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 Retail Employees Superannuation Pty Ltd as trustee for Retai

13F Portfolio OverlapQ1 2026Retail Employees Superannuation Pty Ltd as trustee for Retai portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Retail Employees Superannuation Pty Ltd as trustee for Retai is an institutional investor managing $672M across 27 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 Retail Employees Superannuation Pty Ltd as trustee for Retai are Bristol Gate Partners, COMGEST GLOBAL INVESTORS S.A.S., WILSON ASSET (INTERNATIONAL) PTY LTD, with shared positions in $MSCI, $CTAS, $INTU, $VRSK, $TMO, $LIN. The full ranking of 25 similar funds is below.

#1Bristol Gate Capital Partners Inc.Active

Notable overlap · 5 shared positions

$MSCI $CTAS $INTU $VRSK $TMO

$1.6B

31 positions

#2COMGEST GLOBAL INVESTORS S.A.S.Active

Notable overlap · 7 shared positions

$INTU $LIN $VRSK $CTAS $IDXX $UBER

$4.6B

52 positions

#3WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTDPassive

Notable overlap · 5 shared positions

$MSCI $INTU $TMO $ICE $SNPS

$354M

43 positions

#4GCQ FUNDS MANAGEMENT PTY LtdActive

Notable overlap · 4 shared positions

$MSCI $INTU $VRSK $UBER

$753M

11 positions

#5YCG, LLCActive

Notable overlap · 5 shared positions

$MSCI $LIN $VRSK $INTU $KO

$1.1B

42 positions

#6EDGEWOOD MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$MSCI $INTU $ISRG $SNPS $PLD

$15.5B

87 positions

#7CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 6 shared positions

$TMO $ISRG $CTAS $IDXX $LIN $INTU

$405M

73 positions

#8Phraction Management LLCActive

Notable overlap · 5 shared positions

$TMO $LIN $WFC $ICE $SNPS

$483M

65 positions

#9POLEN CAPITAL MANAGEMENT LLCActive

Notable overlap · 7 shared positions

$MSCI $ISRG $SNPS $IDXX $UBER $ROL

$14.5B

221 positions

#10Navera Investment Management Ltd.Active

Notable overlap · 6 shared positions

$TMO $INTU $ISRG $VRSK $SNPS $KO

$3.9B

56 positions

#11James Hambro & Partners LLPActive

Notable overlap · 5 shared positions

$TMO $ICE $ISRG $KO $PLD

$2.6B

57 positions

#12AMF Tjanstepension ABActive

Notable overlap · 5 shared positions

$PLD $LIN $ICE $KO $ROL

$15.1B

117 positions

#13Evergreen Private Wealth LLCPassive

Notable overlap · 4 shared positions

$TMO $VRSK $PLD $INTU

$247M

86 positions

#14Parsonex Advisory Services, Inc.Passive

Notable overlap · 5 shared positions

$ICE $ISRG $TTWO $UBER $LIN

$102M

56 positions

#15Liontrust Investment Partners LLPActive

Notable overlap · 5 shared positions

$TMO $ISRG $INTU $IDXX $CTAS

$6.7B

204 positions

#16Cander Asset Management LPActive

Notable overlap · 3 shared positions

$MSCI $PLD $INTU

$557M

43 positions

#17COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 4 shared positions

$LIN $TMO $ICE $ISRG

$1.7B

87 positions

#18MCDANIEL TERRY & COActive

Notable overlap · 5 shared positions

$ISRG $CTAS $KO $INTU $TMO

$1.2B

81 positions

#19SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive

Notable overlap · 6 shared positions

$LIN $WFC $IDXX $ISRG $UBER $INTU

$1.3B

158 positions

#20CIM, LLCPassive

Notable overlap · 4 shared positions

$CTAS $ISRG $SNPS $INTU

$692M

168 positions

#21NICOLA WEALTH MANAGEMENT LTD.Passive

Notable overlap · 5 shared positions

$ISRG $LIN $SNPS $KO $PLD

$833M

62 positions

#22PARNASSUS INVESTMENTS, LLCActive

Notable overlap · 5 shared positions

$LIN $ICE $TMO $SNPS $VRSK

$34.1B

135 positions

#23S-Bank Fund Management LtdActive

Notable overlap · 6 shared positions

$WFC $PLD $LIN $TMO $KO $INTU

$671M

178 positions

#24Unisphere EstablishmentActive

Notable overlap · 4 shared positions

$INTU $TMO $LIN $ICE

$11.9B

50 positions

#25FLOSSBACH VON STORCH SEActive

Notable overlap · 5 shared positions

$TMO $ICE $LIN $INTU $MSCI

$21.4B

109 positions

Compare Retail Employees Superannuation Pty Ltd as trustee for Retai’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Retail Employees Superannuation Pty Ltd as trustee for Retai’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.