13F Pro

Hedge Funds Similar to Templeton & Phillips

13F Portfolio OverlapQ2 2026Templeton & Phillips portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Templeton & Phillips Capital Management, LLC is an institutional investor managing $137M across 52 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 Templeton & Phillips are Burkett Asset Ltd, HARDING LOEVNER, GATES FOUNDATION, with shared positions in $CNI, $BN, $DEO, $FMX, $SHEL, $BUD. The full ranking of 25 similar funds is below.

#1Burkett Asset Management LtdPassive
Notable overlap · 3 shared positions
$CNI$BN$DEO
$107M
59 positions
#2HARDING LOEVNER LPActive
Notable overlap · 3 shared positions
$CNI$FMX$SHEL
$10.6B
82 positions
#3GATES FOUNDATION TRUSTSmart money
Notable overlap · 3 shared positions
$CNI$BUD$MCD
$34.4B
24 positions
#4Troy Asset Management LtdActive
Notable overlap · 3 shared positions
$CNI$PEP$NKE
$3.6B
29 positions
#5LINCLUDEN MANAGEMENT LTDActive
Notable overlap · 3 shared positions
$CNI$BN$DEO
$1.0B
68 positions
#6AKRE CAPITAL MANAGEMENT LLCSmart money
Notable overlap · 3 shared positions
$BN$FICO$PRM
$5.1B
20 positions
#7QV Investors Inc.Active
Some overlap · 3 shared positions
$CNI$BN$PEP
$1.3B
68 positions
#8Ervin Investment Management, LLCActive
Some overlap · 3 shared positions
$BN$DEO$SFM
$184M
47 positions
#9Value Partners Investments Inc.Active
Some overlap · 4 shared positions
$CNI$FMX$PEP$MDLZ
$1.4B
104 positions
#10BCV Asset Management Inc.Active
Some overlap · 3 shared positions
$BN$CNI$MCD
$3.3B
116 positions
#11Lorne Steinberg Wealth Management Inc.Passive
Some overlap · 4 shared positions
$CNI$BN$DEO$MCD
$487M
72 positions
#12GUARDIAN CAPITAL LPActive
Some overlap · 3 shared positions
$BN$CNI$MCD
$4.1B
174 positions
#13Warther Private Wealth, LLCActive
Some overlap · 4 shared positions
$BN$FICO$UBER$COKE
$456M
50 positions
#14Guardian Partners Inc.Passive
Some overlap · 3 shared positions
$CNI$BN$MCD
$1.1B
391 positions
#15Dixon Mitchell Investment Counsel Inc.Active
Some overlap · 3 shared positions
$BN$CNI$UBER
$3.1B
144 positions
#16Franklin, Parlapiano, Turner & Welch, LLCActive
Some overlap · 3 shared positions
$CNI$PEP$MCD
$442M
55 positions
#17Claret Asset Management CorpPassive
Some overlap · 4 shared positions
$OLLI$CNI$SFM$SHEL
$928M
498 positions
#18Murchinson Ltd.Passive
Some overlap · 3 shared positions
$CNI$BN$NKE
$725M
125 positions
#19Beutel, Goodman & Co Ltd.Active
Some overlap · 3 shared positions
$BN$CNI$FLS
$13.6B
163 positions
#20SCHARF INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$BN$CNI$MCD
$3.0B
79 positions
#21NORTHSTAR ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$CNI$IBN$SFM
$341M
91 positions
#22Heritage Wealth AdvisorsActive
Some overlap · 3 shared positions
$BN$MCD$DOV
$2.9B
703 positions
#23ASO GROUP LtdSmart money
Some overlap · 3 shared positions
$BN$BUD$SHEL
$236M
56 positions
#24LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive
Some overlap · 4 shared positions
$BN$CNI$MCD$PEP
$361M
59 positions
#25Rinkey InvestmentsActive
Some overlap · 3 shared positions
$BN$DOV$TRV
$425M
128 positions

Compare Templeton & Phillips’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Templeton & Phillips’s holdings

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.