13F Pro

Hedge Funds Similar to London & Asset Ltd

13F Portfolio OverlapQ2 2026London & Asset Ltd portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

London & Capital Asset Management Ltd is an institutional investor managing $10.9B across 203 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 London & Asset Ltd are WILSON ASSET (INTERNATIONAL) PTY LTD, CANTILLON, Spinecap SAS, with shared positions in $TMO, $SNPS, $FERG, $ICE, $GRAB, $PWR. The full ranking of 25 similar funds is below.

#1WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTDActive
Notable overlap · 6 shared positions
$TMO$SNPS$FERG$ICE$GRAB$PWR
$364M
37 positions
#2CANTILLON CAPITAL MANAGEMENT LLCActive
Notable overlap · 5 shared positions
$IBKR$FERG$ICE$CME$CP
$665M
27 positions
#3Spinecap SASActive
Notable overlap · 3 shared positions
$TMO$SNPS$ICE
$335M
16 positions
#4PARNASSUS INVESTMENTS, LLCActive
Notable overlap · 6 shared positions
$TMO$FERG$SNPS$ICE$VMC$MRSH
$37.4B
135 positions
#559 North Capital Management, LPActive
Notable overlap · 3 shared positions
$FERG$COF$VMC
$4.5B
19 positions
#6MCRAE CAPITAL MANAGEMENT INCPassive
Notable overlap · 5 shared positions
$URI$TMO$MRSH$PWR$ZTS
$508M
113 positions
#7Retail Employees Superannuation Pty Ltd as trustee for RetaiActive
Notable overlap · 3 shared positions
$TMO$SNPS$ICE
$373M
28 positions
#8Veritas Asset Management LLPActive
Notable overlap · 4 shared positions
$TMO$ICE$VMC$CP
$5.6B
21 positions
#9Bronte Capital Management Pty Ltd.Active
Notable overlap · 3 shared positions
$IBKR$COF$NEM
$931M
57 positions
#10GFI Investment Counsel Ltd.Active
Notable overlap · 3 shared positions
$FERG$IBKR$AXP
$737M
30 positions
#11YCG, LLCActive
Notable overlap · 4 shared positions
$MRSH$CME$VMC$CP
$1.1B
41 positions
#12BAUPOST GROUP LLC/MAActive
Notable overlap · 3 shared positions
$FERG$CME$EXP
$5.4B
23 positions
#13WINMILL & CO. INCActive
Notable overlap · 3 shared positions
$IBKR$URI$WPM
$452M
56 positions
#14Vancity Investment Management LtdPassive
Notable overlap · 5 shared positions
$ICE$FERG$MRSH$CME$MELI
$666M
92 positions
#15Dixon Mitchell Investment Counsel Inc.Active
Some overlap · 5 shared positions
$TMO$ICE$MELI$CP$WPM
$3.1B
144 positions
#16HARRIS ASSOCIATES L PActive
Some overlap · 3 shared positions
$COF$ICE$MRSH
$75.4B
162 positions
#17America First Investment Advisors, LLCActive
Some overlap · 3 shared positions
$TMO$CME$SLB
$539M
45 positions
#18GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Some overlap · 3 shared positions
$URI$SNPS$TMO
$372M
82 positions
#19SCHARF INVESTMENTS, LLCActive
Some overlap · 7 shared positions
$CME$MRSH$TMO$MELI$SLB$ZTS
$3.0B
79 positions
#20Phraction Management LLCActive
Some overlap · 4 shared positions
$TMO$SNPS$ICE$FERG
$596M
66 positions
#21Wesleyan Assurance SocietyActive
Some overlap · 4 shared positions
$FERG$URI$MRSH$AXP
$2.0B
109 positions
#22FLOSSBACH VON STORCH SEActive
Some overlap · 4 shared positions
$TMO$ICE$MELI$ZTS
$22.1B
106 positions
#23Egerton Capital (UK) LLPActive
Some overlap · 3 shared positions
$IBKR$FERG$VMC
$10.4B
23 positions
#24Axxion S.A.Passive
Some overlap · 6 shared positions
$IBKR$YUMC$MELI$FERG$NEM$CCJ
$1.4B
529 positions
#25Longview Partners (Guernsey) LTDActive
Some overlap · 3 shared positions
$TMO$CME$AXP
$6.2B
23 positions

Compare London & Asset Ltd’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 London & Asset Ltd’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.