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 Essential Investment Partners

13F Portfolio OverlapQ2 2026Essential Investment Partners portfolio →

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Most similar hedge funds by 13F overlap

Essential Investment Partners LLC is an institutional investor managing $125M across 312 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 Essential Investment Partners are Renaissance Investment Group, PRAKASH INVESTMENT ADVISORS, Investment Services of America, with shared positions in $URI, $TJX, $CRWD, $BKNG, $APH, $BE. The full ranking of 25 similar funds is below.

#1Renaissance Investment Group LLCPassive

Notable overlap · 5 shared positions

$URI $TJX $CRWD $BKNG $APH

$508M

84 positions

#2PRAKASH INVESTMENT ADVISORS LLCPassive

Notable overlap · 4 shared positions

$BE $CRWD $KLAC $URI

$174M

92 positions

#3Capital Investment Services of America, Inc.Active

Notable overlap · 6 shared positions

$TJX $BKNG $SYK $ECL $QCOM $IDXX

$1.0B

83 positions

#4NICHOLS & PRATT ADVISERS LLP /MAActive

Notable overlap · 7 shared positions

$TJX $VZ $KMI $SYK $QCOM $ALC

$1.6B

109 positions

#5Ducere Wealth Management LLCPassive

Notable overlap · 4 shared positions

$BE $QCOM $CRWD $APH

$333M

135 positions

#6Disciplined Equity Management, Inc.Smart money

Notable overlap · 5 shared positions

$CRWD $VZ $BKNG $KMI $SYK

$226M

45 positions

#7SIGMA INVESTMENT COUNSELORS INCActive

Notable overlap · 6 shared positions

$URI $TJX $SYK $ARCC $CRWD $KLAC

$2.1B

218 positions

#8Bath Savings Trust CoActive

Notable overlap · 7 shared positions

$TJX $SYK $ECL $APH $PEP $LMT

$965M

177 positions

#9SMITHBRIDGE ASSET MANAGEMENT INC/DEPassive

Notable overlap · 8 shared positions

$TJX $URI $ECL $SYK $QCOM $LMT

$734M

188 positions

#10WENDELL DAVID ASSOCIATES INCActive

Notable overlap · 7 shared positions

$TJX $SYK $ECL $APH $PEP $QCOM

$947M

155 positions

#11Credit Capital Investments LLCActive

Notable overlap · 3 shared positions

$BE $VZ $QCOM

$175M

42 positions

#12PROFESSIONAL ADVISORY SERVICES INCActive

Notable overlap · 5 shared positions

$TJX $BKNG $SYK $APH $PEP

$836M

93 positions

#13RESOURCES MANAGEMENT CORP /CT/ /ADVPassive

Notable overlap · 8 shared positions

$TJX $CRWD $WM $SYK $QCOM $APH

$794M

188 positions

#14Glassy Mountain Advisors, Inc.Passive

Notable overlap · 3 shared positions

$URI $BKNG $BX

$366M

76 positions

#15Destination Wealth ManagementPassive

Notable overlap · 7 shared positions

$TJX $ECL $WM $VZ $SYK $QCOM

$4.3B

344 positions

#16Decker Wealth Management LLCActive

Notable overlap · 7 shared positions

$TJX $CRWD $WM $LMT $KLAC $SYK

$471M

107 positions

#17Legacy TrustPassive

Notable overlap · 4 shared positions

$URI $SYK $QCOM $KLAC

$566M

210 positions

#18JENSEN INVESTMENT MANAGEMENT INCActive

Notable overlap · 9 shared positions

$TJX $SYK $WM $KLAC $APH $IDXX

$4.1B

83 positions

#19ZEVIN ASSET MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$TJX $CRWD $ECL $ACN

$713M

97 positions

#20F&V Capital Management, LLCPassive

Some overlap · 3 shared positions

$URI $VZ $DHI

$542M

63 positions

#21Kerusso Capital Management LLCPassive

Some overlap · 5 shared positions

$URI $TJX $VZ $QCOM $PEP

$274M

58 positions

#22Hendershot Investments Inc.Active

Some overlap · 5 shared positions

$TJX $BKNG $SYK $PEP $ACN

$766M

134 positions

#23Baltimore-Washington Financial Advisors, Inc.Passive

Some overlap · 5 shared positions

$CRWD $TJX $BKNG $ARCC $SYK

$2.7B

206 positions

#24Stillwater Wealth Management Group

Some overlap · 5 shared positions

$TJX $SYK $WM $VZ $LMT

$162M

77 positions

#25Avalon Trust CoActive

Some overlap · 4 shared positions

$BE $SYK $KLAC $TJX

$1.6B

462 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.