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 MCDANIEL TERRY &

13F Portfolio OverlapQ1 2026MCDANIEL TERRY & portfolio →

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Most similar hedge funds by 13F overlap

MCDANIEL TERRY & CO is an institutional investor managing $1.2B across 81 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 MCDANIEL TERRY & are CARDEROCK, ROFFMAN MILLER ASSOCIATES /PA/, HFR Wealth ,, with shared positions in $APH, $ISRG, $CTAS, $ADP, $SYK, $APD. The full ranking of 25 similar funds is below.

#1CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 10 shared positions

$APH $ISRG $CTAS $ADP $SYK $APD

$405M

73 positions

#2ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 9 shared positions

$APH $NDSN $HON $ADP $SYK $TXN

$1.7B

86 positions

#3HFR Wealth Management, LLCActive

Notable overlap · 7 shared positions

$APH $DOV $CTAS $ADP $APD $INTU

$407M

49 positions

#4James Hambro & Partners LLPActive

Notable overlap · 6 shared positions

$APH $KO $ISRG $EMR $TXN $TMO

$2.6B

57 positions

#5Guinness Asset Management LTDActive

Notable overlap · 9 shared positions

$ITW $EMR $KO $ETN $TXN $APH

$5.8B

143 positions

#6Clark & Stuart, IncActive

Notable overlap · 9 shared positions

$NDSN $ADP $SYK $APD $KO $ITW

$148M

49 positions

#7COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 7 shared positions

$APH $ITW $ADP $SYK $TMO $ACN

$1.7B

87 positions

#8PENINSULA ASSET MANAGEMENT INCPassive

Notable overlap · 7 shared positions

$EMR $ECL $CTAS $ADP $SYK $NDSN

$196M

53 positions

#9WORMSER FRERES GESTIONActive

Notable overlap · 7 shared positions

$ECL $EMR $ISRG $SYK $ALC $TMO

$139M

42 positions

#10Long Road Investment Counsel, LLCActive

Notable overlap · 8 shared positions

$ITW $ADP $SYK $APD $TMO $CTAS

$255M

78 positions

#11Regents Gate Capital LLPActive

Notable overlap · 5 shared positions

$ITW $APH $EMR $DOV $ETN

$469M

36 positions

#12Navera Investment Management Ltd.Active

Notable overlap · 8 shared positions

$APH $ADP $ISRG $INTU $TMO $ACN

$3.9B

56 positions

#13Ramsay, Stattman, Vela & Price, Inc.Passive

Notable overlap · 9 shared positions

$ITW $ADP $KO $EMR $SYK $TMO

$506M

79 positions

#14Dundas Partners LLPActive

Notable overlap · 7 shared positions

$APH $ADP $SYK $INTU $ALC $TMO

$1.3B

49 positions

#15CINCINNATI CASUALTY COActive

Notable overlap · 6 shared positions

$DOV $ADP $HON $APD $TMO $ACN

$191M

24 positions

#16Two Point Capital Management, Inc.Active

Notable overlap · 8 shared positions

$DOV $HON $SYK $APD $ETN $TMO

$229M

28 positions

#17Haverford Financial Services, Inc.Active

Notable overlap · 8 shared positions

$HON $KO $SYK $ETN $TXN $TMO

$336M

46 positions

#18Williams Jones Wealth Management, LLC.Active

Notable overlap · 10 shared positions

$ECL $ETN $INTU $ADP $DOV $APH

$8.1B

514 positions

#19CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

$APH $EMR $SYK $ETN $TXN $INTU

$1.2B

103 positions

#20DEARBORN PARTNERS LLCActive

Notable overlap · 9 shared positions

$ADP $APH $ITW $TXN $SYK $ECL

$1.8B

269 positions

#21NICHOLS & PRATT ADVISERS LLP /MAActive

Notable overlap · 8 shared positions

$ADP $KO $INTU $TMO $APD $SYK

$1.5B

105 positions

#22Local Pensions Partnership Investment LtdActive

Notable overlap · 5 shared positions

$APH $ADP $TXN $INTU $TMO

$4.6B

32 positions

#23DUDLEY & SHANLEY, INC.Active

Notable overlap · 3 shared positions

$APH $DCI $ECL

$611M

37 positions

#24SMA Capital LLCPassive

Notable overlap · 6 shared positions

$DOV $NDSN $EMR $APD $ETN $APH

$232M

95 positions

#25MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive

Notable overlap · 5 shared positions

$APH $DCI $NDSN $ECL $TMO

$584M

141 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.