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Hedge Funds Similar to M&G Plc

13F Portfolio OverlapQ2 2026M&G Plc portfolio →
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Most similar hedge funds by 13F overlap

M&G Plc is an institutional investor managing $20.1B across 374 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 M&G Plc are Border to Coast Pensions Partnership Ltd, PGGM Investments, NatWest Group plc, with shared positions in $AZN, $NEE, $UBS, $TTE, $SNPS, $AMT. The full ranking of 25 similar funds is below.

#1Border to Coast Pensions Partnership LtdActive
Notable overlap · 6 shared positions
$AZN$NEE$UBS$TTE$SNPS$AMT
$6.8B
90 positions
#2PGGM InvestmentsActive
Notable overlap · 7 shared positions
$AZN$NEE$MDT$EQIX$TMO$SNPS
$4.1B
59 positions
#3NatWest Group plcActive
Notable overlap · 6 shared positions
$AZN$JCI$UBS$CME$EBAY$TTE
$560M
48 positions
#4LGT Group FoundationActive
Notable overlap · 4 shared positions
$AZN$NEE$UBS$TTE
$8.8B
284 positions
#5THORNBURG INVESTMENT MANAGEMENT INCActive
Notable overlap · 4 shared positions
$AZN$MDT$CME$TTE
$10.5B
139 positions
#6Rathbones Group PLCActive
Some overlap · 5 shared positions
$AZN$TMO$TTE$CME$EQIX
$27.1B
665 positions
#7Evelyn Partners Investment Management LLP
Some overlap · 4 shared positions
$AZN$NEE$TMO$TTE
$3.7B
410 positions
#8Orca Wealth Management, LLCPassive
Some overlap · 4 shared positions
$AZN$UBS$TTE$QCOM
$167M
83 positions
#9CAISSE DES DEPOTS ET CONSIGNATIONSActive
Some overlap · 5 shared positions
$AZN$UBS$TTE$ACN$NEE
$5.9B
235 positions
#10ABN AMRO Bank N.V.Active
Some overlap · 4 shared positions
$AZN$EQIX$TTE$UBS
$7.7B
231 positions
#11FourThought Financial Partners, LLCPassive
Some overlap · 6 shared positions
$NEE$MDT$AZN$AMT$CME$QCOM
$1.3B
393 positions
#12CHANNING GLOBAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$AZN$UBS$HDB$ATAT
$193M
41 positions
#13Brookmont Capital ManagementActive
Some overlap · 5 shared positions
$AZN$WFC$EQIX$QCOM$CME
$186M
61 positions
#14EDENTREE ASSET MANAGEMENT LtdActive
Some overlap · 3 shared positions
$AZN$MDT$CME
$328M
66 positions
#15MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$NEE$WFC$MDT$TMO$QCOM
$1.2B
106 positions
#16Mirabaud Asset Management LtdPassive
Some overlap · 5 shared positions
$AZN$NEE$CME$MDT$QCOM
$120M
49 positions
#17Pictet North America Advisors SAActive
Some overlap · 4 shared positions
$AZN$UBS$TTE$TMO
$1.1B
154 positions
#18Evelyn Partners Investment Management Services Ltd
Some overlap · 3 shared positions
$AZN$FNV$TMO
$850M
281 positions
#19SYCOMORE ASSET MANAGEMENTActive
Some overlap · 4 shared positions
$AZN$TMO$SNPS$ACN
$932M
72 positions
#20ATLANTIC FAMILY WEALTH, LLCSmart money
Some overlap · 5 shared positions
$AMCR$CME$MDT$TTE$AMT
$156M
64 positions
#21WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 3 shared positions
$AZN$NEE$ACN
$2.1B
131 positions
#22Martin Investment Management, LLCActive
Some overlap · 3 shared positions
$AZN$TMO$ACN
$300M
47 positions
#23CRAWFORD INVESTMENT COUNSEL INCActive
Some overlap · 4 shared positions
$AZN$MDT$JCI$DGX
$6.0B
306 positions
#24PZENA INVESTMENT MANAGEMENT LLCActive
Some overlap · 5 shared positions
$WFC$BMY$UBS$ACN$MDT
$34.1B
161 positions
#25Banco de Sabadell, S.APassive
Some overlap · 5 shared positions
$NEE$TMO$CME$MDT$QCOM
$170M
61 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.