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Hedge Funds Similar to Mirabaud Asset Ltd

13F Portfolio OverlapQ1 2026Mirabaud Asset Ltd portfolio →
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Most similar hedge funds by 13F overlap

Mirabaud Asset Management Ltd is an institutional investor managing $121M across 32 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 Mirabaud Asset Ltd are Brentview Investment, Wealth Planning,, London & Asset Ltd, with shared positions in $CME, $NEE, $TJX, $UNP, $CRH, $MDT. The full ranking of 25 similar funds is below.

#1Brentview Investment Management LLC
Notable overlap · 6 shared positions
$CME$NEE$TJX$UNP$CRH$MDT
$231M
63 positions
#2Capital Wealth Planning, LLC
Notable overlap · 5 shared positions
$CME$TJX$AXP$IBM$MDT
$18.1B
151 positions
#3London & Capital Asset Management Ltd
Notable overlap · 3 shared positions
$CME$FERG$IBM
$9.2B
223 positions
#4CINCINNATI FINANCIAL CORPActive
Notable overlap · 4 shared positions
$CME$TJX$ADI$AMT
$5.0B
55 positions
#5Shelter Mutual Insurance CoPassive
Notable overlap · 5 shared positions
$CME$AXP$UNP$NEE$IBM
$450M
58 positions
#6Stokes Capital Advisors, LLCPassive
Notable overlap · 5 shared positions
$TJX$AXP$NEE$UNP$IBM
$446M
104 positions
#7Wallington Asset Management, LLCActive
Notable overlap · 6 shared positions
$TJX$UNP$PANW$CMI$AMT$MDT
$752M
61 positions
#8Mirova US LLCActive
Notable overlap · 3 shared positions
$NEE$TJX$PANW
$8.8B
42 positions
#9Hamilton Point Investment Advisors, LLCPassive
Notable overlap · 5 shared positions
$AXP$TJX$NEE$CMI$IBM
$649M
186 positions
#10AVITY INVESTMENT MANAGEMENT INC.Active
Notable overlap · 4 shared positions
$NEE$TJX$PANW$IBM
$1.4B
114 positions
#11Wilkinson Global Asset Management LLCActive
Notable overlap · 4 shared positions
$UNP$TJX$WSO$ADI
$1.3B
60 positions
#12WINDWARD CAPITAL MANAGEMENT CO /CAActive
Notable overlap · 4 shared positions
$NEE$CME$TJX$CMI
$1.2B
69 positions
#13Renaissance Investment Group LLCActive
Notable overlap · 4 shared positions
$TJX$CRH$NEE$UNP
$465M
81 positions
#14PineStone Asset Management Inc.Active
Notable overlap · 3 shared positions
$CME$TJX$ADI
$14.2B
44 positions
#15Harrison Street Private Wealth LLCActive
Notable overlap · 3 shared positions
$UNP$NEE$AMT
$76M
21 positions
#16HFR Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$TJX$NEE$UNP
$407M
49 positions
#17CAMBIAR INVESTORS LLCPassive
Notable overlap · 5 shared positions
$UNP$CME$AXP$TJX$MDT
$2.2B
145 positions
#18Constitution Capital LLCActive
Notable overlap · 4 shared positions
$NEE$UNP$AXP$TJX
$200M
61 positions
#19Egerton Capital (UK) LLPActive
Notable overlap · 3 shared positions
$CME$CRH$FERG
$9.0B
24 positions
#20Aull & Monroe Investment Management CorpPassive
Notable overlap · 5 shared positions
$CME$NEE$CMI$UNP$IBM
$215M
125 positions
#21Robbins FarleyPassive
Notable overlap · 4 shared positions
$TJX$NEE$IBM$DLR
$226M
143 positions
#22Altshuler Shaham Ltd
Notable overlap · 5 shared positions
$PANW$CRH$NEE$IBM$ADI
$5.5B
443 positions
#23Manchester Global Management (UK) Ltd
Notable overlap · 3 shared positions
$FERG$CRH$ADI
$749M
23 positions
#24Dempze Nancy EPassive
Notable overlap · 5 shared positions
$TJX$AXP$ADI$IBM$NEE
$182M
92 positions
#25Socorro Asset Management LP
Some overlap · 3 shared positions
$NEE$FERG$AMT
$221M
32 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.