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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 Hyperion Advisors, Vulcan Value Partners,, Canoe Financial, with shared positions in $ELV, $UNH, $RYAAY, $HEI, $CNI, $CNQ. The full ranking of 16 similar funds is below.

#1Hyperion Capital Advisors LPActive
Notable overlap · 3 shared positions
$ELV$UNH$RYAAY
$208M
68 positions
#2Vulcan Value Partners, LLCActive
Notable overlap · 3 shared positions
$UNH$ELV$HEI
$3.8B
33 positions
#3Canoe Financial LPActive
Notable overlap · 3 shared positions
$CNI$CNQ$ELV
$7.3B
112 positions
#4HARDING LOEVNER LPActive
Some overlap · 3 shared positions
$RYAAY$CNI$HEI
$9.7B
73 positions
#5DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 3 shared positions
$CNQ$HEI$UNH
$501M
138 positions
#6Purpose Unlimited Inc.Active
Some overlap · 3 shared positions
$CNQ$UNH$CNI
$2.4B
577 positions
#7YACKTMAN ASSET MANAGEMENT LPActive
Some overlap · 3 shared positions
$CNQ$ELV$UNH
$7.5B
76 positions
#8Dixon Mitchell Investment Counsel Inc.Active
Some overlap · 3 shared positions
$CNQ$HEI$CNI
$2.9B
140 positions
#9BCV Asset Management Inc.Active
Some overlap · 3 shared positions
$CNQ$UNH$CNI
$2.9B
120 positions
#10AUXIER ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$UNH$ELV$BP
$696M
176 positions
#11Stamos Capital Partners, L.P.Active
Some overlap · 3 shared positions
$UNH$CNI$BP
$640M
142 positions
#12MANNING & NAPIER ADVISORS LLCActive
Some overlap · 3 shared positions
$ELV$HEI$UNH
$7.1B
616 positions
#13Fiera Capital CorpActive
Some overlap · 3 shared positions
$CNI$UNH$CNQ
$29.2B
412 positions
#14MANUFACTURERS LIFE INSURANCE COMPANY, THEPassive
Slight overlap · 3 shared positions
$CNQ$UNH$ELV
$116.3B
2,805 positions
#15NATIONAL BANK OF CANADA /FI/Passive
Slight overlap · 3 shared positions
$UNH$CNI$CNQ
$111.5B
2,933 positions
#16KEB ASSET MANAGEMENT, LLCActive
Slight overlap · 3 shared positions
$UNH$BP$HEI
$522M
97 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.