13F Pro

Hedge Funds Similar to TOBAM

13F Portfolio OverlapQ2 2026TOBAM portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

TOBAM is an institutional investor managing $412M across 258 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 TOBAM are Te Ahumairangi Investment Ltd, Coston, McIsaac & Partners, LIBERTY ONE INVESTMENT, with shared positions in $VZ, $T, $ED, $KR, $EXC, $GM. The full ranking of 25 similar funds is below.

#1Te Ahumairangi Investment Management LtdActive
Notable overlap · 7 shared positions
$VZ$T$ED$KR$EXC$GM
$620M
86 positions
#2Coston, McIsaac & PartnersPassive
Some overlap · 5 shared positions
$ED$VZ$GIS$HSY$CLX
$497M
948 positions
#3LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$KR$CAH$T$AWK$MCK
$1.0B
154 positions
#4VALLEY WEALTH MANAGERS, INC.Passive
Some overlap · 5 shared positions
$VZ$KDP$COR$KR$TMUS
$1.7B
345 positions
#5GQG Partners LLCActive
Some overlap · 5 shared positions
$VZ$EXC$T$AWK$HSY
$53.8B
102 positions
#6EQUITY INVESTMENT CORPActive
Some overlap · 5 shared positions
$HSY$VZ$T$CLX$BF-A
$5.2B
76 positions
#7Counterpoint Mutual Funds LLCActive
Some overlap · 5 shared positions
$COR$CAH$CBOE$CNC$MCK
$1.0B
295 positions
#8Mount Lucas Management LPPassive
Some overlap · 5 shared positions
$CAH$T$COR$VZ$CBOE
$281M
166 positions
#9Advanced Asset Management Advisors IncActive
Some overlap · 4 shared positions
$TMUS$KR$T$EXC
$380M
85 positions
#10Cairn Investment Group, Inc.Active
Some overlap · 4 shared positions
$KR$CAH$EW$MCK
$227M
65 positions
#11Sivik Global Healthcare LLCActive
Some overlap · 4 shared positions
$CAH$COR$EW$MCK
$132M
34 positions
#12Delta Accumulation, LLCActive
Some overlap · 5 shared positions
$CBOE$CAH$MCK$COR$GIS
$2.5B
156 positions
#13Financial Advisors Network, Inc.Passive
Some overlap · 5 shared positions
$CAH$EW$GDDY$MCK$DXCM
$816M
208 positions
#14Miramar Capital, LLCPassive
Some overlap · 3 shared positions
$KR$HSY$VZ
$455M
57 positions
#15Windle Wealth, LLCActive
Some overlap · 3 shared positions
$ED$VZ$T
$249M
35 positions
#16Achmea Investment Management B.V.Active
Some overlap · 6 shared positions
$VZ$T$CAH$MCK$GM$CBOE
$4.0B
115 positions
#17Cambridge Financial Group, Inc.Active
Some overlap · 3 shared positions
$KR$CAH$COR
$287M
33 positions
#18Freestate Advisors LLCActive
Some overlap · 3 shared positions
$TMUS$VZ$T
$134M
42 positions
#19GWN SECURITIES INC.Passive
Some overlap · 5 shared positions
$CAH$KR$MCK$T$AWK
$598M
486 positions
#20ANCHOR CAPITAL ADVISORS LLCPassive
Some overlap · 4 shared positions
$CBOE$KDP$HSY$MCK
$3.6B
244 positions
#21HealthInvest Partners ABActive
Some overlap · 4 shared positions
$COR$CAH$EW$DXCM
$372M
39 positions
#22Owlhouse Capital LPPassive
Some overlap · 3 shared positions
$TMUS$HSY$GIS
$65M
40 positions
#23Stack Financial Management, IncActive
Some overlap · 3 shared positions
$CBOE$CAH$T
$1.3B
54 positions
#24Ranch Capital Advisors Inc.Passive
Some overlap · 3 shared positions
$CAH$VZ$T
$316M
157 positions
#25SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$HSY$VZ$T
$606M
79 positions

Compare TOBAM’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View TOBAM’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.