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Hedge Funds Similar to UniSuper Pty Ltd

13F Portfolio OverlapQ2 2026UniSuper Pty Ltd portfolio →
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Most similar hedge funds by 13F overlap

UniSuper Management Pty Ltd is an institutional investor managing $19.3B across 652 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 UniSuper Pty Ltd are MORGAN DEMPSEY, BCV Asset, GLOBALT Investments / GA, with shared positions in $C, $MCD, $WFC, $TXN, $PBA, $UNP. The full ranking of 25 similar funds is below.

#1MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 8 shared positions
$C$MCD$WFC$TXN$PBA$UNP
$233M
122 positions
#2BCV Asset Management Inc.Active
Some overlap · 7 shared positions
$MCD$RY$CP$TXN$PBA$UNP
$3.3B
116 positions
#3GLOBALT Investments LLC / GAActive
Some overlap · 6 shared positions
$C$MS$ADI$WFC$TXN$UNP
$3.0B
213 positions
#4Walsky Investment Management, Inc.Passive
Some overlap · 7 shared positions
$MCD$WFC$TXN$CSX$CL$UNP
$108M
52 positions
#5ALBION FINANCIAL GROUP /UTPassive
Some overlap · 6 shared positions
$C$MS$MCD$TXN$UNP$LMT
$1.7B
652 positions
#6Severin Investments, LLCPassive
Some overlap · 6 shared positions
$C$MS$WFC$RY$UNP$NEE
$133M
174 positions
#7Evansbrook LLCActive
Some overlap · 6 shared positions
$MS$MCD$ADI$WFC$TXN$NEE
$168M
127 positions
#8Gold Investment Management Ltd.Passive
Some overlap · 6 shared positions
$C$RY$CP$CSX$UNP$LMT
$369M
202 positions
#9Canoe Financial LPActive
Some overlap · 6 shared positions
$ADI$WFC$RY$CP$TXN$LMT
$8.1B
110 positions
#10JMAC ENTERPRISES LLCActive
Some overlap · 6 shared positions
$C$MS$MCD$UNP$LMT$NEE
$593M
122 positions
#11Banco de Sabadell, S.APassive
Some overlap · 6 shared positions
$MCD$ADI$TXN$CSX$UNP$NEE
$170M
61 positions
#12Stokes Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$MS$MCD$TXN$UNP$LMT$NEE
$467M
118 positions
#13EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$MS$WFC$TXN$UNP$LMT$NEE
$1.3B
58 positions
#14Northwest & Ethical Investments L.P.Passive
Some overlap · 6 shared positions
$ADI$RY$CP$CL$UNP$NEE
$4.3B
522 positions
#15Richwood Investment Advisors, LLCActive
Some overlap · 5 shared positions
$C$MS$MCD$WFC$LMT
$142M
106 positions
#16Cardinal Capital Management, Inc.Active
Some overlap · 6 shared positions
$WFC$RY$CP$PBA$ETR$NEE
$4.1B
70 positions
#17HARRELL INVESTMENT PARTNERS, LLCPassive
Some overlap · 6 shared positions
$ADI$WFC$TXN$UNP$ETR$NEE
$461M
144 positions
#18Phoenix Wealth AdvisorsActive
Some overlap · 6 shared positions
$ADI$WFC$TXN$UNP$ETR$NEE
$297M
129 positions
#19BAROMETER CAPITAL MANAGEMENT INC.Passive
Some overlap · 5 shared positions
$C$MS$RY$CP$CSX
$360M
136 positions
#20Myriad Asset Management US LPActive
Some overlap · 5 shared positions
$C$MS$WFC$CSX$UNP
$72M
52 positions
#21Genus Capital Management Inc.Passive
Some overlap · 5 shared positions
$C$ADI$RY$TXN$CL
$1.0B
204 positions
#22CULBERTSON A N & CO INCActive
Some overlap · 5 shared positions
$C$MS$MCD$WFC$TXN
$859M
140 positions
#23YANKCOM PartnershipPassive
Some overlap · 5 shared positions
$C$MS$MCD$UNP$LMT
$279M
308 positions
#24Estabrook Capital ManagementPassive
Some overlap · 5 shared positions
$C$WFC$CP$TXN$UNP
$739M
344 positions
#25CAPITOLIS LIQUID GLOBAL MARKETS LLCPassive
Some overlap · 5 shared positions
$C$ADI$WFC$TXN$LMT
$23.0B
320 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.