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Hedge Funds Similar to Grantham, Mayo, Van Otterloo

13F Portfolio OverlapQ2 2026Grantham, Mayo, Van Otterloo portfolio →
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Most similar hedge funds by 13F overlap

Grantham, Mayo, Van Otterloo & Co. LLC is an institutional investor managing $44.4B across 663 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 Grantham, Mayo, Van Otterloo are Gibraltar, Avanda Investment Pte. Ltd., WestEnd Advisors, with shared positions in $KLAC, $TMO, $CRM, $TXN, $STZ, $UBER. The full ranking of 25 similar funds is below.

#1Gibraltar Capital Management, Inc.Active
Notable overlap · 7 shared positions
$KLAC$TMO$CRM$TXN$STZ$UBER
$650M
125 positions
#2Avanda Investment Management Pte. Ltd.Active
Notable overlap · 4 shared positions
$TXN$TMO$KLAC$ASML
$299M
39 positions
#3WestEnd Advisors, LLCActive
Notable overlap · 4 shared positions
$TXN$TMO$CRM$TJX
$4.5B
408 positions
#4Acumen Wealth Advisors, LLCPassive
Notable overlap · 8 shared positions
$KLAC$USB$TJX$HLT$DGX$TMO
$472M
493 positions
#5BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 5 shared positions
$TMO$TXN$ELV$TJX$ACN
$499M
73 positions
#6Local Pensions Partnership Investment LtdActive
Notable overlap · 3 shared positions
$TXN$TMO$KLAC
$4.8B
32 positions
#7Gs Investments, Inc.Passive
Notable overlap · 6 shared positions
$TMO$USB$TXN$KLAC$UBER$CRM
$138M
133 positions
#8PROFESSIONAL ADVISORY SERVICES INCActive
Notable overlap · 5 shared positions
$TMO$USB$ELV$TJX$ASML
$836M
93 positions
#9Iyo Bank, Ltd.Active
Notable overlap · 4 shared positions
$TXN$TMO$KLAC$ISRG
$329M
32 positions
#10CAMBIAR INVESTORS LLCActive
Notable overlap · 6 shared positions
$TXN$USB$ELV$STZ$UBER$ASML
$2.3B
150 positions
#11Maple Capital Management, Inc.Active
Notable overlap · 6 shared positions
$TXN$TJX$ACN$ISRG$ABT$UBER
$1.7B
130 positions
#12Eldred Rock Partners, LLCActive
Notable overlap · 4 shared positions
$TXN$TMO$ACN$ASML
$465M
29 positions
#13Center for Wealth Management AdvisoryActive
Notable overlap · 5 shared positions
$USB$ABT$CI$ELV$ACN
$159M
62 positions
#14MERIDIAN MANAGEMENT COActive
Some overlap · 6 shared positions
$TMO$CRM$ISRG$UBER$SNPS$ASML
$446M
84 positions
#15NZS Capital, LLCActive
Some overlap · 4 shared positions
$TXN$KLAC$ISRG$UBER
$3.9B
61 positions
#16James Hambro & Partners LLPActive
Some overlap · 4 shared positions
$TXN$TMO$ISRG$TJX
$2.8B
68 positions
#17Longview Partners (Guernsey) LTDActive
Some overlap · 3 shared positions
$TXN$TMO$CRM
$6.2B
23 positions
#18Railway Pension Investments LtdActive
Some overlap · 3 shared positions
$TXN$KLAC$TMO
$8.0B
102 positions
#19DAVIS SELECTED ADVISERSActive
Some overlap · 4 shared positions
$TXN$USB$CI$DGX
$23.3B
112 positions
#20Guinness Atkinson Asset Management IncPassive
Some overlap · 4 shared positions
$TMO$KLAC$CRM$TXN
$223M
107 positions
#21MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$TXN$USB$TMO$STZ$ABT
$1.2B
106 positions
#22Palisade Asset Management, LLCPassive
Some overlap · 5 shared positions
$TXN$ABT$USB$TJX$KLAC
$1.1B
204 positions
#23HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$USB$CI$CRM$ELV$STZ
$34.3B
462 positions
#24AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 4 shared positions
$TXN$TMO$TJX$UBER
$1.6B
118 positions
#25SHUFRO ROSE & CO LLCActive
Some overlap · 4 shared positions
$TXN$TMO$KLAC$CRM
$1.7B
315 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.