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 COMPASS ,

13F Portfolio OverlapQ1 2026COMPASS , portfolio →

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Most similar hedge funds by 13F overlap

COMPASS CAPITAL MANAGEMENT, INC is an institutional investor managing $1.7B across 87 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to COMPASS , are Tandem Investment Advisors,, Long Road Investment Counsel,, FLOSSBACH VON STORCH SE, with shared positions in $APH, $ICE, $CHD, $SYK, $ROP, $EXPD. The full ranking of 25 similar funds is below.

#1Tandem Investment Advisors, Inc.Active

Substantial overlap · 8 shared positions

$APH $ICE $CHD $SYK $ROP $EXPD

$2.0B

83 positions

#2Long Road Investment Counsel, LLCActive

Substantial overlap · 9 shared positions

$FAST $ITW $ICE $SYK $ADP $EXPD

$255M

78 positions

#3FLOSSBACH VON STORCH SEActive

Notable overlap · 8 shared positions

$ICE $APH $TMO $ACN $ROP $LIN

$21.4B

109 positions

#4CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 9 shared positions

$APH $TMO $MSI $SHW $LIN $ADP

$405M

73 positions

#5Navera Investment Management Ltd.Active

Notable overlap · 7 shared positions

$APH $TMO $ADP $BSX $ACN $ISRG

$3.9B

56 positions

#6MCDANIEL TERRY & COActive

Notable overlap · 7 shared positions

$APH $ITW $ADP $SYK $TMO $ACN

$1.2B

81 positions

#7Dundas Partners LLPActive

Notable overlap · 5 shared positions

$APH $TMO $SYK $ADP $ACN

$1.3B

49 positions

#8S.E.E.D. Planning Group LLCPassive

Notable overlap · 6 shared positions

$LIN $SHW $TMO $ADP $FAST $ACN

$344M

89 positions

#9FENIMORE ASSET MANAGEMENT INCActive

Notable overlap · 4 shared positions

$APH $FAST $SYK $ITW

$4.5B

92 positions

#10PARNASSUS INVESTMENTS, LLCActive

Notable overlap · 8 shared positions

$LIN $ICE $TMO $SYK $BSX $SHW

$34.1B

135 positions

#11WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 5 shared positions

$ICE $SYK $ACN $CHD $ADP

$2.1B

122 positions

#12Reliant Investment Management, LLCPassive

Notable overlap · 4 shared positions

$APH $LIN $TMO $SYK

$207M

53 positions

#13Bristol Gate Capital Partners Inc.Active

Notable overlap · 4 shared positions

$APH $SHW $TMO $ACN

$1.6B

31 positions

#14NZS Capital, LLCActive

Notable overlap · 5 shared positions

$LIN $APH $ROP $SYK $ISRG

$3.0B

58 positions

#15MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive

Notable overlap · 5 shared positions

$APH $TMO $ROP $FAST $CHD

$584M

141 positions

#16Guinness Atkinson Asset Management IncPassive

Notable overlap · 4 shared positions

$APH $ICE $TMO $ROP

$200M

123 positions

#17Sandhill Capital Partners LLCActive

Notable overlap · 5 shared positions

$APH $LIN $SYK $PANW $ISRG

$1.2B

95 positions

#18Port Capital LLCActive

Notable overlap · 4 shared positions

$APH $LIN $ICE $SHW

$2.2B

82 positions

#1911 Capital Partners LPActive

Notable overlap · 4 shared positions

$APH $LIN $SHW $GEV

$348M

20 positions

#20James Hambro & Partners LLPActive

Notable overlap · 4 shared positions

$APH $ICE $TMO $ISRG

$2.6B

57 positions

#21M. Kraus & CoActive

Notable overlap · 4 shared positions

$TMO $ITW $CHD $LIN

$343M

81 positions

#22Ramsay, Stattman, Vela & Price, Inc.Passive

Notable overlap · 6 shared positions

$SYK $ITW $ADP $LIN $TMO $PANW

$506M

79 positions

#23ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 6 shared positions

$APH $SYK $ADP $CHD $ICE $TMO

$1.7B

86 positions

#24ARCADIA INVESTMENT MANAGEMENT CORP/MIPassive

Notable overlap · 6 shared positions

$SYK $TMO $ICE $ACN $ITW $PANW

$584M

366 positions

#25DEARBORN PARTNERS LLCActive

Notable overlap · 7 shared positions

$ADP $APH $SHW $ITW $ACN $MSI

$1.8B

269 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.