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 MASTERINVEST Kapitalanlage GmbH

13F Portfolio OverlapQ2 2026MASTERINVEST Kapitalanlage GmbH portfolio →

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Most similar hedge funds by 13F overlap

MASTERINVEST Kapitalanlage GmbH is an institutional investor managing $1.2B across 300 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 MASTERINVEST Kapitalanlage GmbH are FORBES J M & LLP, Brentview Investment, Stokes Advisors, with shared positions in $PEP, $LIN, $UNP, $TJX, $ANET, $PGR. The full ranking of 25 similar funds is below.

#1FORBES J M & CO LLPActive

Some overlap · 7 shared positions

$PEP $LIN $UNP $TJX $ANET $PGR

$1.3B

159 positions

#2Brentview Investment Management LLCActive

Some overlap · 6 shared positions

$PEP $LIN $UNP $TJX $WM $CME

$253M

63 positions

#3Stokes Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$PEP $LIN $UNP $TJX $CB $ABT

$467M

118 positions

#4BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$PEP $LIN $UNP $TJX $ANET $FAST

$499M

73 positions

#5NORRIS PERNE & FRENCH LLP/MIActive

Some overlap · 6 shared positions

$LIN $UNP $TJX $KLAC $WM $ABT

$1.7B

147 positions

#6Aster Capital Management (DIFC) LtdPassive

Some overlap · 6 shared positions

$PEP $LIN $UNP $WM $CB $PGR

$470M

808 positions

#7BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$PEP $LIN $TJX $WM $CB $ABT

$8.0B

1,334 positions

#8Smith, Salley & AssociatesPassive

Some overlap · 6 shared positions

$LIN $UNP $PEP $TJX $ANET $ABT

$2.3B

275 positions

#9BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 6 shared positions

$LIN $UNP $TJX $KLAC $CB $ANET

$1.7B

401 positions

#10RWA WEALTH PARTNERS, LLCActive

Some overlap · 6 shared positions

$LIN $UNP $TJX $KLAC $CB $ABT

$10.4B

645 positions

#11TRUST CO OF VIRGINIA /VAPassive

Some overlap · 6 shared positions

$PEP $TJX $WM $CB $ABT $FAST

$1.3B

226 positions

#12Aries Wealth ManagementPassive

Some overlap · 6 shared positions

$TJX $KLAC $WM $PEP $CB $ABT

$509M

242 positions

#13Vontobel Holding Ltd.Passive

Some overlap · 6 shared positions

$LIN $WM $CME $TJX $KLAC $ANET

$31.4B

1,469 positions

#14HENDLEY & CO INCActive

Some overlap · 5 shared positions

$PEP $LIN $UNP $TJX $ABT

$283M

47 positions

#15Fiera Capital CorpActive

Some overlap · 5 shared positions

$PEP $LIN $TJX $KLAC $CME

$27.6B

401 positions

#16PineStone Asset Management Inc.Active

Some overlap · 5 shared positions

$PEP $LIN $TJX $KLAC $CME

$16.2B

44 positions

#17BLI - Banque de Luxembourg InvestmentsPassive

Some overlap · 5 shared positions

$PEP $UNP $TJX $KLAC $ANET

$2.8B

195 positions

#18CONNORS INVESTOR SERVICES INCPassive

Some overlap · 5 shared positions

$PEP $LIN $TJX $WM $CB

$1.2B

153 positions

#19HALL CAPITAL MANAGEMENT CO INCPassive

Some overlap · 5 shared positions

$PEP $UNP $TJX $WM $ABT

$321M

107 positions

#20Michael Brady & Co., LLCActive

Some overlap · 5 shared positions

$PEP $UNP $TJX $WM $ABT

$113M

58 positions

#21Miramar Capital, LLCPassive

Some overlap · 6 shared positions

$PEP $UNP $WM $CME $ABT $FAST

$455M

57 positions

#22Clifford Group, LLCSmart money

Some overlap · 5 shared positions

$LIN $UNP $PEP $KLAC $ABT

$145M

86 positions

#23Machina Capital S.A.S.Passive

Some overlap · 5 shared positions

$PEP $LIN $TJX $CB $ABT

$631M

368 positions

#24Blue Chip Partners, LLCActive

Some overlap · 5 shared positions

$PEP $TJX $KLAC $WM $ABT

$1.6B

184 positions

#25Minot DeBlois Advisors LLCPassive

Some overlap · 5 shared positions

$PEP $UNP $TJX $CB $ABT

$116M

240 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.