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 Navera Investment Ltd.

13F Portfolio OverlapQ1 2026Navera Investment Ltd. portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Navera Investment Management Ltd. is an institutional investor managing $3.9B across 56 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 Navera Investment Ltd. are Local Pensions Partnership Investment Ltd, James Hambro & Partners LLP, Dundas Partners LLP, with shared positions in $APH, $CDNS, $TMO, $ADP, $INTU, $AME. The full ranking of 25 similar funds is below.

#1Local Pensions Partnership Investment LtdActive

Notable overlap · 5 shared positions

$APH $CDNS $TMO $ADP $INTU

$4.6B

32 positions

#2James Hambro & Partners LLPActive

Notable overlap · 6 shared positions

$APH $AME $TMO $ISRG $MRSH $KO

$2.6B

57 positions

#3Dundas Partners LLPActive

Notable overlap · 7 shared positions

$APH $TMO $AME $ADP $ACN $INTU

$1.3B

49 positions

#4MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive

Notable overlap · 5 shared positions

$APH $AME $TMO $VRSK $XYL

$584M

141 positions

#5CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 8 shared positions

$APH $TMO $AME $ISRG $CDNS $ADP

$405M

73 positions

#6COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 7 shared positions

$APH $TMO $ADP $BSX $ACN $ISRG

$1.7B

87 positions

#7Bristol Gate Capital Partners Inc.Active

Notable overlap · 5 shared positions

$TMO $APH $INTU $ACN $VRSK

$1.6B

31 positions

#8MCRAE CAPITAL MANAGEMENT INCActive

Notable overlap · 8 shared positions

$LH $TMO $MRSH $BR $ACN $UNH

$482M

106 positions

#9FLOSSBACH VON STORCH SEActive

Notable overlap · 6 shared positions

$TMO $AME $APH $ACN $INTU $MCD

$21.4B

109 positions

#10MCDANIEL TERRY & COActive

Notable overlap · 8 shared positions

$APH $ADP $ISRG $INTU $TMO $ACN

$1.2B

81 positions

#11EDGEWOOD MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$ISRG $APH $INTU $BSX $SNPS

$15.5B

87 positions

#12JENSEN INVESTMENT MANAGEMENT INCActive

Notable overlap · 10 shared positions

$MRSH $CDNS $BR $VRSK $INTU $APH

$5.1B

84 positions

#13Tandem Investment Advisors, Inc.Active

Notable overlap · 8 shared positions

$APH $INTU $VRSK $ADP $BR $ISRG

$2.0B

83 positions

#14Seilern Investment Management LtdActive

Notable overlap · 6 shared positions

$ISRG $CDNS $ACN $ADP $UNH $EW

$838M

24 positions

#15HFR Wealth Management, LLCActive

Notable overlap · 5 shared positions

$APH $INTU $TSCO $ADP $WEC

$407M

49 positions

#16Robocap Asset Management LtdActive

Notable overlap · 5 shared positions

$ISRG $AME $CDNS $SNPS $HON

$94M

23 positions

#17Guinness Atkinson Asset Management IncPassive

Notable overlap · 5 shared positions

$APH $TMO $AME $INTU $KO

$200M

123 positions

#18Retail Employees Superannuation Pty Ltd as trustee for RetaiActive

Notable overlap · 6 shared positions

$TMO $INTU $ISRG $VRSK $SNPS $KO

$672M

27 positions

#19Unisphere EstablishmentActive

Notable overlap · 6 shared positions

$TMO $INTU $BSX $CDNS $UNH $HON

$11.9B

50 positions

#20DUDLEY & SHANLEY, INC.Active

Notable overlap · 4 shared positions

$APH $AME $XYL $WPM

$611M

37 positions

#21Sierra Legacy GroupPassive

Notable overlap · 7 shared positions

$AME $ACN $APH $INTU $ADP $BR

$131M

77 positions

#22Stonehage Fleming Financial Services Holdings LtdActive

Notable overlap · 4 shared positions

$CDNS $APH $VRSK $MCD

$2.7B

226 positions

#23NZS Capital, LLCActive

Notable overlap · 5 shared positions

$CDNS $APH $ISRG $SNPS $PWR

$3.0B

58 positions

#24Mirova US LLCActive

Notable overlap · 6 shared positions

$TMO $ISRG $BSX $ACN $XYL $EW

$8.8B

42 positions

#25HealthInvest Partners ABActive

Notable overlap · 5 shared positions

$TMO $ISRG $BSX $UNH $EW

$310M

39 positions

Compare Navera Investment Ltd.’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Navera Investment Ltd.’s holdings

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.