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 JENSEN INVESTMENT

13F Portfolio OverlapQ1 2026JENSEN INVESTMENT portfolio →

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Most similar hedge funds by 13F overlap

JENSEN INVESTMENT MANAGEMENT INC is an institutional investor managing $5.1B across 84 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 JENSEN INVESTMENT are Tandem Investment Advisors,, Navera Investment Ltd., Bath Savings, with shared positions in $SYK, $ABT, $VRSK, $BR, $MCD, $INTU. The full ranking of 25 similar funds is below.

#1Tandem Investment Advisors, Inc.Active

Notable overlap · 9 shared positions

$SYK $ABT $VRSK $BR $MCD $INTU

$2.0B

83 positions

#2Navera Investment Management Ltd.Active

Notable overlap · 10 shared positions

$MRSH $CDNS $BR $VRSK $INTU $APH

$3.9B

56 positions

#3Bath Savings Trust CoActive

Notable overlap · 12 shared positions

$SYK $BR $ABT $SHW $MCD $INTU

$936M

168 positions

#4Stonehage Fleming Financial Services Holdings LtdActive

Notable overlap · 5 shared positions

$SYK $CDNS $VRSK $MCD $APH

$2.7B

226 positions

#5YCG, LLCActive

Notable overlap · 11 shared positions

$MRSH $WM $VRSK $CPRT $INTU $CL

$1.1B

42 positions

#6NORRIS PERNE & FRENCH LLP/MIActive

Notable overlap · 9 shared positions

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

$1.5B

139 positions

#7LETSON INVESTMENT MANAGEMENT, INC.Active

Notable overlap · 8 shared positions

$ABT $SYK $MCD $EFX $INTU $ADP

$260M

101 positions

#8PARNASSUS INVESTMENTS, LLCActive

Notable overlap · 6 shared positions

$WM $KLAC $SYK $MRSH $SHW $VRSK

$34.1B

135 positions

#9JLB & ASSOCIATES INCPassive

Notable overlap · 8 shared positions

$KLAC $SHW $MRSH $SYK $CPRT $APH

$696M

70 positions

#10Local Pensions Partnership Investment LtdActive

Notable overlap · 6 shared positions

$KLAC $CDNS $INTU $VEEV $APH $ADP

$4.6B

32 positions

#11DEARBORN PARTNERS LLCActive

Notable overlap · 10 shared positions

$MCD $SHW $MSI $SYK $ABT $VRSK

$1.8B

269 positions

#12CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 7 shared positions

$KLAC $SYK $MSI $INTU $APH $EMR

$1.2B

103 positions

#13RBO & CO LLCActive

Notable overlap · 6 shared positions

$ABT $WM $EFX $MCD $KO $ADBE

$620M

57 positions

#14Dundas Partners LLPActive

Notable overlap · 7 shared positions

$ABT $SYK $EFX $INTU $APH $ADP

$1.3B

49 positions

#15PENINSULA ASSET MANAGEMENT INCPassive

Notable overlap · 8 shared positions

$SYK $SHW $ABT $ADP $ECL $EMR

$196M

53 positions

#16MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 10 shared positions

$ABT $MSI $BR $WM $SHW $MCD

$835M

170 positions

#17COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 6 shared positions

$SHW $SYK $MSI $APH $ADP $ACN

$1.7B

87 positions

#18EVEXIA WEALTH LLCActive

Notable overlap · 4 shared positions

$KLAC $SYK $BR $INTU

$364M

84 positions

#19CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 8 shared positions

$SHW $CDNS $SYK $MSI $INTU $APH

$405M

73 positions

#20Stokes Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$SYK $SHW $MCD $MRSH $ABT $CL

$446M

104 positions

#21SHUTTLEWORTH & CoPassive

Notable overlap · 6 shared positions

$WM $ABT $SHW $SYK $APH $EMR

$111M

52 positions

#22WAYCROSS PARTNERS, LLCActive

Notable overlap · 5 shared positions

$SHW $MRSH $MCD $INTU $ECL

$1.0B

76 positions

#23PICTET BANK & TRUST LtdActive

Notable overlap · 4 shared positions

$WM $MRSH $MCD $SYK

$76M

33 positions

#24HALL LAURIE J TRUSTEEPassive

Notable overlap · 5 shared positions

$SYK $ABT $WM $APH $CCK

$283M

104 positions

#25Bell Asset Management LtdPassive

Notable overlap · 8 shared positions

$MRSH $WM $VEEV $CDNS $ABT $MSI

$340M

61 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.