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Hedge Funds Similar to Copeland

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

Copeland Capital Management, LLC is an institutional investor managing $4.9B across 265 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 Copeland are Bridge City, Leeward Investments, - MA, Eversept Partners, with shared positions in $KLIC, $LMAT, $LSTR, $USPH, $HXL, $EHC. The full ranking of 25 similar funds is below.

#1Bridge City Capital, LLCPassive
Some overlap · 4 shared positions
$KLIC$LMAT$LSTR$USPH
$438M
114 positions
#2Leeward Investments, LLC - MAActive
Some overlap · 5 shared positions
$HXL$EHC$VMI$SXI$WCC
$2.2B
140 positions
#3Eversept Partners, LPActive
Some overlap · 4 shared positions
$ENSG$EHC$CTRE$CHE
$1.9B
120 positions
#4Ballast Asset Management, LPPassive
Some overlap · 5 shared positions
$AZZ$LSTR$TPB$PATK$AGM
$251M
53 positions
#5Nitorum Capital, L.P.Active
Some overlap · 3 shared positions
$PSMT$VMI$AZZ
$147M
23 positions
#6Laurus Global Equity Management Inc.
Some overlap · 4 shared positions
$ENSG$NSSC$LSTR$CHE
$102M
45 positions
#7Alpine Peaks Capital, LPActive
Some overlap · 3 shared positions
$LFUS$CGNX$USPH
$85M
20 positions
#8Channing Capital Management, LLCActive
Some overlap · 3 shared positions
$LFUS$HXL$BC
$4.3B
106 positions
#9GENEVA CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$AAON$LMAT$FSV$KNSL
$4.4B
119 positions
#10Harvey Partners, LLCActive
Some overlap · 3 shared positions
$LFUS$MTRN$AZZ
$1.5B
48 positions
#11Aristotle Capital Boston, LLCPassive
Some overlap · 3 shared positions
$LFUS$HXL$CHE
$1.5B
119 positions
#12WASATCH ADVISORS LPActive
Some overlap · 3 shared positions
$AAON$ENSG$SXI
$15.3B
219 positions
#13Summit Creek Advisors LLCPassive
Some overlap · 3 shared positions
$LFUS$LMAT$FSV
$294M
64 positions
#14Turtle Creek Asset Management Inc.Active
Some overlap · 5 shared positions
$ENSG$BC$KNSL$PATK$FSV
$2.6B
38 positions
#15Ranger Investment Management, L.P.Active
Some overlap · 3 shared positions
$AAON$EE$LMAT
$1.6B
83 positions
#16Pier Capital, LLCPassive
Some overlap · 3 shared positions
$HXL$VMI$AZZ
$755M
129 positions
#17Conestoga Capital Advisors, LLCActive
Some overlap · 3 shared positions
$AAON$LMAT$FSV
$4.6B
109 positions
#18LANDMARK INVESTMENT PARTNERS, L.P.Passive
Some overlap · 3 shared positions
$ENSG$TNL$CNS
$399M
54 positions
#19SEGALL BRYANT & HAMILL, LLCPassive
Some overlap · 4 shared positions
$VMI$MTRN$LFUS$ENSG
$8.4B
590 positions
#20Values First Advisors, Inc.Passive
Some overlap · 3 shared positions
$ENSG$CGNX$LMAT
$219M
187 positions
#21Gillson Capital LPActive
Some overlap · 3 shared positions
$ENSG$CTRE$TRNO
$1.7B
80 positions
#22JACOBSON & SCHMITT ADVISORS, LLCPassive
Some overlap · 3 shared positions
$AAON$FSV$KNSL
$612M
81 positions
#23RIVERBRIDGE PARTNERS LLCActive
Some overlap · 3 shared positions
$ENSG$KNSL$CGNX
$3.6B
198 positions
#24Lightrock Netherlands B.V.Passive
Some overlap · 3 shared positions
$BC$CTRE$EHC
$506M
36 positions
#254D Advisors, LLCPassive
Some overlap · 3 shared positions
$LSTR$TPB$KLIC
$260M
37 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.