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Hedge Funds Similar to Clio Asset

13F Portfolio OverlapQ2 2026Clio Asset portfolio →
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Most similar hedge funds by 13F overlap

Clio Asset Management LLC is an institutional investor managing $126M across 15 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 Clio Asset are Obion, Pelham Ltd., GFI Investment Counsel Ltd., with shared positions in $HLT, $ORLY, $AZO, $LIN, $MDLN, $SHW. The full ranking of 25 similar funds is below.

#1Obion Capital Management LPActive
Substantial overlap · 6 shared positions
$HLT$ORLY$AZO$LIN$MDLN$SHW
$118M
16 positions
#2Pelham Capital Ltd.Active
Substantial overlap · 4 shared positions
$HLT$ORLY$LIN$MDLN
$176M
12 positions
#3GFI Investment Counsel Ltd.Active
Substantial overlap · 3 shared positions
$HLT$FERG$SHW
$737M
30 positions
#4JACKSON HILL ADVISORS, LLCActive
Notable overlap · 4 shared positions
$SPGI$AZO$CPRT$HLT
$197M
13 positions
#5Lionstone Capital Management LLCSmart money
Notable overlap · 3 shared positions
$FERG$SPGI$CPRT
$435M
11 positions
#6Shelter Rock Management, LLCActive
Notable overlap · 3 shared positions
$HLT$ORLY$AZO
$103M
37 positions
#7PineStone Asset Management Inc.Active
Notable overlap · 6 shared positions
$AZO$SHW$LIN$SPGI$CPRT$HLT
$16.2B
44 positions
#8BLS CAPITAL FONDSMAEGLERSELSKAB A/SSmart money
Notable overlap · 3 shared positions
$AZO$SPGI$AJG
$2.6B
11 positions
#9Vancity Investment Management LtdPassive
Notable overlap · 5 shared positions
$SPGI$CPRT$AZO$FERG$LIN
$666M
92 positions
#10Port Capital LLCActive
Notable overlap · 6 shared positions
$LIN$ORLY$CPRT$SHW$MDLN$SPGI
$2.5B
108 positions
#11LOCUST WOOD CAPITAL ADVISERS, LLCActive
Notable overlap · 3 shared positions
$SPGI$LIN$SHW
$4.1B
33 positions
#12YCG, LLCActive
Notable overlap · 3 shared positions
$LIN$CPRT$SPGI
$1.1B
41 positions
#13Bowie Capital Management, LLCActive
Notable overlap · 4 shared positions
$SPGI$CPRT$AJG$ORLY
$2.4B
37 positions
#14Unisphere EstablishmentActive
Notable overlap · 4 shared positions
$SPGI$LIN$AJG$MDLN
$11.7B
56 positions
#15Egerton Capital (UK) LLPActive
Notable overlap · 4 shared positions
$MDLN$FERG$LIN$SPGI
$10.4B
23 positions
#16COMPASS CAPITAL MANAGEMENT, INCActive
Notable overlap · 3 shared positions
$LIN$SHW$SPGI
$1.7B
91 positions
#17COMGEST GLOBAL INVESTORS S.A.S.Active
Notable overlap · 3 shared positions
$LIN$SPGI$FERG
$4.5B
55 positions
#18S.E.E.D. Planning Group LLCPassive
Notable overlap · 3 shared positions
$SHW$LIN$SPGI
$379M
88 positions
#19Skye Global Management LPSmart money
Notable overlap · 4 shared positions
$SPGI$HLT$FERG$SHW
$5.1B
30 positions
#20WEDGEWOOD PARTNERS INCActive
Notable overlap · 3 shared positions
$ORLY$SPGI$CPRT
$484M
18 positions
#21Pacific Capital Partners LtdPassive
Notable overlap · 3 shared positions
$AZO$AJG$MDLN
$116M
40 positions
#22CHILTON INVESTMENT CO INC.Active
Notable overlap · 4 shared positions
$SHW$AJG$ORLY$FERG
$4.2B
299 positions
#23BECK MACK & OLIVER LLCActive
Notable overlap · 3 shared positions
$FERG$HLT$AJG
$5.1B
201 positions
#24PARNASSUS INVESTMENTS, LLCActive
Notable overlap · 5 shared positions
$LIN$FERG$SPGI$AZO$SHW
$37.4B
135 positions
#25Ayrshire Capital Management LLCPassive
Notable overlap · 3 shared positions
$LIN$AJG$SPGI
$214M
50 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.