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Hedge Funds Similar to GATES FOUNDATION

13F Portfolio OverlapQ2 2026GATES FOUNDATION portfolio →
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Most similar hedge funds by 13F overlap

GATES FOUNDATION TRUST is an institutional investor managing $34.4B across 24 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 GATES FOUNDATION are Templeton & Phillips, BIRMINGHAM, DB Fitzpatrick, with shared positions in $CNI, $BUD, $MCD, $DE, $FDX, $WM. The full ranking of 25 similar funds is below.

#1Templeton & Phillips Capital Management, LLCSmart money
Notable overlap · 3 shared positions
$CNI$BUD$MCD
$137M
52 positions
#2BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Notable overlap · 3 shared positions
$DE$FDX$MCD
$263M
90 positions
#3DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$WM$DE$ECL$DHR
$121M
100 positions
#4Sustainable Growth Advisers, LPActive
Some overlap · 4 shared positions
$WM$ECL$DHR$WCN
$9.9B
49 positions
#5Canoe Financial LPActive
Some overlap · 3 shared positions
$CNI$DE$DHR
$8.3B
120 positions
#6Eliot Finkel Investment Counsel, LLCActive
Some overlap · 3 shared positions
$DE$PCAR$MCD
$214M
33 positions
#7Atwater Malick LLCActive
Some overlap · 3 shared positions
$WM$CNI$MCD
$454M
131 positions
#8Mirova US LLCActive
Some overlap · 4 shared positions
$ECL$WM$DHR$VLTO
$9.3B
45 positions
#9YCG, LLCActive
Some overlap · 3 shared positions
$WM$CNI$WCN
$1.1B
41 positions
#10Turas Capital Management LPPassive
Some overlap · 3 shared positions
$CNI$ECL$FDXF
$218M
59 positions
#11Findlay Park Partners LLPActive
Some overlap · 4 shared positions
$CNI$ECL$WCN$WST
$7.4B
49 positions
#12PARNASSUS INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$WM$DE$DHR
$33.8B
123 positions
#13Ravenstone Capital Management Inc.Active
Some overlap · 3 shared positions
$CNI$WCN$DHR
$244M
54 positions
#14Patrick Mauro Investment Advisor, INC.Active
Some overlap · 3 shared positions
$WM$CNI$MCD
$199M
38 positions
#15DLK Investment Management, LLCPassive
Some overlap · 4 shared positions
$WM$DE$MCD$DHR
$275M
99 positions
#16Sage Investment Advisers LLCPassive
Some overlap · 4 shared positions
$WM$DE$FDX$MCD
$154M
96 positions
#17Gouws Capital LLCActive
Some overlap · 3 shared positions
$DE$DHR$MCD
$212M
53 positions
#18BCS Private Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$WM$ECL$DHR
$332M
187 positions
#19Fjell Capital, LLCPassive
Some overlap · 3 shared positions
$WM$DE$DHR
$178M
84 positions
#20McCollum Christoferson Group LLCPassive
Some overlap · 3 shared positions
$ECL$WST$DHR
$343M
88 positions
#21Hayek Kallen Investment ManagementActive
Some overlap · 3 shared positions
$WM$DE$MCD
$330M
97 positions
#22BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 3 shared positions
$WM$DE$MCD
$2.5B
270 positions
#23ARQ WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$WM$FDX$BUD
$807M
209 positions
#24Palisade Asset Management, LLCPassive
Some overlap · 3 shared positions
$DE$ECL$MCD
$1.1B
204 positions
#25NICOLA WEALTH MANAGEMENT LTD.Passive
Some overlap · 3 shared positions
$CNI$DE$WCN
$868M
61 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.