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 Stonehage Fleming Financial Services Ltd

13F Portfolio OverlapQ1 2026Stonehage Fleming Financial Services Ltd portfolio →

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Most similar hedge funds by 13F overlap

Stonehage Fleming Financial Services Holdings Ltd is an institutional investor managing $2.7B across 226 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 Stonehage Fleming Financial Services Ltd are Sandhill Partners, Bristol Gate Partners, FENIMORE ASSET, with shared positions in $GE, $APH, $AJG, $SYK, $MCD, $BKNG. The full ranking of 25 similar funds is below.

#1Sandhill Capital Partners LLCActive

Notable overlap · 6 shared positions

$GE $APH $AJG $SYK $MCD $BKNG

$1.2B

95 positions

#2Bristol Gate Capital Partners Inc.Active

Notable overlap · 5 shared positions

$GE $APH $CTAS $VRSK $MCK

$1.6B

31 positions

#3FENIMORE ASSET MANAGEMENT INCActive

Notable overlap · 7 shared positions

$APH $SYK $AJG $CTAS $MKL $VRSK

$4.5B

92 positions

#4NZS Capital, LLCActive

Notable overlap · 4 shared positions

$CDNS $APH $AJG $SYK

$3.0B

58 positions

#5Midway Capital Research & ManagementPassive

Notable overlap · 4 shared positions

$APH $SYK $VRSK $MCD

$106M

117 positions

#6JENSEN INVESTMENT MANAGEMENT INCActive

Notable overlap · 5 shared positions

$SYK $CDNS $VRSK $MCD $APH

$5.1B

84 positions

#7Tandem Investment Advisors, Inc.Active

Notable overlap · 4 shared positions

$APH $SYK $VRSK $MCD

$2.0B

83 positions

#8Settian Capital LPActive

Notable overlap · 5 shared positions

$CDNS $CTAS $GE $APH $MCK

$143M

26 positions

#9Navera Investment Management Ltd.Active

Notable overlap · 4 shared positions

$CDNS $APH $VRSK $MCD

$3.9B

56 positions

#10MAR VISTA INVESTMENT PARTNERS LLCActive

Notable overlap · 3 shared positions

$APH $GE $SYK

$1000M

35 positions

#11DEARBORN PARTNERS LLCActive

Notable overlap · 6 shared positions

$MCD $APH $AJG $SYK $VRSK $CTAS

$1.8B

269 positions

#12Manitou Investment Management Ltd.Smart money

Notable overlap · 3 shared positions

$SYK $APH $MKL

$506M

52 positions

#13AXIOM INVESTORS LLC /DEActive

Notable overlap · 3 shared positions

$GE $APH $CTAS

$9.0B

121 positions

#14CHILTON INVESTMENT CO INC.Active

Notable overlap · 3 shared positions

$APH $CTAS $AJG

$4.3B

280 positions

#15CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 4 shared positions

$APH $CTAS $CDNS $SYK

$405M

73 positions

#16MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive

Notable overlap · 4 shared positions

$APH $AJG $VRSK $COP

$584M

141 positions

#17MCDANIEL TERRY & COActive

Notable overlap · 4 shared positions

$APH $CTAS $SYK $DOV

$1.2B

81 positions

#18Local Pensions Partnership Investment LtdActive

Notable overlap · 4 shared positions

$CDNS $APH $WST $BKNG

$4.6B

32 positions

#19Cartenna Capital, LPPassive

Notable overlap · 3 shared positions

$GE $MCD $APH

$2.7B

47 positions

#20ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 3 shared positions

$APH $MCD $SYK

$1.7B

86 positions

#21Watchman Group, Inc.Active

Notable overlap · 3 shared positions

$APH $SYK $MKL

$413M

73 positions

#22HFR Wealth Management, LLCActive

Notable overlap · 3 shared positions

$APH $CTAS $DOV

$407M

49 positions

#23PENINSULA ASSET MANAGEMENT INCPassive

Notable overlap · 3 shared positions

$CTAS $SYK $WST

$196M

53 positions

#24Long Road Investment Counsel, LLCActive

Some overlap · 3 shared positions

$SYK $GE $CTAS

$255M

78 positions

#25Passumpsic Savings Bank

Some overlap · 4 shared positions

$GE $APH $BRZE $BKNG

$183M

90 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.