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 DEARBORN PARTNERS

13F Portfolio OverlapQ1 2026DEARBORN PARTNERS portfolio →

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Most similar hedge funds by 13F overlap

DEARBORN PARTNERS LLC is an institutional investor managing $1.8B across 269 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 DEARBORN PARTNERS are Tandem Investment Advisors,, Bath Savings, MATTERN ,, with shared positions in $APH, $RSG, $ADP, $MCD, $WEC, $SYK. The full ranking of 25 similar funds is below.

#1Tandem Investment Advisors, Inc.Active

Notable overlap · 10 shared positions

$APH $RSG $ADP $MCD $WEC $SYK

$2.0B

83 positions

#2Bath Savings Trust CoActive

Notable overlap · 11 shared positions

$ADP $WSO $SYK $ABT $ECL $NEE

$936M

168 positions

#3MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 10 shared positions

$WEC $ATO $MSI $ADP $ABT $ACN

$835M

170 positions

#4BENJAMIN EDWARDS INCPassive

Notable overlap · 15 shared positions

$CASY $APH $MCD $WEC $ATO $VZ

$10.1B

1,352 positions

#5MCDANIEL TERRY & COActive

Notable overlap · 9 shared positions

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

$1.2B

81 positions

#6CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 8 shared positions

$APH $ADP $SHW $ITW $MSI $SYK

$405M

73 positions

#7FENIMORE ASSET MANAGEMENT INCActive

Notable overlap · 9 shared positions

$APH $ITW $AJG $RSG $SYK $STE

$4.5B

92 positions

#8COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 7 shared positions

$ADP $APH $SHW $ITW $ACN $MSI

$1.7B

87 positions

#9Cincinnati Specialty Underwriters Insurance COActive

Notable overlap · 9 shared positions

$WEC $ADP $AJG $ACN $SNA $NEE

$412M

46 positions

#10HFR Wealth Management, LLCActive

Notable overlap · 7 shared positions

$WEC $ADP $APH $STE $TSCO $NEE

$407M

49 positions

#11ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 6 shared positions

$MCD $ADP $APH $TXN $SYK $VZ

$1.7B

86 positions

#12Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 6 shared positions

$MCD $ADP $VZ $WSO $CME $ABT

$199M

40 positions

#13CINCINNATI FINANCIAL CORPActive

Notable overlap · 7 shared positions

$MCD $SNA $CME $ACN $AJG $ADP

$5.0B

55 positions

#14JENSEN INVESTMENT MANAGEMENT INCActive

Notable overlap · 10 shared positions

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

$5.1B

84 positions

#15KANAWHA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$MCD $ADP $ITW $APH $ABT $ECL

$1.4B

221 positions

#16LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$MCD $CASY $RSG $MSI $VZ $NEE

$970M

154 positions

#17BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 8 shared positions

$TXN $ITW $SYK $ACN $ABT $MCD

$321M

110 positions

#18Stonehage Fleming Financial Services Holdings LtdActive

Notable overlap · 6 shared positions

$MCD $APH $AJG $SYK $VRSK $CTAS

$2.7B

226 positions

#19BROADWATER CAPITAL MANAGEMENT LLC

Notable overlap · 7 shared positions

$MCD $WEC $SYK $ABT $ECL $ADP

$134M

211 positions

#20ALBERT D MASON INCPassive

Notable overlap · 6 shared positions

$SNA $MCD $ATO $SHW $CME $ADP

$154M

129 positions

#21PENINSULA ASSET MANAGEMENT INCPassive

Notable overlap · 7 shared positions

$ADP $SHW $SYK $ABT $ECL $NEE

$196M

53 positions

#22Stokes Capital Advisors, LLCPassive

Notable overlap · 6 shared positions

$MCD $SHW $TXN $SYK $ABT $NEE

$446M

104 positions

#23Palisade Asset Management, LLCActive

Notable overlap · 8 shared positions

$MCD $TXN $ADP $SYK $ABT $ECL

$996M

195 positions

#24CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

$WEC $APH $TXN $MSI $SYK $NDAQ

$1.2B

103 positions

#25BONTEMPO OHLY CAPITAL MGMT LLCActive

Notable overlap · 6 shared positions

$VZ $ADP $ITW $TXN $ACN $TSCO

$222M

34 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.