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 OverlapQ2 2026Aristotle portfolio →

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Most similar hedge funds by 13F overlap

Aristotle Capital Management, LLC is an institutional investor managing $47.7B across 212 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 Aristotle are 17 PARTNERS, First Long Island Investors, MATRIX ASSET ADVISORS, with shared positions in $PH, $CTVA, $COF, $MUFG, $EW, $AMGN. The full ranking of 25 similar funds is below.

#117 CAPITAL PARTNERS, LLCPassive

Substantial overlap · 23 shared positions

$PH $CTVA $COF $MUFG $EW $AMGN

$222M

176 positions

#2First Long Island Investors, LLCActive

Notable overlap · 8 shared positions

$PH $WSM $AMGN $QCOM $LOW $UBER

$1.4B

73 positions

#3MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 6 shared positions

$USB $AMGN $QCOM $PNC $WFC $LOW

$1.2B

106 positions

#4Kerusso Capital Management LLCPassive

Notable overlap · 6 shared positions

$WSM $QCOM $AMGN $AMP $VZ $LOW

$274M

58 positions

#5EQUITY INVESTMENT CORPActive

Notable overlap · 6 shared positions

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

$5.2B

76 positions

#6Gs Investments, Inc.Passive

Notable overlap · 7 shared positions

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

$138M

133 positions

#7Argyle Capital Partners, LLCPassive

Notable overlap · 9 shared positions

$AMGN $PH $WSM $AMP $QCOM $MLM

$159M

177 positions

#8Minneapolis Portfolio Management Group, LLCActive

Notable overlap · 6 shared positions

$PH $USB $QCOM $UBER $ADSK $SONY

$1.1B

34 positions

#9DB Fitzpatrick & Co, IncActive

Notable overlap · 6 shared positions

$AMGN $ECL $EW $SNPS $APD $ADSK

$124M

100 positions

#10Insight Inv LLCPassive

Notable overlap · 6 shared positions

$WSM $GD $PNC $AMGN $QCOM $LOW

$212M

109 positions

#11LifePlan Financial, LLCPassive

Notable overlap · 6 shared positions

$USB $CTVA $GD $VZ $ADSK $MSI

$143M

89 positions

#12JGP Wealth Management, LLCActive

Notable overlap · 6 shared positions

$AMGN $PNC $WSM $APD $LOW $LEN

$1.1B

231 positions

#13Tribune Investment Group LPActive

Notable overlap · 4 shared positions

$PH $MCHP $RPM $APD

$247M

34 positions

#14VAN STRUM & TOWNE INC.Passive

Notable overlap · 7 shared positions

$AMGN $COF $ECL $QCOM $LOW $AMP

$367M

111 positions

#15Socorro Asset Management LPActive

Notable overlap · 5 shared positions

$MLM $PNC $XEL $APD $ALC

$223M

33 positions

#16SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

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

$606M

79 positions

#17DELTA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$QCOM $GD $SONY $APD $PNC $AMGN

$217M

108 positions

#18Aurdan Capital Management, LLCActive

Notable overlap · 6 shared positions

$AMGN $MCHP $LOW $APD $USB $PNC

$394M

99 positions

#19BONTEMPO OHLY CAPITAL MGMT LLCSmart money

Notable overlap · 6 shared positions

$AMGN $GD $VZ $APD $LOW $PNC

$235M

33 positions

#20NEW ENGLAND ASSET MANAGEMENT INCPassive

Notable overlap · 6 shared positions

$USB $WFC $QCOM $VZ $AMGN $PNC

$863M

131 positions

#21MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$LOW $GD $AWK $ECL $MSI $AMGN

$857M

166 positions

#22SMA Capital LLCPassive

Notable overlap · 3 shared positions

$PH $CTVA $TDY

$238M

121 positions

#23Martin Capital Partners, LLCPassive

Notable overlap · 5 shared positions

$AMGN $GD $TTE $VZ $CFR

$272M

72 positions

#24GREATMARK INVESTMENT PARTNERS, INC.Active

Notable overlap · 5 shared positions

$AMGN $QCOM $AMP $LOW $GD

$906M

153 positions

#25KANAWHA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$PH $ECL $LOW $QCOM $USB $APD

$1.5B

228 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.