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 NS Partners Ltd

13F Portfolio OverlapQ1 2026NS Partners Ltd portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

NS Partners Ltd is an institutional investor managing $2.2B across 71 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 NS Partners Ltd are CapWealth Advisors,, Pictet & Cie (Europe) SA, Pavion Blue ,, with shared positions in $NEE, $T, $UNH, $GEV, $GE, $KO. The full ranking of 25 similar funds is below.

#1CapWealth Advisors, LLCActive

Notable overlap · 8 shared positions

$NEE $T $UNH $GEV $GE $KO

$1.3B

118 positions

#2Pictet & Cie (Europe) SAActive

Notable overlap · 9 shared positions

$ISRG $UNH $PM $SYK $MCD $WFC

$4.7B

207 positions

#3Pavion Blue Capital, LLCPassive

Notable overlap · 8 shared positions

$KO $GEV $YUM $GE $BAC $MCD

$230M

108 positions

#4Employees Provident Fund BoardActive

Notable overlap · 7 shared positions

$AMAT $NEE $ISRG $BAC $BSX $ZTS

$13.2B

70 positions

#5EDGAR LOMAX CO/VAActive

Notable overlap · 6 shared positions

$NEE $UNH $T $KO $BAC $WFC

$1.4B

56 positions

#6Cohen Capital Management, Inc.Passive

Notable overlap · 5 shared positions

$AMAT $MAR $UNH $SYK $NEE

$644M

154 positions

#7Tandem Investment Advisors, Inc.Active

Notable overlap · 8 shared positions

$NEE $SYK $MCD $WEC $APH $ZTS

$2.0B

83 positions

#8Quilter PlcActive

Notable overlap · 7 shared positions

$TMUS $KO $NEE $MAR $BAC $ZTS

$5.7B

124 positions

#9MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$WEC $MCD $T $KO $PM $WFC

$220M

148 positions

#10BROADWATER CAPITAL MANAGEMENT LLC

Notable overlap · 6 shared positions

$WEC $MCD $SYK $KO $ISRG $NOC

$134M

211 positions

#11Harold Davidson & Associates Inc.Active

Notable overlap · 8 shared positions

$MAR $SYK $GE $GEV $MCD $WFC

$206M

60 positions

#12PICTET BANK & TRUST LtdActive

Notable overlap · 8 shared positions

$MCD $SYK $PM $BSX $WFC $ZTS

$76M

33 positions

#13Yoffe Investment Management, LLCPassive

Notable overlap · 7 shared positions

$GEV $GE $MCD $PM $KO $MAR

$78M

111 positions

#14Ilex Capital Partners (UK) LLPPassive

Notable overlap · 7 shared positions

$MCD $SYK $T $MNST $UNH $BSX

$4.1B

77 positions

#15TRUSTCO BANK CORP N YPassive

Notable overlap · 6 shared positions

$AMAT $MCD $KO $GEV $GE $PM

$113M

71 positions

#16Midway Capital Research & ManagementPassive

Notable overlap · 5 shared positions

$AMAT $NEE $MCD $SYK $APH

$106M

117 positions

#17Magellan Asset Management LtdActive

Notable overlap · 6 shared positions

$UNH $WEC $KO $YUM $SYK $NEE

$7.7B

79 positions

#18LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$UNH $MCD $T $KO $NOC $NEE

$970M

154 positions

#19PLIMOTH TRUST CO LLCPassive

Notable overlap · 7 shared positions

$AMAT $MCD $NEE $T $BAC $GE

$447M

173 positions

#20Steigerwald, Gordon & Koch Inc.Passive

Notable overlap · 6 shared positions

$NEE $SYK $KO $T $WFC $ZTS

$974M

782 positions

#21DEARBORN PARTNERS LLCActive

Notable overlap · 6 shared positions

$WEC $MCD $SYK $TMUS $NEE $APH

$1.8B

269 positions

#22Talbot Financial, LLCActive

Notable overlap · 6 shared positions

$AMAT $SYK $GEV $T $NOC $PM

$1.2B

66 positions

#23Greenfield Savings BankPassive

Some overlap · 7 shared positions

$AMAT $NEE $PM $MCD $BAC $KO

$234M

143 positions

#24Athena Investment ManagementActive

Some overlap · 7 shared positions

$UNH $GE $BAC $NOC $T $MCD

$193M

153 positions

#25Slocum, Gordon & Co LLPPassive

Some overlap · 5 shared positions

$NEE $MCD $T $GEV $GE

$147M

64 positions

Compare NS Partners Ltd’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View NS Partners Ltd’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.