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 Guinness Asset LTD

13F Portfolio OverlapQ2 2026Guinness Asset LTD portfolio →

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Most similar hedge funds by 13F overlap

Guinness Asset Management LTD is an institutional investor managing $5.9B across 141 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 Guinness Asset LTD are CAMPBELL NEWMAN ASSET, Guinness Atkinson Asset, OLD REPUBLIC INTERNATIONAL, with shared positions in $ETN, $TXN, $EMR, $PEP, $KLAC, $APH. The full ranking of 25 similar funds is below.

#1CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 7 shared positions

$ETN $TXN $EMR $PEP $KLAC $APH

$1.3B

99 positions

#2Guinness Atkinson Asset Management IncPassive

Notable overlap · 16 shared positions

$MDT $KLAC $ETN $APH $AFL $AME

$223M

107 positions

#3OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 6 shared positions

$ETN $EMR $TXN $PEP $AJG $PAYX

$2.7B

54 positions

#4Haverford Financial Services, Inc.Active

Notable overlap · 6 shared positions

$ETN $BLK $TXN $PEP $MDT $TMO

$339M

49 positions

#5VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 5 shared positions

$PEP $BLK $AFL $EMR $MDT

$201M

57 positions

#6WestEnd Advisors, LLCActive

Notable overlap · 4 shared positions

$TXN $MDT $PEP $TMO

$4.5B

408 positions

#7Martin Capital Partners, LLCPassive

Notable overlap · 5 shared positions

$TXN $CME $MDT $PEP $PAYX

$272M

72 positions

#8MCDANIEL TERRY & COActive

Notable overlap · 7 shared positions

$ITW $EMR $TXN $ETN $APH $TMO

$1.3B

81 positions

#9Willis Investment CounselActive

Notable overlap · 6 shared positions

$TXN $PAYX $AFL $ETN $PEP $MDT

$2.1B

125 positions

#10BONTEMPO OHLY CAPITAL MGMT LLCSmart money

Notable overlap · 3 shared positions

$TXN $ITW $PAYX

$235M

33 positions

#11Ayrshire Capital Management LLCPassive

Notable overlap · 7 shared positions

$ETN $AJG $KLAC $APH $AME $ICE

$214M

50 positions

#12James Hambro & Partners LLPActive

Notable overlap · 8 shared positions

$TXN $EMR $APH $AME $TMO $ICE

$2.8B

68 positions

#13Nexus Investment Management ULCActive

Notable overlap · 5 shared positions

$TXN $AJG $MDT $TMO $DHR

$767M

72 positions

#14HEADINVEST, LLCPassive

Notable overlap · 7 shared positions

$TXN $EMR $PEP $MDT $ETN $KLAC

$536M

217 positions

#15Raub Brock Capital Management LPActive

Notable overlap · 6 shared positions

$TXN $ETN $APH $AME $NDAQ $TMO

$363M

45 positions

#16Miramar Capital, LLCPassive

Notable overlap · 4 shared positions

$PEP $PAYX $CME $BLK

$455M

57 positions

#17Coston, McIsaac & PartnersPassive

Notable overlap · 4 shared positions

$TXN $PEP $PAYX $MDT

$497M

948 positions

#18Exeter Financial, LLCPassive

Notable overlap · 5 shared positions

$AFL $EMR $TXN $PEP $ITW

$261M

101 positions

#19Eldred Rock Partners, LLCActive

Notable overlap · 4 shared positions

$TXN $EMR $PEP $TMO

$465M

29 positions

#20BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 7 shared positions

$TXN $BLK $ITW $PEP $APH $ETN

$346M

113 positions

#21LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive

Notable overlap · 4 shared positions

$AFL $AJG $PEP $TMO

$361M

59 positions

#22Welch Group, LLCPassive

Notable overlap · 5 shared positions

$TXN $EMR $AJG $PAYX $PEP

$2.9B

326 positions

#23Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 4 shared positions

$ETN $ITW $OTIS $PEP

$214M

33 positions

#24CORDA Investment Management, LLC.Active

Notable overlap · 5 shared positions

$CME $PEP $MDLZ $MDT $PAYX

$1.6B

85 positions

#25Banco de Sabadell, S.APassive

Notable overlap · 6 shared positions

$ETN $BLK $TXN $CME $MDT $TMO

$170M

61 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.