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 London & Asset Ltd

13F Portfolio OverlapQ1 2026London & Asset Ltd portfolio →

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Most similar hedge funds by 13F overlap

London & Capital Asset Management Ltd is an institutional investor managing $9.2B across 223 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 London & Asset Ltd are CANTILLON, WILSON ASSET (INTERNATIONAL) PTY LTD, Longview Partners (Guernsey) LTD, with shared positions in $IBKR, $ICE, $CME, $FERG, $TMO, $CP. The full ranking of 25 similar funds is below.

#1CANTILLON CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$IBKR $ICE $CME $FERG $TMO $CP

$15.1B

38 positions

#2WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTDPassive

Notable overlap · 5 shared positions

$TMO $ICE $SNPS $FERG $PWR

$354M

43 positions

#3Longview Partners (Guernsey) LTDActive

Notable overlap · 4 shared positions

$TMO $CME $UNH $MRSH

$7.1B

25 positions

#4KELLY LAWRENCE W & ASSOCIATES INC/CAActive

Notable overlap · 4 shared positions

$ICE $AMD $COF $UNH

$360M

124 positions

#5Bristol Gate Capital Partners Inc.Active

Notable overlap · 4 shared positions

$IBKR $GE $TMO $CP

$1.6B

31 positions

#6One Madison Group LLCActive

Notable overlap · 4 shared positions

$GEV $GE $FERG $IBKR

$866M

28 positions

#7HFM Investment Advisors, LLCActive

Notable overlap · 6 shared positions

$GE $GEV $IBM $AMD $GEHC $TMO

$260M

1,210 positions

#8Codex Capital Asset Management L.L.C.Active

Notable overlap · 4 shared positions

$GEV $GE $TMO $GEHC

$259M

31 positions

#9PARNASSUS INVESTMENTS, LLCActive

Notable overlap · 7 shared positions

$ICE $TMO $FERG $SNPS $AMD $VMC

$34.1B

135 positions

#10Gunderson Capital Management Inc.Passive

Notable overlap · 5 shared positions

$GEV $AMD $GE $LNG $PWR

$239M

46 positions

#11Veritas Asset Management LLPActive

Notable overlap · 5 shared positions

$TMO $ICE $UNH $CP $ZTS

$5.9B

21 positions

#12EMINENCE CAPITAL, LPActive

Notable overlap · 4 shared positions

$FERG $SNPS $AMD $MRSH

$4.4B

33 positions

#13Andrew Hill Investment Advisors, Inc.Passive

Notable overlap · 5 shared positions

$GEV $GE $IBM $AMD $ZTS

$112M

54 positions

#14DUTCH ASSET CorpPassive

Notable overlap · 8 shared positions

$IBKR $AMD $IBM $GEV $TMO $MELI

$149M

95 positions

#15Spinecap SASActive

Notable overlap · 3 shared positions

$TMO $ICE $SNPS

$272M

15 positions

#16Egerton Capital (UK) LLPActive

Notable overlap · 4 shared positions

$IBKR $CME $FERG $VMC

$9.0B

24 positions

#17MCRAE CAPITAL MANAGEMENT INCActive

Notable overlap · 7 shared positions

$TMO $MRSH $URI $UNH $IBM $ZTS

$482M

106 positions

#18GUARDCAP ASSET MANAGEMENT LtdSmart money

Notable overlap · 4 shared positions

$CME $YUMC $UNH $MELI

$1.7B

27 positions

#19Southpoint Capital Advisors LPActive

Notable overlap · 4 shared positions

$TMO $AMD $FERG $ZTS

$4.9B

41 positions

#20Next Level Private LLCPassive

Notable overlap · 3 shared positions

$GE $GEV $IBM

$443M

175 positions

#21SCHARF INVESTMENTS, LLCActive

Notable overlap · 7 shared positions

$CME $MRSH $TMO $UNH $ZTS $SLB

$3.2B

70 positions

#22CAPITAL MANAGEMENT ASSOCIATES /NY/Passive

Notable overlap · 7 shared positions

$GEV $IBM $TMO $SLB $LNG $USB

$60M

36 positions

#23America First Investment Advisors, LLCActive

Notable overlap · 4 shared positions

$CME $TMO $SLB $USB

$536M

41 positions

#24Mirabaud Asset Management LtdPassive

Notable overlap · 3 shared positions

$CME $FERG $IBM

$121M

32 positions

#25Settian Capital LPActive

Notable overlap · 5 shared positions

$GEV $SNPS $GE $LNG $PWR

$143M

26 positions

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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.