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Hedge Funds Similar to OSTRUM ASSET

13F Portfolio OverlapQ2 2026OSTRUM ASSET portfolio →
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Most similar hedge funds by 13F overlap

OSTRUM ASSET MANAGEMENT is an institutional investor managing $2.1B across 549 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 OSTRUM ASSET are VAUGHAN NELSON INVESTMENT, Avalon Global Asset, Nordwand Advisors, with shared positions in $MPWR, $CMI, $NUE, $ETN, $URI, $SCHW. The full ranking of 25 similar funds is below.

#1VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.Passive
Notable overlap · 12 shared positions
$MPWR$CMI$NUE$ETN$URI$SCHW
$11.3B
208 positions
#2Avalon Global Asset Management LLCActive
Notable overlap · 5 shared positions
$ETN$URI$MPWR$PH$SNPS
$917M
38 positions
#3Nordwand Advisors, LLCPassive
Some overlap · 4 shared positions
$CMI$ETN$URI$WM
$652M
146 positions
#4Columbus Macro, LLCPassive
Some overlap · 4 shared positions
$CMI$NUE$PH$SNPS
$1.0B
207 positions
#5RFG - Bristol Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$ETN$CMI$PH$SCHW$AME
$414M
188 positions
#6Westhampton Capital, LLCPassive
Some overlap · 4 shared positions
$CMI$ETN$PH$WM
$241M
131 positions
#7SGL Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$CMI$ETN$SCHW
$290M
131 positions
#8PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 3 shared positions
$CMI$ETN$SCHW
$175M
73 positions
#9Two Point Capital Management, Inc.Active
Some overlap · 3 shared positions
$CMI$ETN$PH
$248M
30 positions
#10RBA Wealth Management, LLCPassive
Some overlap · 4 shared positions
$CMI$URI$SNPS$WM
$273M
80 positions
#11Eukles Asset ManagementPassive
Some overlap · 3 shared positions
$CMI$URI$ROST
$242M
228 positions
#12BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Some overlap · 4 shared positions
$CMI$NUE$Q$MCD
$404M
99 positions
#13Oak Harvest Investment ServicesPassive
Some overlap · 4 shared positions
$ETN$NUE$SCHW$MCD
$1.1B
168 positions
#14Cascade Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$CMI$SCHW$NUE
$183M
113 positions
#15Sierra Legacy GroupPassive
Some overlap · 4 shared positions
$CMI$ROST$PH$AME
$129M
79 positions
#16Cypress Capital, LLCActive
Some overlap · 4 shared positions
$ETN$SCHW$SHOP$MCD
$370M
113 positions
#17KP Management LLCPassive
Some overlap · 4 shared positions
$ETN$CMI$MPWR$PH
$532M
86 positions
#18Arosa Capital Management LPActive
Some overlap · 3 shared positions
$ETN$MPWR$Q
$561M
52 positions
#19Orion Investment CoActive
Some overlap · 3 shared positions
$CMI$PH$SHOP
$343M
73 positions
#20SFE Investment CounselPassive
Some overlap · 3 shared positions
$CMI$URI$ETN
$742M
152 positions
#21DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$ETN$SNPS$CMI$WM
$124M
100 positions
#22BOWEN HANES & CO INCActive
Some overlap · 3 shared positions
$ETN$SCHW$PH
$4.1B
151 positions
#23Greenfield Seitz Capital Management, LLCPassive
Some overlap · 3 shared positions
$CMI$ETN$ROST
$336M
107 positions
#24First Long Island Investors, LLCActive
Some overlap · 4 shared positions
$ETN$PH$SNPS$MCD
$1.4B
73 positions
#25OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 3 shared positions
$CMI$ETN$MCD
$2.7B
54 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.