13F Pro

Hedge Funds Similar to Research Global Investors

13F Portfolio OverlapQ2 2026Research Global Investors portfolio →
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Most similar hedge funds by 13F overlap

Capital Research Global Investors is an institutional investor managing $716.9B across 426 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 Research Global Investors are Wealth Science Advisors, International Sarl, Cravens & Advisors, with shared positions in $PM, $RCL, $SBUX, $VRTX, $UBER, $LIN. The full ranking of 25 similar funds is below.

#1Wealth Science Advisors LLCActive
Notable overlap · 10 shared positions
$PM$RCL$SBUX$VRTX$UBER$LIN
$238M
80 positions
#2Capital International SarlActive
Some overlap · 7 shared positions
$PM$RCL$VRTX$SBUX$MELI$APH
$7.1B
287 positions
#3Cravens & Co Advisors, LLCActive
Some overlap · 6 shared positions
$PM$SBUX$VRTX$APH$UNP$MELI
$147M
61 positions
#4LONDON CO OF VIRGINIAActive
Some overlap · 7 shared positions
$PM$SBUX$GLW$PGR$D$BLK
$17.5B
169 positions
#5Capital World InvestorsActive
Some overlap · 6 shared positions
$PM$VRTX$SBUX$RCL$UNP$CNQ
$846.4B
637 positions
#6Bluebird Wealth Management LLCPassive
Some overlap · 6 shared positions
$UBER$VRTX$LIN$CARR$GLW$MELI
$115M
89 positions
#7SWS PartnersPassive
Some overlap · 6 shared positions
$PM$UBER$WFC$GLW$MELI$APH
$465M
108 positions
#8CAPITAL INTERNATIONAL LTD /CA/Active
Some overlap · 6 shared positions
$RCL$VRTX$SBUX$LIN$MELI$APH
$3.1B
150 positions
#9Capital Group Investment Management Pte. Ltd.Passive
Some overlap · 6 shared positions
$RCL$VRTX$SBUX$LIN$MELI$APH
$664M
143 positions
#10Ted Buchan & CoActive
Some overlap · 7 shared positions
$RCL$SBUX$UBER$PGR$MELI$CNQ
$303M
94 positions
#11Lincoln Capital LLCActive
Some overlap · 7 shared positions
$SBUX$LIN$CARR$UNP$GLW$APH
$570M
138 positions
#12SUMMITRY LLCPassive
Some overlap · 5 shared positions
$SBUX$UBER$CARR$WFC$GLW
$3.0B
340 positions
#13Accretive Wealth Partners, LLCPassive
Some overlap · 6 shared positions
$PM$SBUX$WFC$PGR$UNP$BLK
$412M
181 positions
#14PARK CIRCLE CoActive
Some overlap · 4 shared positions
$PM$SBUX$VRTX$MO
$117M
53 positions
#15CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 5 shared positions
$PM$WFC$GLW$SBUX$UNP
$857M
179 positions
#16WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$PM$LIN$VRTX$GLW
$55.2B
266 positions
#17LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 6 shared positions
$LIN$UBER$SBUX$GLW$UNP$BLK
$155M
88 positions
#18Rockingstone Advisors LLCPassive
Some overlap · 4 shared positions
$PM$LIN$UBER$CNQ
$249M
112 positions
#19Investment Research & Advisory Group, Inc.Active
Some overlap · 4 shared positions
$PM$SBUX$UBER$BLK
$337M
333 positions
#20MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$PM$SBUX$WFC$UNP
$233M
122 positions
#21Slagle Financial, LLCPassive
Some overlap · 4 shared positions
$PM$SBUX$WFC$MO
$334M
127 positions
#22Juno Financial Group LLCActive
Some overlap · 6 shared positions
$UBER$PM$GLW$D$MO$UNP
$282M
73 positions
#23Capital International InvestorsActive
Some overlap · 4 shared positions
$PM$RCL$APH$MELI
$483.6B
446 positions
#24Galvin, Gaustad & Stein, LLCPassive
Some overlap · 5 shared positions
$VRTX$UBER$WFC$PGR$UNP
$1.3B
257 positions
#25Titan Investment Solutions LtdActive
Some overlap · 4 shared positions
$PM$UBER$LIN$BLK
$894M
60 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.