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 NORTH STAR ASSET

13F Portfolio OverlapQ1 2026NORTH STAR ASSET portfolio →

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Most similar hedge funds by 13F overlap

NORTH STAR ASSET MANAGEMENT INC is an institutional investor managing $2.3B across 356 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 NORTH STAR ASSET are LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA, Investment Services of America,, FLOSSBACH VON STORCH SE, with shared positions in $ABT, $SYK, $TMO, $SNPS, $VEEV, $DHR. The full ranking of 25 similar funds is below.

#1LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 11 shared positions

$ABT $SYK $TMO $SNPS $VEEV $DHR

$10.0B

560 positions

#2Capital Investment Services of America, Inc.Active

Notable overlap · 10 shared positions

$SSNC $SYK $SNPS $VEEV $ADBE $ILMN

$958M

80 positions

#3FLOSSBACH VON STORCH SEActive

Notable overlap · 9 shared positions

$SCHW $AME $ABT $TMO $APH $DHR

$21.4B

109 positions

#4Dundas Partners LLPActive

Notable overlap · 8 shared positions

$AME $ADI $ABT $SYK $TMO $APH

$1.3B

49 positions

#5SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive

Notable overlap · 8 shared positions

$AME $ADI $SYK $ABT $ADBE $INTU

$1.3B

158 positions

#6MAR VISTA INVESTMENT PARTNERS LLCActive

Notable overlap · 8 shared positions

$AME $ADI $SYK $APH $DHR $ECL

$1000M

35 positions

#7DUDLEY & SHANLEY, INC.Active

Notable overlap · 6 shared positions

$SCHW $AME $ADI $APH $DHR $ECL

$611M

37 positions

#8Legal Advantage Investments, Inc.Passive

Notable overlap · 6 shared positions

$SCHW $ASML $TMO $VEEV $ADI $SSNC

$194M

79 positions

#9NORRIS PERNE & FRENCH LLP/MIActive

Notable overlap · 7 shared positions

$ABT $TMO $SSNC $SYK $DHR $ADBE

$1.5B

139 positions

#10SNYDER CAPITAL MANAGEMENT L PActive

Notable overlap · 5 shared positions

$SSNC $AME $ADI $SCHW $APH

$5.2B

70 positions

#11Bath Savings Trust CoActive

Notable overlap · 7 shared positions

$ABT $SYK $DHR $INTU $ECL $APH

$936M

168 positions

#12BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$SCHW $TMO $VEEV $DHR $INTU $APH

$506M

75 positions

#13Ironvine Capital Partners, LLCActive

Notable overlap · 8 shared positions

$ADI $TMO $APH $DHR $ASML $LOW

$910M

56 positions

#14McGuire Investment Group, LLCActive

Some overlap · 5 shared positions

$ASML $ADI $SYK $SCHW $TMO

$885M

121 positions

#15Smith, Salley & AssociatesPassive

Some overlap · 6 shared positions

$ASML $ADI $TMO $AME $ABT $LOW

$2.0B

267 positions

#16Guinness Atkinson Asset Management IncPassive

Some overlap · 6 shared positions

$AME $TMO $APH $ADBE $DHR $INTU

$200M

123 positions

#17WEITZ INVESTMENT MANAGEMENT, INC.Active

Some overlap · 7 shared positions

$ADI $TMO $DHR $ACIW $EFX $GPN

$1.4B

49 positions

#18Baker Chad RActive

Some overlap · 6 shared positions

$ADI $ABT $APH $SYK $DHR $LOW

$530M

56 positions

#19Liberty Capital Management, Inc.

Some overlap · 7 shared positions

$TMO $ABT $DHR $INTU $ECL $SYK

$537M

180 positions

#20ARCADIA INVESTMENT MANAGEMENT CORP/MIPassive

Some overlap · 6 shared positions

$ASML $SYK $TMO $VEEV $ADBE $ECL

$584M

366 positions

#21ROFFMAN MILLER ASSOCIATES INC /PA/Active

Some overlap · 5 shared positions

$ASML $AME $SYK $APH $TMO

$1.7B

86 positions

#22Cornerstone Capital, Inc.Active

Some overlap · 5 shared positions

$AME $ABT $TMO $APH $SCHW

$1.0B

118 positions

#23Ayrshire Capital Management LLCPassive

Some overlap · 5 shared positions

$SCHW $AME $APH $DHR $ECL

$193M

50 positions

#24Harrington Investments, INCPassive

Some overlap · 5 shared positions

$SCHW $SYK $TMO $ASML $ECL

$190M

84 positions

#25Ramsay, Stattman, Vela & Price, Inc.Passive

Some overlap · 6 shared positions

$ABT $SYK $TMO $DHR $ASML $ADBE

$506M

79 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.