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Hedge Funds Similar to Templeton & Phillips ,

13F Portfolio OverlapQ1 2026Templeton & Phillips , portfolio →
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Most similar hedge funds by 13F overlap

Templeton & Phillips Capital Management, LLC is an institutional investor managing $123M across 55 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 Templeton & Phillips , are MATTHEWS INTERNATIONAL, XY Ltd, Burkett Asset Ltd, with shared positions in $YUMC, $IBN, $FMX, $HDB, $SHEL, $BN. The full ranking of 25 similar funds is below.

#1MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLCPassive
Notable overlap · 4 shared positions
$YUMC$IBN$FMX$HDB
$246M
37 positions
#2XY Capital LtdPassive
Notable overlap · 4 shared positions
$YUMC$IBN$SHEL$HDB
$101M
95 positions
#3Burkett Asset Management LtdPassive
Notable overlap · 3 shared positions
$BN$CNI$HDB
$101M
61 positions
#4AKRE CAPITAL MANAGEMENT LLCSmart money
Notable overlap · 3 shared positions
$BN$FICO$PRM
$6.1B
20 positions
#5Cardinal Capital Management, Inc.Active
Notable overlap · 3 shared positions
$BN$CNI$UBER
$3.7B
66 positions
#6White Oak Capital Partners Pte. Ltd.Active
Some overlap · 3 shared positions
$IBN$YUMC$HDB
$264M
18 positions
#7Mondrian Investment Partners LTDActive
Some overlap · 4 shared positions
$YUMC$BP$SHEL$HDB
$6.7B
103 positions
#8Value Partners Investments Inc.Active
Some overlap · 5 shared positions
$CNI$FMX$YUMC$HDB$MDLZ
$1.3B
105 positions
#9HARDING LOEVNER LPActive
Some overlap · 4 shared positions
$CNI$FMX$SHEL$HDB
$9.7B
73 positions
#10NORTHSTAR ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$CNI$INTU$IBN
$326M
86 positions
#11ALTRINSIC GLOBAL ADVISORS LLCSmart money
Some overlap · 4 shared positions
$FMX$YUMC$BP$HDB
$2.8B
43 positions
#12Dixon Mitchell Investment Counsel Inc.Active
Some overlap · 3 shared positions
$BN$CNI$UBER
$2.9B
140 positions
#13GUARDIAN CAPITAL LPActive
Some overlap · 3 shared positions
$BN$CNI$SHEL
$3.8B
177 positions
#14YCG, LLCActive
Some overlap · 3 shared positions
$CNI$INTU$FICO
$1.1B
42 positions
#15Sage Investment Counsel LLCPassive
Some overlap · 4 shared positions
$BN$OMAB$UBER$DOV
$90M
127 positions
#16JACOBSON & SCHMITT ADVISORS, LLCPassive
Some overlap · 4 shared positions
$ELF$FLS$HDB$INTU
$551M
78 positions
#17First Long Island Investors, LLCActive
Some overlap · 4 shared positions
$CNI$INTU$FICO$UBER
$1.2B
70 positions
#18Summerhill Capital Management lnc.Active
Some overlap · 3 shared positions
$CNI$BIRK$BN
$115M
35 positions
#19Warther Private Wealth, LLCPassive
Slight overlap · 3 shared positions
$BN$FICO$UBER
$427M
40 positions
#20Black Creek Investment Management Inc.Smart money
Slight overlap · 3 shared positions
$FMX$UBER$IBN
$1.9B
25 positions
#21Buttonwood Financial Advisors Inc.Active
Slight overlap · 3 shared positions
$BN$FICO$BUD
$299M
108 positions
#22FIL LtdPassive
Slight overlap · 3 shared positions
$CNI$BN$INTU
$128.7B
1,105 positions
#23Stamos Capital Partners, L.P.Active
Slight overlap · 3 shared positions
$CNI$BP$BN
$640M
142 positions
#24MILFORD FUNDS LTDActive
Slight overlap · 3 shared positions
$INTU$BP$SHEL
$4.8B
75 positions
#25OLD MISSION CAPITAL LLCActive
Slight overlap · 4 shared positions
$IBN$BUD$BP$HDB
$6.3B
1,062 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.