What hedge funds are most similar to Strategic Global Advisors, LLC?

The funds with the most similar 13F portfolios to Strategic Global Advisors, LLC are Progressive Investment, HARDING LOEVNER, EDGEWOOD, based on overlapping conviction holdings in the latest SEC filings.

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 Strategic Global Advisors

13F Portfolio OverlapQ2 2026Strategic Global Advisors portfolio →

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Most similar hedge funds by 13F overlap

Strategic Global Advisors, LLC is an institutional investor managing $702M across 129 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 Strategic Global Advisors are Progressive Investment, HARDING LOEVNER, EDGEWOOD, with shared positions in $MSCI, $KLAC, $IDXX, $MCO, $APH, $ASML. The full ranking of 25 similar funds is below.

#1Progressive Investment Management CorpActive

Notable overlap · 6 shared positions

$MSCI $KLAC $IDXX $MCO $APH $ASML

$454M

56 positions

#2HARDING LOEVNER LPActive

Some overlap · 4 shared positions

$SPOT $APH $NTES $ASML

$10.6B

82 positions

#3EDGEWOOD MANAGEMENT LLCActive

Some overlap · 4 shared positions

$SPOT $MSCI $APH $ASML

$9.7B

90 positions

#4Wakefield Asset Management LLLPPassive

Some overlap · 8 shared positions

$MNST $APH $FIX $AER $EXEL $FTI

$444M

225 positions

#5CIM, LLCPassive

Some overlap · 6 shared positions

$MNST $SPOT $ASML $FIX $EXEL $APH

$773M

171 positions

#6Alamar Capital Management, LLCActive

Some overlap · 5 shared positions

$SPOT $MSCI $APH $MCK $MNST

$198M

88 positions

#7INVESCO, LLCActive

Some overlap · 5 shared positions

$MNST $KLAC $APH $MCK $ALL

$323M

133 positions

#8LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive

Some overlap · 5 shared positions

$MNST $ROK $MCK $ASML $FIX

$213M

124 positions

#9Nutshell Asset Management LtdActive

Some overlap · 5 shared positions

$MSCI $IDXX $MCO $APH $ROL

$300M

45 positions

#10Retail Employees Superannuation Pty Ltd as trustee for RetaiActive

Some overlap · 5 shared positions

$MSCI $IDXX $MCO $APH $ROL

$373M

28 positions

#11RENAISSANCE GROUP LLCPassive

Some overlap · 5 shared positions

$ROK $KLAC $APH $FIX $TPR

$2.5B

234 positions

#12Benchmark Investment Advisors LLCPassive

Some overlap · 5 shared positions

$KLAC $SPOT $APH $ASML $FIX

$228M

70 positions

#13CABOT WEALTH MANAGEMENT INCPassive

Some overlap · 5 shared positions

$ROK $KLAC $APH $ASML $IDXX

$982M

142 positions

#14Waterway Wealth Management, LLCActive

Some overlap · 6 shared positions

$MCO $APH $MSCI $SPOT $ROL $LNG

$490M

96 positions

#15Winslow Capital Management, LLCActive

Some overlap · 5 shared positions

$KLAC $APH $MCK $ASML $MSCI

$29.1B

66 positions

#16Trivium Point Advisory, LLCPassive

Some overlap · 3 shared positions

$SPOT $KLAC $LNG

$1.1B

354 positions

#17CARDEROCK CAPITAL MANAGEMENT INCPassive

Some overlap · 4 shared positions

$MNST $IDXX $MCO $APH

$456M

67 positions

#18Local Pensions Partnership Investment LtdActive

Some overlap · 6 shared positions

$KLAC $MCO $APH $MSCI $IDXX $ROL

$4.8B

32 positions

#19Bristol Gate Capital Partners Inc.Active

Some overlap · 5 shared positions

$MSCI $KLAC $APH $MCK $MCO

$1.4B

33 positions

#20TREMBLANT CAPITAL GROUPActive

Some overlap · 3 shared positions

$SPOT $IDXX $MKSI

$3.5B

58 positions

#21AustralianSuper Pty LtdActive

Some overlap · 5 shared positions

$MNST $ALL $IDXX $AER $FIX

$23.1B

288 positions

#22Gibraltar Capital Management, Inc.Active

Some overlap · 4 shared positions

$MNST $KLAC $ASML $LDOS

$650M

125 positions

#23CONTRAVISORY INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 4 shared positions

$ROK $KLAC $APH $ASML

$566M

391 positions

#24MARIETTA INVESTMENT PARTNERS LLCPassive

Some overlap · 6 shared positions

$APH $ASML $FIX $SPOT $FTI $TPR

$582M

170 positions

#25OAK ASSOCIATES LTD /OH/Active

Some overlap · 5 shared positions

$KLAC $APH $ASML $ROK $MCK

$1.8B

139 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.