What hedge funds are most similar to Sustainable Growth Advisers, LP?

The funds with the most similar 13F portfolios to Sustainable Growth Advisers, LP are LRZ, DB Fitzpatrick, Mirova US, 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 Sustainable Growth Advisers

13F Portfolio OverlapQ2 2026Sustainable Growth Advisers portfolio →

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Most similar hedge funds by 13F overlap

Sustainable Growth Advisers, LP is an institutional investor managing $10.2B across 47 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 Sustainable Growth Advisers are LRZ, DB Fitzpatrick, Mirova US, with shared positions in $YUM, $DHR, $CP, $SPGI, $MELI, $WM. The full ranking of 25 similar funds is below.

#1LRZ CAPITAL LLCActive

Notable overlap · 5 shared positions

$YUM $DHR $CP $SPGI $MELI

$197M

18 positions

#2DB Fitzpatrick & Co, IncActive

Notable overlap · 6 shared positions

$WM $DHR $SNPS $ECL $CRM $MELI

$124M

100 positions

#3Mirova US LLCActive

Notable overlap · 5 shared positions

$WM $ECL $CP $DHR $CRM

$9.3B

45 positions

#4PARNASSUS INVESTMENTS, LLCActive

Notable overlap · 6 shared positions

$WM $GWW $DHR $SNPS $SPGI $LIN

$37.4B

135 positions

#5Oribel Capital Management, LPPassive

Notable overlap · 6 shared positions

$DHR $CRM $ECL $SPGI $NOW $SAP

$3.3B

143 positions

#6YCG, LLCActive

Notable overlap · 6 shared positions

$WM $SPGI $CP $AON $LIN $WCN

$1.1B

41 positions

#7Saranac Partners LtdPassive

Notable overlap · 5 shared positions

$DHR $ECL $CP $ANET $NOW

$343M

117 positions

#8MIDDLETON & CO INC/MAActive

Notable overlap · 9 shared positions

$DHR $EQIX $NOW $SPGI $CRM $SNPS

$942M

170 positions

#9Longview Partners (Guernsey) LTDActive

Notable overlap · 5 shared positions

$AXP $CRM $SPGI $COO $AON

$6.2B

23 positions

#10Sterling Investment Management, Inc.Passive

Notable overlap · 5 shared positions

$CP $WM $SPGI $DHR $SAP

$182M

66 positions

#11VESTOR CAPITAL, LLCActive

Notable overlap · 4 shared positions

$WM $AXP $AON $YUM

$486M

276 positions

#12Rothschild & Co Wealth Management UK LtdSmart money

Notable overlap · 3 shared positions

$AXP $CP $SPGI

$6.9B

25 positions

#13Greystone Financial Group, LLCPassive

Notable overlap · 5 shared positions

$SNPS $WM $NOW $LIN $AXP

$358M

74 positions

#14AlpenGlobal Capital LLCActive

Notable overlap · 4 shared positions

$AXP $ECL $CMG $MELI

$156M

35 positions

#15Foresight Group Ltd Liability PartnershipPassive

Notable overlap · 4 shared positions

$EQIX $ECL $SNPS $STE

$556M

62 positions

#16BRISTOL JOHN W & CO INC /NY/Active

Notable overlap · 6 shared positions

$CP $ANET $CMG $YUM $SPGI $AON

$6.8B

62 positions

#17Sunstone Asset Management, L.P.Passive

Notable overlap · 5 shared positions

$SNPS $EQIX $ANET $NOW $SE

$92M

57 positions

#18Ravenstone Capital Management Inc.Active

Notable overlap · 4 shared positions

$DHR $CP $SPGI $WCN

$244M

54 positions

#19Capital Investment Services of America, Inc.Active

Notable overlap · 4 shared positions

$DHR $ECL $SNPS $NOW

$1.0B

83 positions

#20First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 4 shared positions

$EQIX $WM $DHR $ALC

$529M

75 positions

#21Nicollet Investment Management, Inc.Active

Notable overlap · 5 shared positions

$GWW $EQIX $ECL $CRM $NOW

$324M

77 positions

#22Vancity Investment Management LtdPassive

Notable overlap · 6 shared positions

$DHR $SPGI $NOW $LIN $MELI $WM

$666M

92 positions

#23WoodTrust Financial CorpActive

Notable overlap · 7 shared positions

$AXP $WM $NOW $NKE $CRM $ECL

$842M

179 positions

#24Findlay Park Partners LLPActive

Notable overlap · 6 shared positions

$CP $SPGI $ECL $COO $STE $WCN

$7.4B

49 positions

#25Karani Asset Management LLCPassive

Notable overlap · 5 shared positions

$AXP $SPGI $SNPS $NOW $CRM

$139M

57 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.