13F Pro

Hedge Funds Similar to M&G Plc

13F Portfolio OverlapQ1 2026M&G Plc portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

M&G Plc is an institutional investor managing $19.4B across 380 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 M&G Plc are LGT Group Foundation, EDGAR LOMAX /VA, FourThought Financial Partners,, with shared positions in $AZN, $NEE, $TTE, $ACN, $UBS, $BMY. The full ranking of 25 similar funds is below.

#1LGT Group FoundationActive
Notable overlap · 5 shared positions
$AZN$NEE$TTE$ACN$UBS
$8.2B
283 positions
#2EDGAR LOMAX CO/VAActive
Notable overlap · 7 shared positions
$NEE$BMY$WFC$UNH$ACN$AMT
$1.4B
56 positions
#3FourThought Financial Partners, LLCPassive
Notable overlap · 7 shared positions
$NEE$MDT$AZN$CME$AMT$LOW
$1.2B
384 positions
#4THORNBURG INVESTMENT MANAGEMENT INCActive
Notable overlap · 4 shared positions
$AZN$MDT$TTE$CME
$9.6B
171 positions
#5NatWest Group plcActive
Notable overlap · 5 shared positions
$AZN$EBAY$CME$UBS$AMGN
$462M
44 positions
#6Evelyn Partners Investment Management LLPActive
Some overlap · 5 shared positions
$AZN$NEE$TMO$TTE$UNH
$3.7B
410 positions
#7ABN AMRO Bank N.V.Active
Some overlap · 4 shared positions
$AZN$TTE$EQIX$UBS
$9.3B
228 positions
#8XY Capital LtdPassive
Some overlap · 4 shared positions
$AMCR$HTHT$HDB$UBS
$101M
95 positions
#9MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 6 shared positions
$NEE$WFC$MDT$TMO$LOW$AMGN
$1.1B
105 positions
#10EDENTREE ASSET MANAGEMENT LtdActive
Some overlap · 4 shared positions
$AZN$MDT$CME$ACN
$332M
65 positions
#11CAISSE DES DEPOTS ET CONSIGNATIONSSmart money
Some overlap · 5 shared positions
$AZN$TTE$UBS$ACN$NEE
$6.1B
217 positions
#12CRAWFORD INVESTMENT COUNSEL INCPassive
Some overlap · 5 shared positions
$AZN$MDT$JCI$ACN$DGX
$5.9B
300 positions
#13Evelyn Partners Investment Management Services LtdPassive
Some overlap · 4 shared positions
$AZN$FNV$TMO$INTU
$850M
281 positions
#14WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 4 shared positions
$AZN$NEE$ACN$CME
$2.1B
122 positions
#15Exane Asset ManagementActive
Some overlap · 5 shared positions
$AZN$UBS$INTU$ACN$TTE
$489M
32 positions
#16Banque de Luxembourg S.A.Active
Some overlap · 7 shared positions
$MDT$TTE$UNH$ACN$SNPS$AZN
$193M
75 positions
#17Argo Wealth Advisory, LLCActive
Some overlap · 6 shared positions
$NEE$UNH$ACN$AMT$LOW$AMGN
$170M
48 positions
#18BOONE CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$AZN$MDT$UNH
$326M
13 positions
#19Cullen Capital Management, LLCActive
Some overlap · 5 shared positions
$NEE$MDT$JCI$UNH$LOW
$9.8B
213 positions
#20GROUPAMA ASSET MANAGMENTActive
Some overlap · 6 shared positions
$AZN$TTE$NEE$CME$TMO$FNV
$6.8B
395 positions
#21Mirova US LLCActive
Some overlap · 7 shared positions
$NEE$ACN$EBAY$TMO$LOW$BALL
$8.8B
42 positions
#22DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 6 shared positions
$NEE$UNH$AMT$INTU$LOW$AMGN
$501M
138 positions
#23CAMDEN NATIONAL BANKPassive
Some overlap · 5 shared positions
$NEE$MDT$RSG$ACN$TMO
$739M
164 positions
#24Orca Wealth Management, LLCActive
Some overlap · 3 shared positions
$AZN$TTE$UBS
$141M
67 positions
#25INSPIRE TRUST CO, N.A.Passive
Some overlap · 5 shared positions
$NEE$JCI$BMY$UNH$UBS
$648M
106 positions

Compare M&G Plc’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View M&G Plc’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.