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 OverlapQ3 2026WORMSER FRERES GESTION portfolio →

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Most similar hedge funds by 13F overlap

WORMSER FRERES GESTION is an institutional investor managing $181M across 71 U.S. equity positions as of Q3 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 Mirova US, Advocacy Wealth, Seilern Investment Ltd, with shared positions in $VRT, $ECL, $TMO, $EW, $ISRG, $XYL. The full ranking of 25 similar funds is below.

#1Mirova US LLCActive

Notable overlap · 8 shared positions

$VRT $ECL $TMO $EW $ISRG $XYL

$9.3B

45 positions

#2Advocacy Wealth Management, LLCActive

Notable overlap · 9 shared positions

$VRT $EW $SYK $NOW $IAU $ALC

$2.8B

151 positions

#3Seilern Investment Management LtdActive

Notable overlap · 6 shared positions

$CDNS $EW $ISRG $IDXX $ZTS $VEEV

$771M

24 positions

#4Navera Investment Management Ltd.Active

Notable overlap · 5 shared positions

$CDNS $TMO $ISRG $XYL $BSX

$3.7B

56 positions

#5DB Fitzpatrick & Co, IncActive

Notable overlap · 6 shared positions

$TMO $SYK $EW $MSCI $ECL $DHR

$121M

100 positions

#6Liontrust Investment Partners LLPActive

Notable overlap · 9 shared positions

$TMO $CDNS $ISRG $ECL $ALC $EW

$6.8B

194 positions

#7MCDANIEL TERRY & COActive

Notable overlap · 6 shared positions

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

$1.3B

81 positions

#8Sivik Global Healthcare LLCActive

Notable overlap · 7 shared positions

$ISRG $TMO $SYK $EW $DHR $ABT

$175M

35 positions

#9Sandhill Capital Partners LLCActive

Notable overlap · 4 shared positions

$SYK $NOW $ISRG $ANET

$1.2B

98 positions

#10WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTDPassive

Notable overlap · 3 shared positions

$TMO $EW $MSCI

$350M

39 positions

#11MIROVAActive

Notable overlap · 9 shared positions

$CDNS $VRT $ECL $ISRG $TMO $NOW

$2.7B

185 positions

#12HealthInvest Partners ABActive

Notable overlap · 5 shared positions

$TMO $ISRG $SYK $EW $BSX

$372M

39 positions

#13Westwind CapitalPassive

Notable overlap · 5 shared positions

$VRT $MSCI $NOW $ISRG $KLAC

$426M

87 positions

#14Baer Investment Advisory LLCActive

Notable overlap · 6 shared positions

$CDNS $ECL $TMO $RACE $VRT $VEEV

$126M

65 positions

#15Stonehage Fleming Financial Services Holdings LtdActive

Notable overlap · 4 shared positions

$CDNS $SYK $KLAC $IAU

$2.9B

215 positions

#16PENINSULA ASSET MANAGEMENT INCActive

Notable overlap · 4 shared positions

$SYK $EMR $ECL $ABT

$209M

54 positions

#17James Hambro & Partners LLPActive

Notable overlap · 3 shared positions

$TMO $ISRG $EMR

$2.9B

68 positions

#18NZS Capital, LLCActive

Notable overlap · 5 shared positions

$CDNS $ISRG $SYK $KLAC $DHR

$3.9B

61 positions

#19DKRT Investments Corp.Active

Notable overlap · 4 shared positions

$TMO $SYK $ALC $BSX

$409M

50 positions

#20CDAM (UK) LtdActive

Notable overlap · 3 shared positions

$TMO $NOW $VEEV

$387M

12 positions

#21Kessler Investment Group, LLCPassive

Notable overlap · 5 shared positions

$VRT $NOW $EMR $KLAC $ANET

$207M

82 positions

#22Avalon Global Asset Management LLCActive

Notable overlap · 4 shared positions

$VRT $NOW $EMR $CDNS

$917M

38 positions

#23Peloton Wealth StrategistsPassive

Notable overlap · 6 shared positions

$VRT $TMO $EMR $ISRG $ANET $ZTS

$271M

91 positions

#24Capital Investment Services of America, Inc.Active

Notable overlap · 7 shared positions

$ECL $SYK $NOW $DHR $PTC $IDXX

$1.0B

83 positions

#25Retail Employees Superannuation Pty Ltd as trustee for RetaiActive

Notable overlap · 4 shared positions

$TMO $ISRG $MSCI $IDXX

$393M

29 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.