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 Havemeyer Place

13F Portfolio OverlapQ2 2026Havemeyer Place portfolio →

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Most similar hedge funds by 13F overlap

Havemeyer Place LP is an institutional investor managing $1.0B across 495 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 Havemeyer Place are Cornerstone Investment Partners, EAGLE ROCK INVESTMENT COMPANY, KP, with shared positions in $KLAC, $TMO, $CBRE, $IQV, $CMI, $TTWO. The full ranking of 25 similar funds is below.

#1Cornerstone Investment Partners, LLCActive

Some overlap · 6 shared positions

$KLAC $TMO $CBRE $IQV $CMI $TTWO

$3.0B

312 positions

#2EAGLE ROCK INVESTMENT COMPANY, LLCActive

Some overlap · 6 shared positions

$KLAC $TMO $CBRE $IQV $CMI $TTWO

$808M

156 positions

#3KP Management LLCPassive

Some overlap · 6 shared positions

$KLAC $TMO $ORLY $TER $SHW $CMI

$532M

86 positions

#4JLB & ASSOCIATES INCPassive

Some overlap · 6 shared positions

$KLAC $CASY $ORLY $SHW $NOC $PEP

$748M

68 positions

#5MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 7 shared positions

$TMO $MDT $NKE $GNRC $LMT $TGT

$1.2B

106 positions

#6WINDWARD CAPITAL MANAGEMENT CO /CAActive

Some overlap · 7 shared positions

$TMO $NKE $TER $CMI $LMT $CARR

$1.3B

73 positions

#7Peloton Wealth StrategistsPassive

Some overlap · 7 shared positions

$TMO $NKE $STE $CMI $TGT $PEP

$271M

91 positions

#8Ironwood Investment Counsel, LLCPassive

Some overlap · 6 shared positions

$KLAC $MDT $TER $CMI $LMT $PEP

$762M

267 positions

#9Union Heritage Capital, LLCPassive

Some overlap · 5 shared positions

$KLAC $CASY $ORLY $LMT $PEP

$295M

65 positions

#10DMKC Advisory Services, LLCActive

Some overlap · 7 shared positions

$FDX $MDT $CMI $LMT $TGT $PEP

$530M

92 positions

#11CHIRON CAPITAL MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$TMO $GIS $MDT $NKE $SHW $PEP

$111M

136 positions

#12Applied Finance Capital Management, LLCPassive

Some overlap · 5 shared positions

$KLAC $CBRE $DRI $CMI $TGT

$1.3B

218 positions

#13DIVIDEND ASSETS CAPITAL, LLCPassive

Some overlap · 5 shared positions

$KLAC $CASY $NKE $SHW $CTAS

$517M

137 positions

#14ICW Investment Advisors LLCPassive

Some overlap · 6 shared positions

$CASY $ORLY $SHW $NOC $LMT $PEP

$286M

144 positions

#15CIM INVESTMENT MANAGEMENT INC

Some overlap · 7 shared positions

$GNRC $TMO $TTWO $LMT $EBAY $CMI

$375M

251 positions

#16Freedom Day Solutions, LLCActive

Some overlap · 5 shared positions

$KLAC $CASY $SHW $ANET $CTAS

$452M

134 positions

#17S.E.E.D. Planning Group LLCPassive

Some overlap · 6 shared positions

$TMO $CBRE $SHW $LMT $PEP $NOC

$379M

88 positions

#18Cohen Capital Management, Inc.Active

Some overlap · 6 shared positions

$TMO $KLAC $DRI $CARR $PEP $MMM

$735M

152 positions

#19GLR Partners, LLCPassive

Some overlap · 5 shared positions

$KLAC $ORLY $HOOD $CMI $ANET

$215M

111 positions

#2044 WEALTH MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$KLAC $MDT $NKE $CMI $CDW

$302M

184 positions

#21BRIDGES INVESTMENT MANAGEMENT INCActive

Some overlap · 4 shared positions

$KLAC $CASY $TMO $CTAS

$8.2B

401 positions

#22W.H. Cornerstone Investments Inc.Passive

Some overlap · 5 shared positions

$KLAC $TMO $MDT $SHW $PEP

$177M

141 positions

#23SYNTAX RESEARCH, INC.Active

Some overlap · 6 shared positions

$TMO $TER $LMT $TTWO $FDX $ANET

$137M

179 positions

#24TEALWOOD ASSET MANAGEMENT INCPassive

Some overlap · 5 shared positions

$KLAC $TER $CMI $LMT $TTWO

$261M

121 positions

#25FourThought Financial Partners, LLCPassive

Some overlap · 5 shared positions

$KLAC $MDT $NOC $LMT $PEP

$1.3B

393 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.