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 J. Stern & LLP

13F Portfolio OverlapQ2 2026J. Stern & LLP portfolio →

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Most similar hedge funds by 13F overlap

J. Stern & Co. LLP is an institutional investor managing $1.1B across 51 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 J. Stern & LLP are HENDLEY, FLOSSBACH VON STORCH SE, Navera Investment Ltd., with shared positions in $APH, $ETN, $ABT, $HON, $HONA, $LIN. The full ranking of 25 similar funds is below.

#1HENDLEY & CO INCActive

Notable overlap · 8 shared positions

$APH $ETN $ABT $HON $HONA $LIN

$283M

47 positions

#2FLOSSBACH VON STORCH SEActive

Notable overlap · 7 shared positions

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

$22.1B

106 positions

#3Navera Investment Management Ltd.Active

Notable overlap · 6 shared positions

$APH $XYL $TMO $CDNS $ISRG $MCD

$3.7B

56 positions

#4James Hambro & Partners LLPActive

Notable overlap · 5 shared positions

$APH $ICE $TMO $ISRG $LMT

$2.8B

68 positions

#5E20 Capital LtdActive

Notable overlap · 4 shared positions

$APH $HON $HONA $CDNS

$1.2B

22 positions

#6Tandem Investment Advisors, Inc.Active

Notable overlap · 5 shared positions

$APH $ICE $ABT $MCD $ISRG

$1.5B

68 positions

#7MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive

Notable overlap · 3 shared positions

$APH $XYL $TMO

$635M

146 positions

#8Dundas Partners LLPActive

Notable overlap · 5 shared positions

$APH $ABT $TMO $CRM $BKNG

$1.4B

31 positions

#9Cornerstone Capital, Inc.Active

Notable overlap · 6 shared positions

$APH $TMO $NKE $ABT $DIS $ETN

$1.1B

120 positions

#10FOSTER DYKEMA CABOT & PARTNERS, LLCActive

Notable overlap · 5 shared positions

$APH $ETN $TMO $MCD $NOC

$1.7B

324 positions

#11WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 7 shared positions

$DIS $ICE $HON $ABT $HONA $ETN

$2.1B

131 positions

#12Guinness Atkinson Asset Management IncPassive

Notable overlap · 5 shared positions

$APH $TMO $ICE $CRM $ETN

$223M

107 positions

#13Ayrshire Capital Management LLCPassive

Notable overlap · 5 shared positions

$APH $ETN $ICE $ANET $LIN

$214M

50 positions

#14Two Point Capital Management, Inc.Active

Notable overlap · 4 shared positions

$ETN $TMO $HON $HONA

$248M

30 positions

#15DELTA ASSET MANAGEMENT LLC/TNActive

Notable overlap · 6 shared positions

$ETN $DIS $HON $HONA $OTIS $LOW

$1.2B

599 positions

#16Local Pensions Partnership Investment LtdActive

Notable overlap · 5 shared positions

$APH $TMO $NKE $CDNS $BKNG

$4.8B

32 positions

#17WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTDActive

Notable overlap · 4 shared positions

$ICE $APH $TMO $ETN

$364M

37 positions

#18MCDANIEL TERRY & COActive

Notable overlap · 6 shared positions

$APH $ETN $TMO $HON $HONA $ISRG

$1.3B

81 positions

#19FIFTHDELTA LtdActive

Notable overlap · 3 shared positions

$APH $OTIS $TEL

$853M

11 positions

#20WealthBridge Investment Counsel Inc.Active

Notable overlap · 5 shared positions

$ETN $TMO $ABT $DIS $NOC

$375M

44 positions

#21COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 4 shared positions

$APH $ICE $TMO $LIN

$1.7B

91 positions

#22Reliant Investment Management, LLCPassive

Notable overlap · 5 shared positions

$APH $ETN $TMO $LIN $SLB

$281M

55 positions

#23ALTA CAPITAL MANAGEMENT LLC/Active

Notable overlap · 4 shared positions

$ETN $APH $TMO $BKNG

$1.3B

109 positions

#24Perennial Advisors, LLCPassive

Notable overlap · 7 shared positions

$APH $TMO $XYL $DIS $HONA $MCD

$649M

136 positions

#25Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 4 shared positions

$ETN $OTIS $MCD $LMT

$214M

33 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.