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Hedge Funds Similar to Intermede Investment Partners Ltd

13F Portfolio OverlapQ2 2026Intermede Investment Partners Ltd portfolio →
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Most similar hedge funds by 13F overlap

Intermede Investment Partners Ltd is an institutional investor managing $2.4B across 30 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 Intermede Investment Partners Ltd are CENTRAL SECURITIES, Fulcrum, Blume, with shared positions in $SCHW, $COF, $ADI, $EFX, $CME, $WM. The full ranking of 25 similar funds is below.

#1CENTRAL SECURITIES CORPActive
Notable overlap · 4 shared positions
$SCHW$COF$ADI$EFX
$1.3B
29 positions
#2Fulcrum Capital LLCActive
Notable overlap · 7 shared positions
$CME$WM$VRTX$LIN$UBER$INTU
$493M
103 positions
#3Blume Capital Management, Inc.Passive
Notable overlap · 4 shared positions
$SCHW$COF$UBER$BKR
$684M
359 positions
#4YCG, LLCActive
Notable overlap · 6 shared positions
$LIN$CME$TDG$WM$INTU$EFX
$1.1B
41 positions
#5Sandhill Capital Partners LLCActive
Notable overlap · 4 shared positions
$SCHW$LIN$UBER$WM
$1.2B
98 positions
#6LITTLEJOHN FINANCIAL SERVICES, INC.Passive
Notable overlap · 4 shared positions
$BKR$UBER$INTU$WM
$138M
71 positions
#7TITAN GLOBAL CAPITAL MANAGEMENT USA LLCActive
Notable overlap · 4 shared positions
$SCHW$UBER$TDG$ADI
$785M
68 positions
#8FLOSSBACH VON STORCH SEActive
Notable overlap · 4 shared positions
$SCHW$AME$LIN$ADI
$22.1B
106 positions
#9MAR VISTA INVESTMENT PARTNERS LLCActive
Notable overlap · 4 shared positions
$LIN$AME$TDG$ADI
$1.0B
33 positions
#10Warther Private Wealth, LLCActive
Notable overlap · 3 shared positions
$SCHW$UBER$CMG
$456M
50 positions
#11NORTH STAR ASSET MANAGEMENT INCPassive
Notable overlap · 5 shared positions
$SCHW$AME$ADI$INTU$EFX
$2.5B
372 positions
#12ClearAlpha Technologies LPPassive
Notable overlap · 5 shared positions
$CME$INTU$COF$EFX$UBER
$58M
79 positions
#13Venator Management LLCSmart money
Notable overlap · 3 shared positions
$COF$INTU$UBER
$444M
27 positions
#14Pekao Towarzystwo Funduszy Inwestycyjnych S.A.Passive
Notable overlap · 3 shared positions
$CME$UBER$TDG
$157M
85 positions
#15Shelter Mutual Insurance CoActive
Notable overlap · 3 shared positions
$LIN$CME$VRTX
$473M
58 positions
#16PineStone Asset Management Inc.Active
Notable overlap · 4 shared positions
$CME$LIN$ADI$HDB
$16.2B
44 positions
#17BARLOW WEALTH PARTNERS, INC.Active
Some overlap · 4 shared positions
$SCHW$UBER$VRTX$INTU
$926M
149 positions
#18LANSDOWNE PARTNERS (UK) LLPSmart money
Some overlap · 3 shared positions
$BKR$LIN$ADI
$2.4B
26 positions
#19Goodman Financial CorpPassive
Some overlap · 3 shared positions
$SCHW$UBER$WM
$647M
73 positions
#20CANTILLON CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$UBER$CME$ADI$TCOM
$665M
27 positions
#21Fore Capital, LLCActive
Some overlap · 4 shared positions
$DXCM$UBER$TCOM$HDB
$338M
67 positions
#22Patrick Mauro Investment Advisor, INC.Active
Some overlap · 3 shared positions
$LIN$CME$WM
$199M
38 positions
#23Giverny Capital Inc.Active
Some overlap · 3 shared positions
$SCHW$AME$ADI
$3.0B
51 positions
#24Brentview Investment Management LLCActive
Some overlap · 3 shared positions
$CME$LIN$WM
$253M
63 positions
#25ARQ WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$COF$SCHW$WM
$807M
209 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.