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Hedge Funds Similar to Samara Investment ,

13F Portfolio OverlapQ1 2026Samara Investment , portfolio →
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Most similar hedge funds by 13F overlap

Samara Investment Management, LLC is an institutional investor managing $96M across 72 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 Samara Investment , are ALKEON, Winslow ,, Sandhill Partners, with shared positions in $TJX, $MLM, $CDNS, $PWR, $APH, $UBER. The full ranking of 25 similar funds is below.

#1ALKEON CAPITAL MANAGEMENT LLCSmart money
Some overlap · 7 shared positions
$TJX$MLM$CDNS$PWR$APH$UBER
$59.5B
102 positions
#2Winslow Capital Management, LLCActive
Some overlap · 7 shared positions
$BKNG$MCK$PWR$ISRG$MU$APH
$25.6B
60 positions
#3Sandhill Capital Partners LLCActive
Some overlap · 7 shared positions
$BKNG$ISRG$PANW$APH$UBER$AJG
$1.2B
95 positions
#4NZS Capital, LLCActive
Some overlap · 7 shared positions
$PWR$ISRG$CDNS$APH$UBER$AJG
$3.0B
58 positions
#5Mawer Investment Management Ltd.Active
Some overlap · 7 shared positions
$BKNG$MLM$APH$UBER$COR$AJG
$15.4B
126 positions
#6LYELL WEALTH MANAGEMENT, LPPassive
Some overlap · 6 shared positions
$PWR$ISRG$PANW$CDNS$APH$UBER
$1.4B
216 positions
#7Renaissance Investment Group LLCPassive
Some overlap · 6 shared positions
$TJX$BKNG$MLM$ISRG$AJG$TT
$465M
81 positions
#8Passumpsic Savings Bank
Some overlap · 6 shared positions
$TJX$BKNG$APH$UBER$COR$MU
$183M
90 positions
#9Broadleaf Partners, LLCActive
Some overlap · 6 shared positions
$BKNG$PWR$ISRG$UBER$TDG$PANW
$429M
84 positions
#10Suncoast Equity ManagementActive
Some overlap · 6 shared positions
$TJX$MCK$APH$UBER$COR$TT
$833M
101 positions
#11WASHINGTON TRUST CoActive
Some overlap · 7 shared positions
$TJX$PWR$PANW$ISRG$UBER$BKNG
$3.0B
281 positions
#12ALTA CAPITAL MANAGEMENT LLC/Active
Some overlap · 5 shared positions
$TJX$BKNG$PANW$APH$MCK
$1.3B
100 positions
#13Williams Jones Wealth Management, LLC.Active
Some overlap · 5 shared positions
$TJX$ISRG$PWR$APH$UBER
$8.1B
514 positions
#14GREAT LAKES ADVISORS, LLCPassive
Some overlap · 5 shared positions
$TJX$PWR$MLM$COR$MU
$12.1B
792 positions
#15Robbins FarleyPassive
Some overlap · 5 shared positions
$TJX$PWR$MLM$UBER$SO
$226M
143 positions
#16MOTCOPassive
Some overlap · 5 shared positions
$TJX$MCK$PANW$APH$GLW
$1.1B
598 positions
#17Rockingstone Advisors LLCPassive
Some overlap · 5 shared positions
$PWR$BKNG$ISRG$UBER$TDG
$218M
113 positions
#18Smith Group Asset Management, LLCActive
Some overlap · 4 shared positions
$TJX$MCK$BKNG$CDNS
$2.0B
162 positions
#19ABN AMRO Bank N.V.Active
Some overlap · 5 shared positions
$TJX$PWR$PANW$UBER$TT
$9.3B
228 positions
#20Employees Provident Fund BoardActive
Some overlap · 5 shared positions
$PWR$ISRG$PANW$UBER$MU
$13.2B
70 positions
#21ITHAKA GROUP LLCActive
Some overlap · 5 shared positions
$ISRG$PANW$CDNS$APH$UBER
$482M
38 positions
#22Benchmark Investment Advisors LLCPassive
Some overlap · 5 shared positions
$BKNG$PANW$APH$UBER$MU
$172M
76 positions
#23Bey-Douglas LLCPassive
Some overlap · 5 shared positions
$MCK$BKNG$APH$UBER$SO
$115M
56 positions
#24Longbow Finance SAPassive
Some overlap · 4 shared positions
$TJX$MCK$PWR$PANW
$552M
55 positions
#25KANE INVESTMENT MANAGEMENT, INC.Active
Some overlap · 6 shared positions
$PWR$MCK$PANW$APH$BKNG$TT
$194M
99 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.