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 OverlapQ2 2026UNIO portfolio →

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Most similar hedge funds by 13F overlap

UNIO CAPITAL LLC is an institutional investor managing $526M across 19 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 UNIO are Castlefield Investment Partners LLP, EVEXIA WEALTH, BERKSHIRE HATHAWAY, with shared positions in $KLAC, $MCO, $CB, $PH, $ASML, $AXP. The full ranking of 25 similar funds is below.

#1Castlefield Investment Partners LLPActive

Notable overlap · 3 shared positions

$KLAC $MCO $CB

$147M

35 positions

#2EVEXIA WEALTH LLCPassive

Notable overlap · 4 shared positions

$KLAC $PH $CB $ASML

$369M

77 positions

#3BERKSHIRE HATHAWAY INCSmart money

Notable overlap · 3 shared positions

$AXP $CB $MCO

$299.3B

29 positions

#4Alphinity Investment Management Pty LtdActive

Notable overlap · 4 shared positions

$CB $AXP $PH $ISRG

$6.0B

27 positions

#5Miller Capital Partners, Inc.Active

Notable overlap · 4 shared positions

$ASML $PH $KLAC $AXP

$257M

258 positions

#6PERSONAL CFO SOLUTIONS, LLCPassive

Notable overlap · 3 shared positions

$CB $AXP $ASML

$692M

529 positions

#7Retail Employees Superannuation Pty Ltd as trustee for RetaiActive

Notable overlap · 3 shared positions

$CTAS $ISRG $MCO

$373M

28 positions

#8Cornerstone Investment Partners, LLCActive

Notable overlap · 3 shared positions

$KLAC $CB $AXP

$3.0B

312 positions

#9Smith Group Asset Management, LLCActive

Notable overlap · 3 shared positions

$KLAC $PH $AXP

$2.5B

166 positions

#10BANK OF STOCKTONActive

Notable overlap · 4 shared positions

$KLAC $PH $ASML $AXP

$356M

126 positions

#11EAGLE ROCK INVESTMENT COMPANY, LLCActive

Notable overlap · 3 shared positions

$KLAC $CB $AXP

$808M

156 positions

#12Progressive Investment Management CorpActive

Notable overlap · 4 shared positions

$KLAC $MCO $ASML $CTAS

$454M

56 positions

#13Orange Investment Advisors, Inc.Passive

Notable overlap · 3 shared positions

$KLAC $ISRG $AXP

$823M

143 positions

#14Fogel Capital Management, Inc.Active

Notable overlap · 3 shared positions

$CB $MCO $AXP

$249M

57 positions

#15Bristol Gate Capital Partners Inc.Active

Notable overlap · 3 shared positions

$KLAC $CTAS $MCO

$1.4B

33 positions

#16Bensler, LLCPassive

Notable overlap · 3 shared positions

$KLAC $AXP $ASML

$1.1B

198 positions

#17OAK ASSOCIATES LTD /OH/Active

Notable overlap · 3 shared positions

$KLAC $CB $ASML

$1.8B

139 positions

#18BLUE SQUARE ASSET MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$ASML $ISRG $KLAC $AXP

$247M

74 positions

#19Karani Asset Management LLCPassive

Notable overlap · 3 shared positions

$ASML $AXP $KLAC

$139M

57 positions

#20Cunning Capital Partners, LPActive

Notable overlap · 3 shared positions

$KLAC $AXP $CB

$248M

55 positions

#21CIM, LLCPassive

Notable overlap · 3 shared positions

$ASML $CTAS $ISRG

$773M

171 positions

#22CHILTON INVESTMENT CO INC.Active

Notable overlap · 4 shared positions

$CTAS $AXP $MCO $PH

$4.2B

299 positions

#23VISTA INVESTMENT PARTNERS II, LLCPassive

Notable overlap · 4 shared positions

$KLAC $PH $CB $MCO

$255M

160 positions

#24Amplius Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$CB $AXP $ASML

$1.4B

211 positions

#25Lafayette Investments, Inc.Active

Notable overlap · 3 shared positions

$KLAC $PH $ASML

$542M

162 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.