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 Research Global Investors

13F Portfolio OverlapQ1 2026Research Global Investors portfolio →

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Most similar hedge funds by 13F overlap

Capital Research Global Investors is an institutional investor managing $644.6B across 459 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 Research Global Investors are World Investors, Cravens & Advisors,, International Sarl, with shared positions in $PM, $VRTX, $SBUX, $CNQ, $RCL, $UNH. The full ranking of 25 similar funds is below.

#1Capital World InvestorsPassive

Notable overlap · 10 shared positions

$PM $VRTX $SBUX $CNQ $RCL $UNH

$732.9B

620 positions

#2Cravens & Co Advisors, LLCActive

Notable overlap · 8 shared positions

$PM $VRTX $SBUX $GE $ABT $UNH

$154M

64 positions

#3Capital International SarlActive

Notable overlap · 8 shared positions

$PM $VRTX $GE $RCL $SBUX $LIN

$6.1B

287 positions

#4Meiji Yasuda America IncActive

Notable overlap · 8 shared positions

$PM $GE $RCL $UBER $AMAT $PGR

$404M

57 positions

#5Hemenway Trust Co LLCActive

Some overlap · 8 shared positions

$AMAT $VRTX $UBER $ABT $CARR $UNH

$1.2B

135 positions

#6SOMERVILLE KURT FPassive

Some overlap · 8 shared positions

$AMAT $VRTX $UBER $ABT $UNH $CARR

$379M

91 positions

#7Capital International InvestorsActive

Some overlap · 7 shared positions

$PM $GE $RCL $ABT $MELI $MDLZ

$426.5B

438 positions

#8Elefante Mark BPassive

Some overlap · 7 shared positions

$AMAT $VRTX $UBER $CARR $ABT $UNH

$182M

58 positions

#9CAPITAL INTERNATIONAL LTD /CA/Active

Some overlap · 7 shared positions

$VRTX $RCL $GE $SBUX $LIN $MELI

$2.7B

146 positions

#10Capital Group Investment Management Pte. Ltd.Passive

Some overlap · 7 shared positions

$VRTX $RCL $GE $SBUX $LIN $MELI

$585M

140 positions

#11WCM INVESTMENT MANAGEMENT, LLCActive

Some overlap · 6 shared positions

$PM $GE $LIN $VRTX $CNQ $MDT

$43.8B

263 positions

#12Delaney Dennis RPassive

Some overlap · 7 shared positions

$AMAT $VRTX $UBER $ABT $CARR $NEE

$282M

60 positions

#13PUZO MICHAEL JPassive

Some overlap · 7 shared positions

$AMAT $VRTX $UBER $ABT $UNH $CARR

$343M

67 positions

#14TWIN CITY PRIVATE WEALTH, LLCPassive

Some overlap · 5 shared positions

$PM $AMAT $SBUX $WFC $MDT

$132M

96 positions

#15Galvin, Gaustad & Stein, LLCPassive

Some overlap · 6 shared positions

$GE $VRTX $UBER $WFC $PGR $UNP

$1.2B

252 positions

#16NS Partners LtdActive

Some overlap · 6 shared positions

$AMAT $GE $PM $WFC $UNH $NEE

$2.2B

71 positions

#17Dempze Nancy EPassive

Some overlap · 6 shared positions

$AMAT $VRTX $UBER $ABT $UNH $NEE

$182M

92 positions

#18Shepherd Street Advisors LLCPassive

Some overlap · 6 shared positions

$AMAT $VRTX $LIN $WFC $UNP $GILD

$101M

86 positions

#19GRAYBILL WEALTH MANAGEMENT, LTD.Passive

Some overlap · 5 shared positions

$GE $SBUX $UBER $CNQ $ABT

$328M

83 positions

#20Bank Julius Baer & Co. Ltd, ZurichActive

Some overlap · 7 shared positions

$AMAT $LIN $GE $WFC $ABT $UBER

$33.2B

678 positions

#21EDGAR LOMAX CO/VAActive

Some overlap · 8 shared positions

$SBUX $WFC $ABT $UNH $UNP $MDLZ

$1.4B

56 positions

#22Alley Investment Management Company, LLCActive

Some overlap · 5 shared positions

$PM $SBUX $GE $ABT $UNP

$821M

85 positions

#23MOODY LYNN & LIEBERSON, LLCPassive

Some overlap · 7 shared positions

$VRTX $LIN $WFC $ABT $UNP $GILD

$1.8B

250 positions

#24Fulcrum Capital LLCActive

Some overlap · 6 shared positions

$VRTX $UBER $LIN $ABT $UNH $EOG

$461M

101 positions

#25SPWM Advisors LLCPassive

Some overlap · 5 shared positions

$PM $AMAT $SBUX $WFC $MDT

$115M

93 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.