What hedge funds are most similar to Tandem Investment Advisors, Inc.?

The funds with the most similar 13F portfolios to Tandem Investment Advisors, Inc. are Dundas Partners LLP, COMPASS ,, Bath Savings, 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 Tandem Investment Advisors,

13F Portfolio OverlapQ1 2026Tandem Investment Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Tandem Investment Advisors, Inc. is an institutional investor managing $2.0B across 83 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 Tandem Investment Advisors, are Dundas Partners LLP, COMPASS ,, Bath Savings, with shared positions in $APH, $RMD, $BRO, $ABT, $ZTS, $SYK. The full ranking of 25 similar funds is below.

#1Dundas Partners LLPActive

Substantial overlap · 10 shared positions

$APH $RMD $BRO $ABT $ZTS $SYK

$1.3B

49 positions

#2COMPASS CAPITAL MANAGEMENT, INCActive

Substantial overlap · 8 shared positions

$APH $ICE $CHD $SYK $ROP $EXPD

$1.7B

87 positions

#3Bath Savings Trust CoActive

Notable overlap · 10 shared positions

$SYK $NEE $INTU $ABT $ADP $BR

$936M

168 positions

#4WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 6 shared positions

$ICE $SYK $ABT $NEE $CHD $ADP

$2.1B

122 positions

#5Midway Capital Research & ManagementPassive

Notable overlap · 7 shared positions

$APH $SYK $NEE $EXPD $VRSK $MCD

$106M

117 positions

#6FENIMORE ASSET MANAGEMENT INCActive

Notable overlap · 7 shared positions

$APH $SYK $BRO $RSG $BR $VRSK

$4.5B

92 positions

#7J. Stern & Co. LLPActive

Notable overlap · 7 shared positions

$ICE $APH $ABT $ZTS $MCD $IDXX

$1.0B

49 positions

#8FLOSSBACH VON STORCH SEActive

Notable overlap · 7 shared positions

$ICE $ABT $APH $ROP $SYK $MCD

$21.4B

109 positions

#9Nutshell Asset Management LtdActive

Notable overlap · 10 shared positions

$RMD $APH $INTU $ADP $VRSK $IDXX

$184M

35 positions

#10Long Road Investment Counsel, LLCActive

Notable overlap · 9 shared positions

$SYK $ICE $EXPD $ADP $BR $BDX

$255M

78 positions

#11DEARBORN PARTNERS LLCActive

Notable overlap · 10 shared positions

$APH $RSG $ADP $MCD $WEC $SYK

$1.8B

269 positions

#12JENSEN INVESTMENT MANAGEMENT INCActive

Notable overlap · 9 shared positions

$SYK $ABT $VRSK $BR $MCD $INTU

$5.1B

84 positions

#13First Long Island Investors, LLCActive

Notable overlap · 7 shared positions

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

$1.2B

70 positions

#14Fundsmith LLPActive

Notable overlap · 8 shared positions

$SYK $ZTS $CHD $ADP $IDXX $MEDP

$12.8B

34 positions

#15HFR Wealth Management, LLCActive

Notable overlap · 5 shared positions

$APH $INTU $NEE $ADP $WEC

$407M

49 positions

#16Navera Investment Management Ltd.Active

Notable overlap · 8 shared positions

$APH $INTU $VRSK $ADP $BR $ISRG

$3.9B

56 positions

#17Hyperion Capital Advisors LPActive

Notable overlap · 4 shared positions

$ICE $ROP $ZTS $BRO

$208M

68 positions

#18PENINSULA ASSET MANAGEMENT INCPassive

Notable overlap · 7 shared positions

$SYK $NEE $ADP $ABT $ROP $BDX

$196M

53 positions

#19FUNDSMITH INVESTMENT SERVICES LTD.Smart money

Notable overlap · 6 shared positions

$SYK $CHD $ZTS $ADP $IDXX $FTNT

$4.4B

24 positions

#20Manitou Investment Management Ltd.Smart money

Notable overlap · 4 shared positions

$APH $SYK $ROP $IDXX

$506M

52 positions

#21Guinness Atkinson Asset Management IncPassive

Notable overlap · 6 shared positions

$APH $ROP $ICE $INTU $NEE $ADBE

$200M

123 positions

#22LGT CAPITAL PARTNERS LTD.Active

Notable overlap · 9 shared positions

$SYK $CHD $ICE $RSG $RMD $NDAQ

$1.9B

38 positions

#23HAHN CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$ICE $G $BDX $ROP

$159M

31 positions

#242Xideas AGActive

Notable overlap · 5 shared positions

$ICE $RMD $WCN $ISRG $FTNT

$255M

47 positions

#25LETSON INVESTMENT MANAGEMENT, INC.Active

Notable overlap · 6 shared positions

$ABT $SYK $ADP $INTU $MCD $BDX

$260M

101 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.