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

13F Portfolio OverlapQ2 2026United Super Pty Ltd in its capacity as Trustee for the Cons portfolio →
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Most similar hedge funds by 13F overlap

United Super Pty Ltd in its capacity as Trustee for the Cons is an institutional investor managing $5.6B across 184 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 United Super Pty Ltd in its capacity as Trustee for the Cons are LSV ASSET, Pacer Advisors, 1834 INVESTMENT ADVISORS, with shared positions in $C, $QCOM, $DELL, $BMY, $VZ, $T. The full ranking of 25 similar funds is below.

#1LSV ASSET MANAGEMENTActive
Notable overlap · 10 shared positions
$C$QCOM$DELL$BMY$VZ$T
$55.1B
889 positions
#2Pacer Advisors, Inc.Passive
Some overlap · 8 shared positions
$QCOM$BMY$VZ$ADBE$CRM$CCZ
$39.3B
2,614 positions
#31834 INVESTMENT ADVISORS COPassive
Some overlap · 7 shared positions
$QCOM$BMY$TXN$C$VZ$CCZ
$886M
232 positions
#4Chesley Taft & Associates LLCPassive
Some overlap · 7 shared positions
$APH$ABT$C$TMO$AZO$WFC
$2.6B
365 positions
#5ADAPT Investment Managers SAActive
Some overlap · 8 shared positions
$DELL$ADBE$CRM$VZ$GILD$WFC
$12.6B
133 positions
#6EDGAR LOMAX CO/VAActive
Some overlap · 7 shared positions
$BMY$ABT$TXN$CCZ$GILD$T
$1.3B
58 positions
#7DEARBORN PARTNERS LLCPassive
Some overlap · 6 shared positions
$APH$QCOM$ABT$TXN$RSG$VZ
$1.8B
269 positions
#8COMPASS CAPITAL MANAGEMENT, INCActive
Some overlap · 5 shared positions
$LIN$APH$TMO$QCOM$MAR
$1.7B
91 positions
#9Retail Employees Superannuation Pty Ltd as trustee for RetaiActive
Some overlap · 5 shared positions
$LIN$APH$TMO$MSCI$MCO
$393M
29 positions
#10CHIRON CAPITAL MANAGEMENT, LLCPassive
Some overlap · 7 shared positions
$BMY$TMO$ADBE$VZ$CRM$CCZ
$101M
125 positions
#11Local Pensions Partnership Investment LtdActive
Some overlap · 6 shared positions
$APH$TMO$TXN$MCO$AZO$MSCI
$4.8B
33 positions
#12BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$LIN$APH$TMO$TXN$VZ
$529M
72 positions
#13WealthBridge Investment Counsel Inc.Active
Some overlap · 6 shared positions
$C$TMO$ABT$MSCI$VZ$GILD
$377M
44 positions
#14VIKING FUND MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$C$QCOM$BMY$DELL$VZ$T
$1.1B
141 positions
#15Railway Pension Investments LtdActive
Some overlap · 6 shared positions
$APH$TMO$QCOM$TXN$GILD$BMY
$8.0B
102 positions
#16Palouse Capital Management, Inc.Passive
Some overlap · 6 shared positions
$C$QCOM$TXN$DELL$VZ$T
$160M
124 positions
#17Sky Investment Group LLCPassive
Some overlap · 5 shared positions
$LIN$TMO$ABT$TXN$DELL
$637M
146 positions
#18SECURITY NATIONAL BANK OF SO DAKPassive
Some overlap · 5 shared positions
$LIN$TMO$QCOM$ABT$VZ
$217M
287 positions
#19ALBION FINANCIAL GROUP /UTPassive
Some overlap · 6 shared positions
$APH$C$TMO$TXN$QCOM$RSG
$1.8B
792 positions
#20McKinley Carter Wealth Services, Inc.Active
Some overlap · 5 shared positions
$LIN$APH$C$DELL$TXN
$2.0B
323 positions
#21Canoe Financial LPActive
Some overlap · 6 shared positions
$TMO$MSCI$TXN$MCO$AZO$WFC
$8.3B
120 positions
#22NORRIS PERNE & FRENCH LLP/MIActive
Some overlap · 5 shared positions
$LIN$TMO$ABT$MCO$ADBE
$2.3B
156 positions
#23BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$LIN$TMO$ABT$QCOM$APH$CRM
$8.0B
1,334 positions
#24CAMDEN NATIONAL BANKPassive
Some overlap · 5 shared positions
$LIN$TMO$TXN$RSG$ADBE
$767M
184 positions
#25Roberts Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$LIN$TMO$QCOM$VZ$CRM
$445M
108 positions

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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.