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 CAMPBELL NEWMAN ASSET

13F Portfolio OverlapQ1 2026CAMPBELL NEWMAN ASSET portfolio →

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Most similar hedge funds by 13F overlap

CAMPBELL NEWMAN ASSET MANAGEMENT INC is an institutional investor managing $1.2B across 103 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 CAMPBELL NEWMAN ASSET are Local Pensions Partnership Investment Ltd, Ayrshire, Regents Gate LLP, with shared positions in $KLAC, $APH, $TXN, $MCO, $INTU, $ETN. The full ranking of 25 similar funds is below.

#1Local Pensions Partnership Investment LtdActive

Notable overlap · 5 shared positions

$KLAC $APH $TXN $MCO $INTU

$4.6B

32 positions

#2Ayrshire Capital Management LLCPassive

Notable overlap · 5 shared positions

$APH $ETN $KLAC $ICE $WMB

$193M

50 positions

#3Regents Gate Capital LLPActive

Notable overlap · 5 shared positions

$APH $ETN $EMR $VMC $LII

$469M

36 positions

#4MCDANIEL TERRY & COActive

Notable overlap · 6 shared positions

$APH $EMR $SYK $ETN $TXN $INTU

$1.2B

81 positions

#5ALKEON CAPITAL MANAGEMENT LLCSmart money

Notable overlap · 5 shared positions

$KLAC $ADI $APH $VMC $ICE

$59.5B

102 positions

#6Dundas Partners LLPActive

Notable overlap · 5 shared positions

$APH $ADI $NDAQ $SYK $INTU

$1.3B

49 positions

#7Guinness Atkinson Asset Management IncPassive

Notable overlap · 6 shared positions

$APH $KLAC $ICE $ETN $INTU $TXN

$200M

123 positions

#8James Hambro & Partners LLPActive

Notable overlap · 4 shared positions

$APH $ICE $TXN $EMR

$2.6B

57 positions

#9SOROS CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$MSI $ADI $TXN $LOW $SBUX $ICE

$230M

47 positions

#10Guinness Asset Management LTDActive

Notable overlap · 6 shared positions

$ETN $TXN $EMR $APH $ICE $KLAC

$5.8B

143 positions

#11Tandem Investment Advisors, Inc.Active

Notable overlap · 6 shared positions

$APH $ICE $SYK $WEC $INTU $NDAQ

$2.0B

83 positions

#12Raub Brock Capital Management LPActive

Notable overlap · 5 shared positions

$ETN $MSI $NDAQ $MCO $INTU

$395M

43 positions

#13MAR VISTA INVESTMENT PARTNERS LLCActive

Notable overlap · 5 shared positions

$APH $ADI $SYK $MCO $INTU

$1000M

35 positions

#14COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 4 shared positions

$APH $MSI $ICE $SYK

$1.7B

87 positions

#15Castlefield Investment Partners LLPActive

Notable overlap · 5 shared positions

$KLAC $LOW $NDAQ $MCO $INTU

$131M

35 positions

#16BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 7 shared positions

$LOW $ADI $TXN $SYK $SBUX $APH

$321M

110 positions

#17Phraction Management LLCActive

Notable overlap · 6 shared positions

$ADI $WMB $WFC $TXN $ICE $ETN

$483M

65 positions

#18Heritage Family Offices, LLPPassive

Notable overlap · 13 shared positions

$WFC $KLAC $APH $ETN $WEC $LOW

$225M

196 positions

#19JGP Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$KLAC $ADI $LOW $ICE $INTU

$961M

223 positions

#20J. Stern & Co. LLPActive

Notable overlap · 4 shared positions

$APH $ETN $ICE $LOW

$1.0B

49 positions

#21Talos Eurisko Asset Management LPActive

Notable overlap · 4 shared positions

$APH $ADI $MSI $ONTO

$585M

23 positions

#22Katamaran Capital LLPActive

Notable overlap · 4 shared positions

$APH $ADI $MCO $TXN

$124M

30 positions

#23FENIMORE ASSET MANAGEMENT INCActive

Notable overlap · 4 shared positions

$APH $ADI $SYK $VMC

$4.5B

92 positions

#24TILIA FIDUCIARY PARTNERS, INC.Passive

Notable overlap · 6 shared positions

$KLAC $LOW $SYK $ETN $LII $INTU

$182M

115 positions

#25Jones Kertz & Associates, Inc.Passive

Notable overlap · 4 shared positions

$KLAC $APH $ADI $VMC

$188M

66 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.