How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to United Super Pty Ltd in its capacity as Trustee for the Cons

13F Portfolio OverlapQ1 2026United Super Pty Ltd in its capacity as Trustee for the Cons portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

United Super Pty Ltd in its capacity as Trustee for the Cons is an institutional investor managing $5.3B across 185 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 United Super Pty Ltd in its capacity as Trustee for the Cons are Brandywine Global Investment ,, First Pacific Advisors,, Griffith & Werner,, with shared positions in $C, $VZ, $CCZ, $T, $WFC, $CRM. The full ranking of 25 similar funds is below.

#1Brandywine Global Investment Management, LLC

Notable overlap · 9 shared positions

$C $VZ $CCZ $T $WFC $CRM

$14.9B

601 positions

#2First Pacific Advisors, LPActive

Notable overlap · 5 shared positions

$C $TMO $MAR $CCZ $WFC

$7.1B

86 positions

#3Griffith & Werner, Inc.Active

Notable overlap · 5 shared positions

$C $VZ $T $GILD $WFC

$202M

72 positions

#4FLOSSBACH VON STORCH SEActive

Notable overlap · 8 shared positions

$LIN $ABT $TMO $APH $ACN $ICE

$21.4B

109 positions

#5Round Hill Asset ManagementPassive

Notable overlap · 7 shared positions

$C $BMY $CCZ $T $MCO $ICE

$153M

62 positions

#6CERTUITY, LLCPassive

Some overlap · 6 shared positions

$C $VZ $WFC $T $BMY $MAR

$1.5B

659 positions

#7AMERICAN FINANCIAL GROUP INCActive

Some overlap · 4 shared positions

$C $BMY $CRM $CCZ

$270M

71 positions

#8PARNASSUS INVESTMENTS, LLCActive

Some overlap · 6 shared positions

$LIN $MAR $TMO $AZO $CRM $ICE

$34.1B

135 positions

#9CARDEROCK CAPITAL MANAGEMENT INCPassive

Some overlap · 6 shared positions

$LIN $LRCX $TMO $MCO $APH $ISRG

$405M

73 positions

#10THORNBURG INVESTMENT MANAGEMENT INCActive

Some overlap · 4 shared positions

$C $LIN $T $ADBE

$9.6B

171 positions

#11COMPASS CAPITAL MANAGEMENT, INCActive

Some overlap · 7 shared positions

$LIN $TMO $APH $MAR $ACN $ICE

$1.7B

87 positions

#12Nippon Life Global Investors Americas, Inc.Active

Some overlap · 5 shared positions

$C $LIN $LRCX $APH $ICE

$2.2B

106 positions

#13MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$C $VZ $T $WFC

$220M

148 positions

#14CHIRON CAPITAL MANAGEMENT, LLCPassive

Some overlap · 7 shared positions

$VZ $ADBE $BMY $CRM $GILD $CCZ

$98M

117 positions

#15Skyview Financial Group LLC

Some overlap · 4 shared positions

$C $TMO $HCA $BMY

$97M

57 positions

#16WINDWARD CAPITAL MANAGEMENT CO /CAActive

Some overlap · 6 shared positions

$LIN $MAR $TMO $CRM $ACN $CCZ

$1.2B

69 positions

#17EDGAR LOMAX CO/VAActive

Some overlap · 7 shared positions

$ABT $BMY $CCZ $T $GILD $ACN

$1.4B

56 positions

#18Eastover Investment Advisors LLCPassive

Some overlap · 4 shared positions

$C $CRM $ISRG $RSG

$233M

50 positions

#19Nexus Investment Management ULCActive

Some overlap · 6 shared positions

$C $TMO $GILD $VZ $T $ABT

$715M

70 positions

#20Gibraltar Capital Management, Inc.Active

Some overlap · 6 shared positions

$MAR $TMO $ADBE $BMY $CRM $WFC

$581M

125 positions

#21Grantham, Mayo, Van Otterloo & Co. LLCActive

Some overlap · 6 shared positions

$LRCX $ABT $TMO $CRM $ISRG $ACN

$39.1B

628 positions

#22Provident Living Financial Services, Inc.Active

Some overlap · 3 shared positions

$C $VZ $T

$91M

48 positions

#23Retail Employees Superannuation Pty Ltd as trustee for RetaiActive

Some overlap · 6 shared positions

$LIN $TMO $MSCI $ISRG $WFC $ICE

$672M

27 positions

#24Mill Capital Management, LLCActive

Some overlap · 8 shared positions

$LIN $TMO $CRM $APH $ICE $LRCX

$1.3B

130 positions

#25DoubleLine ETF Adviser LPPassive

Some overlap · 7 shared positions

$VZ $CCZ $T $TMO $ABT $GILD

$263M

176 positions

Compare United Super Pty Ltd in its capacity as Trustee for the Cons’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View United Super Pty Ltd in its capacity as Trustee for the Cons’s holdings

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.