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 OverlapQ2 2026Sierra Legacy Group portfolio →

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Most similar hedge funds by 13F overlap

Sierra Legacy Group is an institutional investor managing $129M across 79 U.S. equity positions as of Q2 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 HARVEY INVESTMENT, Hendershot Investments, JLB & ASSOCIATES, with shared positions in $TJX, $APH, $NDSN, $A, $ULTA, $AME. The full ranking of 25 similar funds is below.

#1HARVEY INVESTMENT CO LLCActive

Notable overlap · 9 shared positions

$TJX $APH $NDSN $A $ULTA $AME

$918M

99 positions

#2Hendershot Investments Inc.Active

Notable overlap · 7 shared positions

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

$766M

134 positions

#3JLB & ASSOCIATES INCPassive

Notable overlap · 5 shared positions

$TJX $ROST $AME $APH $NOC

$748M

68 positions

#4Dundas Partners LLPActive

Notable overlap · 6 shared positions

$ROST $AME $ADP $APH $WRB $TMO

$1.4B

31 positions

#5FENIMORE ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

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

$4.8B

92 positions

#6Raub Brock Capital Management LPActive

Notable overlap · 8 shared positions

$TJX $AME $APH $MSI $PH $ADP

$363M

45 positions

#7Eukles Asset ManagementPassive

Notable overlap · 6 shared positions

$CMI $TJX $ROST $HSY $ACN $AOS

$242M

228 positions

#8Focused Investors LLCActive

Notable overlap · 5 shared positions

$TJX $LMT $ACN $NOC $ELV

$3.0B

23 positions

#9Delta Accumulation, LLCActive

Notable overlap · 6 shared positions

$TJX $CMI $LMT $GD $NOC $ADP

$2.5B

156 positions

#10HFR Wealth Management, LLCActive

Notable overlap · 5 shared positions

$TJX $ADP $APH $TSCO $DHR

$410M

53 positions

#11Bath Savings Trust CoActive

Notable overlap · 6 shared positions

$TJX $ADP $APH $DHR $BR $LMT

$965M

177 positions

#12Madison Asset Management, LLCPassive

Notable overlap · 7 shared positions

$ROST $APH $WRB $AOS $DHR $A

$8.4B

347 positions

#13BONTEMPO OHLY CAPITAL MGMT LLCSmart money

Notable overlap · 7 shared positions

$HSY $ADP $ACN $TSCO $GD $ELV

$235M

33 positions

#14Sageworth Trust Co of South DakotaActive

Notable overlap · 4 shared positions

$TJX $CMI $DHR $FIX

$162M

61 positions

#15MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive

Notable overlap · 7 shared positions

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

$635M

146 positions

#16ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 7 shared positions

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

$1.9B

88 positions

#17Navera Investment Management Ltd.Active

Notable overlap · 7 shared positions

$AME $ADP $APH $ACN $TSCO $TMO

$3.7B

56 positions

#18CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 7 shared positions

$AME $APH $MSI $ADP $TJX $PH

$456M

67 positions

#19WENDELL DAVID ASSOCIATES INCActive

Notable overlap · 5 shared positions

$TJX $ADP $APH $BR $DHR

$947M

155 positions

#20Regency Capital Management Inc.\DEPassive

Notable overlap · 5 shared positions

$ALLE $AME $APH $OTIS $DHR

$251M

64 positions

#21CONFLUENCE INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$LMT $HSY $NDSN $WRB $TJX $BR

$6.4B

290 positions

#22Two Point Capital Management, Inc.Active

Notable overlap · 5 shared positions

$CMI $HSY $ACN $PH $TMO

$248M

30 positions

#23CINCINNATI CASUALTY COSmart money

Notable overlap · 5 shared positions

$CMI $TJX $ADP $ACN $TMO

$188M

24 positions

#24Willis Investment CounselActive

Notable overlap · 6 shared positions

$LMT $HSY $ADP $ACN $TSCO $GD

$2.1B

125 positions

#25WEYBOSSET RESEARCH & MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$TJX $CMI $GD

$381M

32 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.