13F Pro

Hedge Funds Similar to Sterling Investment

13F Portfolio OverlapQ2 2026Sterling Investment portfolio →
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Most similar hedge funds by 13F overlap

Sterling Investment Management, Inc. is an institutional investor managing $182M across 66 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 Sterling Investment are Windmill Hill Asset Ltd, TCI Fund Ltd, Rothschild & Wealth UK Ltd, with shared positions in $SPGI, $MCO, $CP, $CCJ, $FER, $WM. The full ranking of 25 similar funds is below.

#1Windmill Hill Asset Management LtdSmart money
Notable overlap · 4 shared positions
$SPGI$MCO$CP$CCJ
$448M
21 positions
#2TCI Fund Management LtdSmart money
Notable overlap · 4 shared positions
$SPGI$MCO$CP$FER
$52.8B
11 positions
#3Rothschild & Co Wealth Management UK LtdSmart money
Notable overlap · 3 shared positions
$SPGI$MCO$CP
$6.9B
25 positions
#4YCG, LLCActive
Notable overlap · 4 shared positions
$MCO$SPGI$WM$CP
$1.1B
41 positions
#5Coalescence Partners Investment Management, LPActive
Notable overlap · 3 shared positions
$SPGI$MCO$DHR
$341M
12 positions
#6LRZ CAPITAL LLCActive
Notable overlap · 4 shared positions
$SPGI$CP$UBER$DHR
$197M
18 positions
#7Ironvine Capital Partners, LLCActive
Notable overlap · 4 shared positions
$SPGI$MCO$SAP$DHR
$1.1B
57 positions
#8PineStone Asset Management Inc.Active
Notable overlap · 3 shared positions
$MCO$PEP$SPGI
$16.2B
44 positions
#9CANTILLON CAPITAL MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$SPGI$CP$UBER$MCO
$665M
27 positions
#10Sustainable Growth Advisers, LPActive
Notable overlap · 5 shared positions
$CP$WM$SPGI$DHR$SAP
$10.2B
47 positions
#11Ravenstone Capital Management Inc.Active
Notable overlap · 4 shared positions
$SPGI$CP$DHR$CCJ
$244M
54 positions
#12Dorsey Asset Management, LLCSmart money
Notable overlap · 3 shared positions
$SPGI$UBER$DHR
$1.6B
11 positions
#13Egerton Capital (UK) LLPActive
Notable overlap · 3 shared positions
$MCO$SPGI$UBER
$10.4B
23 positions
#14SACKS & ASSOCIATES, LLCPassive
Notable overlap · 4 shared positions
$MCO$RIO$WM$CP
$148M
80 positions
#15Long Corridor Asset Management LtdActive
Notable overlap · 3 shared positions
$SPGI$MCO$UBER
$331M
35 positions
#16Skye Global Management LPSmart money
Notable overlap · 5 shared positions
$SPGI$MCO$FER$DHR$CP
$5.1B
30 positions
#17Unisphere EstablishmentActive
Notable overlap · 3 shared positions
$SPGI$PFE$DHR
$11.7B
56 positions
#18O'Domhnaill Enterprises, Inc.Passive
Some overlap · 4 shared positions
$CCJ$WM$KMB$MO
$125M
61 positions
#19Coleford Investment Management Ltd.Active
Some overlap · 3 shared positions
$MCO$PEP$CP
$459M
23 positions
#20Patrick Mauro Investment Advisor, INC.Active
Some overlap · 5 shared positions
$WM$PEP$KMB$PFE$VZ
$199M
38 positions
#21Vancity Investment Management LtdPassive
Some overlap · 4 shared positions
$MCO$SPGI$DHR$WM
$666M
92 positions
#22Round Hill Asset ManagementActive
Some overlap · 3 shared positions
$SPGI$MCO$PFE
$159M
62 positions
#23Fulcrum Capital LLCActive
Some overlap · 4 shared positions
$WM$SPGI$PEP$UBER
$493M
103 positions
#24EAGLE CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$SPGI$SAP$DHR
$32.7B
56 positions
#25MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 5 shared positions
$CCJ$BA$RIO$MO$PFE
$112M
100 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.