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 EDGEWOOD

13F Portfolio OverlapQ2 2026EDGEWOOD portfolio →

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Most similar hedge funds by 13F overlap

EDGEWOOD MANAGEMENT LLC is an institutional investor managing $9.7B across 90 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 EDGEWOOD are 11 Partners, Coalescence Partners Investment, Gavilan Investment Partners, with shared positions in $ASML, $APH, $AXON, $LIN, $BX, $FICO. The full ranking of 25 similar funds is below.

#111 Capital Partners LPActive

Notable overlap · 5 shared positions

$ASML $APH $AXON $LIN $BX

$368M

22 positions

#2Coalescence Partners Investment Management, LPActive

Notable overlap · 5 shared positions

$ASML $FICO $TDG $BX $SPGI

$341M

12 positions

#3Gavilan Investment Partners LLCActive

Notable overlap · 3 shared positions

$ASML $SHOP $SPOT

$411M

15 positions

#4ACCOUNT MANAGEMENT LLCSmart money

Notable overlap · 4 shared positions

$ASML $SNPS $ISRG $BX

$99M

22 positions

#5DEEPWATER ASSET MANAGEMENT, LLCActive

Notable overlap · 7 shared positions

$AXON $SHOP $RDDT $ISRG $ASML $SNPS

$220M

35 positions

#6Hyperion Asset Management LtdActive

Notable overlap · 4 shared positions

$ASML $ISRG $AXON $SPOT

$3.8B

20 positions

#7YCG, LLCActive

Notable overlap · 7 shared positions

$FICO $MSCI $TDG $LIN $SPGI $CL

$1.1B

41 positions

#8JACOBSON & SCHMITT ADVISORS, LLCPassive

Notable overlap · 6 shared positions

$ASML $APH $BX $LIN $APP $PLD

$612M

81 positions

#9SANDS CAPITAL MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$ASML $AXON $SHOP $SPOT $ISRG $APP

$26.9B

71 positions

#10NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive

Notable overlap · 4 shared positions

$APH $ASML $SNPS $ABT

$606M

79 positions

#11Valley Forge Capital Management, LPSmart money

Notable overlap · 3 shared positions

$ASML $FICO $SPGI

$3.1B

7 positions

#12Talos Eurisko Asset Management LPActive

Notable overlap · 3 shared positions

$SNPS $APH $ASML

$703M

25 positions

#13Sycale Advisors (NY) LLCActive

Notable overlap · 4 shared positions

$AXON $SHOP $SPOT $SPGI

$326M

24 positions

#14Triple Frond Partners LLCSmart money

Notable overlap · 3 shared positions

$ASML $TDG $SPGI

$1.1B

13 positions

#15Phraction Management LLCActive

Notable overlap · 5 shared positions

$ASML $TDG $LIN $SNPS $SPGI

$596M

66 positions

#16Retail Employees Superannuation Pty Ltd as trustee for RetaiActive

Notable overlap · 6 shared positions

$ISRG $SNPS $MSCI $APH $LIN $PLD

$373M

28 positions

#17Atalan Capital Partners, LPActive

Notable overlap · 3 shared positions

$APH $TDG $SPOT

$1.6B

9 positions

#18NZS Capital, LLCActive

Notable overlap · 5 shared positions

$APH $ISRG $SHOP $LIN $AXON

$3.9B

61 positions

#19Birch Hill Investment Advisors LLCActive

Notable overlap · 4 shared positions

$APH $ASML $VRTX $SPGI

$2.5B

211 positions

#20Islander Capital Partners, L.P.Active

Notable overlap · 3 shared positions

$SHOP $TDG $SPOT

$276M

13 positions

#21WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTDActive

Notable overlap · 3 shared positions

$SNPS $MSCI $APH

$364M

37 positions

#22CIM, LLCPassive

Notable overlap · 5 shared positions

$ASML $SNPS $ISRG $SPOT $APH

$773M

171 positions

#23Bowie Capital Management, LLCActive

Notable overlap · 5 shared positions

$ASML $FICO $MSCI $SPGI $CME

$2.4B

37 positions

#24Sunstone Asset Management, L.P.Passive

Notable overlap · 5 shared positions

$SNPS $ASML $APH $SHOP $EQIX

$92M

57 positions

#25Stony Point Capital LLCActive

Notable overlap · 5 shared positions

$SHOP $AXON $ASML $RDDT $DLR

$1.5B

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.