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 OverlapQ3 2026Retail Employees Superannuation Pty Ltd as trustee for Retai portfolio →

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Most similar hedge funds by 13F overlap

Retail Employees Superannuation Pty Ltd as trustee for Retai is an institutional investor managing $393M across 29 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 Retail Employees Superannuation Pty Ltd as trustee for Retai are COMGEST GLOBAL INVESTORS S.A.S., WILSON ASSET (INTERNATIONAL) PTY LTD, COMPASS, with shared positions in $CTAS, $LIN, $IDXX, $VRSK, $UBER, $ISRG. The full ranking of 25 similar funds is below.

#1COMGEST GLOBAL INVESTORS S.A.S.Active

Notable overlap · 7 shared positions

$CTAS $LIN $IDXX $VRSK $UBER $ISRG

$4.5B

55 positions

#2WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTDPassive

Notable overlap · 5 shared positions

$TMO $SNPS $MSCI $ICE $APH

$350M

39 positions

#3COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 5 shared positions

$LIN $TMO $CTAS $ICE $APH

$1.7B

91 positions

#4EDGEWOOD MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$ISRG $SNPS $MSCI $APH $LIN $PLD

$9.7B

90 positions

#5CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 7 shared positions

$TMO $APH $IDXX $LIN $CTAS $ISRG

$435M

70 positions

#6Bristol Gate Capital Partners Inc.Active

Notable overlap · 5 shared positions

$CTAS $MSCI $VRSK $APH $MCO

$1.4B

33 positions

#7S.E.E.D. Planning Group LLCPassive

Notable overlap · 4 shared positions

$LIN $TMO $ISRG $ROL

$408M

98 positions

#8UNIO CAPITAL LLCActive

Notable overlap · 3 shared positions

$CTAS $ISRG $MCO

$526M

19 positions

#9Nutshell Asset Management LtdActive

Notable overlap · 6 shared positions

$MSCI $IDXX $APH $MCO $VRSK $ROL

$300M

45 positions

#10Local Pensions Partnership Investment LtdActive

Notable overlap · 7 shared positions

$TMO $TYL $APH $MCO $MSCI $IDXX

$4.8B

33 positions

#11James Hambro & Partners LLPActive

Notable overlap · 5 shared positions

$TMO $ISRG $ICE $APH $PLD

$2.9B

68 positions

#12YCG, LLCActive

Notable overlap · 4 shared positions

$LIN $MSCI $VRSK $MCO

$1.1B

41 positions

#13Navera Investment Management Ltd.Active

Notable overlap · 5 shared positions

$TMO $ISRG $APH $VRSK $SNPS

$3.7B

56 positions

#14Parsonex Advisory Services, Inc.Passive

Notable overlap · 5 shared positions

$TTWO $ISRG $ICE $UBER $LIN

$115M

50 positions

#15Sandhill Capital Partners LLCActive

Notable overlap · 4 shared positions

$LIN $ISRG $APH $UBER

$1.2B

98 positions

#16FLOSSBACH VON STORCH SEActive

Notable overlap · 5 shared positions

$TMO $ICE $LIN $APH $MSCI

$22.1B

106 positions

#17ROSENBLUM SILVERMAN SUTTON S F INC /CAPassive

Notable overlap · 4 shared positions

$CTAS $TMO $APH $SNPS

$416M

80 positions

#18MONTRUSCO BOLTON INVESTMENTS INC.Active

Notable overlap · 5 shared positions

$IDXX $LIN $APH $UBER $SNPS

$5.8B

85 positions

#19Quantum Capital Management, LLC / NJActive

Notable overlap · 4 shared positions

$MSCI $IDXX $TYL $MCO

$798M

35 positions

#20CALEDONIA INVESTMENTS PLCActive

Notable overlap · 3 shared positions

$CTAS $TMO $MCO

$890M

15 positions

#21NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive

Notable overlap · 5 shared positions

$SNPS $TTWO $APH $UBER $ROL

$595M

264 positions

#22WORMSER FRERES GESTIONActive

Notable overlap · 4 shared positions

$TMO $ISRG $MSCI $IDXX

$181M

71 positions

#23Progressive Investment Management CorpActive

Notable overlap · 6 shared positions

$IDXX $APH $MSCI $MCO $LIN $CTAS

$452M

56 positions

#24Phraction Management LLCActive

Notable overlap · 4 shared positions

$TMO $LIN $SNPS $ICE

$545M

67 positions

#25DAVIS-REA LTD.Active

Notable overlap · 4 shared positions

$TMO $SNPS $LIN $CTAS

$379M

41 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.