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 Liberty ,

13F Portfolio OverlapQ4 2025Liberty , portfolio →

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Most similar hedge funds by 13F overlap

Liberty Capital Management, Inc. is an institutional investor managing $582M across 184 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Liberty , are DB Fitzpatrick & ,, LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA, LETSON INVESTMENT ,, with shared positions in $TMO, $DHR, $INTU, $FTNT, $UNH, $CB. The full ranking of 25 similar funds is below.

#1DB Fitzpatrick & Co, IncActive

Notable overlap · 10 shared positions

$TMO $DHR $INTU $FTNT $UNH $CB

$117M

106 positions

#2LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 9 shared positions

$INTU $TMO $DHR $ABT $SYK $AMT

$10.0B

560 positions

#3LETSON INVESTMENT MANAGEMENT, INC.Active

Notable overlap · 9 shared positions

$INTU $ABT $MCD $CB $ITW $SYK

$260M

101 positions

#4Boit C F DavidPassive

Notable overlap · 9 shared positions

$INTU $ABT $MCD $CB $SYK $CHD

$225M

117 positions

#5Bath Savings Trust CoActive

Notable overlap · 7 shared positions

$INTU $ABT $ECL $DHR $MCD $SYK

$936M

168 positions

#6CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 6 shared positions

$TMO $CTAS $INTU $ITW $FTNT $SYK

$405M

73 positions

#7Sky Investment Group LLCPassive

Notable overlap · 7 shared positions

$TMO $DHR $ABT $MCD $ECL $ITW

$583M

140 positions

#8MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$AFL $ABT $INTU $ECL $MCD $UNH

$835M

170 positions

#9Ramsay, Stattman, Vela & Price, Inc.Passive

Notable overlap · 7 shared positions

$DHR $TMO $ABT $ITW $SYK $ASML

$506M

79 positions

#10Long Road Investment Counsel, LLCActive

Notable overlap · 7 shared positions

$AFL $TMO $ITW $FAST $SYK $CTAS

$255M

78 positions

#11MCDANIEL TERRY & COActive

Some overlap · 6 shared positions

$CTAS $INTU $TMO $ECL $ITW $SYK

$1.2B

81 positions

#12Liontrust Investment Partners LLPActive

Some overlap · 6 shared positions

$TMO $INTU $CTAS $ECL $AMT $PANW

$6.7B

204 positions

#13DAVIS-REA LTD.Passive

Some overlap · 7 shared positions

$TMO $MCD $ABT $CB $SYK $CTAS

$384M

54 positions

#14ROFFMAN MILLER ASSOCIATES INC /PA/Active

Some overlap · 7 shared positions

$AFL $MCD $TMO $CB $SYK $ASML

$1.7B

86 positions

#15Fairbanks Capital Management, Inc.Passive

Some overlap · 7 shared positions

$INTU $UNH $TMO $AMT $CHD $FAST

$160M

50 positions

#16NORTH STAR ASSET MANAGEMENT INCPassive

Some overlap · 7 shared positions

$TMO $ABT $DHR $INTU $ECL $SYK

$2.3B

356 positions

#17HFR Wealth Management, LLCActive

Some overlap · 5 shared positions

$INTU $CTAS $DHR $PKG $TSCO

$407M

49 positions

#18Greater Midwest Financial Group, LLCPassive

Some overlap · 6 shared positions

$INTU $AMN $TMO $FTNT $PANW $ABT

$186M

65 positions

#19DEARBORN PARTNERS LLCActive

Some overlap · 7 shared positions

$ABT $MCD $ECL $CTAS $ITW $SYK

$1.8B

269 positions

#20EADS & HEALD WEALTH MANAGEMENTPassive

Some overlap · 7 shared positions

$AFL $ITW $MCD $TMO $FAST $SYK

$201M

140 positions

#21MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive

Some overlap · 6 shared positions

$TMO $DHR $ECL $FAST $CHD $FISV

$584M

141 positions

#22SECURITY NATIONAL BANK OF SO DAKPassive

Some overlap · 5 shared positions

$TMO $AFL $ABT $DHR $ITW

$207M

119 positions

#23Chesley Taft & Associates LLCPassive

Some overlap · 7 shared positions

$DHR $ABT $CB $SYK $TMO $ITW

$2.4B

370 positions

#24Taproot Management LPPassive

Some overlap · 7 shared positions

$TMO $ABT $FAST $SYK $ASML $CHD

$530M

180 positions

#25Somerset Trust CoPassive

Some overlap · 6 shared positions

$AFL $ABT $MCD $ITW $CB $OTIS

$326M

174 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.