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Hedge Funds Similar to Rothschild & Wealth UK Ltd

13F Portfolio OverlapQ2 2026Rothschild & Wealth UK Ltd portfolio →
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Most similar hedge funds by 13F overlap

Rothschild & Co Wealth Management UK Ltd is an institutional investor managing $6.9B across 25 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Rothschild & Wealth UK Ltd are Metropolis Ltd, Dorsey Asset, TCI Fund Ltd, with shared positions in $BKNG, $SUNB, $CCZ, $TXN, $RYAAY, $SPGI. The full ranking of 25 similar funds is below.

#1Metropolis Capital LtdSmart money
Substantial overlap · 5 shared positions
$BKNG$SUNB$CCZ$TXN$RYAAY
$3.4B
16 positions
#2Dorsey Asset Management, LLCSmart money
Substantial overlap · 3 shared positions
$BKNG$SPGI$SUNB
$1.6B
11 positions
#3TCI Fund Management LtdSmart money
Substantial overlap · 4 shared positions
$SPGI$MCO$CP$CNI
$52.8B
11 positions
#4Windmill Hill Asset Management LtdSmart money
Substantial overlap · 3 shared positions
$SPGI$MCO$CP
$448M
21 positions
#5Longview Partners (Guernsey) LTDActive
Substantial overlap · 5 shared positions
$TXN$AXP$BKNG$MCO$SPGI
$6.2B
23 positions
#6AKO CAPITAL LLPActive
Notable overlap · 3 shared positions
$SUNB$CP$MCO
$4.3B
22 positions
#7Sterling Investment Management, Inc.Passive
Notable overlap · 3 shared positions
$SPGI$MCO$CP
$182M
66 positions
#8LRZ CAPITAL LLCActive
Notable overlap · 3 shared positions
$SPGI$CP$BKNG
$197M
18 positions
#9Long Corridor Asset Management LtdActive
Notable overlap · 3 shared positions
$AXP$SPGI$MCO
$331M
35 positions
#10CALEDONIA INVESTMENTS PLCActive
Notable overlap · 3 shared positions
$MCO$TXN$CHTR
$883M
15 positions
#11Local Pensions Partnership Investment LtdActive
Notable overlap · 3 shared positions
$TXN$MCO$BKNG
$4.8B
32 positions
#12YCG, LLCActive
Notable overlap · 4 shared positions
$MCO$SPGI$CP$CNI
$1.1B
41 positions
#13Coleford Investment Management Ltd.Active
Notable overlap · 4 shared positions
$AXP$MCO$CP$CNI
$459M
23 positions
#14Round Hill Asset ManagementActive
Notable overlap · 4 shared positions
$SPGI$CCZ$MCO$CHTR
$159M
62 positions
#15Bretton Capital Management, LLCActive
Notable overlap · 3 shared positions
$AXP$SPGI$MCO
$125M
20 positions
#16BloombergSen Inc.Smart money
Notable overlap · 3 shared positions
$SUNB$BKNG$W
$1.3B
31 positions
#17Unison Asset Management LLCActive
Notable overlap · 3 shared positions
$AXP$BKNG$DE
$246M
32 positions
#18Karani Asset Management LLCPassive
Notable overlap · 4 shared positions
$AXP$DE$SPGI$TXN
$139M
57 positions
#19BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Notable overlap · 3 shared positions
$DE$AXP$TXN
$263M
90 positions
#20SCHWARTZ INVESTMENT COUNSEL INCActive
Notable overlap · 3 shared positions
$TXN$SPGI$MCO
$3.0B
138 positions
#21BRISTOL JOHN W & CO INC /NY/Active
Notable overlap · 5 shared positions
$CP$TXN$DE$MCO$SPGI
$6.8B
62 positions
#22Vancity Investment Management Ltd
Notable overlap · 3 shared positions
$MCO$SPGI$TXN
$629M
94 positions
#23Ravenstone Capital Management Inc.Active
Notable overlap · 3 shared positions
$CP$SPGI$CNI
$244M
54 positions
#24Shelter Mutual Insurance CoActive
Notable overlap · 3 shared positions
$DE$AXP$BKNG
$473M
58 positions
#25James Hambro & Partners LLPActive
Notable overlap · 3 shared positions
$TXN$SUNB$SPGI
$2.8B
68 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.