What hedge funds are most similar to Mendel Money Management?

The funds with the most similar 13F portfolios to Mendel Money Management are ASSOCIATES /NY/, FLOSSBACH VON STORCH SE, MCRAE, 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 Mendel Money

13F Portfolio OverlapQ1 2026Mendel Money portfolio →

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Most similar hedge funds by 13F overlap

Mendel Money Management is an institutional investor managing $239M across 137 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 Mendel Money are ASSOCIATES /NY/, FLOSSBACH VON STORCH SE, MCRAE, with shared positions in $GEV, $PANW, $IBM, $LIN, $PWR, $TMO. The full ranking of 25 similar funds is below.

#1CAPITAL MANAGEMENT ASSOCIATES /NY/Passive

Notable overlap · 6 shared positions

$GEV $PANW $IBM $LIN $PWR $TMO

$60M

36 positions

#2FLOSSBACH VON STORCH SEActive

Notable overlap · 6 shared positions

$TMO $AME $DHR $LIN $ACN $APH

$21.4B

109 positions

#3MCRAE CAPITAL MANAGEMENT INCActive

Notable overlap · 7 shared positions

$TMO $PWR $LOW $KEYS $ACN $PANW

$482M

106 positions

#4Greystone Financial Group, LLCPassive

Notable overlap · 7 shared positions

$LIN $IBM $LOW $DUK $TMO $NOW

$353M

78 positions

#5CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 6 shared positions

$TMO $AME $PWR $LIN $APH $PH

$405M

73 positions

#6Reliant Investment Management, LLCPassive

Notable overlap · 5 shared positions

$TMO $LIN $IBM $PWR $APH

$207M

53 positions

#7NZS Capital, LLCActive

Notable overlap · 6 shared positions

$LIN $DHR $PWR $MRVL $APH $UBER

$3.0B

58 positions

#8MAR VISTA INVESTMENT PARTNERS LLCActive

Notable overlap · 5 shared positions

$LIN $AME $GEV $DHR $APH

$1000M

35 positions

#9ABN AMRO Bank N.V.Active

Notable overlap · 7 shared positions

$LIN $PANW $PWR $GEV $NOW $UBER

$9.3B

228 positions

#10GUYASUTA INVESTMENT ADVISORS INCActive

Notable overlap · 6 shared positions

$TMO $LIN $PWR $LOW $PANW $IBM

$1.7B

268 positions

#1111 Capital Partners LPActive

Notable overlap · 5 shared positions

$LIN $GEV $DHR $PWR $APH

$348M

20 positions

#12Mirova US LLCActive

Notable overlap · 5 shared positions

$TMO $PANW $DHR $LOW $ACN

$8.8B

42 positions

#13COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 7 shared positions

$TMO $LIN $ACN $APH $PANW $GEV

$1.7B

87 positions

#14Asio Capital, LLCActive

Notable overlap · 8 shared positions

$PANW $JHG $GEV $UBER $APH $TMO

$712M

110 positions

#15CAMDEN NATIONAL BANKPassive

Notable overlap · 6 shared positions

$LIN $PWR $DE $TMO $DUK $ACN

$739M

164 positions

#16AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 7 shared positions

$PANW $TMO $APH $ACN $NOW $UBER

$1.4B

114 positions

#17SFE Investment CounselPassive

Notable overlap · 6 shared positions

$PANW $LOW $PWR $IBM $DHR $MRVL

$635M

143 positions

#18CHILTON CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$GEV $TMO $PWR $LIN $LOW $MS

$2.9B

658 positions

#19Shelter Mutual Insurance CoPassive

Notable overlap · 5 shared positions

$LIN $IBM $LOW $DE $DHR

$450M

58 positions

#20Ayrshire Capital Management LLCPassive

Notable overlap · 6 shared positions

$LIN $AME $DHR $APH $MS $UBER

$193M

50 positions

#21DUNCKER STREETT & CO INCPassive

Notable overlap · 7 shared positions

$TMO $DHR $LOW $PANW $PWR $APH

$526M

535 positions

#22Compagnie Lombard Odier SCmAActive

Notable overlap · 6 shared positions

$PANW $LIN $AME $TMO $UBER $NOW

$8.1B

454 positions

#23Strategic Wealth Investment Group, LLCPassive

Notable overlap · 6 shared positions

$TMO $LIN $DHR $DUK $UBER $IBM

$788M

94 positions

#24Avalon Trust CoActive

Notable overlap · 6 shared positions

$PWR $LOW $LIN $PANW $TMO $DHR

$1.5B

460 positions

#25S-Bank Fund Management LtdActive

Notable overlap · 7 shared positions

$MRVL $DHR $LIN $TMO $GEV $DLR

$671M

178 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.