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Hedge Funds Similar to Quilter Plc

13F Portfolio OverlapQ2 2026Quilter Plc portfolio →
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Most similar hedge funds by 13F overlap

Quilter Plc is an institutional investor managing $6.6B across 131 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 Quilter Plc are Iyo Bank, Ltd., BOSTON FAMILY OFFICE, PARNASSUS INVESTMENTS, with shared positions in $ROK, $TMO, $KLAC, $NEE, $SPGI, $MRSH. The full ranking of 25 similar funds is below.

#1Iyo Bank, Ltd.Active
Notable overlap · 4 shared positions
$ROK$TMO$KLAC$NEE
$329M
32 positions
#2BOSTON FAMILY OFFICE LLCPassive
Notable overlap · 7 shared positions
$ROK$TMO$NEE$SPGI$MRSH$UNP
$1.6B
314 positions
#3PARNASSUS INVESTMENTS, LLCActive
Some overlap · 6 shared positions
$TMO$KLAC$MAR$SPGI$MRSH$SYK
$37.4B
135 positions
#4Railway Pension Investments LtdActive
Some overlap · 5 shared positions
$TMO$KLAC$EQIX$NEE$SYK
$8.0B
102 positions
#5WASHINGTON TRUST CoPassive
Some overlap · 7 shared positions
$KLAC$TMO$NEE$EQIX$SPGI$MRSH
$3.2B
296 positions
#6First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 7 shared positions
$EQIX$NEE$MAR$MDLZ$HON$HONA
$529M
75 positions
#7M. Kraus & CoPassive
Some overlap · 4 shared positions
$ROK$TMO$NEE$MDLZ
$377M
86 positions
#8BRISTOL JOHN W & CO INC /NY/Active
Some overlap · 5 shared positions
$TMO$CP$TMUS$SPGI$UNP
$6.8B
62 positions
#9TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 6 shared positions
$KLAC$TMO$NEE$MAR$SYK$AXP
$211M
127 positions
#10CAMDEN NATIONAL BANKPassive
Some overlap · 5 shared positions
$TMO$TMUS$NEE$SPGI$MDLZ
$767M
184 positions
#11Cohen Capital Management, Inc.Active
Some overlap · 6 shared positions
$TMO$MAR$NEE$KLAC$UNP$SYK
$735M
152 positions
#12Foresight Group Ltd Liability PartnershipPassive
Some overlap · 3 shared positions
$ROK$TMO$EQIX
$556M
62 positions
#13Sandro Wealth Management LLCPassive
Some overlap · 5 shared positions
$TMO$TMUS$NEE$SPGI$KLAC
$138M
103 positions
#14S.E.E.D. Planning Group LLCPassive
Some overlap · 5 shared positions
$TMO$NEE$EQIX$SPGI$SYK
$379M
88 positions
#15Petros Family Wealth, LLCPassive
Some overlap · 6 shared positions
$KLAC$EMR$NEE$TMUS$SYK$AXP
$164M
134 positions
#16Covea FinanceActive
Some overlap · 6 shared positions
$EMR$TMO$MAR$CP$ROK$AXP
$3.2B
153 positions
#17Strategic Wealth Investment Group, LLCPassive
Some overlap · 4 shared positions
$TMO$EMR$NEE$AXP
$825M
104 positions
#18Castlefield Investment Partners LLPActive
Some overlap · 4 shared positions
$TMO$KLAC$TMUS$URI
$147M
35 positions
#19Veritas Asset Management LLPActive
Some overlap · 4 shared positions
$TMO$CP$SPGI$SYK
$5.6B
21 positions
#20BCV Asset Management Inc.Active
Some overlap · 5 shared positions
$CP$ARES$NEE$TMO$UNP
$3.3B
116 positions
#21Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$TMO$EMR$HON$HONA$AXP
$358M
74 positions
#22Haverford Trust CoActive
Some overlap · 6 shared positions
$TMO$NEE$SPGI$HON$HONA$SYK
$11.6B
424 positions
#23BRIDGES INVESTMENT MANAGEMENT INCActive
Some overlap · 6 shared positions
$KLAC$SPGI$TMO$URI$UNP$SYK
$8.2B
401 positions
#24Fjell Capital, LLCPassive
Some overlap · 5 shared positions
$KLAC$NEE$ARES$MRSH$UNP
$147M
66 positions
#25Blue Zone Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$TMO$CP$NEE$SPGI$SYK$AXP
$573M
125 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.