What hedge funds are most similar to Lazard Freres Gestion S.A.S.?

The funds with the most similar 13F portfolios to Lazard Freres Gestion S.A.S. are COMPASS, CARDEROCK, BRIGHT ROCK, 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 Lazard Freres Gestion S.A.S.

13F Portfolio OverlapQ2 2026Lazard Freres Gestion S.A.S. portfolio →

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Most similar hedge funds by 13F overlap

Lazard Freres Gestion S.A.S. is an institutional investor managing $5.8B across 115 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 Lazard Freres Gestion S.A.S. are COMPASS, CARDEROCK, BRIGHT ROCK, with shared positions in $MSI, $APH, $SPGI, $MAR, $ACN, $ICE. The full ranking of 25 similar funds is below.

#1COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 6 shared positions

$MSI $APH $SPGI $MAR $ACN $ICE

$1.7B

91 positions

#2CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 6 shared positions

$PH $APH $MSI $SPGI $MCO $IDXX

$435M

70 positions

#3BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 8 shared positions

$SPGI $APH $MS $CL $NKE $ACN

$529M

72 positions

#4Raub Brock Capital Management LPActive

Notable overlap · 5 shared positions

$MSI $PH $APH $MCO $ACN

$326M

47 positions

#5CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 5 shared positions

$MSI $APH $KLAC $MCO $WFC

$1.3B

99 positions

#6JENSEN INVESTMENT MANAGEMENT INCActive

Notable overlap · 7 shared positions

$MSI $APH $KLAC $IDXX $ECL $CL

$4.1B

83 positions

#7Ayrshire Capital Management LLCPassive

Notable overlap · 6 shared positions

$APH $KLAC $SPGI $ECL $ICE $MS

$219M

50 positions

#8FLOSSBACH VON STORCH SEActive

Some overlap · 6 shared positions

$APH $SPGI $ZTS $NKE $ACN $ICE

$22.1B

106 positions

#9Guinness Asset Management LTDActive

Some overlap · 6 shared positions

$MDT $OTIS $KLAC $APH $MDLZ $ICE

$5.9B

141 positions

#10PineStone Asset Management Inc.Active

Some overlap · 6 shared positions

$OTIS $KLAC $SPGI $MCO $CL $MTD

$15.4B

43 positions

#11LifePlan Financial, LLCPassive

Some overlap · 6 shared positions

$MDT $SPGI $CL $NKE $MSI $MDLZ

$141M

91 positions

#12Decatur Capital Management, Inc.Active

Some overlap · 6 shared positions

$APH $KLAC $SPGI $MS $ECL $IDXX

$295M

53 positions

#13Sierra Legacy GroupPassive

Some overlap · 7 shared positions

$APH $MSI $OTIS $PH $ACN $MTD

$129M

79 positions

#14Center for Wealth Management AdvisoryActive

Some overlap · 6 shared positions

$MDT $MS $CL $NKE $ACN $MDLZ

$161M

62 positions

#15Guinness Atkinson Asset Management IncPassive

Some overlap · 5 shared positions

$APH $MDT $KLAC $ICE $MDLZ

$223M

107 positions

#16Progressive Investment Management CorpActive

Some overlap · 5 shared positions

$APH $KLAC $SPGI $MCO $IDXX

$452M

56 positions

#17USS Investment Management LtdActive

Some overlap · 7 shared positions

$KLAC $APH $MDT $CL $SPGI $OTIS

$27.8B

617 positions

#18Carmignac GestionActive

Some overlap · 5 shared positions

$APH $SPGI $PH $ZTS $ICE

$7.7B

100 positions

#19Barden Capital Management, Inc.Active

Some overlap · 4 shared positions

$PH $MSI $SPGI $CL

$110M

58 positions

#20CHILTON INVESTMENT CO INC.Active

Some overlap · 5 shared positions

$APH $PH $MS $MDT $MCO

$4.2B

299 positions

#21Aristotle Capital Management, LLCActive

Some overlap · 5 shared positions

$PH $MSI $ECL $WFC $MLM

$47.7B

212 positions

#22J. Stern & Co. LLPActive

Some overlap · 6 shared positions

$APH $OTIS $NKE $ICE $DIS $EL

$1.1B

51 positions

#23Segment Wealth Management, LLCPassive

Some overlap · 5 shared positions

$PH $APH $SPGI $MSI $MAR

$1.9B

315 positions

#24FINANCIAL ADVISORY PARTNERS, LLCActive

Some overlap · 4 shared positions

$PH $MDT $MS $ZTS

$377M

75 positions

#25NatWest Group plcActive

Some overlap · 6 shared positions

$KLAC $MS $CL $MCO $MSI $ROST

$560M

48 positions

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View Lazard Freres Gestion S.A.S.’s holdings

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.