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Hedge Funds Similar to Act Two Investors

13F Portfolio OverlapQ1 2026Act Two Investors portfolio →
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Most similar hedge funds by 13F overlap

Act Two Investors LLC is an institutional investor managing $453M across 36 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 Act Two Investors are Magellan Asset Ltd, Walter Public Investments, Evelyn Partners Asset Ltd, with shared positions in $ES, $INTU, $SYK, $DIS, $IQV, $MCK. The full ranking of 25 similar funds is below.

#1Magellan Asset Management LtdActive
Some overlap · 3 shared positions
$ES$INTU$SYK
$7.7B
79 positions
#2Walter Public Investments Inc.Passive
Some overlap · 4 shared positions
$DIS$IQV$MCK$CP
$418M
48 positions
#3Evelyn Partners Asset Management LtdPassive
Some overlap · 6 shared positions
$ADP$DIS$INTU$SYK$MCD$BKNG
$406M
308 positions
#4VIKING GLOBAL INVESTORS LPActive
Some overlap · 5 shared positions
$DIS$TMUS$TMO$MCD$AON
$35.7B
77 positions
#5Lindsell Train LtdSmart money
Some overlap · 5 shared positions
$DIS$INTU$TMO$CP$AXP
$3.1B
27 positions
#6NICHOLS & PRATT ADVISERS LLP /MAActive
Some overlap · 5 shared positions
$ADP$IQV$INTU$SYK$TMO
$1.5B
105 positions
#7KEYSTONE INVESTORS PTE LTD
Some overlap · 3 shared positions
$IQV$SNOW$MCD
$1.1B
77 positions
#8Suncoast Equity ManagementActive
Some overlap · 5 shared positions
$ADP$MCK$INTU$SYK$AON
$833M
101 positions
#9Bey-Douglas LLCPassive
Some overlap · 5 shared positions
$ADP$MCK$INTU$SYK$BKNG
$115M
56 positions
#10WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 3 shared positions
$DIS$ADP$SYK
$2.1B
122 positions
#11Graphene Investments SASPassive
Some overlap · 3 shared positions
$TMUS$IQV$MCK
$149M
44 positions
#12William Allan CorpPassive
Some overlap · 5 shared positions
$ADP$DIS$INTU$SYK$AXP
$169M
59 positions
#13Cornerstone Investment Partners, LLCActive
Some overlap · 4 shared positions
$IQV$MCK$TMO$AXP
$2.4B
291 positions
#14Longview Partners (Guernsey) LTDActive
Some overlap · 5 shared positions
$IQV$TMO$AON$BKNG$AXP
$7.1B
25 positions
#15Evelyn Partners Investment Management Services LtdPassive
Some overlap · 7 shared positions
$ADP$INTU$DIS$SYK$TMO$MCD
$850M
281 positions
#16SCHARF INVESTMENTS, LLCActive
Some overlap · 7 shared positions
$DIS$MCK$TMO$CNI$AON$CP
$3.2B
70 positions
#17Ardmore Road Asset Management LPPassive
Some overlap · 3 shared positions
$TMUS$INTU$BKNG
$1.5B
64 positions
#18Baker Chad RActive
Some overlap · 3 shared positions
$TMUS$ADP$SYK
$530M
56 positions
#19ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 6 shared positions
$ADP$DIS$SYK$TMO$MCD$AXP
$1.7B
86 positions
#20Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 4 shared positions
$MCK$ADP$DIS$SYK
$974M
782 positions
#21AdvisorShares Investments LLCPassive
Some overlap · 5 shared positions
$MCK$SNOW$SYK$INTU$TMO
$549M
280 positions
#22LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive
Some overlap · 5 shared positions
$DIS$CNI$TMO$CP$MCD
$343M
59 positions
#23Vertrix Wealth Management, LLCPassive
Some overlap · 6 shared positions
$MCK$SNOW$TMUS$TMO$MCD$AXP
$272M
95 positions
#24Boit C F DavidPassive
Some overlap · 5 shared positions
$ADP$INTU$SYK$TMO$MCD
$225M
117 positions
#25Dundas Partners LLPActive
Some overlap · 6 shared positions
$ADP$INTU$SYK$TMO$BKNG$AXP
$1.3B
49 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.