How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Meritage Group

13F Portfolio OverlapQ2 2026Meritage Group portfolio →

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Most similar hedge funds by 13F overlap

Meritage Group LP is an institutional investor managing $2.6B across 12 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 Meritage Group are Triveni Investments, Cander Asset, GFI Investment Counsel Ltd., with shared positions in $COF, $SPGI, $MSCI, $TOST, $AON, $EFX. The full ranking of 25 similar funds is below.

#1Triveni Capital Investments LPActive

Substantial overlap · 3 shared positions

$COF $SPGI $MSCI

$84M

15 positions

#2Cander Asset Management LPActive

Notable overlap · 4 shared positions

$COF $MSCI $SPGI $TOST

$540M

48 positions

#3GFI Investment Counsel Ltd.Active

Notable overlap · 3 shared positions

$AON $MSCI $EFX

$737M

30 positions

#4EAGLE CAPITAL MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$SPGI $WDAY $COF $AON

$32.7B

56 positions

#5LB Partners LLCActive

Notable overlap · 3 shared positions

$COF $TOST $SPGI

$147M

34 positions

#6YCG, LLCActive

Notable overlap · 4 shared positions

$MSCI $AON $SPGI $EFX

$1.1B

41 positions

#7Gillson Capital LPActive

Notable overlap · 4 shared positions

$AON $COF $MSCI $TRU

$1.7B

80 positions

#8COMGEST GLOBAL INVESTORS S.A.S.Active

Notable overlap · 3 shared positions

$AON $SPGI $MSCI

$4.5B

55 positions

#9Longview Partners (Guernsey) LTDActive

Notable overlap · 3 shared positions

$MSCI $AON $SPGI

$6.2B

23 positions

#10Petrus Trust Company, LTASmart money

Notable overlap · 3 shared positions

$AON $MSCI $CSGP

$1.1B

27 positions

#11Bowie Capital Management, LLCActive

Notable overlap · 3 shared positions

$SPGI $AON $MSCI

$2.4B

37 positions

#12Ironvine Capital Partners, LLCActive

Notable overlap · 3 shared positions

$AON $SPGI $CSGP

$1.1B

57 positions

#13Dash Acquisitions Inc.Active

Notable overlap · 4 shared positions

$SPGI $MSCI $AON $CSGP

$494M

72 positions

#14WEITZ INVESTMENT MANAGEMENT, INC.Active

Some overlap · 4 shared positions

$AON $EFX $CSGP $COF

$1.4B

50 positions

#15GENERATION INVESTMENT MANAGEMENT LLPActive

Some overlap · 3 shared positions

$MSCI $WDAY $EFX

$10.3B

28 positions

#16PineStone Asset Management Inc.Active

Some overlap · 3 shared positions

$MSCI $SPGI $AON

$16.2B

44 positions

#17POLEN CAPITAL MANAGEMENT LLCActive

Some overlap · 3 shared positions

$MSCI $CSGP $AON

$11.6B

219 positions

#18Heron Bay Capital ManagementActive

Some overlap · 3 shared positions

$TRU $SPGI $MSCI

$1.1B

97 positions

#19Arlington Partners LLCActive

Some overlap · 4 shared positions

$AON $SPGI $TRU $MSCI

$55M

64 positions

#20Junto Capital Management LPPassive

Some overlap · 3 shared positions

$MSCI $TRU $COF

$5.7B

81 positions

#21ClearAlpha Technologies LPPassive

Some overlap · 3 shared positions

$SPGI $COF $EFX

$58M

79 positions

#22BRISTOL JOHN W & CO INC /NY/Active

Some overlap · 3 shared positions

$AON $WDAY $SPGI

$6.8B

62 positions

#23ZEVIN ASSET MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$AON $TRU $SPGI

$713M

97 positions

#24Dockside LLCPassive

Some overlap · 3 shared positions

$AON $COF $MSCI

$427M

184 positions

#25Fisher Funds Management LTDActive

Some overlap · 3 shared positions

$MSCI $EFX $SPGI

$3.5B

174 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.