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Hedge Funds Similar to Alphinity Investment Pty Ltd

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

Alphinity Investment Management Pty Ltd is an institutional investor managing $6.0B across 27 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 Alphinity Investment Pty Ltd are UNIO, FINANCIAL ADVISORY PARTNERS, BOWEN HANES, with shared positions in $CB, $AXP, $PH, $ISRG, $MS, $WELL. The full ranking of 25 similar funds is below.

#1UNIO CAPITAL LLCActive
Notable overlap · 4 shared positions
$CB$AXP$PH$ISRG
$526M
19 positions
#2FINANCIAL ADVISORY PARTNERS, LLCActive
Notable overlap · 3 shared positions
$MS$CB$PH
$383M
74 positions
#3BOWEN HANES & CO INCActive
Notable overlap · 4 shared positions
$AXP$PH$ISRG$WELL
$4.1B
151 positions
#4ABNER HERRMAN & BROCK LLCActive
Some overlap · 4 shared positions
$MS$AXP$CB$ISRG
$1.1B
111 positions
#5CACTI ASSET MANAGEMENT LLCActive
Some overlap · 3 shared positions
$CB$AXP$MS
$2.0B
76 positions
#6Brentview Investment Management LLCActive
Some overlap · 3 shared positions
$MS$PH$WELL
$253M
63 positions
#7WEYBOSSET RESEARCH & MANAGEMENT LLCActive
Some overlap · 3 shared positions
$KEYS$CB$ISRG
$381M
32 positions
#8CONNORS INVESTOR SERVICES INCPassive
Some overlap · 4 shared positions
$CB$WELL$MS$AXP
$1.2B
153 positions
#9Hamilton Wealth, LLCPassive
Some overlap · 3 shared positions
$CB$WELL$ISRG
$546M
118 positions
#10Stokes Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$AXP$CB$MS
$467M
118 positions
#11LGT CAPITAL PARTNERS LTD.Active
Some overlap · 3 shared positions
$ROST$ISRG$MS
$2.0B
38 positions
#12Longbow Finance SAPassive
Some overlap · 4 shared positions
$AXP$WELL$PH$HWM
$782M
59 positions
#13BAXTER BROS INCPassive
Some overlap · 3 shared positions
$AXP$MS$CB
$864M
172 positions
#14Cunning Capital Partners, LPActive
Some overlap · 3 shared positions
$MS$AXP$CB
$248M
55 positions
#15EVEXIA WEALTH LLCPassive
Some overlap · 3 shared positions
$CB$PH$MS
$369M
77 positions
#16Madison Asset Management, LLCPassive
Some overlap · 3 shared positions
$ROST$KEYS$PH
$8.4B
347 positions
#17Covea FinanceActive
Some overlap · 6 shared positions
$KEYS$AXP$ISRG$PH$MS$HWM
$3.2B
153 positions
#18Willis Investment CounselActive
Some overlap · 3 shared positions
$CB$KEYS$AXP
$2.1B
125 positions
#19KINGDON CAPITAL MANAGEMENT, L.L.C.Active
Some overlap · 3 shared positions
$KEYS$ISRG$HWM
$976M
74 positions
#20Orange Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$ISRG$AXP$MS
$823M
143 positions
#21NatWest Group plcActive
Some overlap · 3 shared positions
$ROST$MS$HWM
$560M
48 positions
#22Coign Capital Advisors LLCActive
Some overlap · 3 shared positions
$MS$CB$AXP
$222M
88 positions
#23CHILTON INVESTMENT CO INC.Active
Some overlap · 3 shared positions
$AXP$PH$MS
$4.2B
299 positions
#24BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 3 shared positions
$MS$ROST$ISRG
$2.7B
812 positions
#25Alcosta Capital Management, Inc.Active
Some overlap · 3 shared positions
$MS$ROST$HWM
$148M
22 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.