What hedge funds are most similar to JACOBSON & SCHMITT ADVISORS, LLC?

The funds with the most similar 13F portfolios to JACOBSON & SCHMITT ADVISORS, LLC are NZS, EDGEWOOD, Maren, based on overlapping conviction holdings in the latest SEC filings.

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 JACOBSON & SCHMITT ADVISORS

13F Portfolio OverlapQ2 2026JACOBSON & SCHMITT ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

JACOBSON & SCHMITT ADVISORS, LLC is an institutional investor managing $612M across 81 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 JACOBSON & SCHMITT ADVISORS are NZS, EDGEWOOD, Maren, with shared positions in $APH, $TXN, $DHR, $LIN, $MELI, $HEI. The full ranking of 25 similar funds is below.

#1NZS Capital, LLCActive

Notable overlap · 6 shared positions

$APH $TXN $DHR $LIN $MELI $HEI

$3.9B

61 positions

#2EDGEWOOD MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$ASML $APH $BX $LIN $APP $PLD

$9.7B

90 positions

#3Maren Capital LLCActive

Notable overlap · 4 shared positions

$APH $KNSL $LIN $HEI

$2.2B

17 positions

#4Local Pensions Partnership Investment LtdActive

Notable overlap · 6 shared positions

$APH $TXN $HEI $NKE $IDXX $JKHY

$4.8B

32 positions

#5FLOSSBACH VON STORCH SEActive

Notable overlap · 6 shared positions

$APH $DHR $SCHW $LIN $MELI $NKE

$22.1B

106 positions

#6Sandhill Capital Partners LLCActive

Notable overlap · 4 shared positions

$APH $TXN $SCHW $LIN

$1.2B

98 positions

#7NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive

Notable overlap · 3 shared positions

$APH $ASML $DHR

$606M

79 positions

#8James Hambro & Partners LLPActive

Notable overlap · 4 shared positions

$APH $TXN $MELI $PLD

$2.8B

68 positions

#911 Capital Partners LPActive

Notable overlap · 4 shared positions

$ASML $APH $BX $LIN

$368M

22 positions

#10Coalescence Partners Investment Management, LPActive

Notable overlap · 4 shared positions

$ASML $DHR $BX $IDXX

$341M

12 positions

#11MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive

Notable overlap · 3 shared positions

$APH $DHR $CSW

$635M

146 positions

#12Phraction Management LLCActive

Notable overlap · 5 shared positions

$ASML $DHR $TXN $LIN $ETN

$596M

66 positions

#13DUDLEY & SHANLEY, INC.Active

Notable overlap · 4 shared positions

$APH $SCHW $DHR $HEI

$662M

37 positions

#14Dorsey Asset Management, LLCSmart money

Notable overlap · 3 shared positions

$ASML $DHR $APP

$1.6B

11 positions

#15Progressive Investment Management CorpActive

Notable overlap · 6 shared positions

$APH $ASML $DHR $IDXX $LIN $TXN

$454M

56 positions

#16MAR VISTA INVESTMENT PARTNERS LLCActive

Notable overlap · 6 shared positions

$APH $ASML $DHR $LIN $HEI $NKE

$1.0B

33 positions

#17CABOT WEALTH MANAGEMENT INCPassive

Notable overlap · 6 shared positions

$APH $MELI $FDX $ASML $FDXF $IDXX

$982M

142 positions

#18GFS Advisors, LLCActive

Notable overlap · 4 shared positions

$ASML $DHR $FDX $NKE

$1.7B

266 positions

#19Regency Capital Management Inc.\DEPassive

Notable overlap · 4 shared positions

$APH $ASML $DHR $ETN

$251M

64 positions

#20Legal Advantage Investments, Inc.Active

Notable overlap · 5 shared positions

$ASML $SCHW $APP $MELI $IDXX

$285M

77 positions

#21ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 3 shared positions

$APH $TXN $ASML

$1.9B

88 positions

#22HFR Wealth Management, LLCActive

Notable overlap · 4 shared positions

$APH $SCHW $DHR $ETN

$410M

53 positions

#23ALTA CAPITAL MANAGEMENT LLC/Active

Notable overlap · 5 shared positions

$APH $MELI $TXN $ASML $ETN

$1.3B

109 positions

#24Giverny Capital Inc.Active

Notable overlap · 5 shared positions

$SCHW $KNSL $IBP $HEI $AAON

$3.0B

51 positions

#25Manitou Investment Management Ltd.Smart money

Notable overlap · 4 shared positions

$APH $IDXX $DHR $LIN

$538M

48 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.