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Hedge Funds Similar to Wesleyan Assurance Society

13F Portfolio OverlapQ2 2026Wesleyan Assurance Society portfolio →
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Most similar hedge funds by 13F overlap

Wesleyan Assurance Society is an institutional investor managing $2.0B across 109 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 Wesleyan Assurance Society are SWP Investment, BRIAN LOW FINANCIAL GROUP, Strategic Wealth Partners, Ltd., with shared positions in $C, $URI, $FCX, $BKNG, $AXP, $EMR. The full ranking of 25 similar funds is below.

#1SWP Investment Management LLCPassive
Notable overlap · 7 shared positions
$C$URI$FCX$BKNG$AXP$EMR
$145M
43 positions
#2BRIAN LOW FINANCIAL GROUP, LLCPassive
Notable overlap · 7 shared positions
$URI$C$FCX$BKNG$AXP$EMR
$171M
116 positions
#3Strategic Wealth Partners, Ltd.Passive
Notable overlap · 7 shared positions
$URI$C$FCX$BKNG$AXP$EMR
$1.6B
1,462 positions
#4London & Capital Asset Management LtdActive
Some overlap · 4 shared positions
$FERG$URI$MRSH$AXP
$10.9B
203 positions
#5Legacy TrustPassive
Some overlap · 4 shared positions
$GWW$URI$AXP$DIS
$566M
210 positions
#6RE ADVISERS CORPActive
Some overlap · 5 shared positions
$C$FCX$DIS$BA$TJX
$4.0B
124 positions
#7Hosking Partners LLPActive
Some overlap · 4 shared positions
$C$FCX$BKNG$AXP
$3.0B
98 positions
#8MWA Asset ManagementPassive
Some overlap · 5 shared positions
$URI$GWW$C$MMM$TJX
$221M
129 positions
#9Townsend & Associates, IncActive
Some overlap · 4 shared positions
$GWW$BKNG$DIS$TJX
$1.2B
115 positions
#10Te Ahumairangi Investment Management LtdActive
Some overlap · 5 shared positions
$GWW$C$DIS$MRSH$CL
$620M
86 positions
#11Mandatum Life Insurance Co LtdSmart money
Some overlap · 5 shared positions
$C$DIS$EMR$CL$TJX
$540M
90 positions
#12Bedell Frazier Investment Counselling, LLC
Some overlap · 4 shared positions
$C$FCX$DIS$BA
$495M
128 positions
#13WAYCROSS PARTNERS, LLCActive
Some overlap · 5 shared positions
$C$AXP$EMR$BA$MRSH
$1.2B
72 positions
#14BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$C$FCX$MDLZ$BA
$679M
104 positions
#15Hedeker Wealth, LLCPassive
Some overlap · 3 shared positions
$C$URI$FCX
$524M
92 positions
#16SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 4 shared positions
$C$FCX$DIS$BA
$895M
185 positions
#17Landmark Wealth Management, LLCActive
Some overlap · 4 shared positions
$C$FCX$EMR$BA
$418M
151 positions
#18BIRINYI ASSOCIATES INCSmart money
Some overlap · 4 shared positions
$C$BKNG$AXP$BA
$423M
61 positions
#19Massachusetts Wealth ManagementPassive
Some overlap · 4 shared positions
$C$FCX$EMR$MMM
$262M
98 positions
#20Athena Wealth Management, LLCActive
Some overlap · 3 shared positions
$C$URI$FCX
$134M
104 positions
#21GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 4 shared positions
$GWW$BKNG$AXP$EMR
$906M
153 positions
#22Pettee Investors, Inc.Passive
Some overlap · 4 shared positions
$URI$AXP$DIS$EMR
$203M
115 positions
#23EAGLE ROCK INVESTMENT COMPANY, LLCActive
Some overlap · 4 shared positions
$URI$AXP$C$DIS
$808M
156 positions
#24Limestone Investment Advisors LPPassive
Some overlap · 5 shared positions
$C$BA$DIS$BKNG$FCX
$1.3B
558 positions
#25BankPlus Trust DepartmentActive
Some overlap · 4 shared positions
$GWW$C$AXP$TJX
$428M
470 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.