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Hedge Funds Similar to Act Two Investors

13F Portfolio OverlapQ2 2026Act Two Investors portfolio →
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Most similar hedge funds by 13F overlap

Act Two Investors LLC is an institutional investor managing $495M across 37 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 Act Two Investors are Ilex Partners (UK) LLP, Evelyn Partners Asset Ltd, WENDELL DAVID ASSOCIATES, with shared positions in $TMUS, $SYK, $ACN, $IQV, $TMO, $ADP. The full ranking of 25 similar funds is below.

#1Ilex Capital Partners (UK) LLPActive
Notable overlap · 5 shared positions
$TMUS$SYK$ACN$IQV$TMO
$4.9B
147 positions
#2Evelyn Partners Asset Management Ltd
Notable overlap · 6 shared positions
$SYK$ADP$ACN$INTU$MCD$BKNG
$406M
308 positions
#3WENDELL DAVID ASSOCIATES INCActive
Notable overlap · 4 shared positions
$ADP$SYK$INTU$MCD
$947M
155 positions
#4COMPASS CAPITAL MANAGEMENT, INCActive
Notable overlap · 4 shared positions
$SYK$ADP$ACN$TMO
$1.7B
91 positions
#5LETSON INVESTMENT MANAGEMENT, INC.Passive
Notable overlap · 7 shared positions
$SYK$ADP$ACN$INTU$CNI$MCD
$273M
104 positions
#6Bey-Douglas LLC
Notable overlap · 6 shared positions
$SYK$ADP$MCK$INTU$ACN$BKNG
$115M
56 positions
#7NORTHSTAR ASSET MANAGEMENT INCActive
Notable overlap · 4 shared positions
$SYK$ADP$INTU$CNI
$341M
91 positions
#8NICHOLS & PRATT ADVISERS LLP /MAActive
Notable overlap · 5 shared positions
$ADP$IQV$SYK$INTU$TMO
$1.6B
109 positions
#9Long Road Investment Counsel, LLCActive
Notable overlap · 3 shared positions
$ADP$SYK$TMO
$271M
80 positions
#10LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 6 shared positions
$SYK$ADP$INTU$CNI$TMO$NXPI
$10.3B
565 positions
#11Bath Savings Trust CoActive
Some overlap · 4 shared positions
$SYK$ADP$INTU$MCD
$965M
177 positions
#12Argo Wealth Advisory, LLCActive
Some overlap · 4 shared positions
$SYK$ADP$MCK$ACN
$181M
50 positions
#13Value Partners Investments Inc.Active
Some overlap · 4 shared positions
$ADP$ACN$CNI$CP
$1.4B
104 positions
#14MCDANIEL TERRY & COActive
Some overlap · 5 shared positions
$ADP$SYK$INTU$TMO$ACN
$1.3B
81 positions
#15Distillate Capital Partners LLCPassive
Some overlap · 7 shared positions
$ACN$TMUS$ADP$INTU$MCK$AON
$1.9B
118 positions
#16Dundas Partners LLPActive
Some overlap · 7 shared positions
$ADP$SYK$INTU$TMO$BKNG$EWBC
$1.4B
31 positions
#17WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 3 shared positions
$SYK$ADP$ACN
$2.1B
131 positions
#18Evelyn Partners Investment Management Services Ltd
Some overlap · 6 shared positions
$SYK$ADP$INTU$TMO$MCD$BKNG
$850M
281 positions
#19DEARBORN PARTNERS LLCActive
Some overlap · 5 shared positions
$ADP$ACN$SYK$TMUS$MCD
$1.8B
269 positions
#20DILLON & ASSOCIATES INCActive
Some overlap · 4 shared positions
$SYK$ADP$CNI$AXP
$817M
80 positions
#21Franklin, Parlapiano, Turner & Welch, LLCActive
Some overlap · 4 shared positions
$SYK$ACN$CNI$MCD
$442M
55 positions
#22Watchman Group, Inc.Active
Some overlap · 4 shared positions
$SYK$ACN$INTU$NXPI
$447M
73 positions
#23Cornerstone Investment Partners, LLCActive
Some overlap · 5 shared positions
$SYK$IQV$MCK$TMO$AXP
$3.0B
312 positions
#24L. Roy Papp & Associates, LLPPassive
Some overlap · 6 shared positions
$SYK$ACN$CNI$TMO$MCD$NXPI
$951M
193 positions
#25ARCADIA INVESTMENT MANAGEMENT CORP/MI
Some overlap · 5 shared positions
$SYK$ACN$TMO$INTU$AXP
$584M
366 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.