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Hedge Funds Similar to MACQUARIE GROUP LTD

13F Portfolio OverlapQ2 2026MACQUARIE GROUP LTD portfolio →
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Most similar hedge funds by 13F overlap

MACQUARIE GROUP LTD is an institutional investor managing $23.2B across 929 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 MACQUARIE GROUP LTD are WESTPAC BANKING, 44 WEALTH, FARMERS, with shared positions in $APH, $C, $WELL, $KLAC, $GILD, $BMY. The full ranking of 25 similar funds is below.

#1WESTPAC BANKING CORPPassive
Some overlap · 8 shared positions
$APH$C$WELL$KLAC$GILD$BMY
$1.6B
498 positions
#244 WEALTH MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$PM$C$KLAC$WFC$CVS$BMY
$302M
184 positions
#3FARMERS TRUST CO
Some overlap · 7 shared positions
$PM$C$NEE$CVS$NEM$VZ
$637M
203 positions
#4GLOBALT Investments LLC / GAActive
Some overlap · 7 shared positions
$C$KLAC$PM$WFC$GILD$TJX
$3.0B
213 positions
#5STEPHENSON NATIONAL BANK & TRUSTActive
Some overlap · 7 shared positions
$PM$C$WFC$GILD$BMY$VZ
$395M
283 positions
#6Severin Investments, LLCPassive
Some overlap · 7 shared positions
$PM$C$WFC$NEE$NEM$VZ
$133M
174 positions
#7HOWE & RUSLING INCPassive
Some overlap · 6 shared positions
$PM$APH$KLAC$NEE$TJX$UNP
$1.7B
479 positions
#8Slagle Financial, LLCPassive
Some overlap · 6 shared positions
$PM$C$WFC$NEE$TJX$PLD
$334M
127 positions
#9Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 6 shared positions
$PM$APH$NEE$BMY$PLD$VZ
$513M
70 positions
#10Capital International SarlActive
Some overlap · 5 shared positions
$PM$APH$WELL$KLAC$C
$7.1B
287 positions
#11United Super Pty Ltd in its capacity as Trustee for the ConsActive
Some overlap · 6 shared positions
$APH$C$WFC$GILD$BMY$VZ
$5.6B
184 positions
#12Strategic Wealth Partners, Ltd.Passive
Some overlap · 6 shared positions
$PM$C$NEE$TJX$PLD$UNP
$1.6B
1,462 positions
#13BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 6 shared positions
$PM$C$NEE$TJX$PLD$UNP
$171M
116 positions
#14SWP Investment Management LLCPassive
Some overlap · 6 shared positions
$PM$C$NEE$TJX$PLD$UNP
$145M
43 positions
#15MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$PM$C$WFC$PLD$VZ$UNP
$233M
122 positions
#16BTC Capital Management, Inc.Passive
Some overlap · 6 shared positions
$APH$WFC$NEE$GILD$TJX$PLD
$1.6B
207 positions
#17United Community BankPassive
Some overlap · 6 shared positions
$PM$NEE$GILD$C$BMY$VZ
$323M
534 positions
#18Capital International, Inc./CA/Active
Some overlap · 5 shared positions
$PM$APH$WELL$KLAC$CVS
$14.3B
302 positions
#19Knights of Columbus Asset Advisors LLCPassive
Some overlap · 6 shared positions
$WELL$WFC$C$GILD$TJX$PLD
$2.0B
386 positions
#20TD PRIVATE CLIENT WEALTH LLCPassive
Some overlap · 7 shared positions
$PM$CVS$PLD$VZ$WFC$KLAC
$5.4B
1,698 positions
#21PCB Capital LLCPassive
Some overlap · 5 shared positions
$PM$APH$KLAC$WFC$VZ
$82M
114 positions
#22Hartford Funds Management Co LLCSmart money
Some overlap · 5 shared positions
$PM$WELL$KLAC$WFC$GILD
$1.3B
98 positions
#23AMICA MUTUAL INSURANCE COActive
Some overlap · 5 shared positions
$PM$APH$KLAC$NEE$UNP
$1.2B
142 positions
#24LSV ASSET MANAGEMENTActive
Some overlap · 6 shared positions
$C$WFC$CVS$NEM$BMY$VZ
$55.1B
889 positions
#25Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$PM$WELL$KLAC$NEE$TJX
$1.6B
184 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.