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 Aureus Asset ,

13F Portfolio OverlapQ1 2026Aureus Asset , portfolio →

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Most similar hedge funds by 13F overlap

Aureus Asset Management, LLC is an institutional investor managing $1.5B across 225 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 Aureus Asset , are Cohen ,, Cornerstone Investment Partners,, BECK MACK & OLIVER, with shared positions in $AMAT, $SCHW, $TMO, $UNH, $NEE, $AXP. The full ranking of 25 similar funds is below.

#1Cohen Capital Management, Inc.Passive

Notable overlap · 5 shared positions

$AMAT $SCHW $TMO $UNH $NEE

$644M

154 positions

#2Cornerstone Investment Partners, LLCActive

Notable overlap · 5 shared positions

$AMAT $AXP $TMO $UNH $APO

$2.4B

291 positions

#3BECK MACK & OLIVER LLCActive

Notable overlap · 6 shared positions

$SCHW $AXP $ABT $APO $WAB $WMB

$4.8B

195 positions

#4FLOSSBACH VON STORCH SEActive

Notable overlap · 5 shared positions

$SCHW $TMO $ABT $LIN $AMAT

$21.4B

109 positions

#5Dempze Nancy EPassive

Notable overlap · 7 shared positions

$AMAT $ABT $AXP $SCHW $UNH $NEE

$182M

92 positions

#6Elefante Mark BPassive

Notable overlap · 7 shared positions

$AMAT $ABT $AXP $SCHW $NEE $UNH

$182M

58 positions

#7Dundas Partners LLPActive

Notable overlap · 4 shared positions

$AMAT $TMO $ABT $AXP

$1.3B

49 positions

#8FARALLON CAPITAL MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$WAB $TMO $SCHW $UNH $BSX

$17.5B

172 positions

#9M. Kraus & CoActive

Notable overlap · 4 shared positions

$NEE $TMO $LIN $ABT

$343M

81 positions

#10S.E.E.D. Planning Group LLCPassive

Notable overlap · 4 shared positions

$NEE $LIN $TMO $AMAT

$344M

89 positions

#11EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$NEE $UNH $SCHW $ABT $MS $TXN

$1.4B

56 positions

#12Red Spruce Capital, LLCPassive

Notable overlap · 5 shared positions

$AMAT $LIN $SCHW $ABT $AWK

$244M

94 positions

#13Stokes Capital Advisors, LLCPassive

Notable overlap · 8 shared positions

$AXP $NEE $LIN $ABT $WMB $MS

$446M

104 positions

#14AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 4 shared positions

$AMAT $NEE $TMO $TXN

$1.4B

114 positions

#15BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$TMO $SCHW $NEE $LIN $MS $TXN

$506M

75 positions

#16MAVERICK CAPITAL LTDPassive

Notable overlap · 5 shared positions

$AMAT $LIN $ABT $BSX $KO

$8.7B

241 positions

#17PUZO MICHAEL JPassive

Notable overlap · 7 shared positions

$AMAT $ABT $AXP $SCHW $UNH $WCN

$343M

67 positions

#18Hemenway Trust Co LLCActive

Notable overlap · 6 shared positions

$AMAT $ABT $AXP $SCHW $NEE $UNH

$1.2B

135 positions

#19NORRIS PERNE & FRENCH LLP/MIActive

Notable overlap · 4 shared positions

$AMAT $LIN $ABT $TMO

$1.5B

139 positions

#20Notis-McConarty EdwardActive

Notable overlap · 6 shared positions

$AMAT $ABT $AXP $SCHW $NEE $WCN

$219M

68 positions

#21Delaney Dennis RPassive

Notable overlap · 7 shared positions

$ABT $AMAT $SCHW $AXP $NEE $WCN

$282M

60 positions

#22Phraction Management LLCActive

Notable overlap · 6 shared positions

$LIN $TMO $AMAT $WMB $BSX $TXN

$483M

65 positions

#23Sandhill Capital Partners LLCActive

Notable overlap · 6 shared positions

$SCHW $LIN $AXP $TXN $KO $CME

$1.2B

95 positions

#24Ayrshire Capital Management LLCPassive

Notable overlap · 5 shared positions

$LIN $SCHW $FLS $WMB $MS

$193M

50 positions

#25SOMERVILLE KURT FPassive

Notable overlap · 6 shared positions

$ABT $AMAT $AXP $SCHW $NEE $UNH

$379M

91 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.