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Hedge Funds Similar to YCG,

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

YCG, LLC is an institutional investor managing $1.1B across 42 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 YCG, are Bowie ,, Longview Partners (Guernsey) LTD, Obion, with shared positions in $FICO, $CPRT, $AON, $MSCI, $MCO, $INTU. The full ranking of 25 similar funds is below.

#1Bowie Capital Management, LLCActive
Substantial overlap · 6 shared positions
$FICO$CPRT$AON$MSCI$MCO$INTU
$2.7B
36 positions
#2Longview Partners (Guernsey) LTDActive
Notable overlap · 5 shared positions
$MSCI$MCO$AON$CME$MRSH
$7.1B
25 positions
#3Obion Capital Management LPActive
Notable overlap · 5 shared positions
$MCO$AON$LIN$MLM$VMC
$101M
15 positions
#4PineStone Asset Management Inc.Smart money
Notable overlap · 5 shared positions
$MCO$MSCI$CME$CPRT$CL
$14.2B
44 positions
#5Egerton Capital (UK) LLPActive
Notable overlap · 5 shared positions
$MCO$LIN$CME$CRH$VMC
$9.0B
24 positions
#6AKRE CAPITAL MANAGEMENT LLCSmart money
Notable overlap · 4 shared positions
$MCO$FICO$CPRT$CSGP
$6.1B
20 positions
#7GFI Investment Counsel Ltd.Active
Notable overlap · 4 shared positions
$MCO$MSCI$AON$EFX
$731M
24 positions
#8Coalescence Partners Investment Management, LPActive
Notable overlap · 4 shared positions
$MCO$FICO$TDG$MLM
$463M
12 positions
#9GCQ FUNDS MANAGEMENT PTY LtdActive
Notable overlap · 4 shared positions
$MSCI$FICO$VRSK$INTU
$753M
11 positions
#10Quantum Capital Management, LLC / NJActive
Notable overlap · 5 shared positions
$MCO$MSCI$CPRT$MLM$VMC
$781M
34 positions
#11Fiera Capital CorpActive
Notable overlap · 8 shared positions
$MCO$CME$CNI$MSCI$CP$LIN
$29.2B
412 positions
#12COMGEST GLOBAL INVESTORS S.A.S.Active
Notable overlap · 8 shared positions
$AON$LIN$VRSK$INTU$VMC$MSCI
$4.6B
52 positions
#13Retail Employees Superannuation Pty Ltd as trustee for RetaiActive
Notable overlap · 5 shared positions
$MSCI$LIN$VRSK$INTU$KO
$672M
27 positions
#14EDGEWOOD MANAGEMENT LLCActive
Notable overlap · 6 shared positions
$MSCI$FICO$TDG$INTU$CL$CME
$15.5B
87 positions
#1511 Capital Partners LPActive
Notable overlap · 3 shared positions
$MCO$LIN$FICO
$348M
20 positions
#16Bristol Gate Capital Partners Inc.Active
Notable overlap · 6 shared positions
$MSCI$MCO$VRSK$INTU$CP$CNI
$1.6B
31 positions
#17Valley Forge Capital Management, LPSmart money
Notable overlap · 3 shared positions
$MCO$FICO$INTU
$3.4B
7 positions
#18XXEC, Inc.Active
Notable overlap · 4 shared positions
$MCO$VRSK$INTU$FICO
$571M
23 positions
#19Douglass Winthrop Advisors, LLCActive
Notable overlap · 7 shared positions
$AON$TDG$LIN$CNI$RACE$MLM
$5.5B
303 positions
#20Petrus Trust Company, LTASmart money
Notable overlap · 5 shared positions
$AON$MSCI$FICO$CSGP$PGR
$915M
27 positions
#21MAR VISTA INVESTMENT PARTNERS LLCActive
Notable overlap · 5 shared positions
$MCO$LIN$TDG$INTU$SYK
$1000M
35 positions
#22Sustainable Growth Advisers, LPActive
Notable overlap · 4 shared positions
$WM$AON$CP$INTU
$10.6B
51 positions
#23PICTET BANK & TRUST LtdActive
Notable overlap · 5 shared positions
$WM$MSCI$MRSH$LIN$SYK
$76M
33 positions
#24Patrick Mauro Investment Advisor, INC.Active
Notable overlap · 4 shared positions
$LIN$CME$WM$CNI
$199M
40 positions
#25TCI Fund Management LtdSmart money
Notable overlap · 3 shared positions
$MCO$CP$CNI
$45.2B
10 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.