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 NZS

13F Portfolio OverlapQ2 2026NZS portfolio →

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Most similar hedge funds by 13F overlap

NZS Capital, LLC is an institutional investor managing $3.9B across 61 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 NZS are Local Pensions Partnership Investment Ltd, Sandhill Partners, CARDEROCK, with shared positions in $CDNS, $APH, $TXN, $KLAC, $HEI, $TYL. The full ranking of 25 similar funds is below.

#1Local Pensions Partnership Investment LtdActive

Substantial overlap · 6 shared positions

$CDNS $APH $TXN $KLAC $HEI $TYL

$4.8B

33 positions

#2Sandhill Capital Partners LLCActive

Notable overlap · 7 shared positions

$APH $TXN $TT $LIN $ISRG $SYK

$1.2B

98 positions

#3CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 9 shared positions

$APH $HEI $PWR $CDNS $LIN $ISRG

$435M

70 positions

#4Stonehage Fleming Financial Services Holdings LtdActive

Notable overlap · 6 shared positions

$CDNS $APH $KLAC $AJG $SYK $UBER

$2.9B

215 positions

#5Baer Investment Advisory LLCActive

Notable overlap · 5 shared positions

$APH $CDNS $TXN $URI $SHOP

$126M

65 positions

#6FENIMORE ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

$APH $PGR $TT $HEI $AJG $SYK

$4.6B

93 positions

#7Manchester Global Management (UK) LtdActive

Notable overlap · 6 shared positions

$CDNS $TXN $DHR $SHOP $SNOW $NET

$906M

23 positions

#8Strong Retirement Solutions LLCPassive

Notable overlap · 10 shared positions

$APH $PGR $PWR $LIN $ISRG $SHOP

$178M

84 positions

#9JACOBSON & SCHMITT ADVISORS, LLCPassive

Notable overlap · 6 shared positions

$APH $TXN $DHR $LIN $MELI $HEI

$612M

81 positions

#10ZEVENBERGEN CAPITAL INVESTMENTS LLCActive

Notable overlap · 12 shared positions

$SHOP $SNOW $AXON $PWR $MELI $TOST

$4.4B

118 positions

#11DEEPWATER ASSET MANAGEMENT, LLCActive

Notable overlap · 10 shared positions

$ISRG $SHOP $SNOW $MRVL $AXON $MELI

$220M

35 positions

#12Capital Investment Services of America, Inc.Active

Notable overlap · 8 shared positions

$DHR $PWR $SYK $SNOW $ROP $SHOP

$1.0B

83 positions

#13Progressive Investment Management CorpActive

Notable overlap · 8 shared positions

$APH $KLAC $TT $DHR $LIN $CDNS

$452M

56 positions

#14FLOSSBACH VON STORCH SEActive

Notable overlap · 6 shared positions

$APH $DHR $SYK $ROP $LIN $MELI

$22.1B

106 positions

#15James Hambro & Partners LLPActive

Notable overlap · 6 shared positions

$APH $TXN $PGR $ISRG $MELI $AJG

$2.9B

68 positions

#16NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive

Notable overlap · 6 shared positions

$APH $URI $AJG $DHR $ROP $UBER

$595M

264 positions

#17Navera Investment Management Ltd.Active

Notable overlap · 5 shared positions

$CDNS $APH $ISRG $HEI $PWR

$3.7B

56 positions

#18Ayrshire Capital Management LLCPassive

Notable overlap · 6 shared positions

$APH $KLAC $LIN $AJG $DHR $UBER

$219M

50 positions

#19Guinness Atkinson Asset Management IncPassive

Notable overlap · 6 shared positions

$APH $KLAC $ROP $DHR $TXN $AJG

$223M

107 positions

#20MIROVAActive

Notable overlap · 8 shared positions

$CDNS $KLAC $SNOW $PWR $ISRG $CRWD

$2.7B

185 positions

#21SANDS CAPITAL MANAGEMENT, LLCActive

Notable overlap · 9 shared positions

$SHOP $PWR $ISRG $AXON $DASH $MELI

$26.9B

71 positions

#2211 Capital Partners LPActive

Notable overlap · 5 shared positions

$APH $TT $LIN $PWR $AXON

$368M

22 positions

#23Renaissance Investment Group LLCPassive

Notable overlap · 7 shared positions

$TT $URI $ISRG $AJG $APH $DHR

$508M

84 positions

#24E20 Capital LtdActive

Notable overlap · 4 shared positions

$APH $CDNS $KLAC $SNOW

$1.2B

22 positions

#25ITHAKA GROUP LLCActive

Notable overlap · 8 shared positions

$ISRG $SHOP $APH $AXON $HEI $MELI

$551M

40 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.