Institutional Portfolio Overlap & Shared Holdings
Compare institutional investor portfolios using publicly disclosed SEC Form 13F filings tracked by InsiderSet. Analyze shared holdings, overlapping sector exposure, consensus smart money positions, portfolio concentration, and estimated current values across major hedge funds and institutional asset managers.
Sector portfolio overlap
Explore shared holdings and top overlapping superinvestor pairs within a sector.
Sequoia Financial Advisors & Turtle Creek Asset Management Portfolio Overlap
Shared 13F holdings between Sequoia Financial Advisors and Turtle Creek Asset Management based on latest reported SEC filings (the quarter ended June 30, 2026).
Overlap Score
6
Minimal overlap
Shared Holdings
22 shared positions across both portfolios (2049 holdings for Sequoia Financial Advisors, 39 for Turtle Creek Asset Management).
| Stock | Sequoia Financial Advisors value | Turtle Creek Asset Management value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| CIGI Colliers International Group In | $227,347 | $259.39M | $259.62M | 3.4% | $238.10M | Real Estate |
| FND Floor & Decor Holdings, Inc. | $1.65M | $235.73M | $237.38M | 3.1% | $249.14M | Consumer Cyclical |
| EEFT Euronet Worldwide, Inc. | $528,140 | $204.46M | $204.98M | 2.7% | $244.55M | Technology |
| IR Ingersoll Rand Inc. | $816,945 | $184.06M | $184.87M | 2.4% | $186.66M | Industrials |
| FI Fiserv, Inc. | $930,644 | $158.58M | $159.51M | 2.1% | — | Technology |
| BC Brunswick Corporation | $260,639 | $133.37M | $133.63M | 1.8% | $147.97M | Consumer Cyclical |
| MIDD The Middleby Corporation | $204,692 | $125.09M | $125.30M | 1.7% | $123.86M | Industrials |
| ENSG The Ensign Group, Inc. | $473,849 | $118.29M | $118.76M | 1.6% | $100.81M | Healthcare |
| SCI Service Corporation Internation | $15.94M | $95.84M | $111.78M | 1.3% | $105.87M | Consumer Cyclical |
| GIL Gildan Activewear, Inc. | $249,577 | $104.06M | $104.31M | 1.4% | $100.73M | Consumer Cyclical |
| ECPG Encore Capital Group Inc | $218,859 | $92.45M | $92.67M | 1.2% | $117.81M | Financial Services |
| SSNC SS&C Technologies Holdings, Inc | $571,592 | $78.11M | $78.68M | 1.0% | $79.14M | Technology |
| VNT Vontier Corporation | $910,895 | $75.01M | $75.92M | 1.0% | $64.87M | Technology |
| MEDP Medpace Holdings, Inc. | $586,786 | $65.10M | $65.69M | 0.9% | $72.67M | Healthcare |
| MGA Magna International, Inc. | $1.41M | $33.47M | $34.89M | 0.4% | $42.17M | Consumer Cyclical |
| BWA BorgWarner Inc. | $1.80M | $21.56M | $23.36M | 0.3% | $27.01M | Consumer Cyclical |
| ITT ITT Inc. | $8.78M | $6.43M | $15.21M | 0.1% | $14.97M | Industrials |
| BLDR Builders FirstSource, Inc. | $288,484 | $13.39M | $13.68M | 0.2% | $11.57M | Industrials |
| KNX Knight-Swift Transportation Hol | $939,150 | $2.72M | $3.66M | 0.0% | $4.55M | Industrials |
| SYF Synchrony Financial | $1.32M | $1.62M | $2.95M | 0.0% | $2.98M | Financial Services |
| FSV FirstService Corporation | $219,845 | $1.72M | $1.94M | 0.0% | $2.00M | Real Estate |
| OTEX Open Text Corporation | $387,766 | $591,806 | $979,572 | 0.0% | $1.00M | Technology |
Largest Shared Position
Colliers International Group In (CIGI) represents the largest overlapping position between Sequoia Financial Advisors and Turtle Creek Asset Management based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of CIGI positions reported by both investment firms is approximately $259.62M, reflecting overlapping institutional exposure to Colliers International Group In.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Consumer Cyclical | $645.35M | BC, BWA, FND, GIL, MGA, SCI |
| Technology | $520.07M | EEFT, FI, OTEX, SSNC, VNT |
| Industrials | $342.72M | BLDR, IR, ITT, KNX, MIDD |
| Real Estate | $261.56M | CIGI, FSV |
| Healthcare | $184.45M | ENSG, MEDP |
| Financial Services | $95.62M | ECPG, SYF |
Consensus Smart Money Signals
Shared holdings between Sequoia Financial Advisors and Turtle Creek Asset Management may indicate overlapping long-term investment themes or broader smart money consensus toward specific companies and sectors. SEC Form 13F filings report positions, not investment intent.
- Strongest overlap by reported value: CIGI ($259.62M combined).
- Highest average portfolio weight in overlap: CIGI (3.4% conviction score).
- Largest estimated mark-to-market gain since filing: EEFT ($39.57M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The latest period shows 20 shared holdings ($1.97B combined reported value).
Overlap Score Guide
| Score | Meaning |
|---|---|
| 85–100 | Extremely high shared conviction |
| 65–84 | Strong overlap |
| 45–64 | Moderate overlap |
| 25–44 | Limited overlap |
| 0–24 | Minimal overlap |
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