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 FLOSSBACH VON STORCH SE

13F Portfolio OverlapQ2 2026FLOSSBACH VON STORCH SE portfolio →

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Most similar hedge funds by 13F overlap

FLOSSBACH VON STORCH SE is an institutional investor managing $22.1B across 106 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 FLOSSBACH VON STORCH SE are COMPASS, MOUNTAIN PACIFIC INVESTMENT ADVISERS, Tandem Investment Advisors, with shared positions in $APH, $TMO, $SPGI, $ICE, $SYK, $ROP. The full ranking of 25 similar funds is below.

#1COMPASS CAPITAL MANAGEMENT, INCActive

Substantial overlap · 9 shared positions

$APH $TMO $SPGI $ICE $SYK $ROP

$1.7B

91 positions

#2MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive

Notable overlap · 8 shared positions

$APH $DHR $TMO $AME $ROP $FTV

$635M

146 positions

#3Tandem Investment Advisors, Inc.Active

Notable overlap · 8 shared positions

$APH $ABT $ICE $SYK $ROP $PEP

$1.5B

68 positions

#4Dundas Partners LLPActive

Notable overlap · 7 shared positions

$APH $TMO $AME $ABT $SYK $ADI

$1.4B

31 positions

#5BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 10 shared positions

$TMO $SCHW $SPGI $LIN $NKE $PEP

$499M

73 positions

#6DLK Investment Management, LLCPassive

Notable overlap · 9 shared positions

$ICE $DHR $ABT $SCHW $NKE $PEP

$235M

96 positions

#7Guinness Atkinson Asset Management IncPassive

Notable overlap · 6 shared positions

$APH $AME $TMO $DHR $ICE $ROP

$223M

107 positions

#8PROFESSIONAL ADVISORY SERVICES INCActive

Notable overlap · 6 shared positions

$TMO $APH $SPGI $SYK $PEP $ADI

$836M

93 positions

#9Ravenstone Capital Management Inc.Active

Notable overlap · 5 shared positions

$APH $TMO $DHR $SPGI $SHW

$244M

54 positions

#10James Hambro & Partners LLPActive

Notable overlap · 7 shared positions

$APH $TMO $AME $ICE $MELI $SPGI

$2.8B

68 positions

#11J. Stern & Co. LLPActive

Notable overlap · 7 shared positions

$APH $ICE $ABT $TMO $NKE $MCD

$1.1B

51 positions

#12Cornerstone Capital, Inc.Active

Notable overlap · 7 shared positions

$APH $AME $TMO $NKE $ABT $SCHW

$1.1B

120 positions

#13JACOBSON & SCHMITT ADVISORS, LLCPassive

Notable overlap · 6 shared positions

$APH $DHR $SCHW $LIN $MELI $NKE

$612M

81 positions

#14NZS Capital, LLCActive

Notable overlap · 6 shared positions

$APH $DHR $SYK $ROP $LIN $MELI

$3.9B

61 positions

#15MAR VISTA INVESTMENT PARTNERS LLCActive

Notable overlap · 7 shared positions

$APH $AME $SYK $LIN $DHR $ADI

$1.0B

33 positions

#16CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 7 shared positions

$APH $AME $TMO $LIN $SYK $SPGI

$456M

67 positions

#17Phraction Management LLCActive

Notable overlap · 7 shared positions

$TMO $DHR $SPGI $LIN $ICE $ADI

$596M

66 positions

#18Ayrshire Capital Management LLCPassive

Notable overlap · 6 shared positions

$APH $AME $ICE $SPGI $LIN $DHR

$214M

50 positions

#19DUDLEY & SHANLEY, INC.Active

Notable overlap · 6 shared positions

$APH $SCHW $AME $DHR $ADI $ROP

$662M

37 positions

#20Advocacy Wealth Management, LLCActive

Notable overlap · 8 shared positions

$SPGI $SCHW $APH $SYK $ABT $ICE

$2.8B

151 positions

#21NORTH STAR ASSET MANAGEMENT INC

Notable overlap · 8 shared positions

$SCHW $AME $ABT $SYK $TMO $APH

$2.5B

372 positions

#22Mendel Money ManagementPassive

Notable overlap · 6 shared positions

$TMO $AME $DHR $APH $LIN $ACN

$273M

127 positions

#23Dixon Mitchell Investment Counsel Inc.Active

Notable overlap · 6 shared positions

$TMO $AME $ICE $ROP $DHR $MELI

$3.1B

144 positions

#24Navera Investment Management Ltd.Active

Notable overlap · 5 shared positions

$APH $TMO $AME $ACN $MCD

$3.7B

56 positions

#25Port Capital LLCActive

Notable overlap · 7 shared positions

$APH $AME $LIN $ICE $IEX $SHW

$2.5B

108 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.