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Hedge Funds Similar to Te Ahumairangi Investment Ltd

13F Portfolio OverlapQ2 2026Te Ahumairangi Investment Ltd portfolio →
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Most similar hedge funds by 13F overlap

Te Ahumairangi Investment Management Ltd is an institutional investor managing $620M across 86 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 Te Ahumairangi Investment Ltd are Palouse, EQUITY INVESTMENT, Keystone Financial Planning, with shared positions in $MDT, $T, $EG, $C, $VZ, $MRSH. The full ranking of 25 similar funds is below.

#1Palouse Capital Management, Inc.Passive
Notable overlap · 8 shared positions
$MDT$T$EG$C$VZ$MRSH
$160M
124 positions
#2EQUITY INVESTMENT CORPActive
Notable overlap · 5 shared positions
$VZ$MDT$TRV$TTE$T
$5.2B
76 positions
#3Keystone Financial Planning, Inc.Smart money
Notable overlap · 5 shared positions
$VZ$MDT$PFE$T$CL
$388M
39 positions
#4TOBAMPassive
Notable overlap · 7 shared positions
$VZ$T$ED$KR$EXC$GM
$412M
258 positions
#5ALTRINSIC GLOBAL ADVISORS LLCActive
Notable overlap · 5 shared positions
$EG$MDT$CHKP$TTE$KR
$2.7B
55 positions
#6Drum Hill Capital, LLCActive
Notable overlap · 4 shared positions
$VZ$TTE$GWW$NEM
$98M
45 positions
#7Dupree Financial Group, LLCPassive
Notable overlap · 3 shared positions
$VZ$EG$T
$267M
81 positions
#8St. James Investment Company, LLCActive
Notable overlap · 3 shared positions
$VZ$MDT$TRV
$630M
24 positions
#9THORNBURG INVESTMENT MANAGEMENT INCActive
Notable overlap · 7 shared positions
$MDT$TTE$T$C$AZN$ADBE
$10.5B
139 positions
#10WealthBridge Investment Counsel Inc.Active
Notable overlap · 6 shared positions
$MDT$VZ$C$LH$DIS$GILD
$375M
44 positions
#11PARK CIRCLE CoActive
Notable overlap · 4 shared positions
$VZ$TRV$PFE$TTE
$117M
53 positions
#12Griffith & Werner, Inc.Passive
Notable overlap · 5 shared positions
$VZ$T$C$GILD$PFE
$213M
71 positions
#13LSV ASSET MANAGEMENTActive
Some overlap · 9 shared positions
$C$VZ$T$GM$PFE$DIS
$55.1B
889 positions
#14TERRIL BROTHERS, INC.Active
Some overlap · 4 shared positions
$VZ$C$DIS$T
$388M
71 positions
#15John Boyer, Inc.Smart money
Some overlap · 4 shared positions
$VZ$PFE$ED$T
$115M
39 positions
#16Persium Advisors, LLCSmart money
Some overlap · 5 shared positions
$VZ$MDT$TTE$T$PFE
$153M
69 positions
#17LETKO, BROSSEAU & ASSOCIATES INCActive
Some overlap · 7 shared positions
$T$C$TTE$VZ$ADBE$PFE
$6.8B
112 positions
#18Talaria Asset Management Pty LtdSmart money
Some overlap · 5 shared positions
$EG$MDT$ADBE$PFE$NEM
$467M
12 positions
#19SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$MDT$VZ$T$C$PFE
$606M
79 positions
#20KETTLE HILL CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$VZ$ED$EXC
$406M
35 positions
#21Dynamic Financial GroupSmart money
Some overlap · 3 shared positions
$VZ$T$PFE
$132M
76 positions
#22Inlight Wealth Management, LLCActive
Some overlap · 3 shared positions
$VZ$T$PFE
$315M
62 positions
#23Disciplined Equity Management, Inc.Smart money
Some overlap · 3 shared positions
$VZ$T$PFE
$226M
45 positions
#24Pacer Advisors, Inc.Passive
Some overlap · 7 shared positions
$VZ$T$NEM$GILD$ADBE$PFE
$39.3B
2,614 positions
#25MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$VZ$MDT$T$C
$233M
122 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.