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 Magellan Asset Ltd

13F Portfolio OverlapQ1 2026Magellan Asset Ltd portfolio →

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Most similar hedge funds by 13F overlap

Magellan Asset Management Ltd is an institutional investor managing $7.7B across 79 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 Magellan Asset Ltd are DUFF & PHELPS INVESTMENT, Zimmer Partners,, MORGAN DEMPSEY, with shared positions in $SRE, $XEL, $AMT, $LNT, $EVRG, $WEC. The full ranking of 25 similar funds is below.

#1DUFF & PHELPS INVESTMENT MANAGEMENT COActive

Notable overlap · 13 shared positions

$SRE $XEL $AMT $LNT $EVRG $WEC

$9.6B

148 positions

#2Zimmer Partners, LPPassive

Notable overlap · 7 shared positions

$ES $XEL $WEC $SRE $D $DUK

$4.1B

125 positions

#3MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 10 shared positions

$ES $WEC $CCI $MDT $KO $CME

$220M

148 positions

#4Socorro Asset Management LPPassive

Notable overlap · 6 shared positions

$AMT $SRE $XEL $ICE $KO $NEE

$221M

32 positions

#5Harrison Street Private Wealth LLCActive

Notable overlap · 9 shared positions

$AMT $SRE $XEL $CSX $UNP $EXC

$76M

21 positions

#6ANTIPODES PARTNERS LtdActive

Notable overlap · 9 shared positions

$SRE $CCI $D $EVRG $AMT $EXC

$5.2B

126 positions

#7Energy Income Partners, LLCActive

Notable overlap · 12 shared positions

$SRE $EVRG $WEC $XEL $D $CMS

$6.2B

87 positions

#8Ausbil Investment Management LtdPassive

Notable overlap · 7 shared positions

$AMT $ES $CCI $CSX $NSC $NEE

$201M

63 positions

#9CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive

Notable overlap · 8 shared positions

$AMT $XEL $WEC $EVRG $CMS $AEP

$6.7B

96 positions

#10REAVES W H & CO INCActive

Notable overlap · 8 shared positions

$SRE $XEL $CMS $LNT $WEC $NEE

$6.0B

90 positions

#11GODSEY & GIBB, INCPassive

Notable overlap · 9 shared positions

$D $LNT $MDT $KO $SYK $CME

$1.1B

389 positions

#12Greenland Capital Management LPPassive

Notable overlap · 8 shared positions

$D $CMS $LNT $WEC $NSC $AEP

$787M

278 positions

#13Partners Group Holding AGActive

Notable overlap · 5 shared positions

$AMT $SRE $CMS $CSX $UNP

$1.4B

50 positions

#14COHEN & STEERS, INC.Passive

Notable overlap · 7 shared positions

$AMT $CCI $NEE $ETR $CSX $UNP

$58M

442 positions

#15GW HENSSLER & ASSOCIATES LTDPassive

Notable overlap · 8 shared positions

$SRE $EVRG $ICE $KO $D $AEP

$2.1B

232 positions

#16MILFORD FUNDS LTDActive

Notable overlap · 5 shared positions

$CCI $AMT $INTU $UNP $DUK

$4.8B

75 positions

#17LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 7 shared positions

$UNH $LNT $KO $DUK $SO $ETR

$970M

154 positions

#18EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$UNH $KO $AMT $UNP $NEE $DUK

$1.4B

56 positions

#19NS Partners LtdActive

Notable overlap · 6 shared positions

$UNH $WEC $KO $YUM $SYK $NEE

$2.2B

71 positions

#20Aventail Capital Group, LPPassive

Notable overlap · 9 shared positions

$SRE $LNT $ES $XEL $NEE $AEP

$2.1B

170 positions

#21Retail Employees Superannuation Pty Ltd as trustee for RetaiActive

Notable overlap · 4 shared positions

$ICE $INTU $MSCI $KO

$672M

27 positions

#22HARBER ASSET MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$AMT $UNH $INTU

$156M

41 positions

#23HITE Hedge Asset Management LLCPassive

Some overlap · 5 shared positions

$XEL $EVRG $LNT $AEP $ETR

$1.8B

126 positions

#24Tandem Investment Advisors, Inc.Active

Some overlap · 5 shared positions

$ICE $INTU $WEC $SYK $NEE

$2.0B

83 positions

#25Guinness Atkinson Asset Management IncPassive

Some overlap · 6 shared positions

$ICE $INTU $MDT $KO $NEE $CME

$200M

123 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.