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 Taproot

13F Portfolio OverlapQ1 2026Taproot portfolio →

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Most similar hedge funds by 13F overlap

Taproot Management LP is an institutional investor managing $530M across 180 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 Taproot are Grantham, Mayo, Van Otterloo &, Rhenman & Partners Asset AB, NICHOLAS COMPANY,, with shared positions in $TMO, $KO, $ELV, $ABT, $STZ, $TXN. The full ranking of 25 similar funds is below.

#1Grantham, Mayo, Van Otterloo & Co. LLCActive

Notable overlap · 7 shared positions

$TMO $KO $ELV $ABT $STZ $TXN

$39.1B

628 positions

#2Rhenman & Partners Asset Management ABPassive

Some overlap · 6 shared positions

$TMO $ABT $CVS $RPRX $ELV $SYK

$810M

86 positions

#3NICHOLAS COMPANY, INC.Active

Some overlap · 7 shared positions

$TMO $FAST $KO $ETN $ALC $SYK

$5.1B

203 positions

#4CORDA Investment Management, LLC.Active

Some overlap · 7 shared positions

$KO $STZ $ASML $PFE $WELL $MDLZ

$1.4B

80 positions

#5Liberty Capital Management, Inc.

Some overlap · 7 shared positions

$TMO $ABT $FAST $SYK $ASML $CHD

$537M

180 positions

#6BRANT POINT INVESTMENT MANAGEMENT LLCActive

Some overlap · 5 shared positions

$PFGC $TMO $RRX $WELL $GLW

$776M

130 positions

#7SCOPUS ASSET MANAGEMENT, L.P.Passive

Some overlap · 6 shared positions

$PFGC $ITT $ASML $KO $MDLZ $CSX

$5.8B

280 positions

#8EDGAR LOMAX CO/VAActive

Some overlap · 6 shared positions

$KO $ABT $CVS $PFE $MDLZ $TXN

$1.4B

56 positions

#9Town & Country Bank & Trust CO dba First Bankers Trust COPassive

Some overlap · 7 shared positions

$ABT $MDLZ $ETN $TMO $GLW $SYK

$296M

146 positions

#10DIAMOND HILL CAPITAL MANAGEMENT INCActive

Some overlap · 6 shared positions

$RRX $ABT $TMO $PFE $FERG $TXN

$16.0B

187 positions

#11Savoir Faire Capital Management, L.P.Passive

Some overlap · 5 shared positions

$PFGC $KO $CHD $STZ $MDLZ

$166M

44 positions

#12TANDEM CAPITAL MANAGEMENT CORP /ADVPassive

Some overlap · 6 shared positions

$ABT $RRX $CVS $ELV $ETN $SYK

$200M

110 positions

#13Center for Wealth Management AdvisoryActive

Some overlap · 5 shared positions

$ELV $KO $ABT $PFE $MDLZ

$139M

62 positions

#14BONNESS ENTERPRISES INCActive

Some overlap · 6 shared positions

$TMO $ABT $PFE $GLW $SYK $KO

$273M

39 positions

#15MCDANIEL TERRY & COActive

Some overlap · 6 shared positions

$KO $TMO $ETN $ALC $SYK $TXN

$1.2B

81 positions

#16Ramsay, Stattman, Vela & Price, Inc.Passive

Some overlap · 5 shared positions

$TMO $KO $ABT $ASML $SYK

$506M

79 positions

#17AUXIER ASSET MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$ELV $CVS $ABT $KO $GLW $ZBH

$696M

176 positions

#18SECTOR GAMMA ASActive

Some overlap · 5 shared positions

$ELV $ABT $CVS $PFE $ZBH

$423M

42 positions

#19MOODY LYNN & LIEBERSON, LLCPassive

Some overlap · 6 shared positions

$ABT $TMO $KO $ETN $FERG $SYK

$1.8B

250 positions

#20FAYEZ SAROFIM & COActive

Some overlap · 6 shared positions

$KO $ABT $ASML $ETN $TXN $MAR

$39.1B

294 positions

#21NICHOLS & PRATT ADVISERS LLP /MAActive

Some overlap · 5 shared positions

$KO $TMO $FAST $ALC $SYK

$1.5B

105 positions

#22COMPASS CAPITAL MANAGEMENT, INCActive

Some overlap · 5 shared positions

$TMO $FAST $CHD $MAR $SYK

$1.7B

87 positions

#23Sky Investment Group LLCPassive

Some overlap · 5 shared positions

$TMO $KO $ABT $SYK $TXN

$583M

140 positions

#24Saturna Capital CORPActive

Some overlap · 7 shared positions

$CHD $ASML $ETN $SYK $FERG $TXN

$7.1B

148 positions

#25BOWEN HANES & CO INCActive

Some overlap · 6 shared positions

$ITT $ASML $WELL $ETN $GLW $TXN

$4.1B

151 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.