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Hedge Funds Similar to Haven Group

13F Portfolio OverlapQ2 2026Haven Group portfolio →
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Most similar hedge funds by 13F overlap

Haven Capital Group, Inc. is an institutional investor managing $125M across 37 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 Haven Group are Seilern Investment Ltd, Manitou Investment Ltd., BOURNE LENT ASSET, with shared positions in $IDXX, $EW, $ADBE, $ISRG, $ROP, $PEG. The full ranking of 25 similar funds is below.

#1Seilern Investment Management LtdActive
Notable overlap · 4 shared positions
$IDXX$EW$ADBE$ISRG
$794M
24 positions
#2Manitou Investment Management Ltd.Smart money
Notable overlap · 3 shared positions
$IDXX$EW$ROP
$538M
48 positions
#3BOURNE LENT ASSET MANAGEMENT INCActive
Notable overlap · 5 shared positions
$IDXX$ADBE$ISRG$PEG$BMY
$289M
65 positions
#4PARAGON CAPITAL MANAGEMENT INCPassive
Notable overlap · 4 shared positions
$ARM$IDXX$ROP$ZBRA
$135M
80 positions
#5Capital Investment Services of America, Inc.Active
Some overlap · 5 shared positions
$IDXX$ECL$ROP$ADBE$ZBRA
$1.0B
83 positions
#6WORMSER FRERES GESTIONActive
Some overlap · 5 shared positions
$EW$ECL$ISRG$EMR$IDXX
$177M
66 positions
#7Crystal Rock Capital ManagementActive
Some overlap · 3 shared positions
$IDXX$MAR$ISRG
$196M
34 positions
#8Camrose Capital Investment Partners LLPSmart money
Some overlap · 3 shared positions
$HLT$ROP$EXPD
$885M
10 positions
#9Adams Wealth ManagementActive
Some overlap · 5 shared positions
$ARM$ISRG$GILD$BMY$EMR
$522M
147 positions
#10Mirova US LLCActive
Some overlap · 4 shared positions
$EW$ECL$ISRG$NEE
$9.3B
45 positions
#11Liontrust Investment Partners LLPActive
Some overlap · 4 shared positions
$ECL$EW$IDXX$ISRG
$6.8B
194 positions
#12NZS Capital, LLCActive
Some overlap · 3 shared positions
$ROP$ARM$ISRG
$3.9B
61 positions
#13Financial Gravity Companies, Inc. (FGCO)Passive
Some overlap · 3 shared positions
$ARM$MAR$ISRG
$616M
1,040 positions
#14BRASADA CAPITAL MANAGEMENT, LPPassive
Some overlap · 3 shared positions
$IDXX$ECL$HLT
$558M
152 positions
#15McCollum Christoferson Group LLCPassive
Some overlap · 3 shared positions
$HLT$ECL$NEE
$341M
80 positions
#16CacheTech Inc.Passive
Some overlap · 4 shared positions
$ARM$ISRG$GILD$BMY
$618M
169 positions
#17HealthInvest Partners ABActive
Some overlap · 4 shared positions
$EW$INCY$ISRG$GILD
$372M
39 positions
#18Capital Innovations LLCPassive
Some overlap · 4 shared positions
$VST$NEE$PEG$SO
$385M
51 positions
#19Modus Advisors, LLCPassive
Some overlap · 3 shared positions
$ARM$VST$NEE
$405M
118 positions
#20REAVES W H & CO INCActive
Some overlap · 3 shared positions
$VST$NEE$EQIX
$6.6B
94 positions
#21SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 5 shared positions
$IDXX$ISRG$ADBE$ARM$ECL
$1.5B
160 positions
#22THOR INVESTMENT MANAGEMENT INC /OH/ /ADVActive
Some overlap · 4 shared positions
$ROP$ADBE$GILD$BMY
$176M
56 positions
#23CAPITAL COUNSEL LLC/NYSmart money
Some overlap · 3 shared positions
$IDXX$KGC$GILD
$2.6B
58 positions
#24Birch Hill Investment Advisors LLCActive
Some overlap · 3 shared positions
$EW$ECL$NEE
$2.5B
211 positions
#25Drystone LLCActive
Some overlap · 3 shared positions
$HLT$ADBE$EXPD
$122M
18 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.