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 OverlapQ1 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 100 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 ALTA / are AVITY INVESTMENT, Local Pensions Partnership Investment Ltd, SHUTTLEWORTH &, with shared positions in $APH, $TJX, $TMO, $ETN, $MELI, $PANW. The full ranking of 25 similar funds is below.

#1AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 8 shared positions

$APH $TJX $TMO $ETN $MELI $PANW

$1.4B

114 positions

#2Local Pensions Partnership Investment LtdActive

Notable overlap · 6 shared positions

$APH $TMO $AZO $BKNG $INTU $TXN

$4.6B

32 positions

#3SHUTTLEWORTH & CoPassive

Notable overlap · 7 shared positions

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

$111M

52 positions

#4HFR Wealth Management, LLCActive

Notable overlap · 6 shared positions

$APH $TJX $WM $INTU $CTAS $ETN

$407M

49 positions

#5James Hambro & Partners LLPActive

Notable overlap · 6 shared positions

$APH $TJX $TMO $MELI $MCK $TXN

$2.6B

57 positions

#6Bristol Gate Capital Partners Inc.Active

Notable overlap · 6 shared positions

$APH $TMO $INTU $SHW $MCK $CTAS

$1.6B

31 positions

#7CHILTON INVESTMENT CO INC.Active

Notable overlap · 9 shared positions

$APH $SHW $AZO $ETN $CTAS $WM

$4.3B

280 positions

#8Saturna Capital CORPActive

Notable overlap · 8 shared positions

$TJX $ASML $AZO $ETN $WM $LECO

$7.1B

148 positions

#9Haverford Financial Services, Inc.Active

Notable overlap · 7 shared positions

$TJX $ETN $TMO $WM $MCK $LOW

$336M

46 positions

#10FOSTER DYKEMA CABOT & PARTNERS, LLCActive

Notable overlap · 5 shared positions

$APH $ETN $WM $TMO $CTAS

$1.6B

323 positions

#11DAVIS R M INCActive

Notable overlap · 7 shared positions

$APH $TJX $ASML $ETN $TMO $INTU

$5.6B

273 positions

#12Raub Brock Capital Management LPActive

Notable overlap · 6 shared positions

$TJX $ETN $INTU $SHW $MCK $TMO

$395M

43 positions

#13Suncoast Equity ManagementActive

Notable overlap · 7 shared positions

$ETN $TJX $INTU $APH $MCK $SHW

$833M

101 positions

#14Dundas Partners LLPActive

Notable overlap · 4 shared positions

$APH $TMO $BKNG $INTU

$1.3B

49 positions

#15NORTHSTAR ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

$TJX $ETN $INTU $MELI $PANW $BMI

$326M

86 positions

#16Birch Hill Investment Advisors LLCActive

Notable overlap · 4 shared positions

$APH $TJX $ASML $LECO

$2.2B

195 positions

#17JACOBSON & SCHMITT ADVISORS, LLCPassive

Notable overlap · 6 shared positions

$APH $MELI $ASML $KNSL $TXN $INTU

$551M

78 positions

#18CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 5 shared positions

$APH $TMO $INTU $SHW $CTAS

$405M

73 positions

#19Guinness Atkinson Asset Management IncPassive

Notable overlap · 6 shared positions

$APH $TMO $INTU $ETN $CME $TXN

$200M

123 positions

#20Blue Chip Partners, LLCActive

Notable overlap · 5 shared positions

$TJX $ASML $ETN $WM $PANW

$1.4B

170 positions

#21Ayrshire Capital Management LLCPassive

Notable overlap · 3 shared positions

$APH $TJX $ETN

$193M

50 positions

#22CABOT WEALTH MANAGEMENT INCActive

Notable overlap · 6 shared positions

$APH $TJX $MELI $CTAS $ASML $DPZ

$869M

139 positions

#23J. Stern & Co. LLPActive

Notable overlap · 5 shared positions

$APH $ETN $TMO $BKNG $LOW

$1.0B

49 positions

#24Nutshell Asset Management LtdActive

Notable overlap · 6 shared positions

$APH $BKNG $INTU $DPZ $AZO $VRSN

$184M

35 positions

#25MCCARTER PRIVATE WEALTH SERVICES LLCPassive

Notable overlap · 5 shared positions

$TJX $AZO $TMO $ETN $PANW

$230M

171 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.