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Hedge Funds Similar to Lindsell Train Ltd

13F Portfolio OverlapQ1 2026Lindsell Train Ltd portfolio →
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Most similar hedge funds by 13F overlap

Lindsell Train Ltd is an institutional investor managing $2.6B across 28 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 Lindsell Train Ltd are GCQ FUNDS PTY Ltd, Black Cypress ,, Bowie ,, with shared positions in $INTU, $FICO, $VRSK, $DIS, $BF-A, $NKE. The full ranking of 25 similar funds is below.

#1GCQ FUNDS MANAGEMENT PTY LtdActive
Notable overlap · 3 shared positions
$INTU$FICO$VRSK
$753M
11 positions
#2Black Cypress Capital Management, LLCActive
Notable overlap · 3 shared positions
$DIS$BF-A$NKE
$139M
31 positions
#3Bowie Capital Management, LLCActive
Notable overlap · 3 shared positions
$FICO$INTU$NKE
$2.7B
36 positions
#4Battery Global Advisors, LLCActive
Notable overlap · 4 shared positions
$INTU$FICO$VRSK$MSGS
$186M
154 positions
#5TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICAActive
Notable overlap · 4 shared positions
$FICO$AXP$TMO$KO
$80M
84 positions
#6Navera Investment Management Ltd.Active
Notable overlap · 5 shared positions
$TMO$INTU$VRSK$AXP$KO
$3.9B
56 positions
#7XXEC, Inc.Active
Notable overlap · 3 shared positions
$INTU$FICO$VRSK
$571M
23 positions
#8Heard Capital LLCSmart money
Notable overlap · 3 shared positions
$FICO$AXP$ADBE
$1.9B
21 positions
#9Bristol Gate Capital Partners Inc.Active
Notable overlap · 4 shared positions
$TMO$INTU$VRSK$CP
$1.6B
31 positions
#10RBO & CO LLCActive
Some overlap · 6 shared positions
$MDLZ$DIS$BF-A$EFX$ADBE$KO
$620M
57 positions
#11Great Hill Capital LLCSmart money
Some overlap · 3 shared positions
$PYPL$DIS$EL
$1.5B
47 positions
#12Kennon-Green & Company, LLCActive
Some overlap · 7 shared positions
$MDLZ$DIS$INTU$BF-A$ADBE$KO
$122M
39 positions
#13R.H. Dinel Investment Counsel, Inc.Active
Some overlap · 4 shared positions
$TMO$ADBE$KO$CL
$124M
40 positions
#14M. Kraus & CoActive
Some overlap · 3 shared positions
$TMO$MDLZ$DIS
$343M
81 positions
#15Retail Employees Superannuation Pty Ltd as trustee for RetaiActive
Some overlap · 4 shared positions
$INTU$TMO$VRSK$KO
$672M
27 positions
#16Demars Financial Group, LLCActive
Some overlap · 3 shared positions
$MDLZ$INTU$CME
$304M
103 positions
#17Mirova US LLCActive
Some overlap · 4 shared positions
$EBAY$TMO$CP$CL
$8.8B
42 positions
#18EDGEWOOD MANAGEMENT LLCActive
Some overlap · 4 shared positions
$FICO$INTU$CME$CL
$15.5B
87 positions
#19YCG, LLCActive
Some overlap · 9 shared positions
$FICO$INTU$CP$EFX$CME$ADBE
$1.1B
42 positions
#20GENERATION INVESTMENT MANAGEMENT LLPSmart money
Some overlap · 3 shared positions
$TMO$INTU$EFX
$11.2B
29 positions
#21CEERA INVESTMENTS, LLCPassive
Some overlap · 5 shared positions
$INTU$PYPL$FICO$AXP$ADBE
$228M
93 positions
#22Saratoga Research & Investment ManagementActive
Some overlap · 5 shared positions
$DIS$NKE$ADBE$KO$CL
$1.8B
46 positions
#23Act Two Investors LLCActive
Some overlap · 5 shared positions
$DIS$INTU$TMO$CP$AXP
$453M
36 positions
#24Local Pensions Partnership Investment LtdActive
Some overlap · 3 shared positions
$TMO$INTU$NKE
$4.6B
32 positions
#25LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 3 shared positions
$INTU$TMO$ADBE
$10.0B
560 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.