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 MCDANIEL TERRY

13F Portfolio OverlapQ2 2026MCDANIEL TERRY portfolio →

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Most similar hedge funds by 13F overlap

MCDANIEL TERRY & CO is an institutional investor managing $1.3B across 81 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 MCDANIEL TERRY are COMPASS, HFR Wealth, ROFFMAN MILLER ASSOCIATES, with shared positions in $APH, $ITW, $ADP, $CTAS, $SYK, $TMO. The full ranking of 25 similar funds is below.

#1COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 7 shared positions

$APH $ITW $ADP $CTAS $SYK $TMO

$1.7B

91 positions

#2HFR Wealth Management, LLCActive

Notable overlap · 7 shared positions

$APH $DOV $ADP $CTAS $APD $INTU

$410M

53 positions

#3ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 10 shared positions

$APH $NDSN $TXN $ADP $SYK $TMO

$2.0B

91 positions

#4PENINSULA ASSET MANAGEMENT INCActive

Notable overlap · 8 shared positions

$ECL $EMR $ADP $NDSN $CTAS $SYK

$209M

54 positions

#5CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 9 shared positions

$APH $CTAS $ISRG $APD $SYK $ITW

$435M

70 positions

#6James Hambro & Partners LLPActive

Notable overlap · 6 shared positions

$APH $EMR $TXN $ISRG $TMO $PEP

$2.9B

68 positions

#7Baer Investment Advisory LLCActive

Notable overlap · 5 shared positions

$APH $ECL $TXN $TMO $INTU

$126M

65 positions

#8WORMSER FRERES GESTIONActive

Notable overlap · 6 shared positions

$ECL $EMR $ISRG $SYK $ALC $TMO

$181M

71 positions

#9Dundas Partners LLPActive

Notable overlap · 7 shared positions

$APH $ADP $SYK $TMO $ALC $INTU

$1.4B

31 positions

#10Clark & Stuart, IncPassive

Notable overlap · 9 shared positions

$NDSN $ADP $SYK $EMR $ITW $APD

$162M

52 positions

#11Navera Investment Management Ltd.Active

Notable overlap · 5 shared positions

$APH $ADP $ISRG $TMO $ACN

$3.7B

56 positions

#12CINCINNATI CASUALTY COSmart money

Notable overlap · 7 shared positions

$DOV $ADP $APD $TMO $HON $HONA

$188M

24 positions

#13Long Road Investment Counsel, LLCActive

Notable overlap · 7 shared positions

$ITW $ADP $SYK $APD $TMO $CTAS

$271M

80 positions

#14DUDLEY & SHANLEY, INC.Active

Notable overlap · 3 shared positions

$APH $DCI $ECL

$629M

36 positions

#15MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive

Notable overlap · 5 shared positions

$APH $DCI $NDSN $ECL $TMO

$635M

146 positions

#16Guinness Asset Management LTDActive

Notable overlap · 7 shared positions

$ITW $EMR $TXN $ETN $APH $TMO

$5.9B

141 positions

#17DEARBORN PARTNERS LLCPassive

Notable overlap · 9 shared positions

$ADP $APH $ITW $TXN $SYK $ECL

$1.8B

269 positions

#18FENIMORE ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

$APH $ITW $SYK $ZBRA $CTAS $RSG

$4.6B

93 positions

#19Two Point Capital Management, Inc.Active

Notable overlap · 9 shared positions

$DOV $ETN $SYK $APD $TMO $HON

$223M

30 positions

#20Local Pensions Partnership Investment LtdActive

Notable overlap · 4 shared positions

$APH $ADP $TXN $TMO

$4.8B

33 positions

#21CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

$APH $EMR $TXN $ETN $SYK $PEP

$1.3B

99 positions

#22AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 5 shared positions

$APH $TXN $ECL $ETN $TMO

$1.6B

120 positions

#23ALTA CAPITAL MANAGEMENT LLC/Active

Notable overlap · 7 shared positions

$APH $TXN $ETN $SYK $TMO $INTU

$1.2B

215 positions

#24BONTEMPO OHLY CAPITAL MGMT LLCSmart money

Notable overlap · 5 shared positions

$ITW $ADP $TXN $APD $ACN

$235M

33 positions

#25VAN STRUM & TOWNE INC.Passive

Notable overlap · 5 shared positions

$ECL $ADP $EMR $TXN $PEP

$367M

111 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.