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Hedge Funds Similar to Castlefield Investment Partners LLP

13F Portfolio OverlapQ1 2026Castlefield Investment Partners LLP portfolio →
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Most similar hedge funds by 13F overlap

Castlefield Investment Partners LLP is an institutional investor managing $131M across 35 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 Castlefield Investment Partners LLP are MCRAE, UNIO, Fogel ,, with shared positions in $NDAQ, $LOW, $CB, $TMO, $SNA, $CRM. The full ranking of 25 similar funds is below.

#1MCRAE CAPITAL MANAGEMENT INCActive
Notable overlap · 8 shared positions
$NDAQ$LOW$CB$TMO$SNA$CRM
$482M
106 positions
#2UNIO CAPITAL LLCActive
Notable overlap · 3 shared positions
$CB$KLAC$MCO
$466M
21 positions
#3Fogel Capital Management, Inc.Active
Notable overlap · 6 shared positions
$CB$MELI$MCO$DE$INTC$LEN
$219M
52 positions
#4Watershed Asset Management, L.L.C.Passive
Notable overlap · 5 shared positions
$MCO$TMO$MELI$KLAC$INTC
$96M
118 positions
#5Mirova US LLCActive
Notable overlap · 7 shared positions
$SHOP$TMO$LOW$BSX$AWK$CRM
$8.8B
42 positions
#6CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Notable overlap · 5 shared positions
$KLAC$LOW$NDAQ$MCO$INTU
$1.2B
103 positions
#7Local Pensions Partnership Investment LtdActive
Notable overlap · 4 shared positions
$KLAC$MCO$TMO$INTU
$4.6B
32 positions
#8Ironvine Capital Partners, LLCActive
Notable overlap · 4 shared positions
$MCO$LOW$TMO$DE
$910M
56 positions
#9Cornerstone Investment Partners, LLCActive
Notable overlap · 5 shared positions
$KLAC$CB$TMO$IQV$URI
$2.4B
291 positions
#10PARNASSUS INVESTMENTS, LLCActive
Notable overlap · 5 shared positions
$DE$KLAC$TMO$BSX$CRM
$34.1B
135 positions
#11BRISTOL JOHN W & CO INC /NY/Active
Notable overlap · 5 shared positions
$TMO$DE$TMUS$MCO$WAT
$6.1B
61 positions
#12EVEXIA WEALTH LLCActive
Notable overlap · 5 shared positions
$KLAC$CB$LOW$INTU$RSG
$364M
84 positions
#13Triodos Investment Management BVActive
Notable overlap · 3 shared positions
$KLAC$DE$HASI
$1.3B
49 positions
#14Connective Capital Management, LLCPassive
Notable overlap · 3 shared positions
$KLAC$SHOP$MELI
$121M
66 positions
#15Taylor Hoffman Capital Management LLCPassive
Notable overlap · 4 shared positions
$DE$SNA$KLAC$MCO
$325M
116 positions
#16Progressive Investment Management CorpActive
Notable overlap · 5 shared positions
$MCO$KLAC$TMO$DE$URI
$379M
58 positions
#17Dundas Partners LLPActive
Notable overlap · 5 shared positions
$NDAQ$TMO$HDB$CRM$INTU
$1.3B
49 positions
#18BERKSHIRE HATHAWAY INCSmart money
Notable overlap · 3 shared positions
$CB$MCO$LEN
$263.1B
29 positions
#19EAGLE ROCK INVESTMENT COMPANY, LLCActive
Notable overlap · 5 shared positions
$KLAC$CB$TMO$IQV$URI
$688M
158 positions
#20Skyview Financial Group LLC
Notable overlap · 3 shared positions
$KLAC$TMO$BSX
$97M
57 positions
#21Stony Point Capital LLCActive
Notable overlap · 3 shared positions
$NDAQ$SHOP$TMUS
$1.2B
32 positions
#22SUMMITRY LLCPassive
Some overlap · 4 shared positions
$LOW$TMO$MCO$CRM
$2.3B
266 positions
#23CAMDEN NATIONAL BANKPassive
Some overlap · 5 shared positions
$CB$TMUS$DE$TMO$RSG
$739M
164 positions
#24OAK ASSOCIATES LTD /OH/Active
Some overlap · 4 shared positions
$KLAC$LOW$CB$CRM
$1.5B
140 positions
#25Riverview Trust CoActive
Some overlap · 3 shared positions
$KLAC$DE$LOW
$81M
202 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.