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 OSTERWEIS

13F Portfolio OverlapQ1 2026OSTERWEIS portfolio →

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Most similar hedge funds by 13F overlap

OSTERWEIS CAPITAL MANAGEMENT INC is an institutional investor managing $1.9B across 229 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 OSTERWEIS are PARNASSUS INVESTMENTS,, FENIMORE ASSET, Findlay Park Partners LLP, with shared positions in $AMAT, $AZO, $DHR, $ICE, $BSX, $FERG. The full ranking of 25 similar funds is below.

#1PARNASSUS INVESTMENTS, LLCActive

Notable overlap · 7 shared positions

$AMAT $AZO $DHR $ICE $BSX $FERG

$34.1B

135 positions

#2FENIMORE ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

$ADI $AZO $KEYS $PGR $BRO $AME

$4.5B

92 positions

#3Findlay Park Partners LLPActive

Notable overlap · 7 shared positions

$DHR $WCN $KEYS $ICE $FERG $CP

$7.2B

56 positions

#4DUDLEY & SHANLEY, INC.Active

Notable overlap · 6 shared positions

$ADI $DHR $AWK $PGR $FERG $AME

$611M

37 positions

#5Saranac Partners LtdPassive

Notable overlap · 7 shared positions

$AMAT $DHR $ICE $BSX $CP $AME

$234M

103 positions

#6ARGENT CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$AMAT $DHR $WCN $PGR $USFD $FERG

$3.2B

158 positions

#7Phraction Management LLCActive

Notable overlap · 6 shared positions

$ADI $AMAT $DHR $ICE $FERG $BSX

$483M

65 positions

#8CANTILLON CAPITAL MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$AMAT $ADI $ICE $FERG $CP

$15.1B

38 positions

#9SMA Capital LLCPassive

Notable overlap · 6 shared positions

$JBTM $APD $FERG $CP $AME $BA

$232M

95 positions

#10SANDLER CAPITAL MANAGEMENTPassive

Notable overlap · 6 shared positions

$KEYS $ADI $DHR $LHX $AME $BA

$193M

120 positions

#11Madison Asset Management, LLCPassive

Notable overlap · 7 shared positions

$KEYS $ADI $BRO $DHR $FERG $LH

$8.1B

349 positions

#12BCV Asset Management Inc.Active

Notable overlap · 5 shared positions

$AMAT $WCN $CP $DE $DHR

$2.9B

120 positions

#13Avalon Trust CoActive

Notable overlap · 6 shared positions

$USFD $AWK $AZO $PGR $DHR $ADI

$1.5B

460 positions

#14Kidder Stephen WPassive

Notable overlap · 5 shared positions

$ADI $AMAT $DHR $DE $WCN

$340M

76 positions

#15EDENTREE ASSET MANAGEMENT LtdActive

Notable overlap · 6 shared positions

$ADI $WCN $BSX $AMAT $ICE $FERG

$332M

65 positions

#16Giverny Capital Inc.Active

Notable overlap · 6 shared positions

$ADI $KEYS $PGR $BRO $AME $FERG

$2.7B

51 positions

#17TANDEM CAPITAL MANAGEMENT CORP /ADVPassive

Notable overlap · 5 shared positions

$AMAT $DHR $LHX $BSX $BA

$200M

110 positions

#18Eliot Finkel Investment Counsel, LLCActive

Some overlap · 4 shared positions

$AMAT $ADI $APD $DE

$184M

32 positions

#19Night Squared LPPassive

Some overlap · 4 shared positions

$ADI $AMAT $APD $FERG

$681M

72 positions

#20Notis-McConarty EdwardActive

Some overlap · 5 shared positions

$AMAT $ADI $DHR $CP $WCN

$219M

68 positions

#21Castle Hook Partners LPSmart money

Some overlap · 4 shared positions

$AMAT $DHR $ADI $LHX

$23.4B

50 positions

#22SNYDER CAPITAL MANAGEMENT L PActive

Some overlap · 5 shared positions

$WCN $ADI $ICE $AME $KEYS

$5.2B

70 positions

#23Dundas Partners LLPActive

Some overlap · 4 shared positions

$AMAT $ADI $BRO $AME

$1.3B

49 positions

#24Socorro Asset Management LPPassive

Some overlap · 5 shared positions

$DHR $APD $ICE $FERG $SLB

$221M

32 positions

#25Compass Wealth Management LLCPassive

Some overlap · 4 shared positions

$AMAT $DHR $APD $CP

$405M

75 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.