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 Heirloom Wealth

13F Portfolio OverlapQ1 2026Heirloom Wealth portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Heirloom Wealth Management is an institutional investor managing $555M across 87 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 Heirloom Wealth are UNIO, MayTech Global Investments,, GUYASUTA INVESTMENT ADVISORS, with shared positions in $ASML, $PH, $ISRG, $MELI, $RSG, $LIN. The full ranking of 25 similar funds is below.

#1UNIO CAPITAL LLCActive

Notable overlap · 3 shared positions

$ASML $PH $ISRG

$466M

21 positions

#2MayTech Global Investments, LLCSmart money

Notable overlap · 3 shared positions

$ASML $MELI $ISRG

$820M

23 positions

#3GUYASUTA INVESTMENT ADVISORS INCActive

Notable overlap · 3 shared positions

$RSG $LIN $ASML

$1.7B

268 positions

#4DEEPWATER ASSET MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$ASML $MELI $ISRG $SNOW

$158M

39 positions

#5GENERAL AMERICAN INVESTORS CO INCActive

Notable overlap · 3 shared positions

$RSG $ASML $SOLV

$1.5B

69 positions

#6SANDS CAPITAL MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$ASML $MELI $ISRG

$25.5B

67 positions

#7EDGEWOOD MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$ASML $VRTX $ISRG $SOLV

$15.5B

87 positions

#8WCM INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$LIN $ASML $VRTX

$43.8B

263 positions

#9Cartenna Capital, LPPassive

Notable overlap · 3 shared positions

$ASML $PH $LIN

$2.7B

47 positions

#10NZS Capital, LLCActive

Notable overlap · 4 shared positions

$LIN $ISRG $MELI $SNOW

$3.0B

58 positions

#11Hyperion Asset Management LtdActive

Notable overlap · 3 shared positions

$ASML $ISRG $PLTR

$3.1B

18 positions

#12JOHNSTON ASSET MANAGEMENT CORPActive

Notable overlap · 3 shared positions

$ASML $MELI $VRTX

$2.1B

73 positions

#13BENDER ROBERT & ASSOCIATESActive

Notable overlap · 3 shared positions

$MELI $VRTX $ISRG

$417M

45 positions

#14Orion Investment CoActive

Some overlap · 4 shared positions

$PH $ASML $PLTR $EPD

$315M

69 positions

#15AMF Tjanstepension ABActive

Some overlap · 4 shared positions

$LIN $PH $MELI $VRTX

$15.1B

117 positions

#16SCOPUS ASSET MANAGEMENT, L.P.Passive

Some overlap · 3 shared positions

$LIN $ASML $PH

$5.8B

280 positions

#17ZEVIN ASSET MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$MELI $LIN $ASML

$723M

93 positions

#18Legal Advantage Investments, Inc.Passive

Some overlap · 3 shared positions

$ASML $PLTR $MELI

$194M

79 positions

#19HARDING LOEVNER LPActive

Some overlap · 4 shared positions

$MELI $ASML $VRTX $MKL

$9.7B

73 positions

#20Tairen Capital LtdActive

Some overlap · 3 shared positions

$LIN $ASML $PH

$924M

44 positions

#21KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$ASML $PLTR $PH $MELI $SNOW

$315M

156 positions

#22Winslow Capital Management, LLCActive

Some overlap · 5 shared positions

$ISRG $PLTR $ASML $PH $SNOW

$25.6B

60 positions

#23BOWEN HANES & CO INCActive

Some overlap · 4 shared positions

$PH $ISRG $VRTX $ASML

$4.1B

151 positions

#24ITHAKA GROUP LLCActive

Some overlap · 3 shared positions

$MELI $ISRG $PLTR

$482M

38 positions

#25Phraction Management LLCActive

Some overlap · 3 shared positions

$ASML $LIN $MKL

$483M

65 positions

Compare Heirloom Wealth’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 Heirloom Wealth’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.