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Hedge Funds Similar to Sustainable Insight

13F Portfolio OverlapQ2 2026Sustainable Insight portfolio →
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Most similar hedge funds by 13F overlap

Sustainable Insight Capital Management, LLC is an institutional investor managing $233M across 78 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 Sustainable Insight are YCG, DOCK STREET ASSET, Westwind, 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
41 positions
#2DOCK STREET ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$PLTR$MSCI$BKNG
$1.1B
64 positions
#3Westwind CapitalPassive
Some overlap · 4 shared positions
$PLTR$MSCI$HUM$STLD
$422M
77 positions
#4Distillate Capital Partners LLCPassive
Some overlap · 5 shared positions
$BKNG$TMUS$ADP$MRSH$GD
$1.9B
118 positions
#5Ninety One North America, Inc.Active
Some overlap · 5 shared positions
$MRSH$ADP$BKNG$MNST$CP
$2.1B
106 positions
#6Philadelphia Investment Partners, LLCPassive
Some overlap · 3 shared positions
$PLTR$BKNG$JCI
$161M
189 positions
#7Orion Investment CoActive
Some overlap · 3 shared positions
$PLTR$PH$GD
$343M
73 positions
#8Kinsale Capital Group, Inc.Active
Some overlap · 4 shared positions
$MRSH$CPRT$STLD$ACGL
$754M
41 positions
#9MARK SHEPTOFF FINANCIAL PLANNING, LLCPassive
Some overlap · 3 shared positions
$PLTR$GD$HIG
$188M
513 positions
#10PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Some overlap · 3 shared positions
$PLTR$PH$CP
$3.2B
77 positions
#11Van Cleef Asset Management,IncActive
Some overlap · 3 shared positions
$PLTR$DOV$ADP
$981M
119 positions
#12CORNERSTONE ENTERPRISES, LLCActive
Some overlap · 3 shared positions
$PLTR$JCI$HUM
$219M
42 positions
#13Quantum Capital Management, LLC / NJActive
Some overlap · 3 shared positions
$MSCI$BKNG$CPRT
$798M
35 positions
#14Bowie Capital Management, LLCActive
Some overlap · 3 shared positions
$MSCI$BKNG$CPRT
$2.4B
37 positions
#15High Note Wealth, LLCPassive
Some overlap · 3 shared positions
$PLTR$GD$BKNG
$586M
959 positions
#16Ninety One UK LtdPassive
Some overlap · 4 shared positions
$BKNG$MRSH$ADP$MNST
$44.7B
271 positions
#17DODGE & COXActive
Some overlap · 4 shared positions
$HUM$BKNG$WTW$JCI
$191.0B
222 positions
#18STEADFAST CAPITAL MANAGEMENT LPActive
Some overlap · 3 shared positions
$MSCI$HUM$RACE
$3.3B
84 positions
#19Defender Capital, LLC.Active
Some overlap · 3 shared positions
$PLTR$MNST$CSX
$308M
37 positions
#20HOWARD WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$PLTR$DOV$ADP
$270M
156 positions
#21Baskin Financial Services Inc.Active
Some overlap · 4 shared positions
$MSCI$TDG$RACE$TD
$1.3B
54 positions
#22BENNETT SELBY INVESTMENTS LPActive
Some overlap · 4 shared positions
$MRSH$BKNG$RACE$MSCI
$313M
85 positions
#23Evelyn Partners Asset Management Ltd
Some overlap · 4 shared positions
$ADP$BKNG$RACE$DOV
$406M
308 positions
#24JACKSON HILL ADVISORS, LLCActive
Some overlap · 3 shared positions
$BKNG$TDG$CPRT
$197M
13 positions
#25First Eagle Investment Management, LLCActive
Some overlap · 4 shared positions
$ADP$BKNG$WTW$CHRW
$59.9B
424 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.