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 Terra Alpha Investments

13F Portfolio OverlapQ4 2025Terra Alpha Investments portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Terra Alpha Investments LLC is an institutional investor managing $98M across 32 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Terra Alpha Investments are ECOFI INVESTISSEMENTS SA, Foresight Group Ltd Liability Partnership, Baker Chad R, with shared positions in $XYL, $WM, $DHR, $IQV, $VLTO, $CRM. The full ranking of 25 similar funds is below.

#1ECOFI INVESTISSEMENTS SAActive

Notable overlap · 7 shared positions

$XYL $WM $DHR $IQV $VLTO $CRM

$55M

36 positions

#2Foresight Group Ltd Liability PartnershipActive

Notable overlap · 6 shared positions

$XYL $A $TT $ROK $VLTO $AWK

$566M

59 positions

#3Baker Chad RActive

Notable overlap · 8 shared positions

$WM $ROK $XYL $DHR $CARR $VLTO

$530M

56 positions

#4Mirova US LLCActive

Notable overlap · 8 shared positions

$WM $XYL $DHR $VLTO $ACN $CRM

$8.8B

42 positions

#5HALL LAURIE J TRUSTEEActive

Notable overlap · 9 shared positions

$ROK $WM $CARR $DHR $XYL $SYK

$283M

104 positions

#6NORTHSTAR ASSET MANAGEMENT INCActive

Notable overlap · 8 shared positions

$ETN $XYL $VLTO $IDXX $CRM $SYK

$326M

86 positions

#7Robeco Schweiz AGActive

Notable overlap · 7 shared positions

$A $PWR $XYL $VLTO $TT $TTEK

$4.7B

126 positions

#8DB Fitzpatrick & Co, IncSmart money

Notable overlap · 9 shared positions

$PWR $DHR $CRM $ETN $SBUX $VLTO

$117M

106 positions

#9Palmer Knight CoActive

Notable overlap · 3 shared positions

$TT $WM $DHR

$205M

32 positions

#10Pegasus Asset Management, Inc.Active

Notable overlap · 6 shared positions

$ETN $PWR $CARR $SBUX $CRM $SYK

$313M

67 positions

#1111 Capital Partners LPActive

Notable overlap · 3 shared positions

$TT $DHR $PWR

$348M

20 positions

#12Capital Investment Services of America, Inc.Active

Notable overlap · 6 shared positions

$DHR $NOW $SBUX $PWR $IDXX $SYK

$958M

80 positions

#13Sustainable Growth Advisers, LPActive

Notable overlap · 5 shared positions

$WM $DHR $CRM $NKE $NOW

$10.6B

51 positions

#14J. Stern & Co. LLPActive

Notable overlap · 5 shared positions

$ETN $XYL $NKE $CRM $IDXX

$1.0B

49 positions

#15SUMMITRY LLCPassive

Notable overlap · 5 shared positions

$A $SBUX $CARR $CRM $ETN

$2.3B

266 positions

#16Generali Powszechne Towarzystwo EmerytalneActive

Notable overlap · 5 shared positions

$NOW $DHR $NKE $CRM $AMD

$566M

28 positions

#17MIROVAPassive

Notable overlap · 8 shared positions

$NOW $WM $VLTO $XYL $AMD $DHR

$2.5B

179 positions

#18FIGURE 8 INVESTMENT STRATEGIES LLCPassive

Notable overlap · 6 shared positions

$TT $XYL $DHR $AVY $SYK $AWK

$102M

56 positions

#19LGT CAPITAL PARTNERS LTD.Active

Notable overlap · 6 shared positions

$A $XYL $AWK $IDXX $SYK $VLTO

$1.9B

38 positions

#20EDENTREE ASSET MANAGEMENT LtdActive

Notable overlap · 6 shared positions

$XYL $IQV $NKE $CARR $ACN $CRM

$332M

65 positions

#21Family Legacy Financial Solutions, LLCActive

Notable overlap · 6 shared positions

$DHR $WM $CARR $SYK $AMD $VLTO

$124M

44 positions

#22Michael Brady & Co., LLCActive

Notable overlap · 5 shared positions

$WM $ETN $TT $DHR $CRM

$100M

54 positions

#23Hemenway Trust Co LLCActive

Notable overlap · 6 shared positions

$DHR $XYL $ROK $AMD $WM $CARR

$1.2B

135 positions

#24Shelter Rock Management, LLCActive

Notable overlap · 3 shared positions

$TT $WM $ETN

$94M

35 positions

#25Elefante Mark BPassive

Notable overlap · 5 shared positions

$DHR $XYL $ROK $CARR $AMD

$182M

58 positions

Compare Terra Alpha Investments’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 Terra Alpha Investments’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.