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 OverlapQ2 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 91 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 COMPASS are FLOSSBACH VON STORCH SE, CARDEROCK, Tandem Investment Advisors, with shared positions in $APH, $TMO, $SPGI, $ICE, $SYK, $ROP. The full ranking of 25 similar funds is below.

#1FLOSSBACH VON STORCH SEActive

Substantial overlap · 9 shared positions

$APH $TMO $SPGI $ICE $SYK $ROP

$22.1B

106 positions

#2CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 10 shared positions

$APH $TMO $SHW $LIN $MSI $CTAS

$435M

70 positions

#3Tandem Investment Advisors, Inc.Passive

Notable overlap · 6 shared positions

$APH $CHD $SYK $ROP $ICE $CTAS

$1.5B

68 positions

#4Ravenstone Capital Management Inc.Active

Notable overlap · 5 shared positions

$APH $FAST $SHW $TMO $SPGI

$244M

54 positions

#5Long Road Investment Counsel, LLCActive

Notable overlap · 7 shared positions

$FAST $ITW $SYK $ADP $ICE $TMO

$271M

80 positions

#6MCDANIEL TERRY & COActive

Notable overlap · 7 shared positions

$APH $ITW $ADP $CTAS $SYK $TMO

$1.3B

81 positions

#7FENIMORE ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

$APH $FAST $SYK $ITW $SPGI $CTAS

$4.6B

93 positions

#8DEARBORN PARTNERS LLCPassive

Notable overlap · 10 shared positions

$ADP $APH $ITW $SHW $QCOM $ACN

$1.8B

269 positions

#9PENINSULA ASSET MANAGEMENT INCActive

Notable overlap · 5 shared positions

$SHW $SYK $SPGI $ADP $CTAS

$209M

54 positions

#10S.E.E.D. Planning Group LLCPassive

Notable overlap · 7 shared positions

$LIN $SHW $TMO $ADP $SPGI $FAST

$408M

98 positions

#11Navera Investment Management Ltd.Active

Notable overlap · 5 shared positions

$APH $TMO $ADP $BSX $ACN

$3.7B

56 positions

#12NOESIS CAPITAL MANGEMENT CORPActive

Notable overlap · 5 shared positions

$APH $SYK $QCOM $LIN $RCL

$843M

131 positions

#13MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive

Notable overlap · 6 shared positions

$APH $TMO $ROP $FAST $CHD $SPGI

$635M

146 positions

#14Dash Acquisitions Inc.Active

Notable overlap · 7 shared positions

$TMO $SPGI $ADP $ICE $ACN $ROP

$494M

72 positions

#15JENSEN INVESTMENT MANAGEMENT INCActive

Notable overlap · 7 shared positions

$SHW $SYK $MSI $APH $CTAS $ADP

$4.1B

83 positions

#16Stonehage Fleming Financial Services Holdings LtdActive

Notable overlap · 4 shared positions

$APH $SYK $SPGI $CTAS

$2.9B

215 positions

#17Paradiem, LLCPassive

Notable overlap · 5 shared positions

$FAST $CHD $QCOM $ADP $SYK

$464M

68 positions

#18Retail Employees Superannuation Pty Ltd as trustee for RetaiActive

Notable overlap · 5 shared positions

$LIN $TMO $CTAS $ICE $APH

$393M

29 positions

#19PROFESSIONAL ADVISORY SERVICES INCActive

Notable overlap · 4 shared positions

$APH $TMO $SYK $SPGI

$837M

90 positions

#20Port Capital LLCActive

Notable overlap · 6 shared positions

$APH $LIN $ICE $SHW $SPGI $MSI

$2.5B

108 positions

#21Dundas Partners LLPActive

Notable overlap · 4 shared positions

$APH $TMO $ADP $SYK

$1.4B

31 positions

#22NICHOLS & PRATT ADVISERS LLP /MAActive

Notable overlap · 6 shared positions

$FAST $ADP $LIN $QCOM $TMO $SYK

$1.7B

110 positions

#23Sandhill Capital Partners LLCActive

Notable overlap · 5 shared positions

$APH $LIN $SYK $NOW $QCOM

$1.2B

98 positions

#24Ayrshire Capital Management LLCPassive

Notable overlap · 4 shared positions

$APH $LIN $ICE $SPGI

$219M

50 positions

#25COMGEST GLOBAL INVESTORS S.A.S.Active

Notable overlap · 6 shared positions

$LIN $SPGI $CTAS $MSI $SYK $FAST

$4.5B

55 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.