What hedge funds are most similar to Spears Abacus Advisors LLC?

The funds with the most similar 13F portfolios to Spears Abacus Advisors LLC are ALKEON, SCHARF INVESTMENTS,, Minot DeBlois Advisors, based on overlapping conviction holdings in the latest SEC filings.

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 Spears Abacus Advisors

13F Portfolio OverlapQ1 2026Spears Abacus Advisors portfolio →

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Most similar hedge funds by 13F overlap

Spears Abacus Advisors LLC is an institutional investor managing $5.0B across 398 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 Spears Abacus Advisors are ALKEON, SCHARF INVESTMENTS,, Minot DeBlois Advisors, with shared positions in $VRT, $ADI, $TJX, $PWR, $CRH, $MLM. The full ranking of 25 similar funds is below.

#1ALKEON CAPITAL MANAGEMENT LLCSmart money

Notable overlap · 7 shared positions

$VRT $ADI $TJX $PWR $CRH $MLM

$59.5B

102 positions

#2SCHARF INVESTMENTS, LLCActive

Notable overlap · 6 shared positions

$CB $BN $UNP $TMO $FNV $DIS

$3.2B

70 positions

#3Minot DeBlois Advisors LLCPassive

Notable overlap · 7 shared positions

$CB $UNP $ADI $ABT $TJX $DHR

$110M

226 positions

#4Providence Capital Advisors, LLCPassive

Some overlap · 7 shared positions

$BN $PWR $UNP $ABT $TJX $TMO

$613M

200 positions

#5NEW SOUTH CAPITAL MANAGEMENT INCActive

Some overlap · 5 shared positions

$VRT $BN $GIL $TMO $FDX

$2.1B

51 positions

#6Robeco Schweiz AGActive

Some overlap · 5 shared positions

$VRT $ADI $PWR $DHR $TMO

$4.7B

126 positions

#7Live Oak Private Wealth LLCPassive

Some overlap · 6 shared positions

$BN $ADI $ABT $TJX $DHR $DIS

$717M

207 positions

#8SOROS CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$ADI $UNP $TJX $DHR $ICE $TMO

$230M

47 positions

#9BCV Asset Management Inc.Active

Some overlap · 5 shared positions

$BN $UNP $GIL $DHR $TJX

$2.9B

120 positions

#10Boston Common Asset Management, LLCActive

Some overlap · 6 shared positions

$VRT $CRH $CB $TJX $DHR $ADI

$1.6B

186 positions

#11Ironvine Capital Partners, LLCActive

Some overlap · 7 shared positions

$ADI $UNP $DHR $TMO $LH $DIS

$910M

56 positions

#12Evelyn Partners Investment Management Services LtdPassive

Some overlap · 6 shared positions

$CB $CRH $TMO $FNV $TJX $DIS

$850M

281 positions

#13Boit C F DavidPassive

Some overlap · 6 shared positions

$CB $ADI $ABT $DHR $UNP $TMO

$225M

117 positions

#14CAMBIAR INVESTORS LLCActive

Some overlap · 6 shared positions

$UNP $CB $REGN $TJX $LH $FDX

$2.2B

145 positions

#15COOKE & BIELER LPActive

Some overlap · 6 shared positions

$BN $GIL $CB $WTM $LH $DIS

$8.8B

103 positions

#16Smith, Salley & AssociatesPassive

Some overlap · 6 shared positions

$ADI $BN $TJX $ABT $UNP $TMO

$2.0B

267 positions

#17DZ BANK AG Deutsche Zentral Genossenschafts Bank, FrankfurtActive

Some overlap · 7 shared positions

$CRH $PWR $UNP $TJX $TMO $FTAI

$112.7B

1,002 positions

#18BLI - Banque de Luxembourg InvestmentsActive

Some overlap · 6 shared positions

$UNP $AEM $TJX $TMO $FNV $ABT

$3.3B

175 positions

#19Kesler, Norman & Wride, LLCPassive

Some overlap · 5 shared positions

$ADI $CB $UNP $ABT $ICE

$581M

245 positions

#20BRADLEY FOSTER & SARGENT INC/CTActive

Some overlap · 6 shared positions

$AEM $ADI $DHR $ABT $TMO $PWR

$6.4B

516 positions

#21DAVENPORT & Co LLCPassive

Some overlap · 6 shared positions

$BN $UNP $MLM $ADI $TJX $DHR

$18.4B

1,302 positions

#22First American BankActive

Some overlap · 7 shared positions

$ADI $VRT $TJX $DHR $TMO $ICE

$1.6B

188 positions

#23NIXON PEABODY TRUST COActive

Some overlap · 6 shared positions

$VRT $ADI $PWR $TJX $DHR $ICE

$1.3B

161 positions

#24WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Some overlap · 5 shared positions

$CB $ABT $DHR $ICE $DIS

$2.1B

122 positions

#25Heritage Wealth Management, Inc.Passive

Some overlap · 4 shared positions

$CB $ADI $REGN $ABT

$202M

157 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.