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 ARCADIA INVESTMENT

13F Portfolio OverlapQ1 2026ARCADIA INVESTMENT portfolio →

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Most similar hedge funds by 13F overlap

ARCADIA INVESTMENT MANAGEMENT CORP/MI is an institutional investor managing $584M across 366 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 ARCADIA INVESTMENT are Long Road Investment Counsel, DB Fitzpatrick, LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP, with shared positions in $SYK, $ORLY, $ICE, $TMO, $SBUX, $APD. The full ranking of 25 similar funds is below.

#1Long Road Investment Counsel, LLCActive

Notable overlap · 7 shared positions

$SYK $ORLY $ICE $TMO $SBUX $APD

$271M

80 positions

#2DB Fitzpatrick & Co, IncActive

Notable overlap · 8 shared positions

$SYK $TMO $ORLY $SBUX $APD $ZS

$124M

100 positions

#3LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 8 shared positions

$SYK $TMO $NOW $VEEV $ASML $SBUX

$10.3B

565 positions

#4COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 6 shared positions

$SYK $TMO $ICE $ACN $ITW $NOW

$1.7B

91 positions

#5CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 6 shared positions

$MPWR $TMO $ORLY $SYK $APD $ITW

$456M

67 positions

#6L. Roy Papp & Associates, LLPPassive

Notable overlap · 5 shared positions

$TMO $SYK $ORLY $ACN $ECL

$951M

193 positions

#7DILLON & ASSOCIATES INCActive

Notable overlap · 7 shared positions

$SYK $ORLY $APD $AXP $SBUX $ECL

$817M

80 positions

#8WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 4 shared positions

$SYK $ICE $ASML $ACN

$2.1B

131 positions

#9Rempart Asset Management Inc.Active

Notable overlap · 3 shared positions

$SYK $TMO $SU

$488M

36 positions

#10NORTH STAR ASSET MANAGEMENT INCPassive

Notable overlap · 7 shared positions

$ASML $SYK $TMO $VEEV $ADBE $ECL

$2.5B

372 positions

#11HOWLAND CAPITAL MANAGEMENT LLCActive

Notable overlap · 7 shared positions

$ORLY $SYK $TMO $WSO $NOW $ECL

$2.8B

278 positions

#12Capital Investment Services of America, Inc.Active

Notable overlap · 7 shared positions

$SYK $NOW $VEEV $SBUX $ITW $ECL

$1.0B

83 positions

#13WORMSER FRERES GESTIONActive

Notable overlap · 5 shared positions

$SYK $TMO $NOW $ECL $VEEV

$177M

66 positions

#14Harrington Investments, INCPassive

Notable overlap · 7 shared positions

$TMO $ASML $SYK $SBUX $ITW $ECL

$206M

82 positions

#15Advocacy Wealth Management, LLCActive

Notable overlap · 5 shared positions

$SYK $ASML $ICE $NOW $INTU

$2.8B

151 positions

#16Saturna Capital CORPActive

Notable overlap · 6 shared positions

$ASML $SYK $NOW $TT $ITW $APD

$8.2B

140 positions

#17Ramsay, Stattman, Vela & Price, Inc.Passive

Notable overlap · 6 shared positions

$SYK $TMO $ASML $SBUX $ITW $APD

$562M

84 positions

#18Snider Financial GroupPassive

Notable overlap · 6 shared positions

$SYK $MPWR $VEEV $CRWD $ASML $SBUX

$393M

103 positions

#19FLOSSBACH VON STORCH SEActive

Notable overlap · 4 shared positions

$TMO $ICE $SYK $ACN

$22.1B

106 positions

#20Destination Wealth ManagementPassive

Notable overlap · 7 shared positions

$ASML $SYK $AXP $TMO $ORLY $ICE

$4.3B

344 positions

#21Veritas Asset Management LLPActive

Notable overlap · 3 shared positions

$SYK $TMO $ICE

$5.6B

21 positions

#22Dash Acquisitions Inc.Active

Notable overlap · 5 shared positions

$TMO $ICE $NOW $ACN $INTU

$494M

72 positions

#23PROFESSIONAL ADVISORY SERVICES INCActive

Notable overlap · 4 shared positions

$SYK $TMO $ASML $ADBE

$836M

93 positions

#24BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$TMO $ICE $VEEV $ACN $ECL $INTU

$499M

73 positions

#25Suncoast Equity ManagementActive

Notable overlap · 4 shared positions

$SYK $ASML $NOW $TT

$798M

63 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.