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 Baer Investment Advisory

13F Portfolio OverlapQ2 2026Baer Investment Advisory portfolio →

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Most similar hedge funds by 13F overlap

Baer Investment Advisory LLC is an institutional investor managing $119M across 43 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 Baer Investment Advisory are NZS, Local Pensions Partnership Investment Ltd, Manchester Global (UK) Ltd, with shared positions in $APH, $CDNS, $TXN, $URI, $SHOP, $TMO. The full ranking of 25 similar funds is below.

#1NZS Capital, LLCActive

Notable overlap · 5 shared positions

$APH $CDNS $TXN $URI $SHOP

$3.9B

61 positions

#2Local Pensions Partnership Investment LtdActive

Notable overlap · 6 shared positions

$APH $CDNS $TXN $TMO $VEEV $CW

$4.8B

32 positions

#3Manchester Global Management (UK) LtdActive

Notable overlap · 4 shared positions

$CDNS $ADI $SHOP $TXN

$906M

23 positions

#4MCDANIEL TERRY & COActive

Notable overlap · 5 shared positions

$APH $ECL $TXN $TMO $INTU

$1.3B

81 positions

#5AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 5 shared positions

$APH $TXN $ECL $TMO $NEE

$1.6B

118 positions

#6BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$VEEV $TXN $TMO $INTU $APH $NEE

$499M

73 positions

#7DUDLEY & SHANLEY, INC.Active

Notable overlap · 3 shared positions

$APH $ECL $ADI

$662M

37 positions

#8Navera Investment Management Ltd.Active

Notable overlap · 3 shared positions

$APH $CDNS $TMO

$3.7B

56 positions

#9Close Asset Management LtdActive

Notable overlap · 5 shared positions

$EME $APH $ADI $CDNS $DE

$3.8B

269 positions

#10Dundas Partners LLPActive

Notable overlap · 4 shared positions

$APH $ADI $TMO $INTU

$1.4B

31 positions

#11Birch Hill Investment Advisors LLCActive

Notable overlap · 4 shared positions

$APH $ECL $ADI $NEE

$2.5B

211 positions

#12Midway Capital Research & ManagementActive

Notable overlap · 4 shared positions

$APH $ADI $SHOP $NEE

$126M

114 positions

#13CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 4 shared positions

$APH $ADI $TXN $CW

$1.3B

99 positions

#14WORMSER FRERES GESTIONPassive

Notable overlap · 6 shared positions

$CDNS $ECL $TMO $RACE $VRT $VEEV

$177M

66 positions

#15James Hambro & Partners LLPActive

Notable overlap · 3 shared positions

$APH $TXN $TMO

$2.8B

68 positions

#16Wilkinson Global Asset Management LLCActive

Notable overlap · 4 shared positions

$DE $ADI $TXN $RACE

$1.3B

62 positions

#17Renaissance Investment Group LLCPassive

Notable overlap · 5 shared positions

$URI $TMO $EPD $APH $NEE

$508M

84 positions

#18FIRETRAIL INVESTMENTS PTY LTDActive

Notable overlap · 3 shared positions

$DE $CDNS $ECL

$355M

32 positions

#19Mirova US LLCActive

Notable overlap · 5 shared positions

$ECL $SHOP $TMO $NEE $VRT

$9.3B

45 positions

#20Stonehage Fleming Financial Services Holdings Ltd

Notable overlap · 3 shared positions

$APH $CDNS $ADI

$2.9B

215 positions

#21MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive

Notable overlap · 4 shared positions

$APH $TMO $ECL $VRT

$635M

146 positions

#22MONTGOMERY INVESTMENT MANAGEMENT INCActive

Notable overlap · 3 shared positions

$DE $URI $NEE

$330M

108 positions

#23Eldred Rock Partners, LLCActive

Notable overlap · 3 shared positions

$DE $TXN $TMO

$465M

29 positions

#24NOESIS CAPITAL MANGEMENT CORPActive

Notable overlap · 3 shared positions

$APH $ECL $NEE

$832M

124 positions

#25Castlefield Investment Partners LLPActive

Notable overlap · 5 shared positions

$DE $SHOP $TMO $URI $INTU

$147M

35 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.