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Compare Managers

Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.

LMR Partners LLP ⇄ Envestnet Asset Management Inc

60Shared positions
11.5%Name overlap (Jaccard)
15+Only LMR Partners…
15+Only Envestnet…

Shared holdings · Q2 2026

SecurityLMR Partners LLP weightEnvestnet Asset… weight
IVV iShares Core S&P 500 ETF 12.5% 7.3%
SPY State Street SPDR S&P 500… 3.6% 0.5%
WBD Warner Bros. Discovery… 3.0% 0.0%
NVDA NVIDIA Corporation 1.3% 1.1%
NSC Norfolk Southern… 2.0% 0.0%
AMZN Amazon.com, Inc. 1.0% 0.7%
SPCX Space Exploration… 1.6% 0.0%
MSFT Microsoft Corporation 0.3% 1.0%
TSM Taiwan Semiconductor… 0.9% 0.4%
AAPL Apple Inc. 0.4% 1.0%
BP BP p.l.c. 1.1% 0.0%
TSLA Tesla, Inc. 0.9% 0.1%
ECHO EchoStar Corporation 1.0% 0.0%
APH Amphenol Corporation 0.8% 0.2%
STX Seagate Technology… 0.9% 0.1%
MSI Motorola Solutions, Inc. 0.8% 0.1%
SHEL Shell plc 0.9% 0.0%
AXTA Axalta Coating Systems… 0.9% 0.0%
AVGO Broadcom Inc. 0.2% 0.7%
SMH VanEck Semiconductor ETF 0.7% 0.1%
DDOG Datadog, Inc. 0.8% 0.0%
EWY iShares MSCI South Korea… 0.8% 0.0%
SLAB Silicon Laboratories Inc. 0.7% 0.0%
TTWO Take-Two Interactive… 0.7% 0.0%
GOOGL Alphabet Inc. 0.1% 0.6%
DRAM Roundhill Memory ETF 0.7% 0.0%
QQQ Invesco QQQ Trust, Series… 0.1% 0.5%
ROKU Roku, Inc. 0.7% 0.0%
CLS Celestica Inc. 0.6% 0.0%
META Meta Platforms, Inc. 0.2% 0.4%
MU Micron Technology, Inc. 0.4% 0.2%
LRCX Lam Research Corporation 0.3% 0.3%
JPM JPMorgan Chase & Co. 0.1% 0.6%
SNDK Sandisk Corporation 0.6% 0.0%
PEN Penumbra, Inc. 0.6% 0.0%
ASML ASML Holding N.V. 0.4% 0.2%
ANET Arista Networks, Inc. 0.5% 0.1%
ILMN Illumina, Inc. 0.6% 0.0%
BABA Alibaba Group Holding… 0.6% 0.0%
CSCO Cisco Systems, Inc. 0.3% 0.3%
EA Electronic Arts Inc. 0.6% 0.0%
GLW Corning Inc 0.5% 0.1%
AES The AES Corporation 0.5% 0.0%
WTRG Essential Utilities, Inc. 0.5% 0.0%
GOOG Alphabet Inc. 0.0% 0.5%
QRVO Qorvo, Inc. 0.5% 0.0%
LQD iShares iBoxx $… 0.4% 0.2%
GE GE Aerospace 0.4% 0.1%
XLK State Street Technology… 0.0% 0.5%
WAT Waters Corporation 0.5% 0.0%
RVMD Revolution Medicines, Inc. 0.5% 0.0%
CRDO Credo Technology Group… 0.5% 0.0%
GDX VanEck Gold Miners ETF 0.5% 0.0%
GSK GSK plc 0.4% 0.0%
TXNM TXNM Energy, Inc. 0.5% 0.0%
MPWR Monolithic Power Systems… 0.4% 0.0%
ABBV AbbVie Inc. 0.2% 0.3%
SNN Smith & Nephew plc 0.4% 0.0%
AMAT Applied Materials, Inc. 0.3% 0.2%
GLD SPDR Gold Shares 0.3% 0.1%

Distinctively LMR Partners LLP

CORZW 1.2%
GTLS Chart Industries, Inc. 1.0%
GSAT Globalstar, Inc. 0.6%
AAUC Allied Gold… 0.5%
UNIT Uniti Group Inc. 0.3%
DBRG DigitalBridge Group… 0.2%
CAIIU 0.2%
LPAA 0.2%
DMIIU 0.2%
BACC 0.2%
RREVU 0.2%
GSRVU 0.2%
IPFX 0.2%
CGCF 0.2%
SORNU 0.1%

Distinctively Envestnet Asset…

IUSB iShares Core… 2.0%
DYNF iShares U.S. Equity… 1.8%
VOO Vanguard S&P 500 ETF 1.8%
IVW iShares S&P 500… 1.6%
VEA Vanguard FTSE… 1.5%
IEMG iShares Core MSCI… 1.3%
IVE iShares S&P 500 Value… 1.2%
VUG Vanguard Morningstar… 1.2%
VTV Vanguard Morningstar… 1.2%
IEFA iShares Core MSCI… 1.1%
AGG iShares Core U.S.… 1.0%
GOVT iShares U.S. Treasury… 0.9%
BAI iShares A.I.… 0.7%
BNDX Vanguard Total… 0.7%
EFG iShares MSCI EAFE… 0.7%
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology