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 CAMPBELL NEWMAN ASSET

13F Portfolio OverlapQ2 2026CAMPBELL NEWMAN ASSET portfolio →

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Most similar hedge funds by 13F overlap

CAMPBELL NEWMAN ASSET MANAGEMENT INC is an institutional investor managing $1.3B across 99 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 CAMPBELL NEWMAN ASSET are Raub Brock, Local Pensions Partnership Investment Ltd, Guinness Asset LTD, with shared positions in $APH, $ETN, $TXN, $MSI, $NDAQ, $MCO. The full ranking of 25 similar funds is below.

#1Raub Brock Capital Management LPActive

Notable overlap · 6 shared positions

$APH $ETN $TXN $MSI $NDAQ $MCO

$363M

45 positions

#2Local Pensions Partnership Investment LtdActive

Notable overlap · 6 shared positions

$KLAC $APH $TXN $MCO $MEDP $CW

$4.8B

32 positions

#3Guinness Asset Management LTDActive

Notable overlap · 7 shared positions

$ETN $TXN $EMR $PEP $KLAC $APH

$5.9B

141 positions

#4BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 8 shared positions

$ADI $TXN $LOW $APH $SYK $PEP

$346M

113 positions

#5COLTON GROOME FINANCIAL ADVISORS, LLCActive

Notable overlap · 6 shared positions

$KLAC $STT $ETN $EMR $PEP $LOW

$414M

164 positions

#6Walsky Investment Management, Inc.Passive

Notable overlap · 7 shared positions

$TXN $STT $ETN $EMR $LOW $PEP

$108M

52 positions

#7Close Asset Management LtdActive

Notable overlap · 4 shared positions

$KLAC $APH $ADI $NDAQ

$3.8B

269 positions

#8JLB & ASSOCIATES INCPassive

Notable overlap · 4 shared positions

$KLAC $APH $PEP $SYK

$748M

68 positions

#9Ayrshire Capital Management LLCPassive

Notable overlap · 4 shared positions

$KLAC $APH $ETN $WMB

$214M

50 positions

#10Shoker Investment Counsel, Inc.Active

Notable overlap · 5 shared positions

$KLAC $ADI $TXN $EMR $PEP

$398M

113 positions

#11JENSEN INVESTMENT MANAGEMENT INCActive

Notable overlap · 6 shared positions

$KLAC $APH $MSI $SYK $PEP $EMR

$4.1B

83 positions

#12Guinness Atkinson Asset Management IncPassive

Notable overlap · 6 shared positions

$KLAC $APH $NDAQ $ETN $TXN $EMR

$223M

107 positions

#13JGP Wealth Management, LLCActive

Notable overlap · 4 shared positions

$KLAC $ADI $LOW $PEP

$1.1B

231 positions

#14Lafayette Investments, Inc.Active

Notable overlap · 6 shared positions

$KLAC $LOW $PEP $SBUX $LII $TXN

$542M

162 positions

#15Castlefield Investment Partners LLPActive

Notable overlap · 4 shared positions

$KLAC $LOW $NDAQ $MCO

$147M

35 positions

#16OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 5 shared positions

$ETN $TXN $EMR $WEC $PEP

$2.7B

54 positions

#17Jones Kertz & Associates, Inc.Active

Notable overlap · 4 shared positions

$KLAC $APH $ADI $VMC

$217M

66 positions

#18Haverford Financial Services, Inc.Active

Notable overlap · 6 shared positions

$ETN $TXN $LOW $PEP $MSI $SYK

$339M

49 positions

#19NZS Capital, LLCActive

Notable overlap · 4 shared positions

$APH $TXN $KLAC $SYK

$3.9B

61 positions

#20MCDANIEL TERRY & COActive

Notable overlap · 6 shared positions

$APH $EMR $TXN $ETN $SYK $PEP

$1.3B

81 positions

#21Stonehage Fleming Financial Services Holdings Ltd

Notable overlap · 4 shared positions

$KLAC $APH $SYK $ADI

$2.9B

215 positions

#22Petros Family Wealth, LLCPassive

Notable overlap · 6 shared positions

$KLAC $EMR $ADI $LOW $TXN $SYK

$164M

134 positions

#23Pacific Excel Wealth Advisors, Inc.Passive

Notable overlap · 10 shared positions

$KLAC $APH $WFC $ADI $ETN $TXN

$258M

228 positions

#24Heritage Family Offices, LLPPassive

Notable overlap · 10 shared positions

$KLAC $APH $WFC $ADI $ETN $TXN

$259M

233 positions

#25Cartenna Capital, LPActive

Notable overlap · 5 shared positions

$APH $ADI $MSI $SBUX $DY

$4.2B

49 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.