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 J. Stern & LLP

13F Portfolio OverlapQ1 2026J. Stern & LLP portfolio →

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Most similar hedge funds by 13F overlap

J. Stern & Co. LLP is an institutional investor managing $1.0B across 49 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 J. Stern & LLP are FLOSSBACH VON STORCH SE, Tandem Investment Advisors,, Dundas Partners LLP, with shared positions in $ICE, $APH, $ABT, $NKE, $TMO, $CRM. The full ranking of 25 similar funds is below.

#1FLOSSBACH VON STORCH SEActive

Notable overlap · 9 shared positions

$ICE $APH $ABT $NKE $TMO $CRM

$21.4B

109 positions

#2Tandem Investment Advisors, Inc.Active

Notable overlap · 7 shared positions

$ICE $APH $ABT $ZTS $MCD $IDXX

$2.0B

83 positions

#3Dundas Partners LLPActive

Notable overlap · 7 shared positions

$APH $ABT $TMO $ZTS $CRM $BKNG

$1.3B

49 positions

#4WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 4 shared positions

$HON $ICE $DIS $ABT

$2.1B

122 positions

#5Guinness Atkinson Asset Management IncPassive

Notable overlap · 7 shared positions

$APH $ICE $CRM $TMO $ETN $LRCX

$200M

123 positions

#6Veritas Asset Management LLPActive

Notable overlap · 4 shared positions

$ICE $CRM $TMO $ZTS

$5.9B

21 positions

#7James Hambro & Partners LLPActive

Notable overlap · 5 shared positions

$APH $ICE $TMO $ISRG $NOC

$2.6B

57 positions

#8Cornerstone Capital, Inc.Active

Notable overlap · 6 shared positions

$APH $TMO $NKE $ABT $DIS $ETN

$1.0B

118 positions

#9Two Point Capital Management, Inc.Active

Notable overlap · 3 shared positions

$ETN $HON $TMO

$229M

28 positions

#10DELTA ASSET MANAGEMENT LLC/TNActive

Notable overlap · 5 shared positions

$ETN $HON $DIS $OTIS $LOW

$1.1B

596 positions

#11MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive

Notable overlap · 3 shared positions

$APH $XYL $TMO

$584M

141 positions

#12Unisphere EstablishmentActive

Notable overlap · 6 shared positions

$HON $TMO $ZTS $CDNS $LIN $ICE

$11.9B

50 positions

#13BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 8 shared positions

$TMO $HON $NKE $ICE $ZTS $APH

$506M

75 positions

#14Reliant Investment Management, LLCPassive

Notable overlap · 5 shared positions

$APH $ETN $TMO $LIN $SLB

$207M

53 positions

#15Mill Capital Management, LLCActive

Notable overlap · 10 shared positions

$TMO $ICE $AMT $ZTS $CRM $OTIS

$1.3B

130 positions

#16Terra Alpha Investments LLC

Notable overlap · 5 shared positions

$ETN $XYL $NKE $CRM $IDXX

$98M

32 positions

#17Local Pensions Partnership Investment LtdActive

Notable overlap · 6 shared positions

$APH $TMO $NKE $CDNS $BKNG $IDXX

$4.6B

32 positions

#18COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 5 shared positions

$APH $ICE $TMO $ISRG $LIN

$1.7B

87 positions

#19Ayrshire Capital Management LLCPassive

Notable overlap · 4 shared positions

$APH $ETN $ICE $LIN

$193M

50 positions

#20Dash Acquisitions Inc.Active

Notable overlap · 7 shared positions

$CRM $TMO $ICE $ZTS $IDXX $OTIS

$480M

68 positions

#21Guinness Asset Management LTDActive

Notable overlap · 8 shared positions

$ETN $OTIS $APH $ICE $CRM $TMO

$5.8B

143 positions

#22Regents Gate Capital LLPActive

Notable overlap · 4 shared positions

$ETN $APH $OTIS $LIN

$469M

36 positions

#23DIAMOND HILL CAPITAL MANAGEMENT INCActive

Notable overlap · 5 shared positions

$ABT $ZTS $CRM $DIS $TMO

$16.0B

187 positions

#24Parsonex Advisory Services, Inc.Passive

Notable overlap · 7 shared positions

$ICE $CRM $ETN $DIS $ISRG $LIN

$102M

56 positions

#25CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 4 shared positions

$APH $ETN $ICE $LOW

$1.2B

103 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.