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 L. Roy Papp & Associates, LLP

13F Portfolio OverlapQ3 2026L. Roy Papp & Associates, LLP portfolio →

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Most similar hedge funds by 13F overlap

L. Roy Papp & Associates, LLP is an institutional investor managing $981M across 193 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to L. Roy Papp & Associates, LLP are FLOSSBACH VON STORCH SE, Long Road Investment Counsel, Provident Investment, with shared positions in $TMO, $SYK, $ACN, $AME, $ADI, $LIN. The full ranking of 25 similar funds is below.

#1FLOSSBACH VON STORCH SEActive

Notable overlap · 8 shared positions

$TMO $SYK $ACN $AME $ADI $LIN

$22.1B

106 positions

#2Long Road Investment Counsel, LLCActive

Notable overlap · 5 shared positions

$ORLY $SYK $EXPD $TMO $PEP

$271M

80 positions

#3Provident Investment Management, Inc.Active

Notable overlap · 5 shared positions

$BLK $ORLY $EOG $MCD $ACN

$999M

87 positions

#4LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 7 shared positions

$SYK $TMO $EOG $CNI $ADI $NXPI

$10.8B

564 positions

#5Tandem Investment Advisors, Inc.Passive

Notable overlap · 7 shared positions

$BLK $SYK $EXPD $PEP $WCN $MCD

$1.5B

68 positions

#6Franklin, Parlapiano, Turner & Welch, LLCActive

Notable overlap · 6 shared positions

$EXPD $SYK $CNI $ACN $PEP $MCD

$442M

55 positions

#7BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$TMO $BLK $ACN $ECL $EOG $LIN

$529M

72 positions

#8ARCADIA INVESTMENT MANAGEMENT CORP/MI

Notable overlap · 5 shared positions

$TMO $SYK $ORLY $ACN $ECL

$584M

366 positions

#9MeadowBrook Investment Advisors LLCPassive

Notable overlap · 6 shared positions

$MRVL $SYK $TMO $BLK $LIN $PEP

$126M

196 positions

#10DB Fitzpatrick & Co, IncActive

Notable overlap · 5 shared positions

$TMO $SYK $ORLY $ECL $WM

$121M

100 positions

#11Unisphere EstablishmentActive

Notable overlap · 4 shared positions

$BLK $TMO $ADI $LIN

$11.7B

56 positions

#12Haverford Financial Services, Inc.Active

Notable overlap · 7 shared positions

$BLK $ACN $SYK $TMO $PEP $LIN

$339M

49 positions

#13Osprey Private Wealth LLCPassive

Notable overlap · 6 shared positions

$TMO $BLK $ECL $SYK $PEP $MCD

$387M

88 positions

#14MAR VISTA INVESTMENT PARTNERS LLCActive

Notable overlap · 6 shared positions

$SYK $ADI $MTD $AME $ECL $LIN

$1.0B

33 positions

#15Midway Capital Research & ManagementActive

Notable overlap · 6 shared positions

$SYK $EXPD $ADI $BLK $MCD $WM

$118M

50 positions

#16Mendel Money ManagementPassive

Notable overlap · 6 shared positions

$TMO $MRVL $AME $LIN $ACN $NXPI

$273M

127 positions

#17JLB & ASSOCIATES INCPassive

Notable overlap · 6 shared positions

$ORLY $EXPD $AME $SYK $CNI $PEP

$748M

68 positions

#18BOURGEON CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$MRVL $EOG $ECL $ADI $NXPI $BLK

$696M

113 positions

#19Robeco Schweiz AGActive

Notable overlap · 5 shared positions

$MRVL $ADI $TMO $ECL $WM

$5.5B

135 positions

#20WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 7 shared positions

$BLK $CNI $TMO $ACN $LIN $PEP

$1.3B

73 positions

#21Haverford Trust CoActive

Notable overlap · 7 shared positions

$BLK $TMO $SYK $ACN $PEP $WM

$11.6B

424 positions

#22CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 6 shared positions

$TMO $ORLY $SYK $AME $LIN $WCN

$435M

70 positions

#23DAVIS-REA LTD.Active

Notable overlap · 6 shared positions

$TMO $SYK $LIN $ROK $ACN $MCD

$379M

41 positions

#24HARBER ASSET MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$MRVL $ADI $ACN $NXPI $WCN

$166M

39 positions

#25Dundas Partners LLPActive

Notable overlap · 4 shared positions

$TMO $SYK $ADI $AME

$1.4B

31 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.