13F Pro

Hedge Funds Similar to Infusive Asset

13F Portfolio OverlapQ2 2026Infusive Asset portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Infusive Asset Management Inc. is an institutional investor managing $220M across 30 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 Infusive Asset are HS Partners, AlpenGlobal, Focused Investors, with shared positions in $AXP, $MCD, $BKNG, $DIS, $UBER, $SPOT. The full ranking of 25 similar funds is below.

#1HS Management Partners, LLCActive
Notable overlap · 6 shared positions
$AXP$MCD$BKNG$DIS$UBER$SPOT
$291M
24 positions
#2AlpenGlobal Capital LLCActive
Notable overlap · 7 shared positions
$AXP$BKNG$RACE$DIS$ADBE$UBER
$156M
35 positions
#3Focused Investors LLCActive
Notable overlap · 4 shared positions
$AXP$MCD$LOW$DIS
$3.0B
23 positions
#4Unison Asset Management LLCActive
Notable overlap · 6 shared positions
$AXP$BKNG$LOW$SPOT$ADBE$UBER
$246M
32 positions
#5Longview Partners (Guernsey) LTDActive
Notable overlap · 3 shared positions
$AXP$BKNG$CRM
$6.2B
23 positions
#6RD Finance LtdActive
Notable overlap · 5 shared positions
$BKNG$UBER$CRM$BABA$ADBE
$101M
27 positions
#7Foyston, Gordon, & Payne IncPassive
Notable overlap · 4 shared positions
$BKNG$AXP$CRM$UBER
$468M
68 positions
#8Dundas Partners LLPActive
Notable overlap · 3 shared positions
$AXP$BKNG$CRM
$1.4B
31 positions
#9Glassy Mountain Advisors, Inc.Passive
Notable overlap · 5 shared positions
$BKNG$LOW$CRM$DIS$ADBE
$366M
76 positions
#10L1 Capital International Pty LtdActive
Notable overlap · 3 shared positions
$BKNG$AXP$UBER
$1.7B
21 positions
#11CEERA INVESTMENTS, LLCPassive
Notable overlap · 4 shared positions
$AXP$CRM$UBER$ADBE
$236M
101 positions
#12Financial Avengers, Inc.
Notable overlap · 4 shared positions
$AXP$DIS$VZ$ADBE
$241M
155 positions
#13Pekao Towarzystwo Funduszy Inwestycyjnych S.A.Passive
Notable overlap · 4 shared positions
$BKNG$CL$UBER$SPOT
$157M
85 positions
#14CFC Planning Co LLCPassive
Notable overlap · 4 shared positions
$AXP$DIS$CRM$VZ
$171M
71 positions
#15Maj Invest Holding A/SActive
Notable overlap · 4 shared positions
$AXP$LOW$HPQ$BABA
$2.2B
40 positions
#16Trust Co of KansasActive
Some overlap · 4 shared positions
$BKNG$LOW$DIS$CL
$195M
59 positions
#17Holowesko Partners Ltd.Active
Some overlap · 3 shared positions
$AXP$DIS$BABA
$395M
34 positions
#18Sterling Wealth Management, Inc.Active
Some overlap · 3 shared positions
$MCD$AXP$CL
$402M
116 positions
#19Capital Wealth Planning, LLCActive
Some overlap · 3 shared positions
$AXP$MCD$VZ
$20.0B
154 positions
#20NOESIS CAPITAL MANGEMENT CORPActive
Some overlap · 3 shared positions
$AXP$LOW$DIS
$832M
124 positions
#21Martin Investment Management, LLCActive
Some overlap · 3 shared positions
$AXP$BKNG$ADBE
$300M
47 positions
#22GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 3 shared positions
$AXP$LOW$BKNG
$906M
153 positions
#23Drexel Morgan & Co.Active
Some overlap · 5 shared positions
$AXP$DIS$VZ$MCD$CL
$719M
60 positions
#24MOUNT VERNON ASSOCIATES INC /MD/Active
Some overlap · 4 shared positions
$AXP$UBER$SPOT$VZ
$153M
62 positions
#25Barden Capital Management, Inc.Passive
Some overlap · 5 shared positions
$CL$BKNG$UBER$ADBE$BABA
$108M
53 positions

Compare Infusive Asset’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 Infusive Asset’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.