13F Pro

Hedge Funds Similar to ALTRINSIC GLOBAL ADVISORS

13F Portfolio OverlapQ1 2026ALTRINSIC GLOBAL ADVISORS portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

ALTRINSIC GLOBAL ADVISORS LLC is an institutional investor managing $2.8B across 43 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 ALTRINSIC GLOBAL ADVISORS are Talaria Asset Pty Ltd, NEW VERNON INVESTMENT, DNCA FINANCE, with shared positions in $CB, $EG, $MDT, $EOG, $WTW, $TTE. The full ranking of 25 similar funds is below.

#1Talaria Asset Management Pty LtdActive
Substantial overlap · 4 shared positions
$CB$EG$MDT$EOG
$495M
12 positions
#2NEW VERNON INVESTMENT MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$CB$EG$WTW$MDT
$94M
39 positions
#3DNCA FINANCEActive
Notable overlap · 3 shared positions
$TTE$CRH$CRM
$1.7B
105 positions
#4Dupree Financial Group, LLCPassive
Notable overlap · 4 shared positions
$BP$EG$EOG$KR
$248M
71 positions
#5Groupe la FrancaisePassive
Notable overlap · 3 shared positions
$TTE$CRH$AEM
$7.3B
455 positions
#6Vulcan Value Partners, LLCActive
Notable overlap · 3 shared positions
$EG$G$CRM
$3.8B
33 positions
#7Te Ahumairangi Investment Management LtdActive
Notable overlap · 6 shared positions
$EG$TTE$CHKP$MDT$AEM$KR
$597M
86 positions
#8WILKINS INVESTMENT COUNSEL INCActive
Notable overlap · 3 shared positions
$CB$BP$MDT
$698M
119 positions
#9WESTPORT ASSET MANAGEMENT INCPassive
Notable overlap · 4 shared positions
$WTW$CHKP$EOG$CHTR
$226M
78 positions
#10KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive
Notable overlap · 5 shared positions
$AEM$FMX$MDT$EOG$MAS
$181M
93 positions
#11Veritas Asset Management LLPActive
Notable overlap · 5 shared positions
$AON$ICE$CRM$CHTR$MDT
$5.9B
21 positions
#12DJE Kapital AGActive
Notable overlap · 3 shared positions
$TTE$AEM$CRM
$4.5B
113 positions
#13Nepsis Inc.Active
Notable overlap · 3 shared positions
$CB$MDT$EOG
$299M
29 positions
#14GQG Partners LLCActive
Notable overlap · 3 shared positions
$CB$HDB$KR
$63.1B
81 positions
#15Ativo Capital Management LLCPassive
Notable overlap · 4 shared positions
$CHKP$AEM$YUMC$BAP
$115M
55 positions
#16St. James Investment Company, LLCSmart money
Some overlap · 3 shared positions
$MDT$AEM$EOG
$638M
22 positions
#17SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 3 shared positions
$BP$CHKP$MDT
$3.0B
40 positions
#18First Eagle Investment Management, LLCActive
Some overlap · 7 shared positions
$FMX$WTW$AEM$MDT$PPG$CRM
$75.6B
425 positions
#19HUDSON EDGE INVESTMENT PARTNERS INC.Active
Some overlap · 4 shared positions
$HDB$MDT$EOG$STZ
$684M
101 positions
#20HARDING LOEVNER LPActive
Some overlap · 3 shared positions
$HDB$FMX$BAP
$9.7B
73 positions
#21TODD ASSET MANAGEMENT LLCActive
Some overlap · 5 shared positions
$CB$TTE$MDT$YUMC$KR
$5.1B
179 positions
#22EQUITY INVESTMENT CORPActive
Some overlap · 5 shared positions
$TTE$MDT$PPG$DOC$OSK
$5.1B
71 positions
#23Altrius Capital Management IncPassive
Some overlap · 3 shared positions
$TTE$BP$STZ
$503M
87 positions
#24Castlefield Investment Partners LLPActive
Some overlap · 4 shared positions
$CB$HDB$CRM$CRH
$131M
35 positions
#25MCRAE CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$CHKP$CB$CRM
$482M
106 positions

Compare ALTRINSIC GLOBAL ADVISORS’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View ALTRINSIC GLOBAL ADVISORS’s holdings

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.