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 UNIO

13F Portfolio OverlapQ1 2026UNIO portfolio →

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Most similar hedge funds by 13F overlap

UNIO CAPITAL LLC is an institutional investor managing $466M across 21 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 UNIO are Alphinity Investment Pty Ltd, BERKSHIRE HATHAWAY, Castlefield Investment Partners LLP, with shared positions in $ISRG, $CB, $PH, $AXP, $MCO, $KO. The full ranking of 25 similar funds is below.

#1Alphinity Investment Management Pty LtdActive

Notable overlap · 6 shared positions

$ISRG $CB $PH $AXP $MCO $KO

$5.7B

29 positions

#2BERKSHIRE HATHAWAY INCSmart money

Notable overlap · 4 shared positions

$AXP $CB $MCO $KO

$263.1B

29 positions

#3Castlefield Investment Partners LLPActive

Notable overlap · 3 shared positions

$CB $KLAC $MCO

$131M

35 positions

#4PERSONAL CFO SOLUTIONS, LLCPassive

Notable overlap · 3 shared positions

$CB $AXP $ASML

$712M

520 positions

#5CACTI ASSET MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$AXP $CB $KO

$2.0B

76 positions

#6Chapman Investment Management, LLCActive

Notable overlap · 3 shared positions

$AXP $CTAS $ISRG

$121M

26 positions

#7EVEXIA WEALTH LLCActive

Notable overlap · 4 shared positions

$KLAC $PH $CB $ASML

$364M

84 positions

#8Fogel Capital Management, Inc.Active

Notable overlap · 3 shared positions

$CB $MCO $AXP

$219M

52 positions

#9Smith Group Asset Management, LLCActive

Notable overlap · 3 shared positions

$KLAC $PH $AXP

$2.0B

162 positions

#10Cornerstone Investment Partners, LLCActive

Notable overlap · 3 shared positions

$KLAC $CB $AXP

$2.4B

291 positions

#11Heirloom Wealth ManagementActive

Notable overlap · 3 shared positions

$ASML $PH $ISRG

$555M

87 positions

#12Karani Asset Management LLCPassive

Notable overlap · 3 shared positions

$ASML $AXP $KLAC

$122M

54 positions

#13Cartenna Capital, LPPassive

Notable overlap · 3 shared positions

$PH $ASML $MCD

$2.7B

47 positions

#14Troy Asset Management LtdSmart money

Notable overlap · 3 shared positions

$CB $MCO $MCD

$3.4B

30 positions

#15Miller Capital Partners, Inc.Passive

Notable overlap · 5 shared positions

$ASML $PH $KLAC $AXP $MCD

$208M

262 positions

#16CIM, LLCPassive

Notable overlap · 3 shared positions

$ASML $ISRG $CTAS

$692M

168 positions

#17WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 3 shared positions

$ASML $CB $KO

$2.1B

122 positions

#18CHILTON INVESTMENT CO INC.Active

Notable overlap · 4 shared positions

$CTAS $AXP $MCO $PH

$4.3B

280 positions

#19Biondo Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$ISRG $ASML $MCD

$780M

82 positions

#20Retail Employees Superannuation Pty Ltd as trustee for RetaiActive

Notable overlap · 3 shared positions

$CTAS $ISRG $KO

$672M

27 positions

#21Progressive Investment Management CorpActive

Notable overlap · 4 shared positions

$MCO $KLAC $ASML $CTAS

$379M

58 positions

#22CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 4 shared positions

$PH $ISRG $CTAS $MCO

$405M

73 positions

#23BOWEN HANES & CO INCActive

Notable overlap · 4 shared positions

$AXP $PH $ISRG $ASML

$4.1B

151 positions

#24EAGLE ROCK INVESTMENT COMPANY, LLCActive

Notable overlap · 3 shared positions

$KLAC $CB $AXP

$688M

158 positions

#25Walter Public Investments Inc.Passive

Notable overlap · 3 shared positions

$ASML $MCO $KLAC

$418M

48 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.