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Hedge Funds Similar to Sarasin & Partners LLP

13F Portfolio OverlapQ3 2026Sarasin & Partners LLP portfolio →
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Most similar hedge funds by 13F overlap

Sarasin & Partners LLP is an institutional investor managing $8.9B across 111 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Sarasin & Partners LLP are Peloton Wealth Strategists, AVITY INVESTMENT, Guinness Asset LTD, with shared positions in $EMR, $C, $UBER, $TMO, $AMGN, $ISRG. The full ranking of 25 similar funds is below.

#1Peloton Wealth StrategistsPassive
Notable overlap · 7 shared positions
$EMR$C$UBER$TMO$AMGN$ISRG
$271M
91 positions
#2AVITY INVESTMENT MANAGEMENT INC.Active
Notable overlap · 9 shared positions
$CL$TMO$AMGN$MELI$C$ECL
$1.6B
120 positions
#3Guinness Asset Management LTDActive
Notable overlap · 6 shared positions
$EMR$CME$BLK$TMO$TXN$AME
$5.9B
141 positions
#4ALBION FINANCIAL GROUP /UTPassive
Notable overlap · 7 shared positions
$BLK$C$PWR$UBER$TMO$AMGN
$1.8B
792 positions
#5Mandatum Life Insurance Co LtdSmart money
Notable overlap · 5 shared positions
$C$EMR$CL$KMB$DE
$540M
90 positions
#6MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 5 shared positions
$C$CME$DUK$PLD$TXN
$233M
122 positions
#7VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Notable overlap · 4 shared positions
$BLK$EMR$DUK$AMGN
$203M
58 positions
#8SYNTAX RESEARCH, INC.Active
Notable overlap · 6 shared positions
$AMT$CME$TMO$ECL$PLD$BLK
$137M
179 positions
#9Alley Investment Management Company, LLCActive
Notable overlap · 6 shared positions
$BLK$DUK$CME$AMGN$PLD$SNA
$856M
89 positions
#10NatWest Group plcActive
Notable overlap · 6 shared positions
$CME$AMGN$UBER$CL$KMB$MCO
$560M
48 positions
#11DB Fitzpatrick & Co, IncActive
Notable overlap · 6 shared positions
$TMO$AMGN$MELI$PWR$ECL$DE
$121M
100 positions
#12WAYCROSS PARTNERS, LLCActive
Notable overlap · 7 shared positions
$C$EMR$ISRG$ECL$MRSH$DE
$1.2B
72 positions
#13Processus Wealth & Capital Management, LLCActive
Notable overlap · 4 shared positions
$C$EMR$TMO$AMGN
$172M
36 positions
#14Harrington Investments, INCPassive
Some overlap · 7 shared positions
$TMO$AMGN$EMR$ECL$DE$PLD
$209M
80 positions
#15Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$EMR$DUK$TMO$AMGN$TXN
$360M
73 positions
#16ClearAlpha Technologies LPPassive
Some overlap · 4 shared positions
$BLK$CME$EMR$UBER
$58M
79 positions
#17SWP Investment Management LLCPassive
Some overlap · 4 shared positions
$C$EMR$BLK$PLD
$145M
43 positions
#18Arrow Capital Pty LtdActive
Some overlap · 4 shared positions
$C$UBER$TMO$PWR
$118M
25 positions
#19WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 6 shared positions
$BLK$CME$TMO$DE$DUK$AMGN
$1.3B
73 positions
#20Providence Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$TMO$PWR$EMR$PLD$DUK$DE
$660M
385 positions
#21Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$CME$DUK$AMGN$DE$EMR
$231M
125 positions
#22PINKERTON WEALTH, LLCActive
Some overlap · 6 shared positions
$C$DUK$AMGN$AMT$KMB$TXN
$1.2B
103 positions
#23Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$DUK$C$AMT$AMGN$PLD
$334M
127 positions
#24CANTILLON CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$BLK$CME$UBER$MCO
$665M
27 positions
#25FLYWHEEL PRIVATE WEALTH LLCActive
Some overlap · 6 shared positions
$C$PWR$BLK$AMGN$EMR$TXN
$203M
109 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.