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 MCRAE

13F Portfolio OverlapQ1 2026MCRAE portfolio →

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Most similar hedge funds by 13F overlap

MCRAE CAPITAL MANAGEMENT INC is an institutional investor managing $508M across 113 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 MCRAE are Castlefield Investment Partners LLP, Navera Investment Ltd., Longview Partners (Guernsey) LTD, with shared positions in $NDAQ, $LOW, $CB, $TMO, $SNA, $CRM. The full ranking of 25 similar funds is below.

#1Castlefield Investment Partners LLPActive

Notable overlap · 8 shared positions

$NDAQ $LOW $CB $TMO $SNA $CRM

$131M

35 positions

#2Navera Investment Management Ltd.Active

Notable overlap · 8 shared positions

$LH $TMO $MRSH $BR $ACN $UNH

$3.9B

56 positions

#3Longview Partners (Guernsey) LTDActive

Notable overlap · 6 shared positions

$TMO $CRM $MRSH $FISV $BDX $UNH

$7.1B

25 positions

#4Dundas Partners LLPActive

Notable overlap · 5 shared positions

$NDAQ $TMO $ZTS $ACN $CRM

$1.3B

49 positions

#5Foyston, Gordon, & Payne IncPassive

Notable overlap · 6 shared positions

$KEYS $MRSH $CRM $BDX $UNH $HON

$434M

67 positions

#6CAMDEN NATIONAL BANKPassive

Notable overlap · 7 shared positions

$PWR $CB $TMO $CHKP $VRTX $ACN

$739M

164 positions

#7Veritas Asset Management LLPActive

Notable overlap · 6 shared positions

$TMO $CRM $ZTS $BDX $UNH $WAT

$5.9B

21 positions

#8SCHARF INVESTMENTS, LLCActive

Notable overlap · 5 shared positions

$CB $MRSH $TMO $ZTS $UNH

$3.2B

70 positions

#9Mendel Money ManagementPassive

Notable overlap · 7 shared positions

$TMO $PWR $LOW $KEYS $ACN $PANW

$239M

137 positions

#10HAHN CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$KEYS $LH $BDX $WAT

$159M

31 positions

#11Edgemoor Investment Advisors, Inc.Active

Notable overlap · 5 shared positions

$LOW $WSM $URI $VRTX $TMO

$1.3B

170 positions

#12AMI ASSET MANAGEMENT CORPActive

Notable overlap · 5 shared positions

$PWR $LH $ZTS $BDX $PANW

$1.6B

96 positions

#13Glassy Mountain Advisors, Inc.Passive

Notable overlap · 5 shared positions

$LOW $WSM $URI $CRM $UNH

$322M

77 positions

#14SUMMITRY LLCPassive

Notable overlap · 4 shared positions

$LOW $TMO $CRM $FISV

$2.3B

266 positions

#15London & Capital Asset Management LtdActive

Notable overlap · 7 shared positions

$TMO $MRSH $URI $UNH $IBM $ZTS

$9.2B

223 positions

#16GARRISON BRADFORD & ASSOCIATES INCActive

Notable overlap · 4 shared positions

$PWR $TMO $LOW $UNH

$88M

38 positions

#17GUYASUTA INVESTMENT ADVISORS INCActive

Notable overlap · 6 shared positions

$TMO $LOW $PWR $BDX $PANW $IBM

$1.7B

268 positions

#18SFE Investment CounselPassive

Notable overlap · 8 shared positions

$LOW $PWR $LH $URI $WSM $PANW

$635M

143 positions

#19WEYBOSSET RESEARCH & MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$KEYS $LH $CB

$347M

33 positions

#20AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 7 shared positions

$MRSH $TMO $BDX $PANW $ACN $TFC

$1.4B

114 positions

#21Ironvine Capital Partners, LLCActive

Notable overlap · 5 shared positions

$TMO $LOW $LH $UNH $HON

$910M

56 positions

#22Cornerstone Investment Partners, LLCActive

Notable overlap · 5 shared positions

$CB $URI $TMO $UNH $FISV

$2.4B

291 positions

#23New England Research & Management, Inc.Passive

Notable overlap · 7 shared positions

$PWR $URI $ZTS $PANW $TFC $CB

$237M

143 positions

#24Mirova US LLCActive

Notable overlap · 6 shared positions

$TMO $LOW $ACN $CRM $PANW $NDAQ

$8.8B

42 positions

#25HARBER ASSET MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$CRM $ACN $WDAY $UNH $FISV

$156M

41 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.