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Hedge Funds Similar to SCHRODER INVESTMENT GROUP

13F Portfolio OverlapQ2 2026SCHRODER INVESTMENT GROUP portfolio →
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Most similar hedge funds by 13F overlap

SCHRODER INVESTMENT MANAGEMENT GROUP is an institutional investor managing $141.1B across 1,167 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 SCHRODER INVESTMENT GROUP are Railway Pension Investments Ltd, Axecap Investments, NVWM, with shared positions in $ANET, $KLAC, $NEE, $CDNS, $PH, $TPR. The full ranking of 25 similar funds is below.

#1Railway Pension Investments LtdActive
Some overlap · 9 shared positions
$ANET$KLAC$NEE$CDNS$PH$TPR
$8.0B
102 positions
#2Axecap Investments, LLCPassive
Some overlap · 6 shared positions
$MS$ANET$KLAC$TPR$MNST$CDNS
$181M
73 positions
#3NVWM, LLCPassive
Some overlap · 8 shared positions
$ANET$KLAC$MS$CDNS$PH$TMO
$496M
780 positions
#4Smith Group Asset Management, LLCActive
Some overlap · 7 shared positions
$ANET$KLAC$TPR$CDNS$PH$TJX
$2.5B
166 positions
#5BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$MS$ANET$NEE$MNST$TMO$TJX
$499M
73 positions
#6NIXON PEABODY TRUST COActive
Some overlap · 6 shared positions
$MS$ANET$NEE$SYK$ARM$TJX
$1.4B
177 positions
#7Chesapeake Wealth ManagementPassive
Some overlap · 6 shared positions
$MS$KLAC$NEE$TMO$TJX$AXP
$357M
168 positions
#8DJE Kapital AGActive
Some overlap · 5 shared positions
$MS$ANET$NEE$CDNS$TJX
$5.3B
124 positions
#9Alaethes Wealth, LLCPassive
Some overlap · 4 shared positions
$MS$ANET$KLAC$NEE
$345M
111 positions
#10Sun Financial IncPassive
Some overlap · 6 shared positions
$ANET$KLAC$MNST$CDNS$TJX$AXP
$212M
161 positions
#11Vivid Wealth Management, LLCPassive
Some overlap · 6 shared positions
$ANET$KLAC$MNST$CDNS$TJX$AXP
$284M
73 positions
#12Teamwork Financial Advisors, LLCPassive
Some overlap · 6 shared positions
$ANET$KLAC$MNST$CDNS$TJX$AXP
$1.1B
215 positions
#13BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$ANET$KLAC$MNST$CDNS$TJX$AXP
$414M
106 positions
#14Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$MS$KLAC$NEE$MNST$TJX
$1.6B
184 positions
#15EASTERN BANKPassive
Some overlap · 6 shared positions
$ANET$KLAC$NEE$PH$EMR$AXP
$6.5B
1,038 positions
#16Community Financial Services Group, LLCPassive
Some overlap · 6 shared positions
$ANET$KLAC$NEE$PH$EMR$AXP
$686M
532 positions
#17TODD ASSET MANAGEMENT LLCActive
Some overlap · 5 shared positions
$MS$KLAC$TPR$PH$MDT
$5.6B
182 positions
#18Longbow Finance SAPassive
Some overlap · 6 shared positions
$ANET$KLAC$CDNS$PH$TJX$AXP
$782M
59 positions
#19HOWE & RUSLING INCPassive
Some overlap · 5 shared positions
$MS$KLAC$NEE$SYK$TJX
$1.7B
479 positions
#20Alcosta Capital Management, Inc.Active
Some overlap · 4 shared positions
$MS$ANET$KLAC$TJX
$148M
22 positions
#21Great Diamond Partners, LLCPassive
Some overlap · 5 shared positions
$MS$KLAC$TPR$NEE$PH
$582M
238 positions
#22Covenant Asset Management, LLCPassive
Some overlap · 4 shared positions
$MS$ANET$KLAC$AXP
$595M
164 positions
#23Covea FinanceActive
Some overlap · 7 shared positions
$MS$CDNS$PH$TMO$EMR$TJX
$3.2B
153 positions
#24Clarendon Private LLCPassive
Some overlap · 5 shared positions
$MS$KLAC$NEE$TJX$AXP
$156M
124 positions
#25Employees Retirement System of TexasActive
Some overlap · 5 shared positions
$MS$ANET$CDNS$PH$TMO
$12.6B
511 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.