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 Union Heritage ,

13F Portfolio OverlapQ1 2026Union Heritage , portfolio →

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Most similar hedge funds by 13F overlap

Union Heritage Capital, LLC is an institutional investor managing $269M across 62 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 Union Heritage , are JLB & ASSOCIATES, Port, MOUNTAIN PACIFIC INVESTMENT ADVISERS, with shared positions in $APH, $ROL, $GGG, $ORLY, $SEIC, $EXPD. The full ranking of 25 similar funds is below.

#1JLB & ASSOCIATES INCPassive

Substantial overlap · 15 shared positions

$APH $ROL $GGG $ORLY $SEIC $EXPD

$696M

70 positions

#2Port Capital LLCActive

Notable overlap · 5 shared positions

$APH $AME $GGG $ORLY $AXP

$2.2B

82 positions

#3MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive

Notable overlap · 4 shared positions

$APH $AME $GGG $COP

$584M

141 positions

#4DUDLEY & SHANLEY, INC.Active

Notable overlap · 4 shared positions

$APH $AME $ROL $AON

$611M

37 positions

#5Maren Capital LLCSmart money

Notable overlap · 3 shared positions

$APH $AME $GGG

$1.9B

19 positions

#6CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 5 shared positions

$APH $AME $ORLY $SYK $AON

$405M

73 positions

#7Dundas Partners LLPActive

Notable overlap · 4 shared positions

$APH $AME $SYK $AXP

$1.3B

49 positions

#8Decatur Capital Management, Inc.Active

Notable overlap · 6 shared positions

$AME $APH $KLAC $TJX $MS $LMT

$219M

33 positions

#9James Hambro & Partners LLPActive

Notable overlap · 3 shared positions

$APH $AME $TJX

$2.6B

57 positions

#10Ayrshire Capital Management LLCPassive

Notable overlap · 5 shared positions

$APH $AME $KLAC $TJX $MS

$193M

50 positions

#11FENIMORE ASSET MANAGEMENT INCActive

Notable overlap · 4 shared positions

$APH $GGG $AME $SYK

$4.5B

92 positions

#12ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 6 shared positions

$APH $AME $SYK $TJX $AXP $MKC

$1.7B

86 positions

#13AXIOM INVESTORS LLC /DEActive

Notable overlap · 4 shared positions

$APH $MS $TJX $CASY

$9.0B

121 positions

#14HFR Wealth Management, LLCActive

Notable overlap · 4 shared positions

$APH $ROL $TJX $AMGN

$407M

49 positions

#15Bath Savings Trust CoActive

Notable overlap · 7 shared positions

$COP $SYK $TJX $APH $CASY $LMT

$936M

168 positions

#16Alcosta Capital Management, Inc.Active

Notable overlap · 4 shared positions

$APH $MS $KLAC $TJX

$131M

23 positions

#17Pollock Investment Advisors, LLC

Notable overlap · 6 shared positions

$LMT $ORLY $SYK $TJX $EXPD $MKC

$136M

40 positions

#18Midway Capital Research & ManagementPassive

Notable overlap · 4 shared positions

$APH $EXPD $SYK $AXP

$106M

117 positions

#19MAR VISTA INVESTMENT PARTNERS LLCActive

Notable overlap · 3 shared positions

$APH $AME $SYK

$1000M

35 positions

#20MARVIN & PALMER ASSOCIATES INCPassive

Notable overlap · 3 shared positions

$APH $AME $TJX

$84M

21 positions

#21Reliant Investment Management, LLCPassive

Notable overlap · 5 shared positions

$APH $SYK $AXP $CBRE $COP

$207M

53 positions

#22Navera Investment Management Ltd.Active

Notable overlap · 3 shared positions

$APH $AME $AXP

$3.9B

56 positions

#23CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 4 shared positions

$APH $SYK $KLAC $WFC

$1.2B

103 positions

#24Davidson Capital Management Inc.Active

Notable overlap · 5 shared positions

$COP $MS $KLAC $TJX $ORLY

$552M

93 positions

#25South Street Advisors LLCActive

Notable overlap · 3 shared positions

$APH $ORLY $TJX

$690M

83 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.