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Hedge Funds Similar to MMBG INVESTMENT ADVISORS

13F Portfolio OverlapQ1 2026MMBG INVESTMENT ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

MMBG INVESTMENT ADVISORS CO. is an institutional investor managing $1.1B across 172 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 MMBG INVESTMENT ADVISORS are Employees Provident Fund Board, DB Fitzpatrick & ,, MUFG Securities EMEA plc, with shared positions in $MU, $CRM, $BAC, $UBER, $DIS, $UNH. The full ranking of 25 similar funds is below.

#1Employees Provident Fund BoardActive
Some overlap · 6 shared positions
$MU$CRM$BAC$UBER$DIS$UNH
$13.2B
70 positions
#2DB Fitzpatrick & Co, IncActive
Some overlap · 7 shared positions
$SHW$CRM$ETN$TMO$SBUX$DHR
$117M
106 positions
#3MUFG Securities EMEA plcActive
Some overlap · 7 shared positions
$MU$BAC$SHOP$CRM$DHR$UNH
$6.7B
551 positions
#4Beech Hill Advisors, Inc.Passive
Some overlap · 6 shared positions
$MU$CRM$UBER$ETN$DIS$UNH
$200M
94 positions
#5PeakShares LLCPassive
Some overlap · 6 shared positions
$MU$CRM$UBER$TMO$MAR$MCD
$109M
116 positions
#6Westside Investment Management, Inc.Passive
Some overlap · 6 shared positions
$CRM$UBER$MU$SHOP$SHW$WT
$653M
1,477 positions
#7Everest Financial Group LLCPassive
Some overlap · 6 shared positions
$MU$CRM$UBER$ETN$MAR$UNH
$607M
199 positions
#8S-Bank Fund Management LtdActive
Some overlap · 6 shared positions
$CRM$MU$BAC$TMO$DHR$MCD
$671M
178 positions
#9Parsonex Advisory Services, Inc.Passive
Some overlap · 7 shared positions
$CRM$BAC$UBER$ETN$UNH$DIS
$102M
56 positions
#10PARNASSUS INVESTMENTS, LLCActive
Some overlap · 6 shared positions
$BAC$CRM$SHW$TMO$MAR$DHR
$34.1B
135 positions
#11First Washington CORPActive
Some overlap · 5 shared positions
$MU$BAC$UBER$ETN$BABA
$353M
50 positions
#12StoneCrest Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$SHW$MU$TMO$SHOP$UBER
$236M
73 positions
#13Consolidated Investment Group LLCActive
Some overlap · 6 shared positions
$MU$BAC$ETN$TMO$MAR$UNH
$922M
77 positions
#14Capital Group Investment Management Pte. Ltd.Passive
Some overlap · 6 shared positions
$BAC$MU$SHOP$TMO$MELI$SBUX
$585M
140 positions
#15CAPITAL INTERNATIONAL LTD /CA/Active
Some overlap · 6 shared positions
$BAC$MU$SHOP$TMO$MELI$SBUX
$2.7B
146 positions
#16Torrey Growth & Income AdvisorsActive
Some overlap · 6 shared positions
$CRM$SHOP$UBER$BAC$MAR$UNH
$239M
110 positions
#17ASAHI LIFE ASSET MANAGEMENT CO., LTD.Passive
Some overlap · 6 shared positions
$SHW$CRM$MU$BAC$UNH$MCD
$155M
150 positions
#18AMF Tjanstepension ABActive
Some overlap · 6 shared positions
$CRM$BAC$ETN$BABA$MELI$MCD
$15.1B
117 positions
#19Nan Shan Life Insurance Co., Ltd.Active
Some overlap · 6 shared positions
$BAC$CRM$UBER$ETN$DIS$UNH
$2.8B
87 positions
#20NWF Advisory Services Inc.Passive
Some overlap · 6 shared positions
$MU$BAC$BABA$MAR$DIS$UNH
$886M
411 positions
#21Crake Asset Management LLPSmart money
Some overlap · 5 shared positions
$MU$CRM$BAC$DIS$UNH
$2.9B
20 positions
#22Generali Powszechne Towarzystwo EmerytalneActive
Some overlap · 6 shared positions
$MU$CRM$MELI$DHR$UNH$MCD
$566M
28 positions
#23CHAPMAN FINANCIAL GROUP, LLCPassive
Some overlap · 6 shared positions
$BAC$UBER$TMO$CRM$WT$MCD
$140M
265 positions
#24Blue Zone Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$SHW$CRM$TMO$BABA$UNH
$491M
130 positions
#25SIG BROKERAGE, LPPassive
Some overlap · 4 shared positions
$SHW$MU$BAC$UNH
$3.8B
769 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.