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 NORRIS PERNE & FRENCH LLP/MI

13F Portfolio OverlapQ1 2026NORRIS PERNE & FRENCH LLP/MI portfolio →

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Most similar hedge funds by 13F overlap

NORRIS PERNE & FRENCH LLP/MI is an institutional investor managing $1.5B across 139 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 NORRIS PERNE & FRENCH LLP/MI are PARNASSUS INVESTMENTS,, Taylor Hoffman, HALL LAURIE J TRUSTEE, with shared positions in $AMAT, $LIN, $DHR, $WM, $KLAC, $TMO. The full ranking of 25 similar funds is below.

#1PARNASSUS INVESTMENTS, LLCActive

Notable overlap · 9 shared positions

$AMAT $LIN $DHR $WM $KLAC $TMO

$34.1B

135 positions

#2Taylor Hoffman Capital Management LLCPassive

Notable overlap · 6 shared positions

$AMAT $ALSN $UNP $KLAC $MCO $ADBE

$325M

116 positions

#3HALL LAURIE J TRUSTEEPassive

Notable overlap · 6 shared positions

$AMAT $WM $ABT $DHR $TJX $SYK

$283M

104 positions

#4SHUTTLEWORTH & CoPassive

Notable overlap · 7 shared positions

$AMAT $WM $ABT $SHW $TJX $SYK

$111M

52 positions

#5JENSEN INVESTMENT MANAGEMENT INCActive

Notable overlap · 9 shared positions

$WM $ABT $VRSK $KLAC $SHW $MSI

$5.1B

84 positions

#6MAVERICK CAPITAL LTDPassive

Notable overlap · 5 shared positions

$AMAT $LIN $ABT $DHR $SHW

$8.7B

241 positions

#7GRANDFIELD & DODD, LLCPassive

Notable overlap · 5 shared positions

$AMAT $LIN $VRSK $TRMB $SYK

$1.8B

209 positions

#8Palestra Capital Management LLCActive

Notable overlap · 4 shared positions

$AMAT $UNP $LIN $DHR

$2.6B

23 positions

#9Ramsay, Stattman, Vela & Price, Inc.Passive

Notable overlap · 7 shared positions

$DHR $ABT $LIN $AMAT $TMO $SYK

$506M

79 positions

#10Evergreen Private Wealth LLCPassive

Notable overlap · 5 shared positions

$AMAT $WM $VRSK $TMO $ADBE

$247M

86 positions

#11TANDEM CAPITAL MANAGEMENT CORP /ADVPassive

Notable overlap · 7 shared positions

$AMAT $ABT $DHR $MSI $SYK $WM

$200M

110 positions

#12Saranac Partners LtdPassive

Notable overlap · 6 shared positions

$AMAT $ECL $DHR $TRMB $TJX $ADBE

$234M

103 positions

#13Bristol Gate Capital Partners Inc.Active

Notable overlap · 5 shared positions

$AMAT $VRSK $MCO $SHW $TMO

$1.6B

31 positions

#14Mirova US LLCActive

Notable overlap · 6 shared positions

$ECL $DHR $WM $BALL $TMO $TJX

$8.8B

42 positions

#15Ayrshire Capital Management LLCPassive

Notable overlap · 6 shared positions

$LIN $ECL $DHR $KLAC $TJX $ETN

$193M

50 positions

#16Watershed Asset Management, L.L.C.Passive

Notable overlap · 6 shared positions

$AMAT $DHR $KLAC $MCO $TMO $ADBE

$96M

118 positions

#17Capital Investment Services of America, Inc.Active

Notable overlap · 7 shared positions

$ECL $DHR $TJX $SSNC $SYK $ADBE

$958M

80 positions

#18Guinness Atkinson Asset Management IncPassive

Notable overlap · 6 shared positions

$AMAT $DHR $KLAC $TMO $ADBE $ETN

$200M

123 positions

#19SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive

Notable overlap · 7 shared positions

$LIN $UNP $ABT $SYK $ADBE $SSNC

$1.3B

158 positions

#20Aureus Asset Management, LLCPassive

Notable overlap · 4 shared positions

$AMAT $LIN $ABT $TMO

$1.5B

225 positions

#21AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 5 shared positions

$AMAT $ECL $TMO $TJX $ETN

$1.4B

114 positions

#22Hartford Financial Management Inc.Passive

Notable overlap · 6 shared positions

$AMAT $KLAC $UNP $TJX $DHR $ABT

$392M

344 positions

#23Ironvine Capital Partners, LLCActive

Notable overlap · 7 shared positions

$UNP $DHR $AMAT $MCO $TMO $ADBE

$910M

56 positions

#24Baker Chad RActive

Notable overlap · 6 shared positions

$DHR $WM $ABT $TJX $SYK $AMAT

$530M

56 positions

#25Palmer Knight CoPassive

Notable overlap · 4 shared positions

$AMAT $DHR $WM $ADBE

$205M

32 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.