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Hedge Funds Similar to Sustainable Insight ,

13F Portfolio OverlapQ1 2026Sustainable Insight , portfolio →
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Most similar hedge funds by 13F overlap

Sustainable Insight Capital Management, LLC is an institutional investor managing $298M across 86 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 Sustainable Insight , are YCG,, Carroll Investors,, DOCK STREET ASSET, with shared positions in $MSCI, $MRSH, $TDG, $CPRT, $RACE, $CP. The full ranking of 25 similar funds is below.

#1YCG, LLCActive
Notable overlap · 6 shared positions
$MSCI$MRSH$TDG$CPRT$RACE$CP
$1.1B
42 positions
#2Carroll Investors, IncActive
Notable overlap · 3 shared positions
$PLTR$PANW$PH
$187M
31 positions
#3DOCK STREET ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$PLTR$MSCI$BKNG$LRCX
$951M
58 positions
#4Legal Advantage Investments, Inc.Passive
Some overlap · 3 shared positions
$PLTR$PANW$TDG
$194M
79 positions
#5Quilter PlcActive
Some overlap · 4 shared positions
$PANW$TMUS$MRSH$CP
$5.7B
124 positions
#6SPIREPOINT PRIVATE CLIENT, LLCPassive
Some overlap · 5 shared positions
$PLTR$HUM$PANW$GD$LRCX
$1.1B
322 positions
#7CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 4 shared positions
$PANW$TMUS$CPRT$ACGL
$180M
58 positions
#8Distillate Capital Partners LLCPassive
Some overlap · 5 shared positions
$TMUS$BKNG$MRSH$ADP$GD
$1.9B
118 positions
#9WORMSER FRERES GESTIONActive
Some overlap · 3 shared positions
$PANW$MSCI$RACE
$139M
42 positions
#10Benchmark Investment Advisors LLCPassive
Some overlap · 5 shared positions
$PLTR$PANW$BKNG$PH$LRCX
$172M
76 positions
#11Tuttle Capital Management, LLCPassive
Some overlap · 4 shared positions
$PLTR$TMUS$PH$CP
$61M
124 positions
#12Heard Capital LLCSmart money
Some overlap · 3 shared positions
$PLTR$TDG$LRCX
$1.9B
21 positions
#13Orion Investment CoActive
Some overlap · 4 shared positions
$PLTR$PH$GD$PANW
$315M
69 positions
#14MARK SHEPTOFF FINANCIAL PLANNING, LLCPassive
Some overlap · 4 shared positions
$PLTR$HUM$GD$HIG
$189M
510 positions
#15Rockline Wealth Management, LLCActive
Some overlap · 5 shared positions
$PLTR$PANW$GD$DOV$LRCX
$460M
108 positions
#16Kingsman Wealth Management, Inc.Active
Some overlap · 4 shared positions
$PLTR$GD$PH$LRCX
$178M
70 positions
#17Persium Advisors, LLCActive
Some overlap · 5 shared positions
$PANW$MRSH$BKNG$GD$LRCX
$127M
60 positions
#18Stony Point Capital LLCActive
Some overlap · 3 shared positions
$PANW$RACE$TMUS
$1.2B
32 positions
#19Nikulski Financial, Inc.Passive
Some overlap · 5 shared positions
$PANW$HUM$ALL$PLTR$LRCX
$405M
175 positions
#20Sandhill Capital Partners LLCActive
Some overlap · 3 shared positions
$PANW$BKNG$JCI
$1.2B
95 positions
#21Ninety One North America, Inc.Active
Some overlap · 5 shared positions
$MRSH$BKNG$ADP$MNST$CP
$2.2B
100 positions
#22STF Management LP
Some overlap · 6 shared positions
$PLTR$TMUS$BKNG$PANW$ADP$LRCX
$107M
101 positions
#23Thomasville National Bank
Some overlap · 4 shared positions
$PANW$BKNG$HUM$GD
$1.6B
235 positions
#24BURR FINANCIAL SERVICES, LLCActive
Some overlap · 3 shared positions
$PLTR$PANW$LRCX
$126M
25 positions
#25Ninety One UK LtdPassive
Some overlap · 5 shared positions
$MRSH$BKNG$ADP$RACE$MNST
$43.1B
237 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.