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Hedge Funds Similar to August Group Ltd

13F Portfolio OverlapQ2 2026August Group Ltd portfolio →
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Most similar hedge funds by 13F overlap

August Group Capital Ltd is an institutional investor managing $91M across 95 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 August Group Ltd are NORTH POINT PORTFOLIO MANAGERS, Veery, Albar Partners LLP, with shared positions in $URI, $DOV, $ASML, $APH, $DKNG, $NOC. The full ranking of 25 similar funds is below.

#1NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Some overlap · 4 shared positions
$URI$DOV$ASML$APH
$606M
79 positions
#2Veery Capital, LLCActive
Some overlap · 3 shared positions
$DKNG$ASML$APH
$372M
100 positions
#3Albar Capital Partners LLPActive
Some overlap · 3 shared positions
$URI$DOV$ASML
$767M
38 positions
#4Benchmark Investment Advisors LLCPassive
Some overlap · 3 shared positions
$URI$ASML$APH
$228M
70 positions
#5BALDWIN WEALTH PARTNERS LLC/MAPassive
Some overlap · 3 shared positions
$URI$ASML$DOV
$1.5B
234 positions
#6Athena Wealth Management, LLCActive
Some overlap · 3 shared positions
$URI$ASML$NOC
$134M
104 positions
#7REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$DOV$ASML$APH
$760M
229 positions
#8Values First Advisors, Inc.Passive
Some overlap · 3 shared positions
$ASML$URI$APH
$219M
187 positions
#9HUDSON EDGE INVESTMENT PARTNERS INC.Active
Some overlap · 3 shared positions
$URI$DOV$APH
$732M
123 positions
#10Worthington Financial Partners, LLCPassive
Slight overlap · 3 shared positions
$ASML$URI$APH
$121M
99 positions
#11Signet Private Wealth LLCPassive
Slight overlap · 3 shared positions
$ASML$URI$APH
$125M
127 positions
#12Tudor Financial Inc.Passive
Slight overlap · 3 shared positions
$DOV$APH$NOC
$222M
152 positions
#13Main Street Research LLCActive
Slight overlap · 3 shared positions
$ASML$RY$APH
$2.1B
140 positions
#14VIEWPOINT INVESTMENT PARTNERS CORPPassive
Slight overlap · 3 shared positions
$ASML$RY$DOV
$290M
127 positions
#15CARY STREET PARTNERS FINANCIAL LLCPassive
Slight overlap · 3 shared positions
$URI$ASML$APH
$4.6B
1,085 positions
#16Five Oceans AdvisorsPassive
Slight overlap · 3 shared positions
$ASML$RY$DOV
$311M
204 positions
#17Progressive Investment Management CorpActive
Slight overlap · 3 shared positions
$ASML$URI$APH
$454M
56 positions
#18Financial Network Wealth Advisors LLCPassive
Slight overlap · 3 shared positions
$DOV$APH$ASML
$99M
858 positions
#19Sunstone Asset Management, L.P.Passive
Slight overlap · 3 shared positions
$ASML$APH$ABNB
$92M
57 positions
#20Suncoast Equity ManagementActive
Slight overlap · 3 shared positions
$ASML$APH$ABNB
$798M
63 positions
#21MARSICO CAPITAL MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$ASML$APH$URI
$3.8B
69 positions
#22Capital International, Inc./CA/Active
Slight overlap · 3 shared positions
$ASML$APH$NOC
$14.3B
302 positions
#23Capital Group Investment Management Pte. Ltd.Passive
Slight overlap · 3 shared positions
$ASML$APH$NOC
$664M
143 positions
#24COUNTRY TRUST BANKActive
Slight overlap · 3 shared positions
$ASML$APH$NOC
$5.7B
628 positions
#25Gradient Investments LLCPassive
Slight overlap · 3 shared positions
$URI$APH$ASML
$7.2B
448 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.