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 OverlapQ1 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 $958M across 80 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 Investment Services of America, are LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA, NZS ,, Generali Powszechne Towarzystwo Emerytalne, with shared positions in $TJX, $DHR, $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

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

$10.0B

560 positions

#2NZS Capital, LLCActive

Notable overlap · 9 shared positions

$DHR $SYK $TYL $ROP $PWR $SNOW

$3.0B

58 positions

#3Generali Powszechne Towarzystwo EmerytalneActive

Notable overlap · 5 shared positions

$COP $DHR $NOW $SNOW $ADBE

$566M

28 positions

#4Bath Savings Trust CoActive

Notable overlap · 7 shared positions

$TJX $COP $SYK $ECL $DHR $IDXX

$936M

168 positions

#5Saranac Partners LtdPassive

Notable overlap · 8 shared positions

$TJX $DHR $ECL $NOW $ADBE $COP

$234M

103 positions

#6NORTH STAR ASSET MANAGEMENT INCPassive

Notable overlap · 10 shared positions

$SSNC $SYK $SNPS $VEEV $ADBE $ILMN

$2.3B

356 positions

#7Hendershot Investments Inc.Active

Notable overlap · 7 shared positions

$TJX $BKNG $CPAY $RMD $ADBE $FAST

$744M

129 positions

#8WORMSER FRERES GESTIONActive

Notable overlap · 7 shared positions

$ECL $PTC $DHR $SYK $IDXX $VEEV

$139M

42 positions

#9AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 6 shared positions

$COP $UPST $TJX $SYK $DDOG $FISV

$445M

77 positions

#10Washington Trust Advisors, Inc.Passive

Notable overlap · 9 shared positions

$BKNG $RMD $PWR $SBUX $ECL $ZBRA

$1.2B

684 positions

#11HOWLAND CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

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

$2.5B

262 positions

#12Terra Alpha Investments LLC

Notable overlap · 6 shared positions

$DHR $NOW $SBUX $PWR $IDXX $SYK

$98M

32 positions

#13Vantage Investment Partners, LLCActive

Notable overlap · 5 shared positions

$WAB $CPAY $BKNG $IDXX $FAST

$1.4B

64 positions

#14White Lighthouse Investment Management Inc.Active

Notable overlap · 7 shared positions

$COP $DHR $UPST $SNOW $NOW $SNPS

$721M

145 positions

#15Strategic Financial Services, Inc.Smart money

Notable overlap · 6 shared positions

$COP $UPST $SNPS $TJX $BKNG $DDOG

$2.1B

152 positions

#16Peak Asset Management, LLCPassive

Notable overlap · 6 shared positions

$SYK $UPST $BKNG $COP $ADBE $ECL

$567M

148 positions

#17Disciplined Investments, LLCPassive

Notable overlap · 5 shared positions

$COP $UPST $SNPS $SNOW $DDOG

$279M

141 positions

#18American Money Management, LLCActive

Notable overlap · 3 shared positions

$COP $UPST $SNOW

$632M

168 positions

#19Beacon Capital Management, Inc.Active

Notable overlap · 3 shared positions

$COP $UPST $SNOW

$1.8B

57 positions

#20Harrington Investments, INCPassive

Notable overlap · 6 shared positions

$TJX $SNOW $SBUX $SYK $ITW $ECL

$190M

84 positions

#21Virtus Family Office LLCPassive

Notable overlap · 4 shared positions

$COP $RMD $VEEV $SNPS

$117M

73 positions

#22Minot DeBlois Advisors LLCPassive

Notable overlap · 4 shared positions

$COP $DHR $ECL $TJX

$110M

226 positions

#23MIROVAPassive

Notable overlap · 7 shared positions

$NOW $ECL $SNOW $SNPS $DHR $PTC

$2.5B

179 positions

#24Robinson Value Management, Ltd.Passive

Notable overlap · 4 shared positions

$COP $IDXX $ADBE $FISV

$180M

73 positions

#25WELCH & FORBES LLCActive

Notable overlap · 7 shared positions

$SYK $ECL $TJX $DHR $IDXX $RMD

$7.7B

368 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.