What hedge funds are most similar to Aureus Asset Management, LLC?

The funds with the most similar 13F portfolios to Aureus Asset Management, LLC are BECK MACK & OLIVER, FLOSSBACH VON STORCH SE, BRIGHT ROCK, 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 Aureus Asset

13F Portfolio OverlapQ2 2026Aureus Asset portfolio →

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Most similar hedge funds by 13F overlap

Aureus Asset Management, LLC is an institutional investor managing $1.6B across 239 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 Aureus Asset are BECK MACK & OLIVER, FLOSSBACH VON STORCH SE, BRIGHT ROCK, with shared positions in $SCHW, $AXP, $APO, $ABT, $BX, $WAB. The full ranking of 25 similar funds is below.

#1BECK MACK & OLIVER LLCActive

Notable overlap · 7 shared positions

$SCHW $AXP $APO $ABT $BX $WAB

$5.1B

201 positions

#2FLOSSBACH VON STORCH SEActive

Notable overlap · 6 shared positions

$SCHW $TMO $SPGI $LIN $ABT $IEX

$22.1B

106 positions

#3BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$TMO $SCHW $NEE $SPGI $LIN $TXN

$499M

73 positions

#4PGGM InvestmentsActive

Notable overlap · 5 shared positions

$LIN $TMO $NEE $WCN $ABT

$4.1B

59 positions

#5Strategic Wealth Investment Group, LLCPassive

Notable overlap · 5 shared positions

$TMO $NEE $LIN $BX $AXP

$825M

104 positions

#6C WorldWide Group Holding A/SActive

Notable overlap · 5 shared positions

$LIN $NEE $SPGI $TMO $SCI

$4.1B

97 positions

#7S.E.E.D. Planning Group LLCPassive

Notable overlap · 4 shared positions

$LIN $NEE $TMO $SPGI

$379M

88 positions

#8M. Kraus & CoPassive

Notable overlap · 4 shared positions

$NEE $TMO $LIN $ABT

$377M

86 positions

#9Impax Asset Management Group plcActive

Notable overlap · 6 shared positions

$LIN $WCN $AWK $IEX $WAB $A

$15.4B

284 positions

#10Stokes Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$AXP $NEE $LIN $TXN $ABT $MS

$467M

118 positions

#11Phraction Management LLCActive

Notable overlap · 5 shared positions

$LIN $TMO $SPGI $TXN $WMB

$596M

66 positions

#12StrongBox Wealth, LLCPassive

Notable overlap · 5 shared positions

$NEE $LIN $BX $ABT $WMB

$351M

267 positions

#13TITAN GLOBAL CAPITAL MANAGEMENT USA LLCActive

Notable overlap · 4 shared positions

$SCHW $TMO $SPGI $TXN

$785M

68 positions

#14CAMDEN NATIONAL BANKPassive

Notable overlap · 5 shared positions

$LIN $NEE $TMO $TXN $SPGI

$767M

184 positions

#15Sky Investment Group LLCPassive

Notable overlap · 5 shared positions

$LIN $AXP $ABT $TMO $TXN

$637M

146 positions

#16Sandhill Capital Partners LLCActive

Notable overlap · 4 shared positions

$SCHW $LIN $TXN $AXP

$1.2B

98 positions

#17Cornerstone Investment Partners, LLCActive

Notable overlap · 4 shared positions

$TMO $AXP $APO $BX

$3.0B

312 positions

#18JACOBSON & SCHMITT ADVISORS, LLCPassive

Notable overlap · 5 shared positions

$SCHW $BX $LIN $TXN $FLS

$612M

81 positions

#19COMGEST GLOBAL INVESTORS S.A.S.Active

Notable overlap · 4 shared positions

$LIN $AXP $SPGI $SCI

$4.5B

55 positions

#20Findlay Park Partners LLPActive

Notable overlap · 6 shared positions

$WCN $SPGI $SCHW $TXN $STE $A

$7.4B

49 positions

#21Blue Zone Wealth Advisors, LLCPassive

Notable overlap · 7 shared positions

$AXP $LIN $TMO $BX $NEE $SPGI

$573M

125 positions

#22Shelter Mutual Insurance CoActive

Notable overlap · 3 shared positions

$LIN $AXP $NEE

$473M

58 positions

#23BARR E S & COActive

Notable overlap · 4 shared positions

$SCHW $AXP $BX $GLPI

$1.8B

112 positions

#24ROCKLAND TRUST COPassive

Notable overlap · 6 shared positions

$SCHW $NEE $TMO $TXN $SPGI $MS

$2.5B

317 positions

#25Elefante Mark BActive

Notable overlap · 5 shared positions

$AXP $ABT $SCHW $NEE $WCN

$232M

60 positions

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View Aureus Asset’s holdings

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.