13F Pro

Hedge Funds Similar to Generate Investment Ltd

13F Portfolio OverlapQ2 2026Generate Investment Ltd portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Generate Investment Management Ltd is an institutional investor managing $2.4B across 90 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 Generate Investment Ltd are KP, DF DENT, LYELL WEALTH, with shared positions in $TDG, $ASML, $TMO, $APH, $ETN, $MCO. The full ranking of 25 similar funds is below.

#1KP Management LLCPassive
Some overlap · 6 shared positions
$TDG$ASML$TMO$APH$ETN$MCO
$532M
86 positions
#2DF DENT & CO INCPassive
Some overlap · 6 shared positions
$TDG$ASML$MSCI$APH$VMC$MCO
$5.3B
271 positions
#3LYELL WEALTH MANAGEMENT, LPPassive
Some overlap · 5 shared positions
$VRT$ASML$TMO$APH$WM
$1.6B
232 positions
#4Chicago Capital, LLCActive
Some overlap · 4 shared positions
$VRT$TDG$ASML$APH
$4.2B
361 positions
#5ALTA CAPITAL MANAGEMENT LLC/Active
Some overlap · 6 shared positions
$ASML$TMO$APH$ETN$WM$MCK
$1.3B
109 positions
#6Winslow Capital Management, LLCActive
Some overlap · 5 shared positions
$VRT$ASML$MSCI$MCK$APH
$29.1B
66 positions
#7Advocacy Wealth Management, LLCActive
Some overlap · 5 shared positions
$VRT$ASML$APH$ETN$MSCI
$2.8B
151 positions
#8Acumen Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$VRT$ASML$TMO$APH$ETN
$472M
493 positions
#9Skye Global Management LPSmart money
Some overlap · 5 shared positions
$TDG$TMO$VMC$MCO$DASH
$5.1B
30 positions
#10YCG, LLCActive
Some overlap · 5 shared positions
$TDG$MSCI$VMC$WM$MCO
$1.1B
41 positions
#11Mill Capital Management, LLCActive
Some overlap · 4 shared positions
$TDG$ASML$TMO$APH
$1.5B
128 positions
#12Cornerstone Capital, Inc.Active
Some overlap · 4 shared positions
$VRT$TMO$APH$ETN
$1.1B
120 positions
#13Stanley Capital Management, LLCActive
Some overlap · 4 shared positions
$VRT$ASML$MCK$MCO
$754M
37 positions
#14EDGEWOOD MANAGEMENT LLCActive
Some overlap · 4 shared positions
$TDG$ASML$MSCI$APH
$9.7B
90 positions
#15United Asset Strategies, Inc.Passive
Some overlap · 5 shared positions
$ASML$TMO$APH$ETN$MCK
$1.4B
259 positions
#16Peloton Wealth StrategistsPassive
Some overlap · 4 shared positions
$VRT$TMO$APH$NVO
$271M
91 positions
#17BRANT POINT INVESTMENT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$VRT$TMO$APH$WCC
$813M
120 positions
#18Pennant Select, LLCActive
Some overlap · 3 shared positions
$VRT$TDG$ASML
$225M
15 positions
#19Ironvine Capital Partners, LLCActive
Some overlap · 5 shared positions
$ASML$TMO$APH$VMC$MCO
$1.1B
57 positions
#20Private Advisory Group LLCPassive
Some overlap · 4 shared positions
$VRT$ASML$WM$NVO
$1.9B
296 positions
#21Nordwand Advisors, LLCPassive
Some overlap · 4 shared positions
$VRT$TMO$ETN$WM
$652M
146 positions
#22Strategic Global Advisors, LLCPassive
Some overlap · 5 shared positions
$ASML$MSCI$MCK$APH$MCO
$702M
129 positions
#23GUERRA PAN ADVISORS, LLCPassive
Some overlap · 4 shared positions
$TDG$ASML$TMO$VRT
$179M
118 positions
#24MAR VISTA INVESTMENT PARTNERS LLCActive
Some overlap · 4 shared positions
$TDG$ASML$APH$MCO
$1.0B
33 positions
#25MOTCOPassive
Some overlap · 5 shared positions
$TMO$MCK$APH$ETN$WM
$1.2B
840 positions

Compare Generate Investment Ltd’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Generate Investment Ltd’s holdings

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.