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Hedge Funds Similar to AEGON ASSET UK PLC

13F Portfolio OverlapQ2 2026AEGON ASSET UK PLC portfolio →
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Most similar hedge funds by 13F overlap

AEGON ASSET MANAGEMENT UK PLC is an institutional investor managing $9.4B across 172 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 AEGON ASSET UK PLC are NatWest Group plc, OLD SECOND NATIONAL BANK OF AURORA, River Street Advisors, with shared positions in $AZN, $KLAC, $MS, $CL, $CME, $TTE. The full ranking of 25 similar funds is below.

#1NatWest Group plcActive
Notable overlap · 6 shared positions
$AZN$KLAC$MS$CL$CME$TTE
$560M
48 positions
#2OLD SECOND NATIONAL BANK OF AURORAPassive
Notable overlap · 6 shared positions
$KLAC$MS$CMI$ETN$PEP$MET
$530M
275 positions
#3River Street Advisors LLCPassive
Notable overlap · 6 shared positions
$KLAC$MS$CMI$ETN$PEP$MET
$340M
177 positions
#4Border to Coast Pensions Partnership LtdActive
Some overlap · 4 shared positions
$AZN$TXN$MS$TTE
$6.8B
90 positions
#5Madson Wealth Advisors IncActive
Some overlap · 4 shared positions
$KLAC$AZN$TXN$CMI
$147M
97 positions
#6Orca Wealth Management, LLCPassive
Some overlap · 4 shared positions
$AZN$CMI$TTE$KLAC
$167M
83 positions
#7Axecap Investments, LLCPassive
Some overlap · 4 shared positions
$KLAC$MS$TXN$CFG
$181M
73 positions
#8TEALWOOD ASSET MANAGEMENT INCPassive
Some overlap · 5 shared positions
$KLAC$TXN$AZN$CMI$USB
$261M
121 positions
#9Signet Private Wealth LLCPassive
Some overlap · 5 shared positions
$KLAC$TXN$MS$ETN$PEP
$125M
127 positions
#10CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$KLAC$TXN$ETN$PEP$STT
$1.3B
99 positions
#11TODD ASSET MANAGEMENT LLCActive
Some overlap · 5 shared positions
$KLAC$MS$CMI$CFG$TTE
$5.6B
182 positions
#12Oak Harvest Investment ServicesPassive
Some overlap · 5 shared positions
$MS$KLAC$TXN$ETN$CME
$1.1B
168 positions
#13Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 5 shared positions
$KLAC$CMI$ETN$STT$MET
$489M
619 positions
#14ABN AMRO Bank N.V.Active
Some overlap · 4 shared positions
$AZN$MS$TTE$KLAC
$7.7B
231 positions
#15PRIMECAP MANAGEMENT CO/CA/Active
Some overlap · 3 shared positions
$KLAC$AZN$TXN
$169.1B
324 positions
#16Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$KLAC$MS$ETN$PEP
$1.6B
184 positions
#17Westerkirk Capital Inc.Active
Some overlap · 4 shared positions
$KLAC$TXN$ETN$AZN
$1.0B
212 positions
#18CAPITAL INTERNATIONAL LTD /CA/Active
Some overlap · 3 shared positions
$AZN$KLAC$TTE
$3.1B
150 positions
#19ALBERT D MASON INCPassive
Some overlap · 4 shared positions
$KLAC$CMI$ETN$TTE
$176M
139 positions
#20Capital International, Inc./CA/Active
Some overlap · 3 shared positions
$AZN$KLAC$TTE
$14.3B
302 positions
#21Capital Group Investment Management Pte. Ltd.Passive
Some overlap · 3 shared positions
$AZN$KLAC$TTE
$664M
143 positions
#22111 CapitalPassive
Some overlap · 4 shared positions
$AZN$KLAC$PEP$TXN
$582M
488 positions
#23Verity & Verity, LLCActive
Some overlap · 6 shared positions
$TXN$CMI$CINF$PEP$STT$MET
$1.5B
138 positions
#24Trust Investment AdvisorsPassive
Some overlap · 5 shared positions
$KLAC$MS$ETN$CFG$MET
$209M
97 positions
#25OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 5 shared positions
$TXN$CMI$ETN$CINF$PEP
$2.7B
54 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.