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 VIKING GLOBAL INVESTORS

13F Portfolio OverlapQ2 2026VIKING GLOBAL INVESTORS portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

VIKING GLOBAL INVESTORS LP is an institutional investor managing $35.1B across 90 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 VIKING GLOBAL INVESTORS are DB Fitzpatrick, FLOSSBACH VON STORCH SE, BRISTOL JOHN W, with shared positions in $SHW, $APD, $TMO, $BA, $MSCI, $FTV. The full ranking of 25 similar funds is below.

#1DB Fitzpatrick & Co, IncActive

Notable overlap · 5 shared positions

$SHW $APD $TMO $BA $MSCI

$121M

100 positions

#2FLOSSBACH VON STORCH SEActive

Notable overlap · 7 shared positions

$FTV $SCHW $TMO $ICE $MCD $SHW

$22.1B

106 positions

#3BRISTOL JOHN W & CO INC /NY/Active

Notable overlap · 7 shared positions

$TMO $FDX $SCHW $UNP $APD $WAT

$6.8B

62 positions

#4Socorro Asset Management LPActive

Notable overlap · 6 shared positions

$APD $DIS $JCI $CPT $ICE $MS

$223M

33 positions

#5DODGE & COXActive

Notable overlap · 7 shared positions

$SCHW $JCI $APD $FTV $FDX $AON

$191.0B

222 positions

#6LATHROP INVESTMENT MANAGEMENT COActive

Notable overlap · 5 shared positions

$SCHW $TMO $DIS $JCI $CVS

$565M

89 positions

#7STALEY CAPITAL ADVISERS INCActive

Notable overlap · 5 shared positions

$APD $BA $FDX $DIS $QCOM

$2.6B

193 positions

#8DKRT Investments Corp.Active

Notable overlap · 6 shared positions

$TMO $BA $FDX $UNP $FDXF $DIS

$409M

50 positions

#9HFR Wealth Management, LLCActive

Notable overlap · 4 shared positions

$SCHW $LII $APD $UNP

$410M

53 positions

#10WealthBridge Investment Counsel Inc.Active

Notable overlap · 6 shared positions

$TMO $BA $FDX $DIS $MSCI $FDXF

$377M

44 positions

#11DELTA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$SCHW $MCD $APD $FDX $DLR $CVS

$206M

105 positions

#12Walsky Investment Management, Inc.Passive

Notable overlap · 5 shared positions

$APD $MCD $UNP $SHW $QCOM

$108M

52 positions

#13Arvin Capital Management LPPassive

Notable overlap · 5 shared positions

$TMO $WAT $UNP $RRX $SE

$766M

51 positions

#14AKO CAPITAL LLPActive

Notable overlap · 4 shared positions

$APD $RACE $WAT $ICE

$4.3B

22 positions

#15MANE GLOBAL CAPITAL MANAGEMENT LPPassive

Notable overlap · 4 shared positions

$SHW $CVNA $SE $DIS

$1.2B

54 positions

#16COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 5 shared positions

$SHW $TMO $ICE $QCOM $BA

$1.7B

91 positions

#17BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$TMO $SCHW $UNP $ICE $MS

$529M

72 positions

#18Parkside Investments, LLCActive

Notable overlap · 5 shared positions

$TMO $DIS $UNP $FDX $CVS

$879M

95 positions

#19SOUND SHORE MANAGEMENT INC /CT/Active

Notable overlap · 5 shared positions

$TMO $BA $DIS $GM $QCOM

$3.2B

40 positions

#20Kinsale Capital Group, Inc.Active

Notable overlap · 4 shared positions

$SCHW $MCD $DIS $SHW

$754M

41 positions

#21Blume Capital Management, Inc.Passive

Notable overlap · 5 shared positions

$SCHW $DIS $FDX $CVS $UNP

$678M

357 positions

#22EDGAR LOMAX CO/VAActive

Notable overlap · 6 shared positions

$FDX $UNP $SCHW $CVS $FDXF $MS

$1.3B

58 positions

#23GFI Investment Counsel Ltd.Active

Notable overlap · 4 shared positions

$SHW $MSCI $IBKR $AON

$737M

30 positions

#24NICHOLAS COMPANY, INC.Active

Notable overlap · 7 shared positions

$TMO $SHW $JCI $AON $MCD $FTV

$5.5B

195 positions

#25Harrington Investments, INCPassive

Notable overlap · 5 shared positions

$SCHW $TMO $DLR $JCI $QCOM

$209M

80 positions

Compare VIKING GLOBAL INVESTORS’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 VIKING GLOBAL INVESTORS’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.