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 KLINGENSTEIN FIELDS

13F Portfolio OverlapQ2 2026KLINGENSTEIN FIELDS portfolio →

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Most similar hedge funds by 13F overlap

KLINGENSTEIN FIELDS & CO LP is an institutional investor managing $2.9B across 195 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 KLINGENSTEIN FIELDS are OF OKLAHOMA, LAWSON KROEKER INVESTMENT, Minot DeBlois Advisors, with shared positions in $UNP, $PEP, $TMO, $ETN, $CB, $HON. The full ranking of 25 similar funds is below.

#1TRUST CO OF OKLAHOMAActive

Notable overlap · 7 shared positions

$UNP $PEP $TMO $ETN $CB $HON

$377M

138 positions

#2LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive

Notable overlap · 5 shared positions

$DIS $PEP $CB $TMO $VMC

$360M

59 positions

#3Minot DeBlois Advisors LLCPassive

Some overlap · 5 shared positions

$UNP $DIS $PEP $CB $SBUX

$116M

240 positions

#4Walsky Investment Management, Inc.Passive

Some overlap · 6 shared positions

$UNP $ETN $PEP $CL $HON $HONA

$108M

52 positions

#5HENDLEY & CO INCActive

Some overlap · 5 shared positions

$UNP $PEP $ETN $HON $HONA

$283M

47 positions

#6Legacy Advisory Services, LLCActive

Some overlap · 4 shared positions

$UNP $DIS $ETN $PLD

$139M

80 positions

#7FINANCIAL ADVISORY PARTNERS, LLCActive

Some overlap · 4 shared positions

$UNP $NXPI $PEP $CB

$377M

75 positions

#8Emprise BankActive

Some overlap · 7 shared positions

$ETN $CB $UNP $PEP $TMO $NOC

$262M

106 positions

#9Michael Brady & Co., LLCActive

Some overlap · 5 shared positions

$UNP $PEP $ETN $HON $HONA

$110M

55 positions

#10Saratoga Research & Investment ManagementActive

Some overlap · 7 shared positions

$DIS $PEP $CL $ISRG $SBUX $HON

$1.8B

44 positions

#11SCHARF INVESTMENTS, LLCActive

Some overlap · 4 shared positions

$UNP $DIS $CB $TMO

$3.0B

79 positions

#12CAMBIAR INVESTORS LLCActive

Some overlap · 5 shared positions

$UNP $PEP $CB $HON $HONA

$2.3B

150 positions

#13LETSON INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 5 shared positions

$UNP $PEP $CB $CL $NOC

$273M

104 positions

#14All Terrain Financial Advisors, LLCActive

Some overlap · 7 shared positions

$UNP $CL $PEP $MMM $HON $HONA

$615M

157 positions

#15HALL CAPITAL MANAGEMENT CO INCPassive

Some overlap · 5 shared positions

$UNP $PEP $ISRG $HON $HONA

$321M

107 positions

#16Estabrook Capital ManagementPassive

Some overlap · 6 shared positions

$UNP $ETN $CB $HON $HONA $NOC

$739M

344 positions

#17Adelphi Trust CoPassive

Some overlap · 6 shared positions

$UNP $ETN $PEP $CB $TMO $HON

$152M

113 positions

#18Myriad Asset Management US LPActive

Some overlap · 5 shared positions

$UNP $ETN $TMO $VMC $ISRG

$72M

52 positions

#19New Hampshire TrustPassive

Some overlap · 6 shared positions

$UNP $ETN $CB $PEP $TMO $NOC

$532M

171 positions

#20BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$UNP $PEP $TMO $CL

$529M

72 positions

#21Myriad Asset Management Advisors LLCActive

Some overlap · 5 shared positions

$UNP $ETN $TMO $VMC $ISRG

$424M

49 positions

#22Ironvine Capital Partners, LLCActive

Some overlap · 6 shared positions

$UNP $TMO $VMC $HON $HONA $DIS

$1.1B

57 positions

#23ROFFMAN MILLER ASSOCIATES INC /PA/Active

Some overlap · 6 shared positions

$PEP $CB $DIS $TMO $HON $HONA

$2.0B

91 positions

#24NORTHCAPE WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$PEP $CB $ETN $UNP $CL

$381M

144 positions

#25Vickerman Investment Advisors, Inc.Active

Some overlap · 6 shared positions

$UNP $PEP $HON $HONA $TMO $DIS

$515M

100 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.