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 INVESTMENT HOUSE

13F Portfolio OverlapQ1 2026INVESTMENT HOUSE portfolio →

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Most similar hedge funds by 13F overlap

INVESTMENT HOUSE LLC is an institutional investor managing $1.9B across 223 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 INVESTMENT HOUSE are Godshalk Welsh ,, AlpenGlobal, Fairtree Asset (Pty) Ltd, with shared positions in $AXP, $INTU, $WM, $LOW, $ADP, $ECL. The full ranking of 25 similar funds is below.

#1Godshalk Welsh Capital Management, Inc.Passive

Notable overlap · 7 shared positions

$AXP $INTU $WM $LOW $ADP $ECL

$172M

129 positions

#2AlpenGlobal Capital LLCActive

Notable overlap · 7 shared positions

$AXP $MELI $WSM $ADBE $ECL $BKNG

$157M

36 positions

#3Fairtree Asset Management (Pty) LtdPassive

Some overlap · 8 shared positions

$NU $MELI $AXP $ADP $BKNG $ADBE

$218M

96 positions

#4Ninety One North America, Inc.Active

Some overlap · 7 shared positions

$NU $INTU $MSI $ADP $BKNG $ADSK

$2.2B

100 positions

#5SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive

Some overlap · 7 shared positions

$AXP $INTU $ADBE $ECL $ADP $PAYX

$1.3B

158 positions

#6MATTERN CAPITAL MANAGEMENT, LLCPassive

Some overlap · 7 shared positions

$INTU $WM $MSI $LOW $ECL $ADP

$835M

170 positions

#7Hamilton Point Investment Advisors, LLCActive

Some overlap · 6 shared positions

$AXP $DELL $WSM $CMI $WM $ADP

$649M

186 positions

#8GHE, LLCSmart money

Some overlap · 7 shared positions

$AXP $ADBE $LOW $ADP $PGR $PAYX

$241M

54 positions

#9Unison Asset Management LLCActive

Some overlap · 5 shared positions

$NU $AXP $ADBE $LOW $BKNG

$219M

32 positions

#10Sustainable Growth Advisers, LPActive

Some overlap · 5 shared positions

$AXP $WM $INTU $ECL $MELI

$10.6B

51 positions

#11COMGEST GLOBAL INVESTORS S.A.S.Active

Some overlap · 6 shared positions

$AXP $INTU $MELI $MSI $SYK $BKNG

$4.6B

52 positions

#12ALTA CAPITAL MANAGEMENT LLC/Active

Some overlap · 6 shared positions

$WM $INTU $MELI $BKNG $LOW $TXN

$1.3B

100 positions

#13Allen Mooney & Barnes Investment Advisors LLCActive

Some overlap · 5 shared positions

$AXP $INTU $ADBE $LOW $CMI

$695M

159 positions

#14CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Some overlap · 6 shared positions

$ICE $MSI $INTU $TXN $LOW $SYK

$1.2B

103 positions

#15William Allan CorpActive

Some overlap · 6 shared positions

$DELL $INTU $AXP $ADP $PAYX $SYK

$169M

59 positions

#16Sky Investment Group LLCActive

Some overlap · 6 shared positions

$AXP $TXN $ECL $ADP $PGR $SYK

$583M

140 positions

#17Aurora Investment CounselPassive

Some overlap · 5 shared positions

$DELL $INTU $BKNG $PGR $PAYX

$180M

106 positions

#18Karani Asset Management LLCPassive

Some overlap · 5 shared positions

$AXP $INTU $TXN $CMI $ADSK

$122M

54 positions

#19Ninety One UK LtdPassive

Some overlap · 6 shared positions

$INTU $MSI $ADP $BKNG $ADSK $ALGN

$43.1B

237 positions

#20Dundas Partners LLPActive

Some overlap · 5 shared positions

$AXP $INTU $ADP $BKNG $SYK

$1.3B

49 positions

#21LETSON INVESTMENT MANAGEMENT, INC.Active

Some overlap · 5 shared positions

$AXP $INTU $ADP $PAYX $SYK

$260M

101 positions

#22ROFFMAN MILLER ASSOCIATES INC /PA/Active

Some overlap · 5 shared positions

$AXP $ICE $TXN $ADP $SYK

$1.7B

86 positions

#23L1 Capital International Pty LtdActive

Some overlap · 4 shared positions

$AXP $INTU $ICE $BKNG

$1.7B

23 positions

#24SANDS CAPITAL MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$NU $ICE $MELI $APP

$25.5B

67 positions

#25BAXTER BROS INCActive

Some overlap · 5 shared positions

$AXP $INTU $ADP $PAYX $TXN

$810M

166 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.