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 Ninety One SA (PTY) Ltd

13F Portfolio OverlapQ1 2026Ninety One SA (PTY) Ltd portfolio →

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Most similar hedge funds by 13F overlap

Ninety One SA (PTY) Ltd is an institutional investor managing $1.8B across 110 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 Ninety One SA (PTY) Ltd are Ninety One UK Ltd, Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A., Barden ,, with shared positions in $PM, $EW, $CRH, $J, $CFG, $TKO. The full ranking of 25 similar funds is below.

#1Ninety One UK LtdPassive

Some overlap · 14 shared positions

$PM $EW $CRH $J $CFG $TKO

$43.1B

237 positions

#2Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.Active

Some overlap · 4 shared positions

$AU $AEM $VLO $COP

$56M

38 positions

#3Barden Capital Management, Inc.Passive

Some overlap · 5 shared positions

$AU $VLO $COP $BKNG $INTU

$117M

58 positions

#4CHESAPEAKE CAPITAL CORP /IL/Passive

Some overlap · 5 shared positions

$AU $AEM $EW $COP $TKO

$139M

156 positions

#5Ninety One North America, Inc.Active

Some overlap · 7 shared positions

$PM $EW $BKNG $INTU $MCO $NTES

$2.2B

100 positions

#6U S GLOBAL INVESTORS INCPassive

Some overlap · 5 shared positions

$AU $AEM $BKNG $BA $DAL

$858M

135 positions

#7DZ BANK AG Deutsche Zentral Genossenschafts Bank, FrankfurtActive

Some overlap · 5 shared positions

$EW $AEM $TMO $CRH $PLD

$112.7B

1,002 positions

#8Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 3 shared positions

$AU $PM $PLD

$477M

70 positions

#9Sienna GestionPassive

Slight overlap · 5 shared positions

$VLO $AEM $BKNG $INTU $AER

$1.5B

136 positions

#10Liontrust Investment Partners LLPActive

Slight overlap · 5 shared positions

$EW $TMO $BKNG $INTU $ADSK

$6.7B

204 positions

#11Oxbow Advisors, LLCActive

Slight overlap · 5 shared positions

$AEM $COP $BKNG $BA $MCO

$1.2B

245 positions

#12DB Fitzpatrick & Co, IncActive

Slight overlap · 5 shared positions

$EW $TMO $INTU $BA $ADSK

$117M

106 positions

#13CINCINNATI FINANCIAL CORPActive

Slight overlap · 4 shared positions

$PM $VLO $TMO $PLD

$5.0B

55 positions

#14Cincinnati Specialty Underwriters Insurance COActive

Slight overlap · 4 shared positions

$PM $VLO $TMO $PLD

$412M

46 positions

#15MASSACHUSETTS FINANCIAL SERVICES CO /MA/Passive

Slight overlap · 4 shared positions

$AEM $COP $TMO $BA

$297.5B

946 positions

#16Kentucky Farm Bureau Mutual Insurance CoActive

Slight overlap · 4 shared positions

$PM $COP $TMO $DAL

$329M

65 positions

#17Asio Capital, LLCActive

Slight overlap · 4 shared positions

$COP $TMO $CRH $CFG

$712M

110 positions

#18Oregon Pacific Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$PM $TMO $COP $BKNG

$96M

105 positions

#19STALEY CAPITAL ADVISERS INCActive

Slight overlap · 4 shared positions

$PM $COP $AEM $BA

$2.4B

184 positions

#20Vanguard Capital Wealth AdvisorsPassive

Slight overlap · 4 shared positions

$VLO $COP $PM $BA

$108M

120 positions

#21L1 Capital International Pty LtdActive

Slight overlap · 5 shared positions

$CRH $J $BKNG $INTU $AER

$1.7B

23 positions

#22Groupe la FrancaisePassive

Slight overlap · 4 shared positions

$AEM $TMO $CRH $RACE

$7.3B

455 positions

#23Evelyn Partners Investment Management LLPActive

Slight overlap · 4 shared positions

$AEM $TMO $CRH $BKNG

$3.7B

410 positions

#24Taikang Asset Management (Hong Kong) Co LtdPassive

Slight overlap · 4 shared positions

$PM $COP $CFG $NTES

$1.0B

75 positions

#25Henry James International Management Inc.Passive

Slight overlap · 3 shared positions

$AU $RACE $AER

$277M

94 positions

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View Ninety One SA (PTY) Ltd’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.