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 Castlefield Investment Partners LLP

13F Portfolio OverlapQ2 2026Castlefield Investment Partners LLP portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Castlefield Investment Partners LLP is an institutional investor managing $147M across 35 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 Castlefield Investment Partners LLP are UNIO, MCRAE, Local Pensions Partnership Investment Ltd, with shared positions in $KLAC, $MCO, $CB, $NDAQ, $SNA, $LOW. The full ranking of 25 similar funds is below.

#1UNIO CAPITAL LLCActive

Notable overlap · 3 shared positions

$KLAC $MCO $CB

$526M

19 positions

#2MCRAE CAPITAL MANAGEMENT INCPassive

Notable overlap · 8 shared positions

$NDAQ $CB $SNA $LOW $TMO $WAT

$508M

113 positions

#3Local Pensions Partnership Investment LtdActive

Notable overlap · 3 shared positions

$KLAC $MCO $TMO

$4.8B

32 positions

#4Riverview Trust CoActive

Notable overlap · 3 shared positions

$KLAC $DE $LOW

$84M

166 positions

#5CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 4 shared positions

$KLAC $LOW $NDAQ $MCO

$1.3B

99 positions

#6Cornerstone Investment Partners, LLCActive

Notable overlap · 5 shared positions

$KLAC $CB $TMO $IQV $URI

$3.0B

312 positions

#7EAGLE ROCK INVESTMENT COMPANY, LLCActive

Notable overlap · 5 shared positions

$KLAC $CB $TMO $IQV $URI

$808M

156 positions

#8Fogel Capital Management, Inc.Active

Notable overlap · 4 shared positions

$CB $MCO $MELI $DE

$249M

57 positions

#9EVEXIA WEALTH LLCPassive

Notable overlap · 5 shared positions

$KLAC $CB $LOW $RSG $INTU

$369M

77 positions

#10JGP Wealth Management, LLCActive

Notable overlap · 4 shared positions

$KLAC $LOW $SCI $LEN

$1.1B

231 positions

#11DB Fitzpatrick & Co, IncActive

Notable overlap · 7 shared positions

$CB $MELI $TMO $DE $RSG $CRM

$124M

100 positions

#12Watershed Asset Management, L.L.C.Passive

Notable overlap · 4 shared positions

$MCO $TMO $SHOP $KLAC

$112M

116 positions

#13Triodos Investment Management BVActive

Notable overlap · 3 shared positions

$KLAC $DE $HASI

$1.6B

50 positions

#14OAK ASSOCIATES LTD /OH/Active

Notable overlap · 3 shared positions

$KLAC $CB $LOW

$1.8B

139 positions

#15Fjell Capital, LLCPassive

Notable overlap · 4 shared positions

$KLAC $DE $LOW $CRM

$147M

66 positions

#16Mirova US LLCActive

Notable overlap · 6 shared positions

$SHOP $TMO $LOW $BSX $AWK $CRM

$9.3B

45 positions

#17Guinness Atkinson Asset Management IncPassive

Notable overlap · 4 shared positions

$KLAC $NDAQ $TMO $CRM

$223M

107 positions

#18PineStone Asset Management Inc.Active

Notable overlap · 4 shared positions

$KLAC $MCO $LOW $HDB

$16.2B

44 positions

#19Cunning Capital Partners, LPActive

Notable overlap · 4 shared positions

$KLAC $CB $TMUS $URI

$248M

55 positions

#20CapitalatWork S.A.Active

Notable overlap · 5 shared positions

$TMUS $CB $MELI $DE $CRM

$4.0B

93 positions

#21Atlantic Edge Private Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$KLAC $TMO $LOW $URI

$489M

619 positions

#22WestEnd Advisors, LLCActive

Notable overlap · 5 shared positions

$CB $TMUS $TMO $CRM $INTU

$4.5B

408 positions

#23Baer Investment Advisory LLCPassive

Notable overlap · 5 shared positions

$DE $SHOP $TMO $URI $INTU

$119M

43 positions

#24Taylor Hoffman Capital Management LLCActive

Notable overlap · 4 shared positions

$DE $KLAC $SNA $MCO

$412M

122 positions

#25CAMDEN NATIONAL BANKPassive

Notable overlap · 5 shared positions

$CB $DE $TMUS $TMO $RSG

$767M

184 positions

Compare Castlefield Investment Partners LLP’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 Castlefield Investment Partners LLP’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.