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 LATHROP INVESTMENT

13F Portfolio OverlapQ2 2026LATHROP INVESTMENT portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

LATHROP INVESTMENT MANAGEMENT CO is an institutional investor managing $565M across 89 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 LATHROP INVESTMENT are GRANDFIELD & DODD, Socorro Asset, PROFESSIONAL ADVISORY SERVICES, with shared positions in $ADI, $JCI, $ITW, $SYK, $DIS, $MLM. The full ranking of 25 similar funds is below.

#1GRANDFIELD & DODD, LLCActive

Notable overlap · 5 shared positions

$ADI $JCI $ITW $SYK $DIS

$1.9B

217 positions

#2Socorro Asset Management LPActive

Notable overlap · 6 shared positions

$MLM $JCI $DIS $ALC $SLB $DHR

$223M

33 positions

#3PROFESSIONAL ADVISORY SERVICES INCActive

Notable overlap · 5 shared positions

$J $ADI $TMO $SYK $ADBE

$836M

93 positions

#4FENIMORE ASSET MANAGEMENT INCActive

Notable overlap · 5 shared positions

$ADI $SYK $MKL $ITW $MLM

$4.8B

92 positions

#5SCHARF INVESTMENTS, LLCActive

Notable overlap · 8 shared positions

$MKL $SYK $DIS $TMO $ADBE $MRSH

$3.0B

79 positions

#6Select Equity Group, L.P.Active

Notable overlap · 5 shared positions

$MLM $LH $MKL $ALC $TMO

$20.2B

157 positions

#7Live Oak Private Wealth LLCPassive

Notable overlap · 7 shared positions

$SCHW $ADI $MKL $SLB $SONY $DIS

$800M

211 positions

#8FLOSSBACH VON STORCH SEActive

Notable overlap · 6 shared positions

$SCHW $TMO $SYK $ADI $DHR $NKE

$22.1B

106 positions

#9Dundas Partners LLPActive

Notable overlap · 4 shared positions

$ADI $TMO $SYK $ALC

$1.4B

31 positions

#10VIKING GLOBAL INVESTORS LPActive

Notable overlap · 5 shared positions

$SCHW $TMO $DIS $JCI $CVS

$35.1B

90 positions

#11KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive

Notable overlap · 4 shared positions

$JCI $SCHW $TER $SONY

$192M

89 positions

#12WEITZ INVESTMENT MANAGEMENT, INC.Active

Notable overlap · 5 shared positions

$TMO $ADI $LH $MLM $DHR

$1.4B

50 positions

#13Ironvine Capital Partners, LLCActive

Notable overlap · 5 shared positions

$ADI $TMO $LH $DHR $DIS

$1.1B

57 positions

#14Cohen Capital Management, Inc.Active

Notable overlap · 4 shared positions

$TMO $SCHW $SYK $CVS

$735M

152 positions

#15NORTH STAR ASSET MANAGEMENT INCPassive

Notable overlap · 6 shared positions

$SCHW $ADI $SYK $TMO $ADBE $DHR

$2.5B

372 positions

#16Harrington Investments, INCPassive

Notable overlap · 6 shared positions

$SCHW $TMO $ITW $SYK $JCI $MRSH

$206M

82 positions

#17Buttonwood Financial Advisors Inc.Active

Notable overlap · 5 shared positions

$TER $MKL $SCHW $ADBE $DIS

$329M

110 positions

#18Midway Capital Research & ManagementActive

Notable overlap · 5 shared positions

$ADI $SYK $DIS $ADBE $ITW

$126M

114 positions

#19McGuire Investment Group, LLCActive

Notable overlap · 5 shared positions

$ADI $SYK $TMO $SCHW $ITW

$1.1B

137 positions

#20Hunter Perkins Capital Management, LLCPassive

Notable overlap · 4 shared positions

$ADI $LH $SCHW $SYK

$446M

149 positions

#21Cornerstone National Bank & Trust CoActive

Notable overlap · 5 shared positions

$ADI $JCI $SLB $ITW $DIS

$296M

216 positions

#22GPM Growth Investors, Inc.Active

Notable overlap · 4 shared positions

$ADI $SYK $SCHW $ADBE

$239M

43 positions

#23Ramsay, Stattman, Vela & Price, Inc.Passive

Notable overlap · 6 shared positions

$SYK $ITW $TMO $DIS $DHR $NKE

$562M

84 positions

#24Rempart Asset Management Inc.Active

Notable overlap · 3 shared positions

$JCI $TMO $SYK

$488M

36 positions

#2559 North Capital Management, LPActive

Notable overlap · 3 shared positions

$KMI $MLM $DIS

$4.5B

19 positions

Compare LATHROP INVESTMENT’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View LATHROP INVESTMENT’s holdings

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.