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Hedge Funds Similar to Immersion LLP

13F Portfolio OverlapQ1 2026Immersion LLP portfolio →
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Most similar hedge funds by 13F overlap

Immersion Capital LLP is an institutional investor managing $87M across 11 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 Immersion LLP are HARDING LOEVNER, Farrow Financial, Dixon Mitchell Investment Counsel, with shared positions in $CNI, $RYAAY, $HEI, $CNQ, $BLK, $ELV. The full ranking of 8 similar funds is below.

#1HARDING LOEVNER LPActive
Notable overlap · 3 shared positions
$CNI$RYAAY$HEI
$10.6B
82 positions
#2Farrow Financial, Inc.Active
Notable overlap · 3 shared positions
$CNI$CNQ$BLK
$187M
55 positions
#3Dixon Mitchell Investment Counsel Inc.Active
Some overlap · 3 shared positions
$HEI$CNQ$CNI
$3.1B
144 positions
#4Beutel, Goodman & Co Ltd.Active
Some overlap · 3 shared positions
$CNQ$CNI$ELV
$13.6B
163 positions
#5MANNING & NAPIER ADVISORS LLCPassive
Some overlap · 3 shared positions
$ELV$HEI$BLK
$7.8B
865 positions
#6Stamos Capital Partners, L.P.Passive
Some overlap · 3 shared positions
$BP$BLK$CNI
$653M
140 positions
#7MANUFACTURERS LIFE INSURANCE COMPANY, THEPassive
Slight overlap · 3 shared positions
$CNQ$CNI$ELV
$128.1B
2,872 positions
#8Ruggaard & Associates LLCPassive
Slight overlap · 3 shared positions
$ELV$CNI$CNQ
$279M
128 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.