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Hedge Funds Similar to AMI ASSET

13F Portfolio OverlapQ1 2026AMI ASSET portfolio →
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Most similar hedge funds by 13F overlap

AMI ASSET MANAGEMENT CORP is an institutional investor managing $1.6B across 96 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 AMI ASSET are MIROVA, MCRAE, Washington Advisors,, with shared positions in $NOW, $CRWD, $ECL, $SNOW, $WM, $SNPS. The full ranking of 25 similar funds is below.

#1MIROVAPassive
Notable overlap · 7 shared positions
$NOW$CRWD$ECL$SNOW$WM$SNPS
$2.5B
179 positions
#2MCRAE CAPITAL MANAGEMENT INCActive
Notable overlap · 5 shared positions
$PWR$LH$ZTS$BDX$PANW
$482M
106 positions
#3Washington Trust Advisors, Inc.Passive
Notable overlap · 5 shared positions
$PWR$PANW$BDX$ECL$SNOW
$1.2B
684 positions
#4Employees Provident Fund BoardActive
Notable overlap · 6 shared positions
$PANW$NOW$PWR$CRWD$ZTS$SNPS
$13.2B
70 positions
#5Liontrust Investment Partners LLPActive
Notable overlap · 7 shared positions
$SPOT$SCHW$ECL$BDX$WST$PANW
$6.7B
204 positions
#6AVITY INVESTMENT MANAGEMENT INC.Active
Notable overlap · 5 shared positions
$PANW$BDX$CL$ECL$NOW
$1.4B
114 positions
#7GuoLine Advisory Pte LtdActive
Notable overlap · 4 shared positions
$NOW$PANW$ZTS$CRWD
$956M
24 positions
#8Delta Global Management LPPassive
Notable overlap · 4 shared positions
$SCHW$SPOT$PANW$SNOW
$1.2B
154 positions
#9Stack Financial Management, IncActive
Notable overlap · 3 shared positions
$PWR$WM$LH
$1.4B
52 positions
#10Heron Bay Capital ManagementActive
Notable overlap · 4 shared positions
$ULTA$SCHW$LH$ZTS
$1.1B
78 positions
#11Robocap Asset Management LtdActive
Notable overlap · 4 shared positions
$PANW$NOW$CRWD$SNPS
$94M
23 positions
#12Capital Investment Services of America, Inc.Active
Notable overlap · 5 shared positions
$NOW$PWR$SNOW$ECL$SNPS
$958M
80 positions
#13Sandhill Capital Partners LLCActive
Notable overlap · 4 shared positions
$PANW$SCHW$NOW$WM
$1.2B
95 positions
#14Greystone Financial Group, LLCPassive
Notable overlap · 5 shared positions
$WM$SNOW$NOW$SNPS$CRWD
$353M
78 positions
#15DIAMOND HILL CAPITAL MANAGEMENT INCActive
Notable overlap · 4 shared positions
$CL$WM$ZTS$LH
$16.0B
187 positions
#16RPG Investment Advisory, LLCPassive
Notable overlap · 4 shared positions
$PWR$CRWD$SNOW$NOW
$829M
92 positions
#17ITHAKA GROUP LLCActive
Notable overlap · 4 shared positions
$NOW$PANW$CRWD$PODD
$482M
38 positions
#18Boothe Investment Group, Inc.Active
Notable overlap · 3 shared positions
$ULTA$NOW$CRWD
$311M
40 positions
#19ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Notable overlap · 6 shared positions
$SNOW$CRWD$PWR$SPOT$NOW$PODD
$3.5B
110 positions
#20ARGUS INVESTORS' COUNSEL, INC.Passive
Some overlap · 4 shared positions
$PWR$SCHW$PANW$SNOW
$112M
102 positions
#21Evergreen Private Wealth LLCPassive
Some overlap · 4 shared positions
$ULTA$WM$ZTS$PANW
$247M
86 positions
#22Rempart Asset Management Inc.Active
Some overlap · 3 shared positions
$ULTA$CL$BDX
$475M
36 positions
#23Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$PWR$WM$PANW$CRWD$SNOW
$1.4B
170 positions
#24ECOFI INVESTISSEMENTS SAPassive
Some overlap · 4 shared positions
$WM$ZTS$ECL$SNPS
$55M
36 positions
#25New England Research & Management, Inc.Passive
Some overlap · 5 shared positions
$PWR$CHD$ZTS$PANW$CRWD
$237M
143 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.