB Fitzpatrick & Co, IncActive

Notable overlap · 9 shared positions

$DHR $TMO $SYK $EW $MSCI $PANW

$117M

106 positions

#24WEITZ INVESTMENT MANAGEMENT, INC.Active

Notable overlap · 5 shared positions

$DHR $TMO $IDXX $CRM $ACN

$1.4B

49 positions

#25MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive

Notable overlap · 5 shared positions

$DHR $TMO $ECL $XYL $VRSK

$584M

141 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.