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Hedge Funds Similar to LOOMIS SAYLES & L P

13F Portfolio OverlapQ2 2026LOOMIS SAYLES & L P portfolio →
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Most similar hedge funds by 13F overlap

LOOMIS SAYLES & CO L P is an institutional investor managing $79.8B across 707 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 LOOMIS SAYLES & L P are ONE WEALTH, DB Fitzpatrick, Cravens & Advisors, with shared positions in $BA, $MNST, $VRTX, $SHOP, $ADSK, $DIS. The full ranking of 25 similar funds is below.

#1ONE WEALTH CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 14 shared positions
$BA$MNST$VRTX$SHOP$ADSK$DIS
$267M
123 positions
#2DB Fitzpatrick & Co, IncActive
Notable overlap · 8 shared positions
$BA$ADSK$CRM$SBUX$DE$TMO
$121M
100 positions
#3Cravens & Co Advisors, LLCActive
Notable overlap · 8 shared positions
$VRTX$BA$CRM$SBUX$NVO$DIS
$147M
61 positions
#4Third View Private Wealth, LLCPassive
Notable overlap · 8 shared positions
$BA$MNST$VRTX$SHOP$DIS$REGN
$814M
291 positions
#5Financial Gravity Companies, Inc. (FGCO)Passive
Notable overlap · 9 shared positions
$BA$SBUX$NVO$NVS$DIS$CRM
$616M
1,040 positions
#6McGinn Penninger Investment Management, Inc.Active
Notable overlap · 5 shared positions
$BA$DIS$CRM$SBUX$NKE
$164M
38 positions
#7JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$BA$MNST$VRTX$SHOP$DIS$CRM
$140M
170 positions
#8Sather Financial Group IncActive
Some overlap · 4 shared positions
$BA$MNST$SPGI$NKE
$1.7B
121 positions
#9CASTLEKEEP INVESTMENT ADVISORS LLCActive
Some overlap · 4 shared positions
$BA$DIS$DE$NVS
$200M
76 positions
#10Peloton Wealth StrategistsPassive
Some overlap · 7 shared positions
$VRTX$MNST$NVO$TMO$ISRG$NKE
$271M
91 positions
#11CAPITAL INTERNATIONAL LTD /CA/Active
Some overlap · 8 shared positions
$SHOP$VRTX$DE$SBUX$ISRG$TMO
$3.1B
150 positions
#12Financial Gravity Asset Management, Inc.
Some overlap · 8 shared positions
$BA$SBUX$DIS$ADSK$NVS$CRM
$562M
973 positions
#13Capital Group Investment Management Pte. Ltd.Passive
Some overlap · 7 shared positions
$SHOP$VRTX$DE$SBUX$ISRG$TMO
$664M
143 positions
#14Knuff & Co LLCPassive
Some overlap · 5 shared positions
$MNST$VRTX$NVO$BA$TMO
$395M
142 positions
#15Hillman Capital Management, Inc.Passive
Some overlap · 4 shared positions
$BA$DIS$CRM$NKE
$138M
54 positions
#16Arlington Financial Advisors, LLCActive
Some overlap · 7 shared positions
$DIS$CRM$SBUX$DE$ISRG$NKE
$796M
112 positions
#17SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 4 shared positions
$BA$DIS$REGN$TMO
$3.2B
40 positions
#18Washington Trust Advisors, Inc.Passive
Some overlap · 7 shared positions
$REGN$SBUX$DE$DIS$BKNG$ISRG
$1.4B
700 positions
#19BRISTOL JOHN W & CO INC /NY/Active
Some overlap · 8 shared positions
$SBUX$DE$NVS$TMO$ISRG$YUM
$6.8B
62 positions
#20Minneapolis Portfolio Management Group, LLCActive
Some overlap · 3 shared positions
$BA$ADSK$DE
$1.1B
34 positions
#21FAGAN ASSOCIATES, INC.Active
Some overlap · 6 shared positions
$VRTX$BA$REGN$NKE$SBUX$DE
$861M
139 positions
#22WealthBridge Investment Counsel Inc.Active
Some overlap · 4 shared positions
$BA$DIS$SBUX$TMO
$377M
44 positions
#23CMH Wealth Management LLCPassive
Some overlap · 4 shared positions
$BA$CRM$DE$NVS
$664M
112 positions
#24Newport Trust Company, LLCActive
Some overlap · 4 shared positions
$BA$DIS$SPGI$NKE
$41.5B
63 positions
#25Lipe & DaltonPassive
Some overlap · 5 shared positions
$BA$DE$VRTX$TMO$YUM
$216M
94 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.