What hedge funds are most similar to Aristotle Capital Management, LLC?

The funds with the most similar 13F portfolios to Aristotle Capital Management, LLC are 17 PARTNERS,, Socorro Asset, First Long Island Investors,, 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 Aristotle ,

13F Portfolio OverlapQ1 2026Aristotle , portfolio →

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Most similar hedge funds by 13F overlap

Aristotle Capital Management, LLC is an institutional investor managing $47.8B across 191 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 Aristotle , are 17 PARTNERS,, Socorro Asset, First Long Island Investors,, with shared positions in $PH, $CTVA, $COF, $AMGN, $MLM, $USB. The full ranking of 25 similar funds is below.

#117 CAPITAL PARTNERS, LLCPassive

Substantial overlap · 22 shared positions

$PH $CTVA $COF $AMGN $MLM $USB

$194M

172 positions

#2Socorro Asset Management LPPassive

Notable overlap · 7 shared positions

$MLM $KO $XEL $PNC $ALC $APD

$221M

32 positions

#3First Long Island Investors, LLCActive

Notable overlap · 6 shared positions

$PH $AMGN $WSM $LOW $UBER $USB

$1.2B

70 positions

#4EQUITY INVESTMENT CORPActive

Notable overlap · 6 shared positions

$TTE $USB $VZ $PNC $WFC $OSK

$5.1B

71 positions

#5Kerusso Capital Management LLCPassive

Notable overlap · 6 shared positions

$WSM $AMGN $VZ $AMP $LOW $KO

$200M

53 positions

#6BONTEMPO OHLY CAPITAL MGMT LLCActive

Notable overlap · 7 shared positions

$VZ $KO $GD $APD $LOW $AMGN

$222M

34 positions

#7Barden Capital Management, Inc.Passive

Notable overlap · 6 shared positions

$PH $SONY $MSI $COF $UBER $SNPS

$117M

58 positions

#8Gs Investments, Inc.Passive

Notable overlap · 6 shared positions

$ECL $AMP $AMGN $APD $USB $UBER

$175M

134 positions

#9EDGAR LOMAX CO/VAActive

Notable overlap · 6 shared positions

$USB $GD $KO $AIG $WFC $AMGN

$1.4B

56 positions

#10WEIK CAPITAL MANAGEMENTActive

Notable overlap · 6 shared positions

$MLM $USB $WFC $KO $TDY $PNC

$251M

90 positions

#11MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 5 shared positions

$AMGN $USB $PNC $WFC $LOW

$1.1B

105 positions

#12SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$APD $WFC $AMGN $AIG $VZ $USB

$728M

79 positions

#13Exeter Financial, LLCPassive

Notable overlap · 6 shared positions

$VZ $AMGN $GD $USB $APD $KO

$245M

98 positions

#14Running Oak Capital LLCPassive

Notable overlap · 5 shared positions

$TDY $PH $GD $APD $ALC

$741M

55 positions

#15GREATMARK INVESTMENT PARTNERS, INC.Active

Notable overlap · 5 shared positions

$AMGN $AMP $KO $LOW $GD

$854M

145 positions

#16M.D. Sass, LLCActive

Notable overlap · 5 shared positions

$COF $MLM $SNPS $DHR $LEN

$1.3B

36 positions

#17InvesTrustPassive

Notable overlap · 6 shared positions

$CTVA $WFC $APD $VZ $USB $KO

$238M

91 positions

#18Kentucky Trust CoPassive

Notable overlap · 6 shared positions

$USB $PNC $ATO $KO $LOW $AMGN

$191M

311 positions

#19VAN STRUM & TOWNE INC.Passive

Notable overlap · 4 shared positions

$AMGN $ECL $USB $COF

$343M

111 positions

#20REIK & CO., LLCActive

Notable overlap · 4 shared positions

$WSM $USB $KO $VZ

$363M

56 positions

#21Altrius Capital Management IncPassive

Notable overlap · 5 shared positions

$TTE $UBER $VZ $APD $GD

$503M

87 positions

#22KANAWHA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$LOW $PH $ECL $APD $KO $USB

$1.4B

221 positions

#23Catherine Avery Investment Management LLCPassive

Notable overlap · 4 shared positions

$AMGN $VZ $KO $LEN

$223M

109 positions

#24Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 4 shared positions

$AMGN $USB $GD $APD

$184M

32 positions

#25GQG Partners LLCActive

Notable overlap · 5 shared positions

$VZ $KO $XEL $AWK $AIG

$63.1B

81 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.