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 Atkinson Asset

13F Portfolio OverlapQ2 2026Guinness Atkinson Asset portfolio →

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Most similar hedge funds by 13F overlap

Guinness Atkinson Asset Management Inc is an institutional investor managing $223M across 107 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 Atkinson Asset are FLOSSBACH VON STORCH SE, Ayrshire, MOUNTAIN PACIFIC INVESTMENT ADVISERS, with shared positions in $APH, $AME, $TMO, $DHR, $ICE, $ROP. The full ranking of 25 similar funds is below.

#1FLOSSBACH VON STORCH SEActive

Notable overlap · 6 shared positions

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

$22.1B

106 positions

#2Ayrshire Capital Management LLCPassive

Notable overlap · 7 shared positions

$KLAC $APH $AME $ICE $ETN $DHR

$214M

50 positions

#3MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive

Notable overlap · 6 shared positions

$APH $AME $TMO $DHR $ROP $AJG

$635M

146 positions

#4Guinness Asset Management LTDActive

Notable overlap · 16 shared positions

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

$5.9B

141 positions

#5Dundas Partners LLPActive

Notable overlap · 5 shared positions

$APH $AME $NDAQ $TMO $CRM

$1.4B

31 positions

#6NZS Capital, LLCActive

Notable overlap · 6 shared positions

$APH $KLAC $ROP $DHR $TXN $AJG

$3.9B

61 positions

#7James Hambro & Partners LLPActive

Notable overlap · 7 shared positions

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

$2.8B

68 positions

#8CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

$KLAC $APH $NDAQ $ETN $TXN $EMR

$1.3B

99 positions

#9COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 5 shared positions

$APH $TMO $ROP $ICE $QCOM

$1.7B

91 positions

#10J. Stern & Co. LLPActive

Notable overlap · 5 shared positions

$APH $TMO $ICE $CRM $ETN

$1.1B

51 positions

#11Local Pensions Partnership Investment LtdActive

Notable overlap · 4 shared positions

$KLAC $APH $TMO $TXN

$4.8B

32 positions

#12Decatur Capital Management, Inc.Active

Notable overlap · 5 shared positions

$KLAC $AME $APH $ROP $TMO

$295M

53 positions

#13Raub Brock Capital Management LPActive

Notable overlap · 6 shared positions

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

$363M

45 positions

#14Dixon Mitchell Investment Counsel Inc.Active

Notable overlap · 6 shared positions

$AME $TMO $ICE $ROP $DHR $TXN

$3.1B

144 positions

#15Mendel Money ManagementPassive

Notable overlap · 5 shared positions

$AME $TMO $DHR $APH $NXPI

$273M

127 positions

#16Cornerstone Capital, Inc.Active

Notable overlap · 5 shared positions

$APH $AME $TMO $ETN $AJG

$1.1B

120 positions

#17INVESCO, LLCActive

Notable overlap · 6 shared positions

$APH $KLAC $TMO $AFL $TXN $ICE

$323M

133 positions

#18Tandem Investment Advisors, Inc.Active

Notable overlap · 4 shared positions

$APH $ROP $ICE $NDAQ

$1.5B

68 positions

#19JLB & ASSOCIATES INCPassive

Notable overlap · 3 shared positions

$KLAC $APH $AME

$748M

68 positions

#20Jones Kertz & Associates, Inc.Active

Notable overlap · 4 shared positions

$KLAC $APH $ROP $CRM

$217M

66 positions

#21Progressive Investment Management CorpActive

Notable overlap · 4 shared positions

$KLAC $APH $DHR $TXN

$454M

56 positions

#22Port Capital LLCActive

Notable overlap · 4 shared positions

$APH $AME $ICE $ETN

$2.5B

108 positions

#23Castlefield Investment Partners LLPActive

Notable overlap · 4 shared positions

$KLAC $NDAQ $TMO $CRM

$147M

35 positions

#24Union Heritage Capital, LLCPassive

Notable overlap · 3 shared positions

$APH $AME $KLAC

$295M

65 positions

#25Navera Investment Management Ltd.Active

Notable overlap · 3 shared positions

$APH $AME $TMO

$3.7B

56 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.