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 BlueSpruce Investments

13F Portfolio OverlapQ2 2026BlueSpruce Investments portfolio →

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Most similar hedge funds by 13F overlap

BlueSpruce Investments, LP is an institutional investor managing $650M across 18 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 BlueSpruce Investments are Waterway Wealth, Baskin Financial Services, GENERATION INVESTMENT LLP, with shared positions in $MSCI, $SYK, $MCO, $HLT, $TJX, $ASML. The full ranking of 25 similar funds is below.

#1Waterway Wealth Management, LLCActive

Slight overlap · 4 shared positions

$MSCI $SYK $MCO $HLT

$490M

96 positions

#2Baskin Financial Services Inc.Active

Slight overlap · 4 shared positions

$MSCI $SYK $MCO $TJX

$1.3B

54 positions

#3GENERATION INVESTMENT MANAGEMENT LLPActive

Slight overlap · 3 shared positions

$MSCI $SYK $MCO

$10.3B

28 positions

#4Progressive Investment Management CorpActive

Slight overlap · 5 shared positions

$MSCI $MCO $ASML $TJX $IDXX

$454M

56 positions

#5DF DENT & CO INCPassive

Slight overlap · 4 shared positions

$MSCI $MCO $ASML $ISRG

$5.3B

271 positions

#6Trivant Custom Portfolio Group, LLCPassive

Slight overlap · 3 shared positions

$MSCI $SYK $ASML

$188M

82 positions

#7WORMSER FRERES GESTIONPassive

Slight overlap · 4 shared positions

$MSCI $SYK $ISRG $IDXX

$177M

66 positions

#8MOGY JOEL R INVESTMENT COUNSEL INCActive

Slight overlap · 4 shared positions

$MSCI $SYK $ISRG $IDXX

$1.7B

121 positions

#9Strategic Global Advisors, LLCPassive

Slight overlap · 4 shared positions

$MSCI $MCO $ASML $IDXX

$702M

129 positions

#10CARDEROCK CAPITAL MANAGEMENT INCPassive

Slight overlap · 5 shared positions

$SYK $MCO $ISRG $TJX $IDXX

$456M

67 positions

#11KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$MSCI $MCO $ASML

$351M

166 positions

#12Generate Investment Management LtdActive

Slight overlap · 3 shared positions

$MSCI $MCO $ASML

$2.4B

90 positions

#13CAPE COD FIVE CENTS SAVINGS BANKPassive

Slight overlap · 3 shared positions

$MSCI $SYK $TJX

$1.2B

203 positions

#14Retail Employees Superannuation Pty Ltd as trustee for RetaiActive

Slight overlap · 4 shared positions

$MSCI $MCO $ISRG $IDXX

$373M

28 positions

#15MIDDLETON & CO INC/MAActive

Slight overlap · 3 shared positions

$MSCI $SYK $IDXX

$942M

170 positions

#16PineStone Asset Management Inc.Active

Slight overlap · 4 shared positions

$MSCI $MCO $HLT $TJX

$16.2B

44 positions

#17Fiera Capital CorpActive

Slight overlap · 4 shared positions

$MSCI $MCO $HLT $TJX

$27.6B

401 positions

#18Advocacy Wealth Management, LLCActive

Slight overlap · 3 shared positions

$SYK $MSCI $ASML

$2.8B

151 positions

#19MAR VISTA INVESTMENT PARTNERS LLCActive

Slight overlap · 3 shared positions

$SYK $MCO $ASML

$1.0B

33 positions

#20CONNABLE OFFICE INCActive

Slight overlap · 3 shared positions

$SYK $MCO $ASML

$1.1B

231 positions

#21Clean Yield GroupPassive

Slight overlap · 3 shared positions

$SYK $MCO $ASML

$403M

395 positions

#22COMGEST GLOBAL INVESTORS S.A.S.Active

Slight overlap · 4 shared positions

$SYK $MSCI $ISRG $IDXX

$4.5B

55 positions

#23Ulysses Management LLCActive

Slight overlap · 3 shared positions

$MSCI $MCO $ASML

$506M

42 positions

#24YCG, LLCActive

Slight overlap · 3 shared positions

$MSCI $MCO $SYK

$1.1B

41 positions

#25FULTON BREAKEFIELD BROENNIMAN LLCPassive

Slight overlap · 5 shared positions

$SYK $ASML $ISRG $HLT $TJX

$1.7B

208 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.