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 BROWN ADVISORY

13F Portfolio OverlapQ2 2026BROWN ADVISORY portfolio →

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Most similar hedge funds by 13F overlap

BROWN ADVISORY INC is an institutional investor managing $64.6B across 1,447 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to BROWN ADVISORY are Liontrust Investment Partners LLP, Fisher Funds LTD, Forefront Wealth Partners, with shared positions in $SCHW, $EW, $BKNG, $PGR, $FERG, $SPOT. The full ranking of 25 similar funds is below.

#1Liontrust Investment Partners LLPActive

Notable overlap · 10 shared positions

$SCHW $EW $BKNG $PGR $FERG $SPOT

$6.8B

194 positions

#2Fisher Funds Management LTDActive

Notable overlap · 10 shared positions

$ASML $EW $EFX $DHR $PGR $KKR

$3.4B

170 positions

#3Forefront Wealth Partners, LLCPassive

Some overlap · 9 shared positions

$ASML $MRVL $ISRG $SCHW $MELI $UBER

$323M

177 positions

#4NZS Capital, LLCActive

Some overlap · 9 shared positions

$MRVL $DHR $PGR $ISRG $MELI $UBER

$3.9B

61 positions

#5Malaga Cove Capital, LLCPassive

Some overlap · 7 shared positions

$SCHW $MRVL $ASML $SPOT $ISRG $ANET

$311M

183 positions

#6SHELTON WEALTH MANAGEMENT, LLCPassive

Some overlap · 7 shared positions

$EW $ASML $MRVL $BKNG $MELI $UBER

$254M

141 positions

#7Coronation Fund Managers Ltd.Active

Some overlap · 8 shared positions

$SCHW $SPOT $EFX $BKNG $MELI $UBER

$2.6B

49 positions

#8Investment Research & Advisory Group, Inc.Active

Some overlap · 7 shared positions

$SCHW $ASML $BKNG $UBER $ISRG $DHR

$337M

333 positions

#9W.G. Shaheen & Associates DBA Whitney & CoActive

Some overlap · 5 shared positions

$SCHW $EW $ASML $MRVL $BKNG

$1.4B

179 positions

#10PARAGON CAPITAL MANAGEMENT INCPassive

Some overlap · 6 shared positions

$SCHW $MRVL $BKNG $AZO $MELI $UBER

$132M

70 positions

#11GENERATION INVESTMENT MANAGEMENT LLPActive

Some overlap · 6 shared positions

$SCHW $EFX $DHR $SPOT $WST $MELI

$10.3B

28 positions

#12Advocacy Wealth Management, LLCActive

Some overlap · 6 shared positions

$SCHW $EW $ASML $UBER $ANET $SNOW

$2.8B

151 positions

#13Pekao Towarzystwo Funduszy Inwestycyjnych S.A.Passive

Some overlap · 8 shared positions

$BKNG $SPOT $CARR $UBER $SNOW $ANET

$157M

85 positions

#14Benchmark Investment Advisors LLCActive

Some overlap · 7 shared positions

$ASML $BKNG $SPOT $MRVL $UBER $ANET

$228M

70 positions

#15Bluebird Wealth Management LLCPassive

Some overlap · 7 shared positions

$ASML $SPOT $CARR $MELI $UBER $ANET

$115M

89 positions

#16Slow Capital, Inc.Active

Some overlap · 7 shared positions

$ASML $SPOT $ISRG $MELI $UBER $SNOW

$890M

110 positions

#17FIDUCIARY MANAGEMENT INC /WI/Active

Some overlap · 5 shared positions

$SCHW $BKNG $PGR $FERG $CARR

$7.0B

56 positions

#18Artisan Partners Limited PartnershipActive

Some overlap · 5 shared positions

$SCHW $EW $PGR $SPOT $WST

$63.1B

341 positions

#19CLOVERFIELDS CAPITAL GROUP, LPPassive

Some overlap · 5 shared positions

$SCHW $ASML $PGR $MELI $UBER

$331M

90 positions

#20JACOBSON & SCHMITT ADVISORS, LLCPassive

Some overlap · 5 shared positions

$SCHW $ASML $DHR $MELI $HDB

$612M

81 positions

#21FIRST MANHATTAN CO. LLC.Active

Some overlap · 6 shared positions

$ASML $DHR $KKR $AZO $UBER $BKNG

$39.2B

742 positions

#22Trivant Custom Portfolio Group, LLCPassive

Some overlap · 6 shared positions

$ASML $BKNG $AZO $MELI $UBER $ANET

$188M

82 positions

#23CIM, LLCPassive

Some overlap · 6 shared positions

$ASML $PGR $SPOT $ISRG $ANET $CTAS

$773M

171 positions

#24Lafayette Investments, Inc.Active

Some overlap · 5 shared positions

$SCHW $PGR $ASML $AZO $ANET

$542M

162 positions

#25Fairtree Asset Management (Pty) LtdPassive

Some overlap · 6 shared positions

$BKNG $EW $AZO $PGR $UBER $ANET

$261M

96 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.