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 Liberty

13F Portfolio OverlapQ2 2026Liberty portfolio →

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Most similar hedge funds by 13F overlap

Liberty Capital Management, Inc. is an institutional investor managing $582M across 184 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 Liberty are DB Fitzpatrick, Legacy Financial Strategies, LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP, with shared positions in $TMO, $AFL, $FTNT, $ECL, $DHR, $CB. The full ranking of 25 similar funds is below.

#1DB Fitzpatrick & Co, IncActive

Notable overlap · 8 shared positions

$TMO $AFL $FTNT $ECL $DHR $CB

$124M

100 positions

#2Legacy Financial Strategies, LLCActive

Notable overlap · 7 shared positions

$AFL $CTAS $FAST $ECL $MCD $ITW

$646M

152 positions

#3LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 8 shared positions

$TMO $DHR $INTU $ASML $SYK $AMT

$10.3B

565 positions

#4ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 7 shared positions

$AFL $ASML $CB $MCD $SYK $CHD

$1.9B

88 positions

#5CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 6 shared positions

$FTNT $TMO $CTAS $ITW $SYK $CDNS

$456M

67 positions

#6Destination Wealth ManagementPassive

Notable overlap · 8 shared positions

$ASML $ECL $AFL $MCD $SYK $TMO

$4.3B

344 positions

#7COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 6 shared positions

$TMO $CTAS $FAST $ITW $SYK $CHD

$1.7B

91 positions

#8Liontrust Investment Partners LLPActive

Notable overlap · 7 shared positions

$TMO $ECL $CTAS $INTU $CDNS $AMT

$6.8B

194 positions

#9Front Row Advisors LLCPassive

Notable overlap · 7 shared positions

$FTNT $ASML $PKG $TMO $BLK $DHR

$345M

576 positions

#10NORTH STAR ASSET MANAGEMENT INCPassive

Notable overlap · 7 shared positions

$ASML $TMO $DHR $INTU $ECL $SYK

$2.5B

372 positions

#11Harrington Investments, INCPassive

Notable overlap · 6 shared positions

$TMO $ASML $ITW $ECL $SYK $CHD

$206M

82 positions

#12LITTLEJOHN FINANCIAL SERVICES, INC.Passive

Notable overlap · 5 shared positions

$FTNT $POWL $CB $INTU $MCD

$138M

71 positions

#13WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 7 shared positions

$ASML $DHR $CB $SYK $CHD $ABT

$2.1B

131 positions

#14DAVIS-REA LTD.Active

Notable overlap · 7 shared positions

$TMO $CB $MCD $SYK $CTAS $ABT

$351M

45 positions

#15MCDANIEL TERRY & COActive

Notable overlap · 6 shared positions

$CTAS $ECL $ITW $TMO $SYK $INTU

$1.3B

81 positions

#16MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive

Notable overlap · 6 shared positions

$TMO $DHR $FAST $ECL $CHD $AIT

$635M

146 positions

#17Long Road Investment Counsel, LLCActive

Notable overlap · 6 shared positions

$AFL $FAST $ITW $TMO $SYK $CTAS

$271M

80 positions

#18Sky Investment Group LLCPassive

Notable overlap · 7 shared positions

$TMO $ITW $MCD $DHR $ECL $SYK

$637M

146 positions

#19Cushing Capital Partners, LLCPassive

Notable overlap · 6 shared positions

$CTAS $ITW $AFL $MCD $CB $SYK

$145M

99 positions

#20Tandem Investment Advisors, Inc.Passive

Notable overlap · 8 shared positions

$INTU $CTAS $MCD $SYK $CHD $BLK

$1.5B

68 positions

#21LETSON INVESTMENT MANAGEMENT, INC.Passive

Notable overlap · 8 shared positions

$CB $MCD $SYK $ITW $INTU $PKG

$273M

104 positions

#22PENINSULA ASSET MANAGEMENT INCActive

Notable overlap · 5 shared positions

$AFL $CTAS $ECL $SYK $ABT

$209M

54 positions

#23TOTH FINANCIAL ADVISORY CORPPassive

Notable overlap · 7 shared positions

$ECL $AFL $FAST $MCD $SYK $BLK

$1.0B

880 positions

#24Ramsay, Stattman, Vela & Price, Inc.Passive

Notable overlap · 6 shared positions

$TMO $DHR $ASML $ITW $SYK $ABT

$562M

84 positions

#25Bath Savings Trust CoActive

Notable overlap · 7 shared positions

$ECL $INTU $SYK $DHR $CHD $MCD

$965M

177 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.