What hedge funds are most similar to NICHOLAS COMPANY, INC.?

The funds with the most similar 13F portfolios to NICHOLAS COMPANY, INC. are CARDEROCK, PARNASSUS INVESTMENTS, Haverford, 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 NICHOLAS COMPANY

13F Portfolio OverlapQ2 2026NICHOLAS COMPANY portfolio →

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Most similar hedge funds by 13F overlap

NICHOLAS COMPANY, INC. is an institutional investor managing $5.5B across 195 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 NICHOLAS COMPANY are CARDEROCK, PARNASSUS INVESTMENTS, Haverford, with shared positions in $ORLY, $TMO, $CDNS, $WCN, $SHW, $SYK. The full ranking of 25 similar funds is below.

#1CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 9 shared positions

$ORLY $TMO $CDNS $WCN $SHW $SYK

$456M

67 positions

#2PARNASSUS INVESTMENTS, LLCActive

Notable overlap · 8 shared positions

$TMO $VMC $KLAC $SYK $SPGI $SNPS

$37.4B

135 positions

#3Haverford Trust CoActive

Notable overlap · 8 shared positions

$TJX $ETN $TMO $SPGI $AON $TXN

$11.6B

424 positions

#4ALTA CAPITAL MANAGEMENT LLC/Active

Notable overlap · 7 shared positions

$TJX $TMO $TXN $ETN $SHW $SYK

$1.3B

109 positions

#5DB Fitzpatrick & Co, IncActive

Notable overlap · 7 shared positions

$ORLY $TMO $ETN $SHW $SYK $SBUX

$124M

100 positions

#6SYCOMORE ASSET MANAGEMENTActive

Notable overlap · 7 shared positions

$WCN $AZN $ETN $SYK $SNOW $TMO

$932M

72 positions

#7Haverford Financial Services, Inc.Active

Notable overlap · 7 shared positions

$TJX $TXN $ETN $SPGI $AON $SYK

$339M

49 positions

#8BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive

Notable overlap · 7 shared positions

$ORLY $TJX $ETN $KLAC $SYK $MCD

$1.7B

401 positions

#9BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 7 shared positions

$TJX $TXN $SYK $SBUX $MCD $ETN

$346M

113 positions

#10CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

$TXN $ETN $VMC $KLAC $SYK $SBUX

$1.3B

99 positions

#11VIKING GLOBAL INVESTORS LPActive

Notable overlap · 7 shared positions

$TMO $SHW $JCI $AON $MCD $FTV

$35.1B

90 positions

#12JENSEN INVESTMENT MANAGEMENT INCActive

Some overlap · 7 shared positions

$TJX $KLAC $CDNS $SHW $SYK $MCD

$4.1B

83 positions

#13Banco de Sabadell, S.APassive

Some overlap · 6 shared positions

$TJX $TXN $ETN $TMO $SYK $MCD

$170M

61 positions

#14Greystone Financial Group, LLCPassive

Some overlap · 6 shared positions

$TJX $TMO $TXN $SBUX $SNPS $MCD

$358M

74 positions

#15Long Road Investment Counsel, LLCActive

Some overlap · 6 shared positions

$ORLY $TMO $SYK $FAST $SBUX $ICE

$271M

80 positions

#16BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$TJX $TMO $TXN $SPGI $FAST $ICE

$499M

73 positions

#17Westerkirk Capital Inc.Active

Some overlap · 6 shared positions

$TJX $TXN $KLAC $ETN $TMO $AZN

$1.0B

212 positions

#18ZEVIN ASSET MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$TJX $AZN $CDNS $WCN $AON $SPGI

$713M

97 positions

#19Suncoast Equity ManagementActive

Some overlap · 7 shared positions

$TJX $ETN $SYK $SPGI $AON $FAST

$798M

63 positions

#20NORRIS PERNE & FRENCH LLP/MISmart money

Some overlap · 6 shared positions

$KLAC $TMO $SHW $ETN $TJX $SYK

$1.7B

147 positions

#21Ifrah Financial Services, Inc.Passive

Some overlap · 6 shared positions

$ETN $KLAC $CDNS $TXN $SNPS $SYK

$409M

214 positions

#22COMPASS CAPITAL MANAGEMENT, INCActive

Some overlap · 6 shared positions

$TMO $SHW $SYK $SPGI $FAST $ICE

$1.7B

91 positions

#23Veritas Asset Management LLPActive

Some overlap · 6 shared positions

$TMO $VMC $SYK $SPGI $AON $ICE

$5.6B

21 positions

#24Karani Asset Management LLCPassive

Some overlap · 6 shared positions

$TXN $KLAC $CDNS $SPGI $SNPS $SYK

$139M

57 positions

#25JLB & ASSOCIATES INCPassive

Some overlap · 6 shared positions

$ORLY $TJX $KLAC $AON $SHW $SYK

$748M

68 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.