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 Quilter Plc

13F Portfolio OverlapQ1 2026Quilter Plc portfolio →

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Most similar hedge funds by 13F overlap

Quilter Plc is an institutional investor managing $5.7B across 124 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 Quilter Plc are Sunstone Asset ,, TILIA FIDUCIARY PARTNERS,, S-Bank Fund Ltd, with shared positions in $PANW, $AMD, $EQIX, $MRSH, $INTU, $TMO. The full ranking of 25 similar funds is below.

#1Sunstone Asset Management, L.P.Passive

Notable overlap · 5 shared positions

$PANW $AMD $EQIX $MRSH $INTU

$85M

61 positions

#2TILIA FIDUCIARY PARTNERS, INC.Passive

Notable overlap · 8 shared positions

$AMD $TMO $NEE $MAR $MKL $INTU

$182M

115 positions

#3S-Bank Fund Management LtdActive

Notable overlap · 9 shared positions

$TMO $BAC $EMR $NEE $EQIX $KO

$671M

178 positions

#4CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Notable overlap · 6 shared positions

$AMD $PANW $TMUS $NEE $AXP $KO

$180M

58 positions

#5Howard Capital Management Group, LLCActive

Notable overlap · 7 shared positions

$PANW $TMO $KO $ROK $ZTS $AXP

$1.5B

143 positions

#6NS Partners LtdActive

Notable overlap · 7 shared positions

$TMUS $KO $NEE $MAR $BAC $ZTS

$2.2B

71 positions

#7BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$TMO $INTU $NEE $HON $ZTS $UNP

$506M

75 positions

#8Greater Midwest Financial Group, LLCPassive

Notable overlap · 6 shared positions

$PANW $INTU $TMO $AMD $NEE $MU

$186M

65 positions

#9Railway Pension Investments LtdActive

Notable overlap · 5 shared positions

$TMO $PANW $EQIX $NEE $SYK

$7.0B

103 positions

#10WD RUTHERFORD LLCPassive

Notable overlap · 7 shared positions

$AMD $PANW $NEE $HON $URI $SYK

$225M

71 positions

#11Mirova US LLCActive

Notable overlap · 4 shared positions

$PANW $TMO $CP $NEE

$8.8B

42 positions

#12Southpoint Capital Advisors LPActive

Notable overlap · 4 shared positions

$AMD $TMO $EQIX $ZTS

$4.9B

41 positions

#13London & Capital Asset Management LtdActive

Notable overlap · 6 shared positions

$AMD $TMO $MRSH $URI $CP $ZTS

$9.2B

223 positions

#14Compagnie Lombard Odier SCmAActive

Notable overlap · 7 shared positions

$PANW $TMO $BAC $KO $NEE $MDLZ

$8.1B

454 positions

#15Unisphere EstablishmentActive

Notable overlap · 6 shared positions

$TMO $INTU $BAC $HON $ZTS $SUNB

$11.9B

50 positions

#16MCDANIEL TERRY & COActive

Notable overlap · 6 shared positions

$EMR $KO $INTU $HON $TMO $SYK

$1.2B

81 positions

#17Iyo Bank, Ltd.Active

Notable overlap · 5 shared positions

$TMO $ROK $KO $NEE $MU

$281M

35 positions

#18Baker Chad RActive

Notable overlap · 5 shared positions

$AMD $ROK $TMUS $ZTS $SYK

$530M

56 positions

#19PARNASSUS INVESTMENTS, LLCActive

Notable overlap · 6 shared positions

$TMO $AMD $MAR $BAC $MRSH $SYK

$34.1B

135 positions

#20Covea FinanceActive

Notable overlap · 7 shared positions

$TMO $BAC $EMR $KO $PANW $MAR

$2.9B

146 positions

#21Motley Fool Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$TMO $EQIX $PANW $NEE $MKL

$884M

124 positions

#22WORMSER FRERES GESTIONActive

Notable overlap · 5 shared positions

$PANW $TMO $EMR $SYK $ZTS

$139M

42 positions

#23Hemenway Trust Co LLCActive

Some overlap · 6 shared positions

$AMD $ROK $NEE $UNP $CP $AXP

$1.2B

135 positions

#24Stokes Capital Advisors, LLCPassive

Some overlap · 7 shared positions

$KO $MRSH $NEE $HON $UNP $SYK

$446M

104 positions

#25HOWE & RUSLING INCPassive

Some overlap · 8 shared positions

$NEE $HON $KO $MDLZ $INTU $BAC

$1.5B

477 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.