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 Sierra Legacy Group

13F Portfolio OverlapQ1 2026Sierra Legacy Group portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Sierra Legacy Group is an institutional investor managing $129M across 79 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 Sierra Legacy Group are JLB & ASSOCIATES, Dundas Partners LLP, MARSHFIELD ASSOCIATES, with shared positions in $TJX, $ROST, $NOC, $APH, $AME, $ACN. The full ranking of 25 similar funds is below.

#1JLB & ASSOCIATES INCPassive

Notable overlap · 8 shared positions

$TJX $ROST $NOC $APH $AME $ACN

$696M

70 positions

#2Dundas Partners LLPActive

Notable overlap · 9 shared positions

$ROST $AME $APH $ACN $WRB $INTU

$1.3B

49 positions

#3MARSHFIELD ASSOCIATESActive

Notable overlap · 3 shared positions

$ROST $CMI $TJX

$5.0B

17 positions

#4FENIMORE ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

$ROST $APH $AME $BR $A $IEX

$4.5B

92 positions

#5Hendershot Investments Inc.Active

Notable overlap · 6 shared positions

$TJX $ROST $ADP $ACN $BR $GD

$744M

129 positions

#6Bath Savings Trust CoActive

Notable overlap · 7 shared positions

$TJX $INTU $ADP $BR $DHR $APH

$936M

168 positions

#7WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 6 shared positions

$LMT $TJX $CMI $ACN $ZTS $TMO

$1.2B

69 positions

#8CONFLUENCE INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$LMT $HSY $NDSN $WRB $TJX $ACN

$6.4B

290 positions

#9Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 7 shared positions

$CMI $LMT $ACN $HSY $ADP $AOS

$105M

62 positions

#10Navera Investment Management Ltd.Active

Notable overlap · 7 shared positions

$AME $ACN $APH $INTU $ADP $BR

$3.9B

56 positions

#11Sone Capital Management, LLCPassive

Notable overlap · 8 shared positions

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

$1.2B

101 positions

#12Raub Brock Capital Management LPActive

Notable overlap · 8 shared positions

$TJX $AME $INTU $ADP $MSI $ACN

$395M

43 positions

#13RENAISSANCE GROUP LLCPassive

Notable overlap · 8 shared positions

$APH $HSY $FIX $TJX $MSI $INTU

$2.4B

234 positions

#14HFR Wealth Management, LLCActive

Notable overlap · 5 shared positions

$TJX $APH $INTU $ADP $DHR

$407M

49 positions

#15Eukles Asset ManagementPassive

Notable overlap · 7 shared positions

$TJX $CMI $ROST $ACN $HSY $ZTS

$224M

238 positions

#16Evergreen Private Wealth LLCPassive

Notable overlap · 6 shared positions

$ROST $CHKP $INTU $ULTA $ZTS $TMO

$247M

86 positions

#17NORTHSTAR ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

$TJX $INTU $ADP $BMI $BR $DHR

$326M

86 positions

#18CINCINNATI CASUALTY COActive

Notable overlap · 5 shared positions

$CMI $TJX $ACN $ADP $TMO

$191M

24 positions

#19Two Point Capital Management, Inc.Active

Notable overlap · 5 shared positions

$CMI $ACN $HSY $INTU $TMO

$229M

28 positions

#20WEYBOSSET RESEARCH & MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$TJX $CMI $GD

$347M

33 positions

#21Ayrshire Capital Management LLCPassive

Notable overlap · 4 shared positions

$TJX $AME $APH $DHR

$193M

50 positions

#22MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive

Notable overlap · 7 shared positions

$AME $APH $NDSN $FIX $DHR $IEX

$584M

141 positions

#23Focused Investors LLCActive

Notable overlap · 3 shared positions

$TJX $LMT $NOC

$3.1B

22 positions

#24ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 7 shared positions

$APH $AME $NDSN $TJX $ADP $GD

$1.7B

86 positions

#25FLOSSBACH VON STORCH SEActive

Notable overlap · 7 shared positions

$AME $ACN $APH $DHR $TMO $INTU

$21.4B

109 positions

Compare Sierra Legacy Group’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 Sierra Legacy Group’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.