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Hedge Funds Similar to GATES FOUNDATION

13F Portfolio OverlapQ1 2026GATES FOUNDATION portfolio →
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Most similar hedge funds by 13F overlap

GATES FOUNDATION TRUST is an institutional investor managing $31.7B across 22 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 GATES FOUNDATION are ECOFI INVESTISSEMENTS SA, Mirova US, Eliot Finkel Investment Counsel,, with shared positions in $WM, $ECL, $DHR, $VLTO, $DE, $PCAR. The full ranking of 25 similar funds is below.

#1ECOFI INVESTISSEMENTS SAPassive
Notable overlap · 4 shared positions
$WM$ECL$DHR$VLTO
$55M
36 positions
#2Mirova US LLCActive
Some overlap · 4 shared positions
$WM$ECL$DHR$VLTO
$8.8B
42 positions
#3Eliot Finkel Investment Counsel, LLCActive
Some overlap · 3 shared positions
$DE$PCAR$MCD
$184M
32 positions
#4Sustainable Growth Advisers, LPActive
Some overlap · 4 shared positions
$WM$ECL$DHR$WCN
$10.6B
51 positions
#5PARNASSUS INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$WM$DE$DHR
$34.1B
135 positions
#6DLK Investment Management, LLCPassive
Some overlap · 4 shared positions
$WM$DE$MCD$DHR
$253M
92 positions
#7J. Team Financial, Inc.Passive
Some overlap · 4 shared positions
$DE$WM$MCD$DHR
$89M
84 positions
#8Kimelman & Baird, LLCActive
Some overlap · 3 shared positions
$WM$WCN$MCD
$1.2B
263 positions
#9Atwater Malick LLCActive
Some overlap · 3 shared positions
$WM$MCD$CNI
$370M
100 positions
#10MIROVAPassive
Some overlap · 5 shared positions
$ECL$WM$WCN$DHR$VLTO
$2.5B
179 positions
#11Patrick Mauro Investment Advisor, INC.Active
Some overlap · 4 shared positions
$WM$CNI$MCD$DHR
$199M
40 positions
#12NICOLA WEALTH MANAGEMENT LTD.Passive
Some overlap · 3 shared positions
$CNI$DE$WCN
$833M
62 positions
#13Gouws Capital LLCActive
Some overlap · 3 shared positions
$DE$MCD$DHR
$189M
58 positions
#14CIDEL ASSET MANAGEMENT INCPassive
Some overlap · 3 shared positions
$CNI$WCN$WM
$1.8B
436 positions
#15Terra Alpha Investments LLC
Some overlap · 3 shared positions
$WM$DHR$VLTO
$98M
32 positions
#16BERKSHIRE ASSET MANAGEMENT LLC/PAPassive
Some overlap · 3 shared positions
$WM$DE$MCD
$2.3B
264 positions
#17AMI ASSET MANAGEMENT CORPActive
Some overlap · 3 shared positions
$WM$ECL$WST
$1.6B
96 positions
#18McCollum Christoferson Group LLCPassive
Some overlap · 3 shared positions
$ECL$WST$DHR
$333M
77 positions
#19BCV Asset Management Inc.Active
Some overlap · 4 shared positions
$DE$CNI$WCN$DHR
$2.9B
120 positions
#20Palisade Asset Management, LLCActive
Some overlap · 3 shared positions
$DE$ECL$MCD
$996M
195 positions
#21Fjell Capital, LLCPassive
Some overlap · 3 shared positions
$WM$DE$DHR
$130M
68 positions
#22Kampmann Melissa S.Passive
Some overlap · 3 shared positions
$ECL$WM$CNI
$125M
43 positions
#23BANQUE PICTET & CIE SAActive
Some overlap · 3 shared positions
$WM$DE$MCD
$14.2B
385 positions
#24Lakeside Advisors, INC.Active
Some overlap · 4 shared positions
$WM$FDX$PCAR$MCD
$150M
65 positions
#25Findlay Park Partners LLPActive
Some overlap · 4 shared positions
$CNI$WCN$WST$DHR
$7.2B
56 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.