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 DEARBORN PARTNERS

13F Portfolio OverlapQ2 2026DEARBORN PARTNERS portfolio →

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Most similar hedge funds by 13F overlap

DEARBORN PARTNERS LLC is an institutional investor managing $1.8B 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 DEARBORN PARTNERS are Tandem Investment Advisors, COMPASS, BENJAMIN EDWARDS, with shared positions in $MCD, $APH, $RSG, $WEC, $SYK, $ABT. The full ranking of 25 similar funds is below.

#1Tandem Investment Advisors, Inc.Active

Notable overlap · 10 shared positions

$MCD $APH $RSG $WEC $SYK $ABT

$1.5B

68 positions

#2COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 10 shared positions

$ADP $APH $ITW $SHW $QCOM $ACN

$1.7B

91 positions

#3BENJAMIN EDWARDS INCPassive

Notable overlap · 16 shared positions

$APH $TXN $WEC $ATO $CASY $WSO

$11.0B

1,425 positions

#4Bath Savings Trust CoActive

Notable overlap · 11 shared positions

$ADP $WSO $APH $SYK $SHW $ABT

$965M

177 positions

#5WENDELL DAVID ASSOCIATES INCActive

Notable overlap · 11 shared positions

$MCD $ADP $SYK $WSO $ABT $ECL

$947M

155 positions

#6MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 10 shared positions

$WEC $TXN $ADP $APH $SHW $MSI

$857M

166 positions

#7CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 9 shared positions

$APH $SHW $ITW $MSI $SYK $STE

$456M

67 positions

#8FENIMORE ASSET MANAGEMENT INCActive

Notable overlap · 10 shared positions

$APH $ITW $AJG $SYK $STE $RSG

$4.8B

92 positions

#9JENSEN INVESTMENT MANAGEMENT INCActive

Notable overlap · 11 shared positions

$APH $SHW $MCD $MSI $SYK $ABT

$4.1B

83 positions

#10MCDANIEL TERRY & COActive

Notable overlap · 9 shared positions

$ADP $APH $ITW $TXN $SYK $ECL

$1.3B

81 positions

#11Legacy Financial Strategies, LLCActive

Notable overlap · 9 shared positions

$ATO $SHW $ADP $MCD $ABT $ECL

$646M

152 positions

#12Stokes Capital Advisors, LLCPassive

Notable overlap · 8 shared positions

$MCD $TXN $SHW $QCOM $SYK $NEE

$467M

118 positions

#13KANAWHA CAPITAL MANAGEMENT LLCActive

Notable overlap · 8 shared positions

$APH $ADP $ITW $MCD $ABT $QCOM

$1.5B

228 positions

#14RESOURCES MANAGEMENT CORP /CT/ /ADVPassive

Notable overlap · 10 shared positions

$MCD $APH $NEE $ITW $SYK $TMUS

$794M

188 positions

#15Raub Brock Capital Management LPActive

Notable overlap · 8 shared positions

$CASY $APH $TXN $SHW $MSI $NDAQ

$363M

45 positions

#16BROADWATER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

$MCD $WEC $SYK $ECL $SPGI $ABT

$138M

208 positions

#17Stonehage Fleming Financial Services Holdings Ltd

Notable overlap · 7 shared positions

$MCD $APH $AJG $SYK $VRSK $SPGI

$2.9B

215 positions

#18HFR Wealth Management, LLCActive

Notable overlap · 7 shared positions

$WEC $ADP $APH $STE $TSCO $NEE

$410M

53 positions

#19Running Oak Capital LLCPassive

Notable overlap · 7 shared positions

$RSG $ADP $WSO $AJG $SYK $STE

$587M

59 positions

#20PENINSULA ASSET MANAGEMENT INCActive

Notable overlap · 8 shared positions

$ADP $SHW $SYK $ABT $SPGI $ECL

$209M

54 positions

#21CAMDEN NATIONAL BANKPassive

Notable overlap · 7 shared positions

$RSG $MCD $ADP $TXN $TMUS $SPGI

$767M

184 positions

#22CINCINNATI FINANCIAL CORPActive

Notable overlap · 8 shared positions

$MCD $SNA $CME $QCOM $AJG $ADP

$5.2B

56 positions

#23Cincinnati Specialty Underwriters Insurance COActive

Notable overlap · 9 shared positions

$WEC $ADP $AJG $SNA $ABT $NEE

$449M

45 positions

#24Walsky Investment Management, Inc.Passive

Notable overlap · 8 shared positions

$MCD $TXN $ABT $SPGI $QCOM $SHW

$108M

52 positions

#25BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 8 shared positions

$TXN $APH $VZ $ACN $SPGI $NEE

$499M

73 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.