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 YCG

13F Portfolio OverlapQ2 2026YCG portfolio →

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Most similar hedge funds by 13F overlap

YCG, LLC is an institutional investor managing $1.1B across 41 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 YCG are PineStone Asset, Coalescence Partners Investment, GCQ FUNDS PTY Ltd, with shared positions in $MCO, $CME, $MSCI, $LIN, $SPGI, $AON. The full ranking of 25 similar funds is below.

#1PineStone Asset Management Inc.Active

Substantial overlap · 9 shared positions

$MCO $CME $MSCI $LIN $SPGI $AON

$16.2B

44 positions

#2Coalescence Partners Investment Management, LPActive

Substantial overlap · 4 shared positions

$MCO $FICO $TDG $SPGI

$341M

12 positions

#3GCQ FUNDS MANAGEMENT PTY LtdActive

Substantial overlap · 6 shared positions

$FICO $MSCI $VRSK $SPGI $CME $INTU

$721M

14 positions

#4Obion Capital Management LPActive

Notable overlap · 5 shared positions

$MCO $LIN $AON $VMC $MLM

$118M

16 positions

#5AKRE CAPITAL MANAGEMENT LLCSmart money

Notable overlap · 3 shared positions

$MCO $FICO $CPRT

$5.1B

20 positions

#6Longview Partners (Guernsey) LTDActive

Notable overlap · 5 shared positions

$MSCI $AON $MCO $CME $SPGI

$6.2B

23 positions

#7Bluegrass Capital Partners LPActive

Notable overlap · 5 shared positions

$MCO $TDG $SPGI $MLM $WCN

$154M

11 positions

#8TCI Fund Management LtdSmart money

Notable overlap · 6 shared positions

$MCO $SPGI $CP $CNI $MLM $VMC

$52.8B

11 positions

#9Bowie Capital Management, LLCActive

Notable overlap · 7 shared positions

$FICO $AON $SPGI $CPRT $MSCI $CME

$2.4B

37 positions

#10Valley Forge Capital Management, LPSmart money

Notable overlap · 4 shared positions

$MCO $FICO $SPGI $INTU

$3.1B

7 positions

#11GFI Investment Counsel Ltd.Active

Notable overlap · 4 shared positions

$MCO $MSCI $AON $EFX

$737M

30 positions

#12Quantum Capital Management, LLC / NJActive

Notable overlap · 5 shared positions

$MCO $MSCI $CPRT $MLM $VMC

$798M

35 positions

#13Douglass Winthrop Advisors, LLCActive

Notable overlap · 8 shared positions

$TDG $AON $SPGI $LIN $CNI $RACE

$5.8B

308 positions

#14Baskin Financial Services Inc.Active

Notable overlap · 7 shared positions

$MCO $MSCI $FICO $RACE $TDG $WCN

$1.3B

54 positions

#15EDGEWOOD MANAGEMENT LLCActive

Notable overlap · 7 shared positions

$FICO $MSCI $TDG $LIN $SPGI $CL

$9.7B

90 positions

#16CYPRESS FUNDS LLCActive

Notable overlap · 3 shared positions

$FICO $TDG $SPGI

$314M

14 positions

#17COMGEST GLOBAL INVESTORS S.A.S.Active

Notable overlap · 7 shared positions

$LIN $AON $SPGI $VRSK $VMC $MSCI

$4.5B

55 positions

#18Vancity Investment Management Ltd

Notable overlap · 7 shared positions

$MCO $CPRT $SPGI $MRSH $LIN $CME

$666M

92 positions

#19Veritas Asset Management LLPActive

Notable overlap · 6 shared positions

$AON $TDG $SPGI $CP $VMC $SYK

$5.6B

21 positions

#20OAKMONT CorpSmart money

Notable overlap · 5 shared positions

$TDG $FICO $SPGI $WCN $SYK

$503M

31 positions

#21Sterling Investment Management, Inc.Passive

Notable overlap · 4 shared positions

$MCO $SPGI $WM $CP

$182M

66 positions

#22Skye Global Management LPSmart money

Notable overlap · 9 shared positions

$TDG $SPGI $MCO $VMC $MLM $RSG

$5.1B

30 positions

#23JACKSON HILL ADVISORS, LLCActive

Notable overlap · 3 shared positions

$CPRT $TDG $SPGI

$197M

13 positions

#24Fiera Capital CorpActive

Notable overlap · 8 shared positions

$MCO $CNI $CME $CP $MSCI $LIN

$27.6B

401 positions

#25AKO CAPITAL LLPActive

Notable overlap · 8 shared positions

$MCO $FICO $RACE $CP $LIN $CPRT

$4.3B

22 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.