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 DB Fitzpatrick

13F Portfolio OverlapQ2 2026DB Fitzpatrick portfolio →

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Most similar hedge funds by 13F overlap

DB Fitzpatrick & Co, Inc is an institutional investor managing $124M across 100 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 DB Fitzpatrick are Mirova US, WILSON ASSET (INTERNATIONAL) PTY LTD, PARNASSUS INVESTMENTS, with shared positions in $TMO, $WM, $HUBB, $EW, $DHR, $ECL. The full ranking of 25 similar funds is below.

#1Mirova US LLCActive

Notable overlap · 8 shared positions

$TMO $WM $HUBB $EW $DHR $ECL

$9.3B

45 positions

#2WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTDActive

Notable overlap · 7 shared positions

$TMO $EW $MSCI $PWR $SNPS $ETN

$364M

37 positions

#3PARNASSUS INVESTMENTS, LLCActive

Notable overlap · 8 shared positions

$WM $DE $TMO $DHR $SNPS $SYK

$37.4B

135 positions

#4BOURGEON CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$ETN $HUBB $XYZ $DHR $ECL $BA

$679M

104 positions

#5Tamar Securities, LLCActive

Notable overlap · 6 shared positions

$MELI $PWR $SHW $AMGN $SNPS $LMT

$1.1B

98 positions

#6CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 7 shared positions

$PWR $TMO $ORLY $FTNT $SHW $APD

$456M

67 positions

#7Capital Investment Services of America, Inc.Active

Notable overlap · 6 shared positions

$DHR $SYK $PWR $SBUX $ECL $SNPS

$1.0B

83 positions

#8Strategic Wealth Investment Group, LLCPassive

Notable overlap · 8 shared positions

$TMO $HUBB $BA $ORLY $CRM $DHR

$825M

104 positions

#9WORMSER FRERES GESTIONActive

Notable overlap · 6 shared positions

$TMO $SYK $EW $MSCI $ECL $DHR

$177M

66 positions

#10Long Road Investment Counsel, LLCActive

Notable overlap · 6 shared positions

$SYK $SBUX $ORLY $AFL $APD $TMO

$271M

80 positions

#11Greystone Financial Group, LLCPassive

Notable overlap · 6 shared positions

$WM $TMO $AMGN $SBUX $SNPS $LMT

$358M

74 positions

#12Spear Holdings RSC LtdActive

Notable overlap · 4 shared positions

$DHR $TMO $SHW $MELI

$1.7B

18 positions

#13PBCay One RSC LtdActive

Notable overlap · 4 shared positions

$DHR $TMO $SHW $MELI

$1.7B

19 positions

#14Liberty Capital Management, Inc.Passive

Notable overlap · 8 shared positions

$TMO $AFL $FTNT $ECL $DHR $CB

$582M

184 positions

#15Reliant Investment Management, LLCPassive

Notable overlap · 5 shared positions

$PWR $ETN $HUBB $TMO $SYK

$281M

55 positions

#16FinArc Investments, Inc.Active

Notable overlap · 5 shared positions

$DHR $TMO $SBUX $AMGN $CRM

$110M

43 positions

#17ALTA CAPITAL MANAGEMENT LLC/Active

Notable overlap · 7 shared positions

$ETN $TMO $MELI $SHW $WM $SYK

$1.3B

109 positions

#18UNITED BANKActive

Notable overlap · 9 shared positions

$HUBB $AMGN $WM $APD $AFL $CMI

$853M

130 positions

#19ARCADIA INVESTMENT MANAGEMENT CORP/MI

Notable overlap · 8 shared positions

$SYK $TMO $ORLY $SBUX $APD $ZS

$584M

366 positions

#20LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 7 shared positions

$SYK $DHR $TMO $SNPS $INTU $SBUX

$10.3B

565 positions

#21Sivik Global Healthcare LLCActive

Notable overlap · 5 shared positions

$DHR $TMO $SYK $EW $ELV

$132M

34 positions

#22Lipe & DaltonPassive

Notable overlap · 7 shared positions

$BA $DE $TMO $DHR $ETN $AMGN

$215M

94 positions

#23Stack Financial Management, IncActive

Notable overlap · 6 shared positions

$PWR $WM $SYK $LMT $DHR $DOV

$1.3B

54 positions

#24DILLON & ASSOCIATES INCActive

Notable overlap · 7 shared positions

$SYK $ORLY $APD $ECL $ETN $DHR

$817M

80 positions

#25Two Point Capital Management, Inc.Active

Notable overlap · 7 shared positions

$ETN $APD $SYK $TMO $CMI $DOV

$248M

30 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.