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Hedge Funds Similar to Unisphere Establishment

13F Portfolio OverlapQ2 2026Unisphere Establishment portfolio →
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Most similar hedge funds by 13F overlap

Unisphere Establishment is an institutional investor managing $11.7B across 56 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 Unisphere Establishment are Phraction, Spinecap SAS, LRZ, with shared positions in $TMO, $LIN, $SPGI, $HON, $HONA, $ADI. The full ranking of 25 similar funds is below.

#1Phraction Management LLCActive
Notable overlap · 8 shared positions
$TMO$LIN$SPGI$HON$HONA$ADI
$596M
66 positions
#2Spinecap SASActive
Notable overlap · 4 shared positions
$TMO$BLK$DHR$KKR
$335M
16 positions
#3LRZ CAPITAL LLCActive
Notable overlap · 4 shared positions
$SPGI$TMO$DHR$KKR
$197M
18 positions
#4Temasek Holdings (Private) LtdActive
Notable overlap · 7 shared positions
$BLK$SPGI$TMO$KKR$CDNS$LIN
$37.3B
196 positions
#5Lindsell Train LtdSmart money
Notable overlap · 4 shared positions
$TMO$INTU$KKR$SPGI
$2.6B
28 positions
#6Haverford Financial Services, Inc.Active
Notable overlap · 7 shared positions
$BLK$HONA$HON$SPGI$TJX$TMO
$339M
49 positions
#7BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 6 shared positions
$TMO$INTU$BLK$SPGI$LIN$TJX
$499M
73 positions
#8WestEnd Advisors, LLCActive
Notable overlap · 4 shared positions
$TMO$SPGI$INTU$TJX
$4.5B
408 positions
#9FLOSSBACH VON STORCH SEActive
Notable overlap · 6 shared positions
$TMO$SPGI$LIN$DHR$ADI$ZTS
$22.1B
106 positions
#10C Partners Holding GmbHActive
Notable overlap · 3 shared positions
$SPGI$TMO$CMG
$330M
15 positions
#11PROFESSIONAL ADVISORY SERVICES INCActive
Notable overlap · 5 shared positions
$TMO$SPGI$TJX$ADI$AJG
$836M
93 positions
#12CINCINNATI CASUALTY COSmart money
Notable overlap · 5 shared positions
$HON$HONA$TMO$TJX$ADI
$188M
24 positions
#13Ironvine Capital Partners, LLCActive
Notable overlap · 6 shared positions
$SPGI$TMO$ADI$DHR$HONA$HON
$1.1B
57 positions
#14First Fiduciary Investment Counsel, Inc.Passive
Notable overlap · 5 shared positions
$BLK$HON$HONA$DHR$PFE
$529M
75 positions
#15Haverford Trust CoActive
Notable overlap · 6 shared positions
$BLK$TJX$SPGI$TMO$HONA$HON
$11.6B
424 positions
#16Ravenstone Capital Management Inc.Active
Notable overlap · 3 shared positions
$TMO$SPGI$DHR
$244M
54 positions
#17Clio Asset Management LLCActive
Notable overlap · 4 shared positions
$SPGI$LIN$AJG$MDLN
$126M
15 positions
#18Ayrshire Capital Management LLCPassive
Notable overlap · 7 shared positions
$LIN$SPGI$TJX$RSG$AJG$DHR
$214M
50 positions
#19EAGLE CAPITAL MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$SPGI$INTU$DHR$AJG
$32.7B
56 positions
#20Prana Capital Management, LPActive
Notable overlap · 3 shared positions
$BLK$SPGI$AJG
$3.3B
122 positions
#21CAMDEN NATIONAL BANKPassive
Notable overlap · 6 shared positions
$LIN$TMO$TJX$RSG$SPGI$ZTS
$767M
184 positions
#22LOCUST WOOD CAPITAL ADVISERS, LLCActive
Notable overlap · 4 shared positions
$SPGI$LIN$HON$HONA
$4.1B
33 positions
#23Nexus Investment Management ULCActive
Notable overlap · 6 shared positions
$TMO$PFE$AJG$HON$HONA$DHR
$767M
72 positions
#24COMPASS CAPITAL MANAGEMENT, INCActive
Notable overlap · 4 shared positions
$TMO$SPGI$LIN$BSX
$1.7B
91 positions
#25J. Stern & Co. LLPActive
Notable overlap · 5 shared positions
$HON$HONA$TMO$CDNS$LIN
$1.1B
51 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.