What hedge funds are most similar to Grantham, Mayo, Van Otterloo & Co. LLC?

The funds with the most similar 13F portfolios to Grantham, Mayo, Van Otterloo & Co. LLC are Acumen Wealth Advisors,, Eldred Rock Partners,, NZS ,, based on overlapping conviction holdings in the latest SEC filings.

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 Grantham, Mayo, Van Otterloo &

13F Portfolio OverlapQ1 2026Grantham, Mayo, Van Otterloo & portfolio →

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Most similar hedge funds by 13F overlap

Grantham, Mayo, Van Otterloo & Co. LLC is an institutional investor managing $39.1B across 628 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 Grantham, Mayo, Van Otterloo & are Acumen Wealth Advisors,, Eldred Rock Partners,, NZS ,, with shared positions in $LRCX, $TMO, $USB, $ABT, $TXN, $CRM. The full ranking of 25 similar funds is below.

#1Acumen Wealth Advisors, LLCPassive

Notable overlap · 17 shared positions

$LRCX $TMO $USB $ABT $TXN $CRM

$372M

439 positions

#2Eldred Rock Partners, LLCActive

Notable overlap · 5 shared positions

$LRCX $TMO $TXN $ACN $ASML

$393M

31 positions

#3NZS Capital, LLCActive

Notable overlap · 6 shared positions

$LRCX $TXN $KLAC $ISRG $UBER $SNPS

$3.0B

58 positions

#4Center for Wealth Management AdvisoryActive

Notable overlap · 7 shared positions

$USB $UNH $CI $ABT $KO $ACN

$139M

62 positions

#5CINCINNATI INSURANCE COActive

Notable overlap · 6 shared positions

$LRCX $ACN $ABT $USB $TJX $UNH

$6.6B

63 positions

#6Guinness Atkinson Asset Management IncPassive

Notable overlap · 6 shared positions

$TMO $LRCX $CRM $KLAC $KO $TXN

$200M

123 positions

#7Railway Pension Investments LtdActive

Notable overlap · 5 shared positions

$LRCX $TMO $TXN $KLAC $TJX

$7.0B

103 positions

#8Gs Investments, Inc.Passive

Notable overlap · 7 shared positions

$TMO $KLAC $ACN $CRM $USB $UBER

$175M

134 positions

#9James Hambro & Partners LLPActive

Notable overlap · 5 shared positions

$TMO $TXN $KO $TJX $ISRG

$2.6B

57 positions

#10CAMBIAR INVESTORS LLCActive

Notable overlap · 7 shared positions

$TXN $USB $STZ $ELV $UBER $TJX

$2.2B

145 positions

#11EDGAR LOMAX CO/VAActive

Notable overlap · 6 shared positions

$USB $UNH $KO $TXN $ABT $ACN

$1.4B

56 positions

#12Distillate Capital Partners LLCPassive

Notable overlap · 7 shared positions

$CRM $ACN $ABT $CI $UBER $STZ

$1.9B

118 positions

#13Avanda Investment Management Pte. Ltd.Active

Notable overlap · 5 shared positions

$TMO $LRCX $TXN $KLAC $ASML

$63M

24 positions

#14Longview Partners (Guernsey) LTDActive

Notable overlap · 4 shared positions

$TMO $TXN $UNH $CRM

$7.1B

25 positions

#15SHUFRO ROSE & CO LLCActive

Notable overlap · 6 shared positions

$USB $TMO $TXN $HLT $CRM $KLAC

$1.5B

307 positions

#16ALKEON CAPITAL MANAGEMENT LLCSmart money

Notable overlap · 6 shared positions

$LRCX $KLAC $TJX $UBER $SNPS $ASML

$59.5B

102 positions

#17Rench Wealth Management, Inc.Active

Notable overlap · 6 shared positions

$LRCX $ABT $ISRG $UNH $ELV $ASML

$332M

62 positions

#18Sanders Capital, LLCActive

Notable overlap · 6 shared positions

$CRM $ACN $UNH $CI $ELV $ABT

$83.9B

44 positions

#19DAVIS SELECTED ADVISERSActive

Notable overlap · 5 shared positions

$USB $TXN $CI $UNH $DGX

$21.8B

112 positions

#20Palisade Asset Management, LLCActive

Notable overlap · 6 shared positions

$UNH $ABT $TJX $USB $TXN $ACN

$996M

195 positions

#21Cincinnati Specialty Underwriters Insurance COActive

Notable overlap · 7 shared positions

$TMO $UNH $LRCX $TJX $ACN $USB

$412M

46 positions

#22RE ADVISERS CORPActive

Notable overlap · 5 shared positions

$LRCX $UNH $TJX $ABT $CI

$3.7B

111 positions

#23DIAMOND HILL CAPITAL MANAGEMENT INCActive

Notable overlap · 5 shared positions

$TXN $ABT $CRM $TMO $ACN

$16.0B

187 positions

#24Empire Life Investments Inc.Active

Notable overlap · 5 shared positions

$LRCX $KO $ELV $TJX $TXN

$1.6B

110 positions

#25Mirova US LLCActive

Notable overlap · 5 shared positions

$TMO $ACN $TJX $ISRG $CRM

$8.8B

42 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.