What hedge funds are most similar to Capital Investment Services of America, Inc.?

The funds with the most similar 13F portfolios to Capital Investment Services of America, Inc. are LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP, NZS, DB Fitzpatrick, based on overlapping conviction holdings in the latest SEC filings.

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 Investment Services of America

13F Portfolio OverlapQ2 2026Investment Services of America portfolio →

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Most similar hedge funds by 13F overlap

Capital Investment Services of America, Inc. is an institutional investor managing $1.0B across 83 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 Investment Services of America are LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP, NZS, DB Fitzpatrick, with shared positions in $DHR, $TJX, $SYK, $NOW, $SNPS, $VEEV. The full ranking of 25 similar funds is below.

#1LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 10 shared positions

$DHR $TJX $SYK $NOW $SNPS $VEEV

$10.3B

565 positions

#2NZS Capital, LLCActive

Notable overlap · 8 shared positions

$DHR $PWR $SYK $SNOW $ROP $SHOP

$3.9B

61 positions

#3DB Fitzpatrick & Co, IncActive

Notable overlap · 6 shared positions

$DHR $SYK $PWR $SBUX $ECL $SNPS

$124M

100 positions

#4NORTH STAR ASSET MANAGEMENT INC

Notable overlap · 11 shared positions

$SSNC $SYK $SNPS $VEEV $ILMN $DHR

$2.5B

372 positions

#5Hendershot Investments Inc.Active

Notable overlap · 8 shared positions

$TJX $BKNG $CPAY $RMD $SYK $FAST

$766M

134 positions

#6Washington Trust Advisors, Inc.Passive

Notable overlap · 8 shared positions

$BKNG $PWR $RMD $SBUX $SNOW $ZBRA

$1.3B

724 positions

#7Bath Savings Trust CoActive

Notable overlap · 7 shared positions

$TJX $SYK $ECL $DHR $IDXX $VEEV

$965M

177 positions

#8Vantage Investment Partners, LLC

Notable overlap · 5 shared positions

$WAB $CPAY $BKNG $IDXX $FAST

$1.4B

64 positions

#9PARAGON CAPITAL MANAGEMENT INCPassive

Notable overlap · 7 shared positions

$BKNG $ZBRA $VEEV $IDXX $NOW $ROP

$135M

80 positions

#10Sycale Advisors (NY) LLCActive

Notable overlap · 5 shared positions

$SNOW $APG $NOW $SHOP $AXON

$326M

24 positions

#11WENDELL DAVID ASSOCIATES INCActive

Notable overlap · 7 shared positions

$TJX $SYK $ECL $DHR $IDXX $QCOM

$947M

155 positions

#12TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADVPassive

Notable overlap · 5 shared positions

$WAB $QCOM $DHR $ECL $ADP

$312M

195 positions

#13COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 7 shared positions

$QCOM $SYK $ROP $ITW $FAST $NOW

$1.7B

91 positions

#14HOWLAND CAPITAL MANAGEMENT LLCActive

Notable overlap · 7 shared positions

$TJX $ECL $SYK $DHR $IDXX $NOW

$2.8B

278 positions

#15Martin Investment Management, LLCActive

Notable overlap · 6 shared positions

$WAB $BKNG $SYK $ROP $AME $ADBE

$300M

47 positions

#16Spyglass Capital Management LLCActive

Notable overlap · 4 shared positions

$SNOW $ILMN $APG $IOT

$1.8B

25 positions

#17Essential Investment Partners LLCPassive

Notable overlap · 6 shared positions

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

$125M

312 positions

#18Harrington Investments, INCPassive

Notable overlap · 6 shared positions

$TJX $QCOM $SBUX $ITW $SYK $ECL

$206M

82 positions

#19Manchester Global Management (UK) LtdActive

Notable overlap · 4 shared positions

$SNOW $DHR $NOW $SHOP

$906M

23 positions

#20SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive

Notable overlap · 10 shared positions

$SYK $IDXX $SBUX $VEEV $AXON $ECL

$1.5B

160 positions

#21Saranac Partners LtdPassive

Notable overlap · 6 shared positions

$TJX $DHR $ECL $NOW $AME $FISV

$343M

117 positions

#22NORRIS PERNE & FRENCH LLP/MISmart money

Notable overlap · 7 shared positions

$DHR $ECL $TJX $SSNC $ZBRA $SYK

$1.7B

147 positions

#23Running Oak Capital LLCPassive

Notable overlap · 7 shared positions

$ZBRA $TJX $SYK $NOW $ROP $AME

$587M

59 positions

#24Mirova US LLCActive

Notable overlap · 4 shared positions

$ECL $TJX $DHR $SHOP

$9.3B

45 positions

#25Quantum Capital Management, LLC / NJActive

Notable overlap · 5 shared positions

$IDXX $BKNG $VEEV $TYL $FAST

$798M

35 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.