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Hedge Funds Similar to Close Asset Ltd

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

Close Asset Management Ltd is an institutional investor managing $3.8B across 269 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 Close Asset Ltd are Bristol Gate Partners, CAMPBELL NEWMAN ASSET, Baer Investment Advisory, with shared positions in $KLAC, $EME, $APH, $MCK, $ADI, $NDAQ. The full ranking of 25 similar funds is below.

#1Bristol Gate Capital Partners Inc.Active
Notable overlap · 4 shared positions
$KLAC$EME$APH$MCK
$1.4B
33 positions
#2CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Notable overlap · 4 shared positions
$KLAC$APH$ADI$NDAQ
$1.3B
99 positions
#3Baer Investment Advisory LLCPassive
Notable overlap · 5 shared positions
$EME$APH$ADI$CDNS$DE
$119M
43 positions
#4Local Pensions Partnership Investment LtdActive
Notable overlap · 4 shared positions
$KLAC$APH$BKNG$CDNS
$4.8B
32 positions
#5Stonehage Fleming Financial Services Holdings LtdActive
Notable overlap · 7 shared positions
$KLAC$APH$CDNS$MCD$BKNG$MCK
$2.9B
215 positions
#6Jones Kertz & Associates, Inc.Active
Notable overlap · 4 shared positions
$KLAC$APH$ADI$MCK
$217M
66 positions
#7Smith Group Asset Management, LLCActive
Notable overlap · 5 shared positions
$KLAC$ADI$BKNG$MCK$CDNS
$2.5B
166 positions
#8Saraza Management, LPActive
Notable overlap · 3 shared positions
$APH$COF$ADI
$251M
19 positions
#9FORTEM FINANCIAL GROUP, LLCPassive
Notable overlap · 4 shared positions
$KLAC$EME$APH$ADI
$490M
188 positions
#10Benchmark Investment Advisors LLCPassive
Notable overlap · 4 shared positions
$KLAC$APH$EME$BKNG
$228M
70 positions
#11JLB & ASSOCIATES INCPassive
Notable overlap · 3 shared positions
$KLAC$APH$MRSH
$748M
68 positions
#12JENSEN INVESTMENT MANAGEMENT INCActive
Notable overlap · 5 shared positions
$KLAC$APH$CDNS$MCD$MRSH
$4.1B
83 positions
#13ALKEON CAPITAL MANAGEMENT LLCSmart money
Notable overlap · 5 shared positions
$KLAC$APH$ADI$BKNG$CDNS
$74.1B
109 positions
#14INVESCO, LLCActive
Notable overlap · 4 shared positions
$APH$KLAC$ADI$MCK
$323M
133 positions
#15DUDLEY & SHANLEY, INC.Active
Notable overlap · 3 shared positions
$APH$ADI$DCI
$662M
37 positions
#16Dundas Partners LLPActive
Notable overlap · 4 shared positions
$APH$ADI$BKNG$NDAQ
$1.4B
31 positions
#17Progressive Investment Management CorpActive
Notable overlap · 4 shared positions
$KLAC$APH$CDNS$DE
$454M
56 positions
#18OAK ASSOCIATES LTD /OH/Active
Notable overlap · 4 shared positions
$KLAC$APH$CDNS$MCK
$1.8B
139 positions
#19Guinness Atkinson Asset Management IncPassive
Notable overlap · 3 shared positions
$KLAC$APH$NDAQ
$223M
107 positions
#20LOGAN CAPITAL MANAGEMENT INCPassive
Notable overlap · 3 shared positions
$KLAC$APH$CLS
$2.7B
443 positions
#21FENIMORE ASSET MANAGEMENT INCActive
Notable overlap · 3 shared positions
$APH$ADI$BKNG
$4.8B
92 positions
#22Shoker Investment Counsel, Inc.Active
Notable overlap · 3 shared positions
$KLAC$ADI$MCD
$398M
113 positions
#23E20 Capital LtdActive
Notable overlap · 3 shared positions
$APH$KLAC$CDNS
$1.2B
22 positions
#24M.D. Sass, LLCActive
Notable overlap · 4 shared positions
$COF$ADI$APH$CDNS
$1.5B
39 positions
#25CONTRAVISORY INVESTMENT MANAGEMENT, INC.Passive
Notable overlap · 3 shared positions
$KLAC$APH$EME
$566M
391 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.