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 BOURNE LENT ASSET

13F Portfolio OverlapQ1 2026BOURNE LENT ASSET portfolio →

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Most similar hedge funds by 13F overlap

BOURNE LENT ASSET MANAGEMENT INC is an institutional investor managing $272M across 63 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 BOURNE LENT ASSET are Seilern Investment Ltd, Biondo Investment Advisors,, Haven Group,, with shared positions in $IDXX, $ADBE, $ISRG, $BKNG, $AMGN, $LOW. The full ranking of 25 similar funds is below.

#1Seilern Investment Management LtdActive

Notable overlap · 4 shared positions

$IDXX $ADBE $ISRG $BKNG

$838M

24 positions

#2Biondo Investment Advisors, LLCActive

Notable overlap · 5 shared positions

$ISRG $IDXX $AMGN $ADBE $LOW

$780M

82 positions

#3Haven Capital Group, Inc.Active

Notable overlap · 5 shared positions

$IDXX $ISRG $ADBE $BMY $PEG

$108M

37 positions

#4Stack Financial Management, IncActive

Notable overlap · 6 shared positions

$PWR $LHX $UPS $T $CNP $EOG

$1.4B

52 positions

#5SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive

Notable overlap · 7 shared positions

$IDXX $PAYX $ISRG $ADBE $ENB $PLTR

$1.3B

158 positions

#6Nutshell Asset Management LtdActive

Some overlap · 3 shared positions

$ADBE $IDXX $BKNG

$184M

35 positions

#7RPG Investment Advisory, LLCPassive

Some overlap · 4 shared positions

$PWR $ISRG $LHX $PLTR

$829M

92 positions

#8CARDEROCK CAPITAL MANAGEMENT INCPassive

Some overlap · 3 shared positions

$PWR $IDXX $ISRG

$405M

73 positions

#9CHIRON CAPITAL MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$ADBE $BMY $UPS $PFE

$98M

117 positions

#10Reliant Investment Management, LLCPassive

Some overlap · 3 shared positions

$PWR $LHX $SLB

$207M

53 positions

#11Rench Wealth Management, Inc.Active

Some overlap · 7 shared positions

$ISRG $PAYX $LHX $UPS $PEG $LOW

$332M

62 positions

#12Catherine Avery Investment Management LLCPassive

Some overlap · 5 shared positions

$BMY $LHX $AMGN $UPS $PFE

$223M

109 positions

#13Crystal Rock Capital ManagementActive

Some overlap · 4 shared positions

$IDXX $ISRG $LHX $BSX

$168M

32 positions

#14BENDER ROBERT & ASSOCIATESActive

Some overlap · 3 shared positions

$ISRG $ADBE $BKNG

$417M

45 positions

#15R.H. Dinel Investment Counsel, Inc.Active

Some overlap · 5 shared positions

$ADBE $AMGN $PFE $T $UPS

$124M

40 positions

#16Purus Wealth Management, LLCPassive

Some overlap · 5 shared positions

$ISRG $AMGN $PLTR $ADBE $PWR

$314M

157 positions

#17Capital Investment Services of America, Inc.Active

Some overlap · 4 shared positions

$IDXX $PWR $ADBE $BKNG

$958M

80 positions

#18Titan Investment Management LLCPassive

Some overlap · 4 shared positions

$PWR $BMY $IDXX $PLTR

$113M

37 positions

#19Hillman Capital Management, Inc.Passive

Some overlap · 4 shared positions

$ADBE $BMY $UPS $PFE

$144M

56 positions

#20GARRISON BRADFORD & ASSOCIATES INCActive

Some overlap · 3 shared positions

$PWR $ENB $LOW

$88M

38 positions

#21MOGY JOEL R INVESTMENT COUNSEL INCActive

Some overlap · 4 shared positions

$IDXX $ISRG $BKNG $ADBE

$1.6B

114 positions

#22CAPITAL MANAGEMENT ASSOCIATES /NY/Passive

Some overlap · 3 shared positions

$PWR $PLTR $SLB

$60M

36 positions

#23CAMDEN NATIONAL BANKPassive

Some overlap · 3 shared positions

$PWR $ADBE $LHX

$739M

164 positions

#24Malaga Cove Capital, LLCPassive

Some overlap · 4 shared positions

$PWR $AMGN $LHX $ISRG

$278M

192 positions

#25Greenfield Seitz Capital Management, LLCPassive

Some overlap · 5 shared positions

$ISRG $PAYX $ADBE $IDXX $EOG

$332M

111 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.