13F Pro

Hedge Funds Similar to VAUGHAN NELSON INVESTMENT ,

13F Portfolio OverlapQ1 2026VAUGHAN NELSON INVESTMENT , portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. is an institutional investor managing $11.3B across 208 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 VAUGHAN NELSON INVESTMENT , are OSTRUM ASSET, Nordwand Advisors,, Albar Partners LLP, with shared positions in $LECO, $CMI, $NUE, $ETN, $SCHW, $MPWR. The full ranking of 25 similar funds is below.

#1OSTRUM ASSET MANAGEMENT
Notable overlap · 13 shared positions
$LECO$CMI$NUE$ETN$SCHW$MPWR
$1.8B
562 positions
#2Nordwand Advisors, LLCPassive
Some overlap · 5 shared positions
$CMI$ETN$CTVA$URI$HUBB
$572M
150 positions
#3Albar Capital Partners LLP
Some overlap · 4 shared positions
$CTVA$CMI$WCC$HUBB
$618M
36 positions
#4Midway Capital Research & ManagementPassive
Some overlap · 4 shared positions
$LECO$SHOP$SNPS$FCFS
$106M
117 positions
#5Night Squared LP
Some overlap · 4 shared positions
$CTVA$MPWR$BURL$VMC
$681M
72 positions
#6ONTARIO TEACHERS PENSION PLAN BOARDActive
Some overlap · 4 shared positions
$CMI$ETN$ROST$BURL
$3.5B
162 positions
#7ALBERT D MASON INCPassive
Some overlap · 4 shared positions
$LECO$ETN$CMI$HUBB
$154M
129 positions
#8SFE Investment CounselPassive
Some overlap · 4 shared positions
$CMI$ETN$URI$HON
$635M
143 positions
#9Greenfield Seitz Capital Management, LLCPassive
Some overlap · 4 shared positions
$CMI$ETN$CSL$ROST
$332M
111 positions
#10WD RUTHERFORD LLCPassive
Some overlap · 4 shared positions
$CMI$HON$SHOP$URI
$225M
71 positions
#11UNITED BANKActive
Some overlap · 4 shared positions
$CMI$HON$SCHW$HUBB
$781M
121 positions
#12VALLEY WEALTH MANAGERS, INC.Passive
Some overlap · 4 shared positions
$ESI$HON$ROST$HUBB
$1.6B
316 positions
#13Clean Yield GroupPassive
Some overlap · 4 shared positions
$SCHW$ROST$VMI$HUBB
$355M
385 positions
#14FIDUCIARY MANAGEMENT INC /WI/
Some overlap · 4 shared positions
$SCHW$VVV$CSL$FCFS
$8.1B
62 positions
#15NZS Capital, LLC
Some overlap · 4 shared positions
$SHOP$SNPS$MPWR$URI
$3.0B
58 positions
#16SGL Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$CMI$ETN$SCHW
$266M
126 positions
#17PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 3 shared positions
$CMI$ETN$SCHW
$166M
72 positions
#18RED REEF ADVISORS LLCPassive
Some overlap · 4 shared positions
$SCHW$ETN$CTVA$HON
$96M
179 positions
#19Leeward Investments, LLC - MAPassive
Some overlap · 4 shared positions
$CLH$VMI$VVV$WCC
$2.0B
142 positions
#20Bayberry Capital Partners LP
Some overlap · 4 shared positions
$ROST$CLH$WCC$BURL
$323M
30 positions
#21MWA Asset ManagementPassive
Some overlap · 4 shared positions
$HON$CTVA$URI$SHOP
$182M
154 positions
#22WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$CTVA$SHOP$ILMN
$43.8B
263 positions
#23Two Point Capital Management, Inc.Active
Some overlap · 3 shared positions
$CMI$ETN$HON
$229M
28 positions
#24Ridge Creek Global, IncActive
Some overlap · 3 shared positions
$CMI$ETN$HON
$118M
85 positions
#25VELA Investment Management, LLCPassive
Some overlap · 3 shared positions
$LECO$CSL$VVV
$436M
174 positions

Compare VAUGHAN NELSON INVESTMENT ,’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 VAUGHAN NELSON INVESTMENT ,’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.