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Hedge Funds Similar to Haven Group,

13F Portfolio OverlapQ1 2026Haven Group, portfolio →
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Most similar hedge funds by 13F overlap

Haven Capital Group, Inc. is an institutional investor managing $125M across 37 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 Haven Group, are Manitou Investment Ltd., Crystal Rock, Seilern Investment Ltd, with shared positions in $IDXX, $ROP, $EW, $VRT, $MAR, $ISRG. The full ranking of 25 similar funds is below.

#1Manitou Investment Management Ltd.Smart money
Notable overlap · 3 shared positions
$IDXX$ROP$EW
$506M
52 positions
#2Crystal Rock Capital ManagementActive
Notable overlap · 6 shared positions
$VRT$IDXX$MAR$ISRG$TDG$AMD
$168M
32 positions
#3Seilern Investment Management LtdActive
Notable overlap · 4 shared positions
$IDXX$EW$ISRG$ADBE
$838M
24 positions
#4BOURNE LENT ASSET MANAGEMENT INCActive
Notable overlap · 5 shared positions
$IDXX$ISRG$ADBE$BMY$PEG
$272M
63 positions
#5Mirova US LLCActive
Notable overlap · 5 shared positions
$VRT$EW$ECL$ISRG$NEE
$8.8B
42 positions
#6Fundsmith LLPActive
Notable overlap · 3 shared positions
$IDXX$MAR$VRT
$12.8B
34 positions
#7Capital Investment Services of America, Inc.Active
Notable overlap · 5 shared positions
$IDXX$ECL$ROP$ADBE$ZBRA
$958M
80 positions
#8Broadleaf Partners, LLCActive
Notable overlap · 4 shared positions
$VRT$ISRG$ARM$TDG
$429M
84 positions
#9NZS Capital, LLCActive
Some overlap · 3 shared positions
$ROP$ARM$ISRG
$3.0B
58 positions
#10Camrose Capital Investment Partners LLPSmart money
Some overlap · 3 shared positions
$ROP$HLT$EXPD
$764M
10 positions
#11WORMSER FRERES GESTIONActive
Some overlap · 4 shared positions
$EW$ECL$ISRG$IDXX
$139M
42 positions
#12MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive
Some overlap · 3 shared positions
$VRT$ROP$ECL
$584M
141 positions
#13CAPITAL COUNSEL LLC/NYSmart money
Some overlap · 4 shared positions
$IDXX$KGC$GILD$AMD
$2.4B
62 positions
#14Robeco Schweiz AGActive
Some overlap · 3 shared positions
$VRT$ARM$ECL
$4.7B
126 positions
#15Leeward Financial Partners, LLCPassive
Some overlap · 4 shared positions
$MAR$VRT$ECL$ISRG
$336M
97 positions
#16Liontrust Investment Partners LLPActive
Some overlap · 4 shared positions
$ECL$ISRG$EW$IDXX
$6.7B
204 positions
#17Biondo Investment Advisors, LLCActive
Some overlap · 4 shared positions
$IDXX$ISRG$ADBE$SO
$780M
82 positions
#18Markin Volterra Fund LPActive
Some overlap · 4 shared positions
$VRT$ARM$EQIX$AMD
$65M
34 positions
#19HealthInvest Partners ABActive
Some overlap · 4 shared positions
$EW$ISRG$INCY$GILD
$310M
39 positions
#20McCollum Christoferson Group LLCPassive
Some overlap · 3 shared positions
$HLT$ECL$NEE
$333M
77 positions
#21Williams Jones Wealth Management, LLC.Active
Some overlap · 4 shared positions
$ECL$IDXX$ISRG$VRT
$8.1B
514 positions
#22Birch Hill Investment Advisors LLCActive
Some overlap · 4 shared positions
$EW$ECL$NEE$MAR
$2.2B
195 positions
#23MIROVAPassive
Some overlap · 5 shared positions
$ECL$ISRG$VRT$EQIX$AMD
$2.5B
179 positions
#24HARTLINE INVESTMENT CORP/Active
Some overlap · 4 shared positions
$VRT$MAR$NEE$AMD
$909M
112 positions
#25SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 5 shared positions
$IDXX$ISRG$ADBE$ECL$AMD
$1.3B
158 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.