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Hedge Funds Similar to Ninety One North America

13F Portfolio OverlapQ2 2026Ninety One North America portfolio →
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Most similar hedge funds by 13F overlap

Ninety One North America, Inc. is an institutional investor managing $2.1B across 106 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 Ninety One North America are Ninety One UK Ltd, Foyston, Gordon, & Payne, Dash Acquisitions, with shared positions in $PM, $BKNG, $EW, $NTES, $ADSK, $MNST. The full ranking of 25 similar funds is below.

#1Ninety One UK LtdPassive
Substantial overlap · 15 shared positions
$PM$BKNG$EW$NTES$ADSK$MNST
$44.7B
271 positions
#2Foyston, Gordon, & Payne IncPassive
Notable overlap · 5 shared positions
$PM$BKNG$MRSH$ADSK$ALLE
$468M
68 positions
#3Dash Acquisitions Inc.Active
Notable overlap · 5 shared positions
$PM$AON$ADP$SPGI$INTU
$494M
72 positions
#4Aurdan Capital Management, LLCActive
Notable overlap · 3 shared positions
$PM$MRSH$ADP
$394M
99 positions
#5WEDGEWOOD PARTNERS INCActive
Notable overlap · 4 shared positions
$BKNG$EW$MSI$SPGI
$484M
18 positions
#6Triavera Capital LLCActive
Notable overlap · 3 shared positions
$PM$BKNG$SPGI
$184M
15 positions
#7CARDEROCK CAPITAL MANAGEMENT INCPassive
Notable overlap · 6 shared positions
$MNST$MSI$AON$MCO$SPGI$ADP
$456M
67 positions
#8Local Pensions Partnership Investment LtdActive
Notable overlap · 4 shared positions
$BKNG$ADSK$ADP$MCO
$4.8B
32 positions
#9Liontrust Investment Partners LLPActive
Notable overlap · 6 shared positions
$BKNG$INTU$EW$ADSK$ALC$VRSN
$6.8B
194 positions
#10L1 Capital International Pty LtdActive
Notable overlap · 3 shared positions
$BKNG$MRSH$INTU
$1.7B
21 positions
#11Longview Partners (Guernsey) LTDActive
Notable overlap · 4 shared positions
$BKNG$AON$MCO$SPGI
$6.2B
23 positions
#12Bowie Capital Management, LLCActive
Notable overlap · 4 shared positions
$BKNG$INTU$AON$SPGI
$2.4B
37 positions
#13Birch Hill Investment Advisors LLCActive
Notable overlap · 5 shared positions
$EW$MRSH$SPGI$ALC$NEE
$2.5B
211 positions
#14Oregon Pacific Wealth Management, LLCActive
Notable overlap · 4 shared positions
$BKNG$PM$SPGI$CHKP
$107M
115 positions
#15Titan Investment Solutions LtdActive
Notable overlap · 5 shared positions
$BKNG$PM$MNST$SPGI$EW
$894M
60 positions
#16Evelyn Partners Asset Management Ltd
Notable overlap · 4 shared positions
$BKNG$INTU$ADP$AZN
$406M
308 positions
#17YCG, LLCActive
Some overlap · 6 shared positions
$MRSH$AON$MCO$SPGI$CP$INTU
$1.1B
41 positions
#18WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$PM$NU$AON$CP$IBN
$55.2B
266 positions
#19GQG Partners LLCActive
Some overlap · 3 shared positions
$PM$IBN$NEE
$53.8B
102 positions
#20Taylor Hoffman Capital Management LLCActive
Some overlap · 7 shared positions
$MNST$VRSN$MCO$SPGI$FDS$PM
$412M
122 positions
#21FAYEZ SAROFIM & COActive
Some overlap · 4 shared positions
$PM$SPGI$CP$ADP
$42.5B
300 positions
#22Orbis Allan Gray LtdActive
Some overlap · 3 shared positions
$BKNG$MSI$NTES
$29.1B
97 positions
#23North Growth Management Ltd.Active
Some overlap · 5 shared positions
$BKNG$MSI$ALGN$MCO$EA
$780M
48 positions
#24Distillate Capital Partners LLCPassive
Some overlap · 6 shared positions
$BKNG$ADP$MRSH$AON$INTU$ADSK
$1.9B
118 positions
#25Advocacy Wealth Management, LLCActive
Some overlap · 5 shared positions
$EW$INTU$ALC$SPGI$MNST
$2.8B
151 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.