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 WORMSER FRERES GESTION

13F Portfolio OverlapQ2 2026WORMSER FRERES GESTION portfolio →

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Most similar hedge funds by 13F overlap

WORMSER FRERES GESTION is an institutional investor managing $177M across 66 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 WORMSER FRERES GESTION are Mirova US, Advocacy Wealth, Seilern Investment Ltd, with shared positions in $VRT, $ECL, $TMO, $EW, $ISRG, $XYL. The full ranking of 25 similar funds is below.

#1Mirova US LLCActive

Notable overlap · 8 shared positions

$VRT $ECL $TMO $EW $ISRG $XYL

$9.3B

45 positions

#2Advocacy Wealth Management, LLCActive

Notable overlap · 9 shared positions

$VRT $EW $SYK $NOW $IAU $ALC

$2.8B

151 positions

#3Seilern Investment Management LtdActive

Notable overlap · 6 shared positions

$CDNS $EW $ISRG $IDXX $ZTS $VEEV

$794M

24 positions

#4Navera Investment Management Ltd.Active

Notable overlap · 5 shared positions

$CDNS $TMO $ISRG $XYL $BSX

$3.7B

56 positions

#5DB Fitzpatrick & Co, IncActive

Notable overlap · 6 shared positions

$TMO $SYK $EW $MSCI $ECL $DHR

$124M

100 positions

#6Liontrust Investment Partners LLPActive

Notable overlap · 9 shared positions

$TMO $CDNS $ISRG $ECL $ALC $EW

$6.8B

194 positions

#7MCDANIEL TERRY & COActive

Notable overlap · 6 shared positions

$ECL $EMR $ISRG $SYK $ALC $TMO

$1.3B

81 positions

#8Sivik Global Healthcare LLCActive

Notable overlap · 7 shared positions

$ISRG $TMO $SYK $EW $DHR $ABT

$132M

34 positions

#9Sandhill Capital Partners LLCActive

Notable overlap · 4 shared positions

$SYK $NOW $ISRG $ANET

$1.2B

98 positions

#10WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTDActive

Notable overlap · 3 shared positions

$TMO $EW $MSCI

$364M

37 positions

#11MIROVAActive

Notable overlap · 9 shared positions

$CDNS $VRT $ECL $ISRG $TMO $NOW

$2.7B

185 positions

#12HealthInvest Partners ABActive

Notable overlap · 5 shared positions

$TMO $ISRG $SYK $EW $BSX

$372M

39 positions

#13Westwind CapitalPassive

Notable overlap · 5 shared positions

$VRT $MSCI $NOW $ISRG $KLAC

$422M

77 positions

#14Baer Investment Advisory LLCPassive

Notable overlap · 6 shared positions

$CDNS $ECL $TMO $RACE $VRT $VEEV

$119M

43 positions

#15Stonehage Fleming Financial Services Holdings LtdActive

Notable overlap · 4 shared positions

$CDNS $SYK $KLAC $IAU

$2.9B

215 positions

#16PENINSULA ASSET MANAGEMENT INCActive

Notable overlap · 4 shared positions

$SYK $EMR $ECL $ABT

$209M

54 positions

#17James Hambro & Partners LLPActive

Notable overlap · 3 shared positions

$TMO $ISRG $EMR

$2.8B

68 positions

#18NZS Capital, LLCActive

Notable overlap · 5 shared positions

$CDNS $ISRG $SYK $KLAC $DHR

$3.9B

61 positions

#19DKRT Investments Corp.Active

Notable overlap · 4 shared positions

$TMO $SYK $ALC $BSX

$409M

50 positions

#20CDAM (UK) LtdSmart money

Notable overlap · 3 shared positions

$TMO $NOW $VEEV

$387M

12 positions

#21Kessler Investment Group, LLCPassive

Notable overlap · 5 shared positions

$VRT $NOW $EMR $KLAC $ANET

$234M

81 positions

#22Avalon Global Asset Management LLCActive

Notable overlap · 4 shared positions

$VRT $NOW $EMR $CDNS

$917M

38 positions

#23Peloton Wealth StrategistsPassive

Notable overlap · 6 shared positions

$VRT $TMO $EMR $ISRG $ANET $ZTS

$271M

91 positions

#24Capital Investment Services of America, Inc.Active

Notable overlap · 7 shared positions

$ECL $SYK $NOW $DHR $PTC $IDXX

$1.0B

83 positions

#25Retail Employees Superannuation Pty Ltd as trustee for RetaiActive

Notable overlap · 4 shared positions

$TMO $ISRG $MSCI $IDXX

$373M

28 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.