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Hedge Funds Similar to Perpetual Ltd

13F Portfolio OverlapQ2 2026Perpetual Ltd portfolio →
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Most similar hedge funds by 13F overlap

Perpetual Ltd is an institutional investor managing $7.0B across 419 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 Perpetual Ltd are Harrison Street Private Wealth, BARROW HANLEY MEWHINNEY & STRAUSS, Partners Group Holding AG, with shared positions in $SRE, $ATO, $UNP, $CSX, $AMT, $XEL. The full ranking of 25 similar funds is below.

#1Harrison Street Private Wealth LLCActive
Notable overlap · 6 shared positions
$SRE$ATO$UNP$CSX$AMT$XEL
$71M
21 positions
#2BARROW HANLEY MEWHINNEY & STRAUSS LLCPassive
Notable overlap · 10 shared positions
$APTV$FCX$TEL$GEHC$HPE$PNW
$33.0B
369 positions
#3Partners Group Holding AGActive
Notable overlap · 6 shared positions
$ATO$SRE$UNP$NU$CSX$AMT
$1.5B
52 positions
#4Magellan Asset Management LtdActive
Notable overlap · 7 shared positions
$SRE$UNP$TMO$ICE$CSX$AMT
$4.5B
78 positions
#5Slate Path Capital LPActive
Notable overlap · 6 shared positions
$UNP$APTV$FCX$CSX$HPE$HUM
$7.2B
40 positions
#6MANGROVE PARTNERS IM, LLCPassive
Notable overlap · 6 shared positions
$UNP$APTV$TIGO$FIS$NWS$KDP
$1.5B
426 positions
#7Ilex Capital Partners (UK) LLPActive
Notable overlap · 5 shared positions
$FLUT$PM$TMO$CRH$KDP
$4.9B
147 positions
#8Socorro Asset Management LPActive
Notable overlap · 5 shared positions
$SRE$ICE$FERG$AMT$XEL
$223M
33 positions
#9Skylands Capital, LLCPassive
Some overlap · 6 shared positions
$UNP$ADBE$GEHC$CSX$B$AMT
$814M
166 positions
#10Foresight Group Ltd Liability PartnershipPassive
Some overlap · 4 shared positions
$TEL$APTV$TMO$AMT
$556M
62 positions
#11Renaissance Investment Group LLCPassive
Some overlap · 4 shared positions
$CRH$TEL$TMO$UNP
$508M
84 positions
#12Canoe Financial LPActive
Some overlap · 5 shared positions
$PM$TMO$CTVA$EMR$ICE
$8.1B
110 positions
#13SWP Investment Management LLCPassive
Some overlap · 4 shared positions
$PM$FCX$UNP$EMR
$145M
43 positions
#14SMA Capital LLCPassive
Some overlap · 4 shared positions
$CRH$UNP$CSX$CTVA
$238M
121 positions
#15Koa Wealth Management, LLCActive
Some overlap · 5 shared positions
$PM$ICE$TMO$B$AMT
$147M
54 positions
#16Oliver Luxxe Assets LLCPassive
Some overlap · 5 shared positions
$PM$TEL$FCX$BKR$XEL
$680M
199 positions
#17CAMBIAR INVESTORS LLCActive
Some overlap · 4 shared positions
$UNP$SRE$APTV$ICE
$2.3B
150 positions
#18ANCHOR CAPITAL ADVISORS LLCPassive
Some overlap · 6 shared positions
$CRH$CTVA$TEL$FERG$KDP$XEL
$3.6B
244 positions
#19Cravens & Co Advisors, LLCActive
Some overlap · 4 shared positions
$ATO$PM$UNP$MELI
$149M
67 positions
#20HARRIS ASSOCIATES L PActive
Some overlap · 5 shared positions
$ICE$UNP$CTVA$GEHC$KDP
$75.4B
162 positions
#21Turas Capital Management LPPassive
Some overlap · 4 shared positions
$BKR$UNP$CSX$FCX
$218M
59 positions
#22Athena Wealth Management, LLCActive
Some overlap · 5 shared positions
$FCX$PM$TMO$CTVA$MELI
$134M
104 positions
#23Mill Capital Management, LLCActive
Some overlap · 5 shared positions
$UNP$TMO$ICE$PM$AMT
$1.5B
128 positions
#24Capital Innovations LLCPassive
Some overlap · 4 shared positions
$SRE$UNP$AMT$XEL
$385M
51 positions
#25Canal Capital Management, LLCPassive
Some overlap · 5 shared positions
$PM$UNP$CRH$FERG$AMT
$819M
220 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.