How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Mondrian Investment Partners LTD

13F Portfolio OverlapQ2 2026Mondrian Investment Partners LTD portfolio →

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Most similar hedge funds by 13F overlap

Mondrian Investment Partners LTD is an institutional investor managing $6.5B across 111 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Mondrian Investment Partners LTD are ABC ARBITRAGE SA, EQUITY INVESTMENT, Farringdon , Ltd., with shared positions in $LYG, $BTI, $GSK, $BP, $SHEL, $PHG. The full ranking of 25 similar funds is below.

#1ABC ARBITRAGE SAPassive

Notable overlap · 6 shared positions

$LYG $BTI $GSK $BP $SHEL $PHG

$926M

381 positions

#2EQUITY INVESTMENT CORPActive

Notable overlap · 6 shared positions

$GSK $SNY $SHEL $WFC $SCHW $NNN

$5.2B

76 positions

#3Farringdon Capital, Ltd.Passive

Notable overlap · 5 shared positions

$LYG $GSK $PBR $BTI $SHEL

$202M

184 positions

#4Altrius Capital Management IncPassive

Notable overlap · 4 shared positions

$BTI $GSK $SNY $BP

$526M

89 positions

#5Poehling Capital Management, INC.Passive

Notable overlap · 7 shared positions

$SCHW $BTI $WFC $CRM $PEP $FISV

$466M

166 positions

#6DV EQUITIES, LLCActive

Notable overlap · 4 shared positions

$SONY $GSK $BP $SAN

$698M

107 positions

#7SUMMITRY LLCPassive

Notable overlap · 6 shared positions

$TMO $SCHW $WFC $CRM $TXN $FISV

$3.0B

340 positions

#8Eldred Rock Partners, LLCActive

Notable overlap · 5 shared positions

$TMO $TXN $SHEL $WFC $PEP

$465M

29 positions

#9Ativo Capital Management LLCPassive

Notable overlap · 3 shared positions

$YUMC $BTI $B

$131M

56 positions

#10TrueMark Investments, LLCPassive

Notable overlap · 6 shared positions

$BTI $GSK $SNY $PBR $PEP $TXN

$798M

187 positions

#11MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$YUMC $PBR $HDB $YMM $VALE

$292M

32 positions

#12Longview Partners (Guernsey) LTDActive

Notable overlap · 5 shared positions

$TMO $TXN $CDW $CRM $SYY

$6.2B

23 positions

#13Transmarket Holdings LPActive

Notable overlap · 3 shared positions

$GSK $PHG $BP

$136M

33 positions

#14TWIN CITY PRIVATE WEALTH, LLCPassive

Notable overlap · 6 shared positions

$SCHW $GSK $WFC $LYG $SYY $TXN

$143M

104 positions

#15Holowesko Partners Ltd.Active

Notable overlap · 4 shared positions

$YUMC $DD $PEP $LHX

$395M

34 positions

#16PRING TURNER CAPITAL GROUP INCPassive

Notable overlap · 4 shared positions

$SCHW $TXN $PLD $WFC

$175M

73 positions

#17Callodine Capital Management, LPActive

Notable overlap · 4 shared positions

$BTI $GSK $WFC $SHEL

$1.5B

63 positions

#18HF Advisory Group, LLCPassive

Notable overlap · 6 shared positions

$SCHW $WFC $SHEL $BTI $TXN $PEP

$323M

168 positions

#19HARRIS ASSOCIATES L PActive

Notable overlap · 6 shared positions

$SCHW $CRM $WFC $SYY $CDW $FISV

$75.4B

162 positions

#20BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$TMO $TXN $SCHW $PEP

$499M

73 positions

#21WILKINS INVESTMENT COUNSEL INCActive

Notable overlap · 6 shared positions

$BP $TXN $SYY $PEP $DD $FISV

$742M

119 positions

#22HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$CRM $WFC $CDW $SHEL $WDAY $FISV

$34.3B

462 positions

#23XY Capital LtdActive

Notable overlap · 5 shared positions

$SONY $SHEL $HDB $INFY $PHG

$104M

72 positions

#24Capricorn Fund Managers LtdPassive

Notable overlap · 4 shared positions

$BP $BTI $SHEL $GSK

$1.3B

178 positions

#25Keystone Financial Planning, Inc.Smart money

Notable overlap · 3 shared positions

$GSK $BTI $SNY

$388M

39 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.