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 ALTA

13F Portfolio OverlapQ2 2026ALTA portfolio →

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Most similar hedge funds by 13F overlap

ALTA CAPITAL MANAGEMENT LLC/ is an institutional investor managing $1.3B across 109 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 ALTA are AVITY INVESTMENT, PROFESSIONAL ADVISORY SERVICES, Raub Brock, with shared positions in $APH, $ETN, $TXN, $TJX, $TMO, $MELI. The full ranking of 25 similar funds is below.

#1AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 7 shared positions

$APH $ETN $TXN $TJX $TMO $MELI

$1.6B

118 positions

#2PROFESSIONAL ADVISORY SERVICES INCActive

Notable overlap · 7 shared positions

$APH $TMO $BKNG $TJX $SPGI $SYK

$836M

93 positions

#3Raub Brock Capital Management LPActive

Notable overlap · 7 shared positions

$ETN $APH $TXN $TJX $SHW $MCK

$363M

45 positions

#4SHUTTLEWORTH & CoPassive

Notable overlap · 7 shared positions

$ETN $APH $TJX $SHW $WM $MCK

$125M

51 positions

#5Suncoast Equity ManagementActive

Notable overlap · 9 shared positions

$ETN $TJX $APH $ASML $SPGI $SYK

$798M

63 positions

#6Haverford Financial Services, Inc.Active

Notable overlap · 8 shared positions

$ETN $TXN $TJX $SPGI $SYK $TMO

$339M

49 positions

#7CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 8 shared positions

$APH $TMO $SHW $SPGI $SYK $TJX

$456M

67 positions

#8DB Fitzpatrick & Co, IncActive

Notable overlap · 7 shared positions

$ETN $TMO $MELI $SHW $WM $SYK

$124M

100 positions

#9Banco de Sabadell, S.APassive

Notable overlap · 8 shared positions

$ETN $ASML $TJX $TXN $TMO $SYK

$170M

61 positions

#10Local Pensions Partnership Investment LtdActive

Notable overlap · 5 shared positions

$APH $TMO $BKNG $TXN $AZO

$4.8B

32 positions

#11MCDANIEL TERRY & COActive

Notable overlap · 7 shared positions

$APH $TXN $ETN $SYK $TMO $INTU

$1.3B

81 positions

#12ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 6 shared positions

$APH $TXN $ASML $SYK $TJX $TMO

$1.9B

88 positions

#13Segment Wealth Management, LLCPassive

Notable overlap · 10 shared positions

$ASML $APH $TXN $SPGI $SYK $TJX

$1.9B

312 positions

#14HENDLEY & CO INCActive

Notable overlap · 6 shared positions

$APH $ETN $SYK $TJX $AZO $UNP

$283M

47 positions

#15Birch Hill Investment Advisors LLCActive

Notable overlap · 5 shared positions

$APH $TJX $ASML $LECO $SPGI

$2.5B

211 positions

#16Haverford Trust CoActive

Notable overlap · 9 shared positions

$ETN $TJX $SPGI $TMO $TXN $SYK

$11.6B

424 positions

#17Ayrshire Capital Management LLCPassive

Notable overlap · 4 shared positions

$ETN $APH $TJX $SPGI

$214M

50 positions

#18HOWLAND CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$APH $TJX $TMO $SPGI $SYK $MELI

$2.8B

278 positions

#19COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 6 shared positions

$APH $TMO $SHW $SPGI $SYK $CTAS

$1.7B

91 positions

#20BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$TMO $TXN $TJX $APH $SPGI $INTU

$499M

73 positions

#21FLOSSBACH VON STORCH SEActive

Notable overlap · 6 shared positions

$APH $TMO $SPGI $SYK $MELI $SHW

$22.1B

106 positions

#22CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 4 shared positions

$APH $ETN $TXN $SYK

$1.3B

99 positions

#23FOSTER DYKEMA CABOT & PARTNERS, LLCActive

Notable overlap · 6 shared positions

$APH $ETN $TMO $WM $CTAS $SPGI

$1.7B

324 positions

#24Reliant Investment Management, LLCPassive

Notable overlap · 4 shared positions

$APH $ETN $TMO $SYK

$281M

55 positions

#25Dundas Partners LLPActive

Notable overlap · 5 shared positions

$APH $TMO $BKNG $SYK $INTU

$1.4B

31 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.