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 Alphinity Investment Pty Ltd

13F Portfolio OverlapQ1 2026Alphinity Investment Pty Ltd portfolio →

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Most similar hedge funds by 13F overlap

Alphinity Investment Management Pty Ltd is an institutional investor managing $5.7B across 29 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 Alphinity Investment Pty Ltd are UNIO, BERKSHIRE HATHAWAY, James Hambro & Partners LLP, with shared positions in $ISRG, $CB, $PH, $AXP, $MCO, $KO. The full ranking of 25 similar funds is below.

#1UNIO CAPITAL LLCActive

Notable overlap · 6 shared positions

$ISRG $CB $PH $AXP $MCO $KO

$466M

21 positions

#2BERKSHIRE HATHAWAY INCSmart money

Notable overlap · 4 shared positions

$KO $CB $AXP $MCO

$263.1B

29 positions

#3James Hambro & Partners LLPActive

Notable overlap · 3 shared positions

$ISRG $KO $APH

$2.6B

57 positions

#4CENTRAL SECURITIES CORPActive

Notable overlap · 3 shared positions

$MSI $AXP $KEYS

$1.2B

30 positions

#5BOWEN HANES & CO INCActive

Notable overlap · 5 shared positions

$AXP $PH $ISRG $MSI $WELL

$4.1B

151 positions

#6Cartenna Capital, LPPassive

Notable overlap · 4 shared positions

$PH $KEYS $MSI $APH

$2.7B

47 positions

#7CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 5 shared positions

$APH $PH $ISRG $MSI $MCO

$405M

73 positions

#8ZWJ INVESTMENT COUNSEL INCPassive

Notable overlap · 4 shared positions

$KO $CB $AXP $BSX

$2.8B

241 positions

#9Navera Investment Management Ltd.Active

Notable overlap · 5 shared positions

$ISRG $APH $BSX $AXP $KO

$3.9B

56 positions

#10EDGEWOOD MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$ISRG $APH $BSX

$15.5B

87 positions

#11Talos Eurisko Asset Management LPActive

Notable overlap · 3 shared positions

$MSI $APH $KEYS

$585M

23 positions

#12HUTNER CAPITAL MANAGEMENT INCActive

Notable overlap · 4 shared positions

$KO $AXP $CB $MCO

$243M

44 positions

#13Brentview Investment Management LLCPassive

Notable overlap · 4 shared positions

$MS $PH $WELL $CRH

$231M

63 positions

#14Hi-Line Capital Management, LLCPassive

Notable overlap · 3 shared positions

$CB $CRH $AXP

$318M

32 positions

#15Reliant Investment Management, LLCPassive

Notable overlap · 3 shared positions

$CBRE $AXP $APH

$207M

53 positions

#16COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 4 shared positions

$MSI $APH $BSX $ISRG

$1.7B

87 positions

#17CHILTON INVESTMENT CO INC.Active

Notable overlap · 6 shared positions

$APH $AXP $PH $MS $CRH $MCO

$4.3B

280 positions

#18Stokes Capital Advisors, LLCPassive

Notable overlap · 4 shared positions

$AXP $KO $CB $MS

$446M

104 positions

#19MCDANIEL TERRY & COActive

Notable overlap · 3 shared positions

$APH $KO $ISRG

$1.2B

81 positions

#20LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$KO $CB $MSI

$970M

154 positions

#21Aristotle Capital Management, LLCActive

Notable overlap · 3 shared positions

$PH $MSI $KO

$47.8B

191 positions

#22Regents Gate Capital LLPActive

Notable overlap · 3 shared positions

$PH $APH $CRH

$469M

36 positions

#23Wealth High Governance Capital LtdaPassive

Notable overlap · 3 shared positions

$PH $MS $CRH

$333M

46 positions

#24Evelyn Partners Investment Management LLPActive

Notable overlap · 4 shared positions

$CRH $CB $KO $ISRG

$3.7B

410 positions

#25ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 3 shared positions

$APH $AXP $CB

$1.7B

86 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.