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Hedge Funds Similar to T. Rowe Price Investment

13F Portfolio OverlapQ2 2026T. Rowe Price Investment portfolio →
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Most similar hedge funds by 13F overlap

T. Rowe Price Investment Management, Inc. is an institutional investor managing $152.6B across 738 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 T. Rowe Price Investment are Robeco Schweiz AG, Sivik Global Healthcare, REAVES W H, with shared positions in $WAT, $DHR, $VLTO, $LSCC, $A, $TER. The full ranking of 25 similar funds is below.

#1Robeco Schweiz AGActive
Some overlap · 6 shared positions
$WAT$DHR$VLTO$LSCC$A$TER
$6.2B
126 positions
#2Sivik Global Healthcare LLCActive
Some overlap · 5 shared positions
$COR$WAT$DHR$A$MTD
$132M
34 positions
#3REAVES W H & CO INCActive
Some overlap · 4 shared positions
$CNP$NI$AEE$ANET
$6.6B
94 positions
#4LINCOLN CAPITAL CORPPassive
Some overlap · 3 shared positions
$CNP$COR$NI
$308M
99 positions
#5DUFF & PHELPS INVESTMENT MANAGEMENT COActive
Some overlap · 4 shared positions
$CNP$NI$AEE$PPL
$10.6B
162 positions
#6Aventail Capital Group, LPPassive
Some overlap · 4 shared positions
$CNP$NI$AEE$PPL
$1.7B
155 positions
#7Meridiem Capital Partners LPPassive
Some overlap · 5 shared positions
$RVTY$WAT$DHR$MTD$ANET
$2.2B
85 positions
#8Stack Financial Management, IncActive
Some overlap · 3 shared positions
$CNP$AEE$DHR
$1.3B
54 positions
#9Arcus Capital Partners, LLCActive
Some overlap · 5 shared positions
$KDP$NI$CNP$COR$PTC
$242M
108 positions
#10TimesSquare Capital Management, LLCActive
Some overlap · 4 shared positions
$COR$LSCC$MTSI$DASH
$6.8B
158 positions
#11Liontrust Investment Partners LLP
Some overlap · 4 shared positions
$PTC$IR$VLTO$A
$6.8B
194 positions
#12Energy Income Partners, LLCActive
Some overlap · 3 shared positions
$CNP$AEE$PPL
$6.4B
88 positions
#13Taikang Asset Management (Hong Kong) Co LtdPassive
Some overlap · 3 shared positions
$CNP$AUR$KDP
$1.1B
77 positions
#14ANTIPODES PARTNERS LtdActive
Some overlap · 4 shared positions
$NI$AEE$KDP$KEYS
$5.5B
130 positions
#15Optimize Financial Inc
Some overlap · 5 shared positions
$PTC$MTSI$KEYS$TER$BURL
$557M
588 positions
#16NZS Capital, LLCActive
Some overlap · 4 shared positions
$IR$DHR$LSCC$DASH
$3.9B
61 positions
#17Madison Asset Management, LLCPassive
Some overlap · 4 shared positions
$WAT$DHR$A$KEYS
$8.4B
347 positions
#18Boussard & Gavaudan Investment Management LLP
Some overlap · 4 shared positions
$ALNY$LLYVA$WAT$BURL
$1.1B
89 positions
#19OVERSEA-CHINESE BANKING Corp LtdPassive
Slight overlap · 4 shared positions
$WAT$VLTO$A$TER
$4.7B
363 positions
#20Family Legacy Financial Solutions, LLCActive
Slight overlap · 3 shared positions
$RVTY$DHR$VLTO
$164M
65 positions
#21VCI Wealth Management LLCPassive
Slight overlap · 4 shared positions
$DHR$AEE$A$DDOG
$399M
99 positions
#22Sageworth Trust Co of South DakotaActive
Slight overlap · 3 shared positions
$COR$DHR$VLTO
$162M
61 positions
#23MIZUHO MARKETS AMERICAS LLCPassive
Slight overlap · 3 shared positions
$COR$NI$DDOG
$6.5B
234 positions
#24MIROVAActive
Slight overlap · 4 shared positions
$DHR$VLTO$KEYS$DDOG
$2.7B
185 positions
#25ADVENT CAPITAL MANAGEMENT /DE/Passive
Slight overlap · 3 shared positions
$CNP$PPL$DDOG
$4.5B
236 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.