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Hedge Funds Similar to TODD ASSET

13F Portfolio OverlapQ1 2026TODD ASSET portfolio →
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Most similar hedge funds by 13F overlap

TODD ASSET MANAGEMENT LLC is an institutional investor managing $5.1B across 179 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to TODD ASSET are Limestone Investment Advisors, VISTA INVESTMENT PARTNERS, ADVOCATE GROUP, with shared positions in $SHEL, $RIO, $AER, $MS, $BCS, $BABA. The full ranking of 25 similar funds is below.

#1Limestone Investment Advisors LPActive
Notable overlap · 8 shared positions
$SHEL$RIO$AER$MS$BCS$BABA
$1.2B
399 positions
#2VISTA INVESTMENT PARTNERS LLCPassive
Notable overlap · 7 shared positions
$KR$CB$KLAC$HCA$JBL$CFG
$378M
169 positions
#3ADVOCATE GROUP LLCPassive
Notable overlap · 6 shared positions
$CB$MDT$KR$CMI$MS$SHEL
$639M
126 positions
#4MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Notable overlap · 5 shared positions
$TEVA$RIO$MDT$GILD$MO
$115M
98 positions
#5Henry James International Management Inc.Passive
Some overlap · 7 shared positions
$AER$MUFG$NVS$KB$IX$BABA
$277M
94 positions
#6VISTA INVESTMENT PARTNERS II, LLCPassive
Some overlap · 6 shared positions
$CB$KR$HCA$KLAC$JBL$CFG
$223M
157 positions
#7Parrish Capital LLCPassive
Some overlap · 4 shared positions
$TEVA$TTE$SHEL$GILD
$112M
86 positions
#8XY Capital LtdPassive
Some overlap · 6 shared positions
$SHEL$MUFG$NVS$YUMC$BABA$ING
$101M
95 positions
#9Altrius Capital Management IncPassive
Some overlap · 5 shared positions
$TTE$GILD$NXPI$NVS$MO
$503M
87 positions
#10AUGUSTINE ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$SHEL$TTE$GILD$MUFG$MDT
$444M
112 positions
#11OAK ASSOCIATES LTD /OH/Active
Some overlap · 6 shared positions
$CB$NXPI$NVS$KLAC$AKAM$GILD
$1.5B
140 positions
#12GQG Partners LLCActive
Some overlap · 6 shared positions
$CB$KR$PBR$MO$ITUB$NVS
$63.1B
81 positions
#13Mondrian Investment Partners LTDActive
Some overlap · 5 shared positions
$SHEL$VALE$SAN$YUMC$PBR
$6.7B
103 positions
#14Cullen Capital Management, LLCActive
Some overlap · 5 shared positions
$CB$MDT$NVS$MS$MO
$9.8B
213 positions
#15ALTRINSIC GLOBAL ADVISORS LLCSmart money
Some overlap · 5 shared positions
$CB$TTE$MDT$YUMC$KR
$2.8B
43 positions
#16Lifeworks Advisors, LLCPassive
Some overlap · 6 shared positions
$GILD$JBL$DELL$MO$CMI$KR
$779M
297 positions
#17Integrated Quantitative Investments LLCPassive
Some overlap · 6 shared positions
$SAN$SHEL$ING$BABA$AER$TTE
$551M
385 positions
#18Drum Hill Capital, LLCActive
Some overlap · 4 shared positions
$TTE$SHEL$NXPI$PBR
$109M
46 positions
#19Verity & Verity, LLCActive
Some overlap · 5 shared positions
$GILD$MDT$CMI$DELL$MO
$1.3B
138 positions
#20Townsend & Associates, IncActive
Some overlap · 4 shared positions
$TTE$HCA$KR$AER
$1.2B
115 positions
#21Hartford Funds Management Co LLCSmart money
Some overlap · 5 shared positions
$GILD$HCA$KLAC$NXPI$MS
$1.2B
96 positions
#22Kiltearn Partners LLPActive
Some overlap · 4 shared positions
$VALE$MDT$GILD$HCA
$372M
25 positions
#23DMKC Advisory Services, LLCPassive
Some overlap · 4 shared positions
$TTE$SHEL$CMI$MDT
$240M
84 positions
#24NatWest Group plcActive
Some overlap · 5 shared positions
$KR$GILD$MS$KLAC$NRG
$462M
44 positions
#25Trust Investment AdvisorsPassive
Some overlap · 5 shared positions
$RIO$MS$CFG$DELL$KLAC
$171M
89 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.