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 JENSEN INVESTMENT

13F Portfolio OverlapQ2 2026JENSEN INVESTMENT portfolio →

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Most similar hedge funds by 13F overlap

JENSEN INVESTMENT MANAGEMENT INC is an institutional investor managing $4.1B across 83 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 JENSEN INVESTMENT are Stonehage Fleming Financial Services Ltd, Bath Savings, Tandem Investment Advisors, with shared positions in $KLAC, $SYK, $CDNS, $APH, $VRSK, $MCD. The full ranking of 25 similar funds is below.

#1Stonehage Fleming Financial Services Holdings LtdActive

Substantial overlap · 8 shared positions

$KLAC $SYK $CDNS $APH $VRSK $MCD

$2.9B

215 positions

#2Bath Savings Trust CoActive

Notable overlap · 13 shared positions

$SYK $TJX $ABT $APH $SHW $BR

$965M

177 positions

#3Tandem Investment Advisors, Inc.Passive

Notable overlap · 9 shared positions

$SYK $APH $ABT $VRSK $MCD $CTAS

$1.5B

68 positions

#4JLB & ASSOCIATES INCPassive

Notable overlap · 9 shared positions

$KLAC $APH $TJX $MRSH $SHW $SYK

$748M

68 positions

#5CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 10 shared positions

$APH $CDNS $SHW $MSI $SYK $CTAS

$456M

67 positions

#6WENDELL DAVID ASSOCIATES INCActive

Notable overlap · 12 shared positions

$SYK $ABT $TJX $MCD $APH $BR

$947M

155 positions

#7COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 7 shared positions

$SHW $SYK $MSI $APH $CTAS $ADP

$1.7B

91 positions

#8NORRIS PERNE & FRENCH LLP/MIActive

Notable overlap · 10 shared positions

$KLAC $WM $ABT $VRSK $MSI $SHW

$1.7B

147 positions

#9Local Pensions Partnership Investment LtdActive

Notable overlap · 6 shared positions

$KLAC $CDNS $APH $IDXX $VEEV $ADP

$4.8B

32 positions

#10CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

$KLAC $APH $MSI $SYK $PEP $EMR

$1.3B

99 positions

#11HALL LAURIE J TRUSTEEPassive

Notable overlap · 7 shared positions

$SYK $APH $WM $ABT $TJX $BR

$322M

103 positions

#12DEARBORN PARTNERS LLCPassive

Notable overlap · 11 shared positions

$APH $SHW $MCD $MSI $SYK $ABT

$1.8B

269 positions

#13PENINSULA ASSET MANAGEMENT INCActive

Notable overlap · 8 shared positions

$SHW $SYK $CTAS $ABT $ADP $ECL

$209M

54 positions

#14Raub Brock Capital Management LPActive

Notable overlap · 6 shared positions

$SHW $MSI $APH $TJX $ADP $ACN

$363M

45 positions

#15Blue Chip Partners, LLCActive

Notable overlap · 5 shared positions

$KLAC $WM $TJX $ABT $PEP

$1.6B

184 positions

#16Navera Investment Management Ltd.Active

Notable overlap · 8 shared positions

$MRSH $CDNS $APH $VRSK $ADP $ACN

$3.7B

56 positions

#17Bristol Gate Capital Partners Inc.Active

Notable overlap · 5 shared positions

$KLAC $APH $VRSK $CTAS $SHW

$1.4B

33 positions

#18ARWA LLCPassive

Notable overlap · 7 shared positions

$TJX $WM $MRSH $MSI $SYK $CTAS

$241M

139 positions

#19HARVEY INVESTMENT CO LLCActive

Notable overlap · 9 shared positions

$APH $ABT $TJX $VRSK $IDXX $CPRT

$918M

99 positions

#20Decatur Capital Management, Inc.Active

Notable overlap · 6 shared positions

$KLAC $APH $TJX $IDXX $CDNS $ECL

$295M

53 positions

#21PineStone Asset Management Inc.Active

Notable overlap · 7 shared positions

$KLAC $SHW $TJX $CPRT $PEP $CL

$16.2B

44 positions

#22MinichMacGregor Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$KLAC $CDNS $TJX $VRSK

$659M

150 positions

#23Smith Group Asset Management, LLCActive

Notable overlap · 5 shared positions

$KLAC $CDNS $TJX $VEEV $WAT

$2.5B

166 positions

#24NZS Capital, LLCActive

Notable overlap · 4 shared positions

$KLAC $CDNS $APH $SYK

$3.9B

61 positions

#25SHUTTLEWORTH & CoPassive

Notable overlap · 7 shared positions

$APH $WM $SHW $TJX $CTAS $EMR

$125M

51 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.