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Hedge Funds Similar to Plato Investment Ltd

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

Plato Investment Management Ltd is an institutional investor managing $1.8B across 496 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 Plato Investment Ltd are Genus, JACOBS LEVY EQUITY, Consolidated Planning, with shared positions in $KLAC, $C, $RY, $VZ, $ADI, $VRSN. The full ranking of 25 similar funds is below.

#1Genus Capital Management Inc.Passive
Slight overlap · 5 shared positions
$KLAC$C$RY$VZ$ADI
$1.0B
204 positions
#2JACOBS LEVY EQUITY MANAGEMENT, INCPassive
Slight overlap · 4 shared positions
$VRSN$EW$KLAC$C
$27.8B
934 positions
#3Consolidated Planning CorpActive
Slight overlap · 5 shared positions
$KLAC$MS$APH$VZ$ADI
$742M
159 positions
#4FIDUCIARY TRUST COActive
Slight overlap · 5 shared positions
$KLAC$MS$APH$ADI$PEP
$9.2B
892 positions
#5Avanza Fonder ABActive
Slight overlap · 5 shared positions
$KLAC$RY$PEP$MS$C
$4.6B
459 positions
#6Te Ahumairangi Investment Management LtdActive
Slight overlap · 4 shared positions
$VRSN$C$RY$VZ
$620M
86 positions
#7Midwest Professional Planners, LTD.Passive
Slight overlap · 4 shared positions
$EW$KLAC$RY$ADI
$510M
131 positions
#8GLOBALT Investments LLC / GAActive
Slight overlap · 4 shared positions
$KLAC$C$MS$ADI
$3.0B
213 positions
#9MARVIN & PALMER ASSOCIATES INCActive
Slight overlap · 4 shared positions
$KLAC$C$MS$ADI
$159M
28 positions
#10Axecap Investments, LLCPassive
Slight overlap · 4 shared positions
$KLAC$C$MS$ADI
$181M
73 positions
#11CAPITOLIS LIQUID GLOBAL MARKETS LLCPassive
Slight overlap · 4 shared positions
$KLAC$C$PEP$ADI
$23.0B
320 positions
#12MACQUARIE GROUP LTDActive
Slight overlap · 4 shared positions
$KLAC$C$APH$VZ
$23.2B
929 positions
#13WESTPAC BANKING CORPPassive
Slight overlap · 4 shared positions
$KLAC$C$APH$ADI
$1.6B
498 positions
#14Swedbank ABActive
Slight overlap · 4 shared positions
$KLAC$C$APH$ADI
$116.0B
696 positions
#15First City Capital Management, Inc.Passive
Slight overlap · 4 shared positions
$KLAC$C$PEP$VZ
$206M
164 positions
#16Mn Services Vermogensbeheer B.V.Active
Slight overlap · 4 shared positions
$KLAC$RY$MS$C
$13.4B
444 positions
#17HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDPassive
Slight overlap · 4 shared positions
$KLAC$MS$RY$C
$71.2B
1,449 positions
#18HOWE & RUSLING INCPassive
Slight overlap · 4 shared positions
$KLAC$MS$PEP$APH
$1.7B
479 positions
#19Union Heritage Capital, LLCPassive
Slight overlap · 4 shared positions
$KLAC$MS$PEP$APH
$295M
65 positions
#20Signet Private Wealth LLCPassive
Slight overlap · 4 shared positions
$KLAC$MS$PEP$APH
$125M
127 positions
#21Severin Investments, LLCPassive
Slight overlap · 4 shared positions
$C$MS$RY$VZ
$133M
174 positions
#22UniSuper Management Pty LtdActive
Slight overlap · 4 shared positions
$C$MS$RY$ADI
$19.3B
652 positions
#23McKinley Carter Wealth Services, Inc.Active
Slight overlap · 4 shared positions
$C$MS$PEP$APH
$1.9B
322 positions
#24ALBION FINANCIAL GROUP /UTPassive
Slight overlap · 4 shared positions
$C$MS$PEP$APH
$1.7B
652 positions
#25VIKING FUND MANAGEMENT LLCPassive
Slight overlap · 4 shared positions
$C$MS$PEP$VZ
$1.1B
146 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.