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Hedge Funds Similar to OSTRUM ASSET

13F Portfolio OverlapQ1 2026OSTRUM ASSET portfolio →
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Most similar hedge funds by 13F overlap

OSTRUM ASSET MANAGEMENT is an institutional investor managing $1.8B across 562 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 OSTRUM ASSET are VAUGHAN NELSON INVESTMENT ,, RBA Wealth ,, TANDEM /ADV, with shared positions in $LECO, $CMI, $NUE, $ETN, $SCHW, $MPWR. The full ranking of 25 similar funds is below.

#1VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.Passive
Notable overlap · 13 shared positions
$LECO$CMI$NUE$ETN$SCHW$MPWR
$10.0B
222 positions
#2RBA Wealth Management, LLCPassive
Notable overlap · 6 shared positions
$AMAT$CMI$SNPS$URI$WM$CBOE
$278M
92 positions
#3TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Notable overlap · 5 shared positions
$AMAT$GE$ETN$SCHW$WM
$200M
110 positions
#4Hudson Canyon Capital ManagementPassive
Notable overlap · 6 shared positions
$AMAT$GE$ETN$SCHW$KO$WM
$163M
52 positions
#5Midway Capital Research & ManagementPassive
Notable overlap · 6 shared positions
$AMAT$SNPS$LECO$SHOP$MCD$WM
$106M
117 positions
#6Talbot Financial, LLCActive
Notable overlap · 4 shared positions
$AMAT$SCHW$HON$SNPS
$1.2B
66 positions
#7McGuire Investment Group, LLCActive
Notable overlap · 5 shared positions
$AMAT$SCHW$CMI$HON$CBOE
$885M
121 positions
#8WD RUTHERFORD LLCPassive
Notable overlap · 5 shared positions
$CMI$GE$HON$URI$SHOP
$225M
71 positions
#9Cornerstone Investment Partners, LLCActive
Some overlap · 4 shared positions
$AMAT$CMI$URI$COR
$2.4B
291 positions
#10Tenere Capital LLCActive
Some overlap · 3 shared positions
$AMAT$GE$SHOP
$136M
22 positions
#11Palmer Knight CoPassive
Some overlap · 4 shared positions
$AMAT$HON$VMC$WM
$205M
32 positions
#12Red Spruce Capital, LLCPassive
Some overlap · 3 shared positions
$AMAT$ETN$SCHW
$244M
94 positions
#13GRANDFIELD & DODD, LLCPassive
Some overlap · 3 shared positions
$AMAT$GE$SNPS
$1.8B
209 positions
#14PARNASSUS INVESTMENTS, LLCActive
Some overlap · 5 shared positions
$AMAT$SNPS$VMC$ICE$WM
$34.1B
135 positions
#15London & Capital Asset Management LtdActive
Some overlap · 5 shared positions
$GE$SNPS$URI$VMC$ICE
$9.2B
223 positions
#16ARGUS INVESTORS' COUNSEL, INC.Passive
Some overlap · 4 shared positions
$AMAT$SCHW$URI$GE
$112M
102 positions
#17CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 4 shared positions
$AMAT$ETN$SCHW$KO
$180M
58 positions
#18Cascade Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$AMAT$CMI$SCHW$ICE
$169M
116 positions
#19Family Legacy, Inc.Passive
Some overlap · 6 shared positions
$AMAT$VMC$GE$SCHW$KO$WM
$333M
124 positions
#20TRUSTCO BANK CORP N YPassive
Some overlap · 4 shared positions
$AMAT$GE$MCD$KO
$113M
71 positions
#21MANAGED ASSET PORTFOLIOS, LLCActive
Some overlap · 3 shared positions
$AMAT$HON$ETN
$834M
51 positions
#22COATUE MANAGEMENT LLCActive
Some overlap · 3 shared positions
$AMAT$ETN$SNPS
$29.1B
62 positions
#23JAMISON PRIVATE WEALTH MANAGEMENT, INC.Passive
Some overlap · 6 shared positions
$AMAT$VMC$SCHW$MCD$KO$WM
$822M
214 positions
#24Karani Asset Management LLCPassive
Some overlap · 4 shared positions
$AMAT$CMI$GE$SNPS
$122M
54 positions
#25CORDA Investment Management, LLC.Active
Some overlap · 5 shared positions
$AMAT$SCHW$HON$MCD$KO
$1.4B
80 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.