13F Pro

Hedge Funds Similar to Ayrshire

13F Portfolio OverlapQ2 2026Ayrshire portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Ayrshire Capital Management LLC is an institutional investor managing $214M across 50 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 Ayrshire are Port, Guinness Atkinson Asset, Raub Brock, with shared positions in $APH, $LIN, $AME, $ETN, $ICE, $KNSL. The full ranking of 25 similar funds is below.

#1Port Capital LLCActive
Notable overlap · 7 shared positions
$APH$LIN$AME$ETN$ICE$KNSL
$2.5B
108 positions
#2Guinness Atkinson Asset Management IncPassive
Notable overlap · 7 shared positions
$KLAC$APH$AME$ICE$ETN$DHR
$223M
107 positions
#3Raub Brock Capital Management LPActive
Notable overlap · 4 shared positions
$APH$ETN$TJX$AME
$363M
45 positions
#4JLB & ASSOCIATES INCPassive
Notable overlap · 4 shared positions
$APH$KLAC$TJX$AME
$748M
68 positions
#5Stonehage Fleming Financial Services Holdings LtdActive
Notable overlap · 6 shared positions
$APH$KLAC$AJG$SPGI$UBER$TJX
$2.9B
215 positions
#6Decatur Capital Management, Inc.Active
Notable overlap · 7 shared positions
$KLAC$AME$APH$ECL$TJX$SPGI
$295M
53 positions
#7FLOSSBACH VON STORCH SEActive
Notable overlap · 6 shared positions
$APH$AME$ICE$SPGI$LIN$DHR
$22.1B
106 positions
#8Alcosta Capital Management, Inc.Active
Notable overlap · 5 shared positions
$KLAC$APH$TJX$ANET$MS
$148M
22 positions
#9MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive
Notable overlap · 6 shared positions
$APH$AME$AJG$ECL$SPGI$DHR
$635M
146 positions
#10Birch Hill Investment Advisors LLCActive
Notable overlap · 5 shared positions
$APH$TJX$ECL$SPGI$UBER
$2.5B
211 positions
#11CHILTON INVESTMENT CO INC.Active
Notable overlap · 6 shared positions
$APH$RSG$AJG$ETN$MS$BX
$4.2B
299 positions
#12NZS Capital, LLCActive
Notable overlap · 6 shared positions
$APH$KLAC$LIN$AJG$DHR$UBER
$3.9B
61 positions
#13CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Notable overlap · 4 shared positions
$KLAC$APH$ETN$WMB
$1.3B
99 positions
#14NORTHSTAR ASSET MANAGEMENT INCActive
Notable overlap · 6 shared positions
$LIN$ETN$TJX$KLAC$ANET$DHR
$341M
91 positions
#15HENDLEY & CO INCActive
Notable overlap · 5 shared positions
$APH$ETN$LIN$TJX$PM
$283M
47 positions
#16AVITY INVESTMENT MANAGEMENT INC.Active
Notable overlap · 5 shared positions
$APH$TJX$ETN$ECL$UBER
$1.6B
118 positions
#17Saranac Partners LtdPassive
Notable overlap · 6 shared positions
$TJX$AME$ECL$ICE$ANET$DHR
$343M
117 positions
#18COMPASS CAPITAL MANAGEMENT, INCActive
Notable overlap · 4 shared positions
$APH$LIN$ICE$SPGI
$1.7B
91 positions
#19Union Heritage Capital, LLCPassive
Notable overlap · 5 shared positions
$APH$AME$KLAC$TJX$MS
$295M
65 positions
#20SHUTTLEWORTH & CoPassive
Notable overlap · 4 shared positions
$ETN$APH$TJX$ANET
$125M
51 positions
#21MAR VISTA INVESTMENT PARTNERS LLCActive
Notable overlap · 5 shared positions
$APH$LIN$AME$ECL$DHR
$1.0B
33 positions
#22Maren Capital LLCSmart money
Notable overlap · 4 shared positions
$APH$LIN$AME$KNSL
$2.2B
17 positions
#23HOWLAND CAPITAL MANAGEMENT LLCActive
Notable overlap · 7 shared positions
$APH$TJX$ECL$SPGI$DHR$KNSL
$2.8B
278 positions
#24BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 8 shared positions
$TJX$SPGI$LIN$ANET$APH$ICE
$499M
73 positions
#25PROFESSIONAL ADVISORY SERVICES INCActive
Notable overlap · 4 shared positions
$APH$AJG$TJX$SPGI
$836M
93 positions

Compare Ayrshire’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Ayrshire’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.