13F Pro

Hedge Funds Similar to WELLCOME LTD (THE) as trustee of the WELLCOME

13F Portfolio OverlapQ2 2026WELLCOME LTD (THE) as trustee of the WELLCOME portfolio →
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Most similar hedge funds by 13F overlap

WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST is an institutional investor managing $9.0B across 20 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 WELLCOME LTD (THE) as trustee of the WELLCOME are FLOSSBACH VON STORCH SE, DLK Investment, HENDLEY, with shared positions in $ABT, $LIN, $PEP, $ACN, $NKE, $EW. The full ranking of 25 similar funds is below.

#1FLOSSBACH VON STORCH SEActive
Notable overlap · 5 shared positions
$ABT$LIN$PEP$ACN$NKE
$22.1B
106 positions
#2DLK Investment Management, LLCPassive
Notable overlap · 5 shared positions
$PEP$ABT$LIN$NKE$ACN
$235M
96 positions
#3HENDLEY & CO INCActive
Notable overlap · 3 shared positions
$ABT$LIN$PEP
$283M
47 positions
#4B&D White Capital Company, LLCActive
Some overlap · 3 shared positions
$ABT$PEP$NKE
$1.0B
94 positions
#5WORMSER FRERES GESTIONActive
Some overlap · 3 shared positions
$EW$NOW$ABT
$177M
66 positions
#6LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$ABT$PEP$ACN
$273M
104 positions
#7Fulcrum Capital LLCActive
Some overlap · 4 shared positions
$EW$LIN$PEP$NOW
$493M
103 positions
#8Advocacy Wealth Management, LLCActive
Some overlap · 3 shared positions
$EW$ABT$NOW
$2.8B
151 positions
#9Center for Wealth Management AdvisoryActive
Some overlap · 4 shared positions
$PEP$ABT$NKE$ACN
$159M
62 positions
#10WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 4 shared positions
$LIN$PEP$ACN$NKE
$1.3B
73 positions
#11BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$LIN$PEP$ACN$NKE
$499M
73 positions
#12McCollum Christoferson Group LLCPassive
Some overlap · 3 shared positions
$LIN$NOW$PEP
$341M
80 positions
#13Vancity Investment Management LtdPassive
Some overlap · 3 shared positions
$NOW$LIN$EW
$666M
92 positions
#14M. Kraus & CoPassive
Some overlap · 3 shared positions
$LIN$PEP$ABT
$377M
86 positions
#15Ramsay, Stattman, Vela & Price, Inc.Passive
Some overlap · 4 shared positions
$PEP$ABT$LIN$NKE
$562M
84 positions
#16Titan Investment Solutions LtdActive
Some overlap · 4 shared positions
$LIN$PEP$EW$NOW
$894M
60 positions
#17Employees Provident Fund BoardActive
Some overlap · 3 shared positions
$NOW$LIN$NKE
$17.4B
68 positions
#18SECURITY NATIONAL BANK OF SO DAK
Some overlap · 4 shared positions
$LIN$ABT$PEP$NKE
$207M
119 positions
#19COMPASS CAPITAL MANAGEMENT, INCActive
Some overlap · 3 shared positions
$LIN$ACN$NOW
$1.7B
91 positions
#20Sky Investment Group LLCPassive
Some overlap · 3 shared positions
$LIN$PEP$ABT
$637M
146 positions
#21Delta Global Management LPPassive
Some overlap · 3 shared positions
$PEP$NOW$KLAR
$922M
149 positions
#22Schrum Private Wealth Management LLCPassive
Some overlap · 3 shared positions
$PEP$ACN$ABT
$97M
109 positions
#23WATERS PARKERSON & CO., LLCActive
Some overlap · 3 shared positions
$ABT$PEP$ACN
$2.0B
200 positions
#24SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/
Some overlap · 4 shared positions
$LIN$ABT$NKE$PEP
$169M
104 positions
#25CONNORS INVESTOR SERVICES INCPassive
Some overlap · 3 shared positions
$LIN$PEP$DASH
$1.2B
153 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.