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Hedge Funds Similar to Fullerton Fund Ltd.

13F Portfolio OverlapQ1 2026Fullerton Fund Ltd. portfolio →
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Most similar hedge funds by 13F overlap

Fullerton Fund Management Co Ltd. is an institutional investor managing $1.2B across 125 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 Fullerton Fund Ltd. are J.P. Marvel Investment Advisors,, Regents Gate LLP, Spahn Wealth & Retirement, with shared positions in $MS, $GLW, $BAC, $MMM, $GEV, $PH. The full ranking of 25 similar funds is below.

#1J.P. Marvel Investment Advisors, LLCActive
Notable overlap · 5 shared positions
$MS$GLW$BAC$MMM$GEV
$705M
60 positions
#2Regents Gate Capital LLPActive
Notable overlap · 3 shared positions
$PH$MMM$ETN
$469M
36 positions
#3Spahn Wealth & Retirement LLCActive
Notable overlap · 3 shared positions
$PH$BAC$IBKR
$79M
25 positions
#4Caldwell Investment Management Ltd.Active
Notable overlap · 3 shared positions
$MS$BAC$CCJ
$255M
57 positions
#5BOWEN HANES & CO INCActive
Notable overlap · 5 shared positions
$GLW$PH$ETN$CCJ$GEV
$4.1B
151 positions
#6Bouvel Investment Partners, LLCPassive
Notable overlap · 3 shared positions
$MS$INTC$ETN
$345M
78 positions
#7Baugh & Associates, LLCActive
Notable overlap · 3 shared positions
$MS$BAC$INTC
$232M
44 positions
#8LifeGoal Investments, LLCPassive
Notable overlap · 4 shared positions
$MS$GLDM$USB$GEV
$175M
112 positions
#9Two Point Capital Management, Inc.Active
Notable overlap · 3 shared positions
$PH$GLW$ETN
$229M
28 positions
#10Main Street Research LLCActive
Notable overlap · 4 shared positions
$GLW$CCJ$GLDM$GEV
$1.7B
148 positions
#11Tribune Investment Group LPActive
Notable overlap · 3 shared positions
$PH$CCJ$GEV
$261M
30 positions
#12Evergreen Quality Fund GP, Ltd.Smart money
Notable overlap · 5 shared positions
$GLW$GLDM$INTC$PDD$GEV
$4.4B
40 positions
#13Wealth High Governance Capital LtdaPassive
Notable overlap · 3 shared positions
$PH$MS$CCJ
$333M
46 positions
#14Orion Investment CoActive
Some overlap · 3 shared positions
$PH$INTC$CCJ
$315M
69 positions
#15Minneapolis Portfolio Management Group, LLCActive
Some overlap · 3 shared positions
$PH$GLW$USB
$942M
33 positions
#16Abbot Financial Management, Inc.Passive
Some overlap · 5 shared positions
$GLW$BAC$MS$PH$USB
$239M
138 positions
#17DAGCO, INC.Passive
Some overlap · 3 shared positions
$MS$PH$ETN
$461M
353 positions
#18RE ADVISERS CORPActive
Some overlap · 3 shared positions
$PH$BAC$ETN
$3.7B
111 positions
#19Seven Springs Wealth Group, LLCActive
Some overlap · 3 shared positions
$MS$BAC$MMM
$432M
81 positions
#20OmniStar Financial Group, Inc.Passive
Some overlap · 5 shared positions
$BAC$MS$GLW$PH$MMM
$193M
108 positions
#21Davidson Capital Management Inc.Active
Some overlap · 4 shared positions
$MS$IBKR$USB$GEV
$552M
93 positions
#22LEIGH BALDWIN & CO., LLCPassive
Some overlap · 4 shared positions
$MS$GLW$ETN$GEV
$154M
163 positions
#23DCM Advisors, LLCActive
Some overlap · 3 shared positions
$MS$BAC$USB
$220M
38 positions
#24AMJ Financial Wealth ManagementPassive
Some overlap · 4 shared positions
$GLW$GLDM$ETN$AMAT
$424M
86 positions
#25First Long Island Investors, LLCActive
Some overlap · 3 shared positions
$PH$ETN$USB
$1.2B
70 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.