How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Foyston, Gordon, & Payne

13F Portfolio OverlapQ2 2026Foyston, Gordon, & Payne portfolio →

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Most similar hedge funds by 13F overlap

Foyston, Gordon, & Payne Inc is an institutional investor managing $468M across 68 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 Foyston, Gordon, & Payne are Longview Partners (Guernsey) LTD, Leith Wheeler Investment Counsel Ltd., Ninety One North America, with shared positions in $BKNG, $AXP, $CRM, $BDX, $CDW, $IQV. The full ranking of 25 similar funds is below.

#1Longview Partners (Guernsey) LTDActive

Notable overlap · 6 shared positions

$BKNG $AXP $CRM $BDX $CDW $IQV

$6.2B

23 positions

#2Leith Wheeler Investment Counsel Ltd.Smart money

Notable overlap · 8 shared positions

$CRM $BDX $SEIC $QCOM $HSIC $ADSK

$1.3B

85 positions

#3Ninety One North America, Inc.Active

Notable overlap · 5 shared positions

$PM $BKNG $MRSH $ADSK $ALLE

$2.1B

106 positions

#4CINCINNATI FINANCIAL CORPActive

Notable overlap · 6 shared positions

$PM $HON $HONA $QCOM $MDLZ $MRSH

$5.2B

56 positions

#5FIDUCIARY MANAGEMENT INC /WI/Active

Notable overlap · 6 shared positions

$BKNG $CDW $BDX $ALLE $HSIC $SUNB

$7.0B

56 positions

#6CORTLAND ASSOCIATES INC/MOActive

Notable overlap · 4 shared positions

$PM $BKNG $BDX $WTW

$692M

62 positions

#7SWP Investment Management LLCPassive

Notable overlap · 5 shared positions

$PM $AXP $BKNG $UNP $BDX

$145M

43 positions

#8First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 5 shared positions

$PM $UNP $MDLZ $HON $HONA

$529M

75 positions

#9L1 Capital International Pty LtdActive

Notable overlap · 4 shared positions

$BKNG $AXP $MRSH $UBER

$1.7B

21 positions

#10Independent Franchise Partners LLPActive

Notable overlap · 4 shared positions

$PM $OTIS $CRM $IT

$15.2B

26 positions

#11HARRIS ASSOCIATES L PActive

Notable overlap · 7 shared positions

$CRM $MRSH $UNP $WTW $IQV $CDW

$75.4B

162 positions

#12Shelter Mutual Insurance CoActive

Notable overlap · 5 shared positions

$AXP $UNP $QCOM $BKNG $OTIS

$473M

58 positions

#13Broyhill Asset Management, LLCPassive

Notable overlap · 5 shared positions

$PM $HON $HONA $IQV $UBER

$112M

77 positions

#14Tranquilli Financial Advisor LLCPassive

Notable overlap · 6 shared positions

$BKNG $PM $BDX $QCOM $IQV $ALLE

$186M

135 positions

#15Infusive Asset Management Inc.Passive

Notable overlap · 4 shared positions

$BKNG $AXP $CRM $UBER

$220M

30 positions

#16Mill Capital Management, LLCActive

Notable overlap · 6 shared positions

$AXP $UNP $BKNG $PM $OTIS $CRM

$1.5B

128 positions

#17Beutel, Goodman & Co Ltd.Active

Notable overlap · 5 shared positions

$UNP $MRSH $BDX $AXP $QCOM

$13.6B

163 positions

#18TWIN CITY PRIVATE WEALTH, LLCPassive

Notable overlap · 4 shared positions

$PM $BKNG $BDX $IQV

$143M

104 positions

#19BAXTER BROS INCPassive

Notable overlap · 5 shared positions

$AXP $UNP $QCOM $UBER $HON

$864M

172 positions

#20Deane Retirement Strategies, Inc.Passive

Notable overlap · 4 shared positions

$UNP $CRM $MDLZ $AXP

$236M

52 positions

#21Thomasville National BankPassive

Notable overlap · 6 shared positions

$BKNG $PM $CRM $AXP $ADSK $UBER

$1.8B

241 positions

#22CFC Planning Co LLCPassive

Notable overlap · 3 shared positions

$PM $AXP $CRM

$171M

71 positions

#23First Eagle Investment Management, LLCActive

Notable overlap · 5 shared positions

$BDX $CRM $PM $BKNG $WTW

$59.9B

424 positions

#24J. Stern & Co. LLPActive

Notable overlap · 5 shared positions

$OTIS $CRM $HON $HONA $BKNG

$1.1B

51 positions

#25CAMBIAR INVESTORS LLCActive

Notable overlap · 5 shared positions

$UNP $AXP $HON $HONA $UBER

$2.3B

150 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.