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 Sone ,

13F Portfolio OverlapQ1 2026Sone , portfolio →

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Most similar hedge funds by 13F overlap

Sone Capital Management, LLC is an institutional investor managing $1.2B across 101 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 Sone , are Foresight Group Ltd Liability Partnership, Sierra Legacy Group, HFR Wealth ,, with shared positions in $AWK, $ADSK, $VLTO, $TT, $TMO, $BSY. The full ranking of 25 similar funds is below.

#1Foresight Group Ltd Liability PartnershipPassive

Notable overlap · 7 shared positions

$AWK $ADSK $VLTO $TT $TMO $BSY

$566M

59 positions

#2Sierra Legacy GroupPassive

Notable overlap · 8 shared positions

$ALLE $HSY $ADP $INTU $IEX $ZTS

$131M

77 positions

#3HFR Wealth Management, LLCActive

Notable overlap · 5 shared positions

$LII $UNP $VLTO $ADP $INTU

$407M

49 positions

#4Regents Gate Capital LLPActive

Notable overlap · 4 shared positions

$ALLE $IEX $LII $TT

$469M

36 positions

#5WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTDPassive

Notable overlap · 7 shared positions

$FERG $MKTX $ICE $TMO $INTU $EW

$354M

43 positions

#6Liontrust Investment Partners LLPActive

Notable overlap · 7 shared positions

$VLTO $TMO $ADSK $INTU $EW $FERG

$6.7B

204 positions

#7Ninety One North America, Inc.Active

Notable overlap · 7 shared positions

$ADSK $ADP $ALLE $INTU $EW $ALC

$2.2B

100 positions

#8Robeco Schweiz AGActive

Notable overlap · 6 shared positions

$ADSK $VLTO $TT $IEX $TMO $FERG

$4.7B

126 positions

#9Local Pensions Partnership Investment LtdActive

Notable overlap · 5 shared positions

$ADSK $HEI $TMO $ADP $INTU

$4.6B

32 positions

#10BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$UNP $ICE $TMO $INTU $ZTS

$506M

75 positions

#11Mill Capital Management, LLCActive

Notable overlap · 6 shared positions

$UNP $ICE $TMO $ZTS $BSX $TT

$1.3B

130 positions

#12Impax Asset Management Group plcActive

Notable overlap · 5 shared positions

$AWK $VLTO $UNP $IEX $ZTS

$14.3B

287 positions

#13SCHARF INVESTMENTS, LLCActive

Some overlap · 5 shared positions

$UNP $TMO $HSY $ZTS $AWK

$3.2B

70 positions

#14Southpoint Capital Advisors LPActive

Some overlap · 5 shared positions

$POOL $FERG $TMO $ZTS $ALC

$4.9B

41 positions

#15Foyston, Gordon, & Payne IncPassive

Some overlap · 4 shared positions

$UNP $ALLE $POOL $ADSK

$434M

67 positions

#16MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive

Some overlap · 5 shared positions

$IEX $TMO $ATR $FTV $VLTO

$584M

141 positions

#17ECOFI INVESTISSEMENTS SAPassive

Some overlap · 6 shared positions

$VLTO $TMO $ZTS $BSY $BSX $IEX

$55M

36 positions

#18One Madison Group LLCActive

Some overlap · 3 shared positions

$UNP $HEI $FERG

$866M

28 positions

#19VIKING GLOBAL INVESTORS LPActive

Some overlap · 4 shared positions

$LII $FTV $ICE $TMO

$35.7B

77 positions

#20WEITZ INVESTMENT MANAGEMENT, INC.Active

Some overlap · 4 shared positions

$IEX $HEI $TMO $VLTO

$1.4B

49 positions

#21CANTILLON CAPITAL MANAGEMENT LLCActive

Some overlap · 5 shared positions

$FERG $ICE $TMO $TW $ALC

$15.1B

38 positions

#222Xideas AGActive

Some overlap · 5 shared positions

$FERG $ICE $DSGX $EW $ALC

$255M

47 positions

#23Walter Public Investments Inc.Passive

Some overlap · 5 shared positions

$TT $ICE $VLTO $ZTS $ALC

$418M

48 positions

#24FENIMORE ASSET MANAGEMENT INCActive

Some overlap · 3 shared positions

$IEX $HEI $TT

$4.5B

92 positions

#25Ironvine Capital Partners, LLCActive

Some overlap · 3 shared positions

$UNP $HEI $TMO

$910M

56 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.