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 CONQUIS FINANCIAL

13F Portfolio OverlapQ2 2026CONQUIS FINANCIAL portfolio →

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Most similar hedge funds by 13F overlap

CONQUIS FINANCIAL LLC is an institutional investor managing $124M across 54 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 CONQUIS FINANCIAL are Seilern Investment Ltd, BOURNE LENT ASSET, ADAPT Investment Managers SA, with shared positions in $ISRG, $ADSK, $ADBE, $AMGN, $HPQ, $WFC. The full ranking of 25 similar funds is below.

#1Seilern Investment Management LtdActive

Notable overlap · 3 shared positions

$ISRG $ADSK $ADBE

$794M

24 positions

#2BOURNE LENT ASSET MANAGEMENT INCActive

Notable overlap · 3 shared positions

$ADBE $ISRG $AMGN

$289M

65 positions

#3ADAPT Investment Managers SAActive

Notable overlap · 4 shared positions

$ADBE $ADSK $HPQ $WFC

$12.6B

133 positions

#4Biondo Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$ISRG $AMGN $LOW

$817M

89 positions

#5BLUE SQUARE ASSET MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$AMGN $ISRG $GWW

$247M

74 positions

#6Clark & Stuart, IncPassive

Some overlap · 3 shared positions

$MMM $ADBE $GWW

$159M

57 positions

#7Argyle Capital Management, LLCPassive

Some overlap · 4 shared positions

$AMGN $HPE $MMM $WFC

$347M

138 positions

#8CADINHA & CO LLCActive

Some overlap · 5 shared positions

$ISRG $AMGN $GWW $WFC $BA

$675M

107 positions

#9Navigoe, LLCPassive

Some overlap · 3 shared positions

$AMGN $ISRG $BA

$191M

1,224 positions

#10Minneapolis Portfolio Management Group, LLCActive

Some overlap · 3 shared positions

$ADSK $HPE $BA

$1.1B

34 positions

#11VAN STRUM & TOWNE INC.Passive

Some overlap · 4 shared positions

$AMGN $HPQ $WFC $LOW

$367M

111 positions

#12Corundum Group, Inc.Active

Some overlap · 3 shared positions

$MMM $AMGN $BA

$337M

112 positions

#13Purus Wealth Management, LLCPassive

Some overlap · 3 shared positions

$ISRG $AMGN $ADBE

$363M

171 positions

#14Shellback Capital, LPPassive

Some overlap · 4 shared positions

$MMM $HPE $LOW $ROST

$1.1B

89 positions

#15EDGEWOOD MANAGEMENT LLCActive

Some overlap · 3 shared positions

$ISRG $MMM $SOLV

$9.7B

90 positions

#16Aristotle Capital Management, LLCActive

Some overlap · 4 shared positions

$AMGN $ADSK $WFC $LOW

$47.7B

212 positions

#17Midwest Financial Partners Investments, Inc.Active

Some overlap · 3 shared positions

$AMGN $MMM $BA

$241M

80 positions

#18Oak Asset Management, LLCActive

Some overlap · 3 shared positions

$AMGN $ISRG $LOW

$311M

115 positions

#19SilverOak Wealth Management LLCActive

Some overlap · 3 shared positions

$MMM $SOLV $WFC

$777M

126 positions

#20Paradigm Capital Management, LLC/NVActive

Some overlap · 3 shared positions

$AMGN $HPE $WFC

$116M

65 positions

#21Kelsey Financial, LLCActive

Some overlap · 4 shared positions

$AMGN $HPQ $ADBE $WFC

$132M

65 positions

#22D L CARLSON INVESTMENT GROUP INCActive

Some overlap · 4 shared positions

$HPE $ISRG $AMGN $BA

$628M

133 positions

#23Kerusso Capital Management LLCPassive

Some overlap · 3 shared positions

$AMGN $MMM $LOW

$274M

58 positions

#24SKBA CAPITAL MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$MMM $AMGN $WFC

$606M

79 positions

#25Wealth Advisors Northwest LLCSmart money

Some overlap · 3 shared positions

$HPE $AMGN $HPQ

$293M

65 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.