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 First Long Island Investors,

13F Portfolio OverlapQ1 2026First Long Island Investors, portfolio →

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Most similar hedge funds by 13F overlap

First Long Island Investors, LLC is an institutional investor managing $1.2B across 70 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 First Long Island Investors, are Tandem Investment Advisors,, Aristotle ,, LETSON INVESTMENT ,, with shared positions in $APH, $ABT, $ADP, $NEE, $MCD, $INTU. The full ranking of 25 similar funds is below.

#1Tandem Investment Advisors, Inc.Active

Notable overlap · 7 shared positions

$APH $ABT $ADP $NEE $MCD $INTU

$2.0B

83 positions

#2Aristotle Capital Management, LLCActive

Notable overlap · 6 shared positions

$PH $AMGN $WSM $LOW $UBER $USB

$47.8B

191 positions

#3LETSON INVESTMENT MANAGEMENT, INC.Active

Notable overlap · 8 shared positions

$ABT $ADP $AMGN $MCD $CNI $INTU

$260M

101 positions

#4KANAWHA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$LOW $ADP $APH $PH $ABT $MCD

$1.4B

221 positions

#5Loudon Investment Management, LLCPassive

Notable overlap · 8 shared positions

$LOW $FAST $NEE $USB $ABT $ITW

$186M

95 positions

#6Aurdan Capital Management, LLCActive

Notable overlap · 8 shared positions

$LOW $PM $AMGN $UNH $ABT $ITW

$333M

88 positions

#7BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 8 shared positions

$LOW $AMGN $ABT $ITW $MCD $ADP

$321M

110 positions

#8DIVIDEND ASSETS CAPITAL, LLCPassive

Notable overlap · 8 shared positions

$LOW $AMGN $WSM $NEE $UNH $INTU

$501M

138 positions

#9Dundas Partners LLPActive

Notable overlap · 5 shared positions

$APH $ABT $ADP $INTU $ZTS

$1.3B

49 positions

#10ABSHER WEALTH MANAGEMENT, LLCActive

Notable overlap · 7 shared positions

$ABT $AMGN $FAST $ADP $MCD $INTU

$853M

70 positions

#11Somerset Trust CoPassive

Notable overlap · 7 shared positions

$LOW $AMGN $ABT $NEE $MCD $ADP

$326M

174 positions

#12Regents Gate Capital LLPActive

Notable overlap · 4 shared positions

$PH $APH $ETN $ITW

$469M

36 positions

#13PIONEER TRUST BANK N A/ORPassive

Notable overlap · 9 shared positions

$LOW $ABT $NEE $MCD $ITW $UNH

$412M

83 positions

#14Elefante Mark BPassive

Notable overlap · 7 shared positions

$ABT $ADP $UBER $NEE $CNI $UNH

$182M

58 positions

#15HFR Wealth Management, LLCActive

Notable overlap · 6 shared positions

$APH $AMGN $ADP $NEE $INTU $ETN

$407M

49 positions

#16Cornerstone Capital, Inc.Active

Notable overlap · 5 shared positions

$APH $ABT $AMGN $UBER $ETN

$1.0B

118 positions

#17CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 5 shared positions

$APH $PH $ADP $ITW $INTU

$405M

73 positions

#18Baker Chad RActive

Notable overlap · 6 shared positions

$APH $ABT $ADP $LOW $UBER $ZTS

$530M

56 positions

#19J. Stern & Co. LLPActive

Notable overlap · 6 shared positions

$APH $ABT $ETN $ZTS $MCD $LOW

$1.0B

49 positions

#20Alley Investment Management Company, LLCActive

Notable overlap · 6 shared positions

$PM $PH $ABT $ETN $INTU $AMGN

$821M

85 positions

#21Tower View Wealth Management LLCPassive

Notable overlap · 6 shared positions

$PH $PM $ETN $MCD $APH $SPOT

$195M

204 positions

#22R.H. Investment Group, LLCPassive

Notable overlap · 6 shared positions

$PM $AMGN $ADP $USB $MCD $UNH

$130M

45 positions

#23JGP Wealth Management, LLCPassive

Notable overlap · 8 shared positions

$AMGN $ADP $NEE $LOW $ITW $ABT

$961M

223 positions

#24Argo Wealth Advisory, LLCActive

Notable overlap · 6 shared positions

$LOW $AMGN $ADP $NEE $ITW $UNH

$170M

48 positions

#25Walsky Investment Management, Inc.Passive

Notable overlap · 7 shared positions

$ABT $ETN $LOW $AMGN $MCD $ADP

$98M

50 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.