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 Mendel Money

13F Portfolio OverlapQ2 2026Mendel Money portfolio →

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Most similar hedge funds by 13F overlap

Mendel Money Management is an institutional investor managing $273M across 127 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 Mendel Money are FLOSSBACH VON STORCH SE, NZS, Strong Retirement Solutions, with shared positions in $TMO, $AME, $DHR, $APH, $LIN, $ACN. The full ranking of 25 similar funds is below.

#1FLOSSBACH VON STORCH SEActive

Notable overlap · 6 shared positions

$TMO $AME $DHR $APH $LIN $ACN

$22.1B

106 positions

#2NZS Capital, LLCActive

Notable overlap · 6 shared positions

$LIN $APH $DHR $PWR $MRVL $UBER

$3.9B

61 positions

#3Strong Retirement Solutions LLCPassive

Notable overlap · 8 shared positions

$PWR $APH $NOW $UBER $LIN $TMO

$167M

82 positions

#4CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 5 shared positions

$PWR $AME $APH $TMO $LIN

$456M

67 positions

#5Candelo Capital Management LPActive

Notable overlap · 4 shared positions

$TMO $AME $LIN $PWR

$162M

34 positions

#6Wilian Securities, LLCPassive

Notable overlap · 8 shared positions

$APH $PWR $NOW $LIN $UBER $TMO

$169M

89 positions

#7Guinness Atkinson Asset Management IncPassive

Notable overlap · 5 shared positions

$AME $TMO $DHR $APH $NXPI

$223M

107 positions

#8MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive

Notable overlap · 4 shared positions

$TMO $AME $DHR $APH

$635M

146 positions

#9Smith, Salley & AssociatesPassive

Notable overlap · 8 shared positions

$APH $MRVL $TMO $LOW $LIN $AME

$2.3B

275 positions

#10COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 6 shared positions

$TMO $LIN $APH $DE $ACN $NOW

$1.7B

91 positions

#11Iyo Bank, Ltd.Active

Notable overlap · 6 shared positions

$TMO $KEYS $DE $NOW $LIN $PWR

$329M

32 positions

#12Ayrshire Capital Management LLCPassive

Notable overlap · 6 shared positions

$AME $LIN $APH $ANET $DHR $UBER

$214M

50 positions

#13MAR VISTA INVESTMENT PARTNERS LLCActive

Notable overlap · 4 shared positions

$AME $LIN $APH $DHR

$1.0B

33 positions

#14Reliant Investment Management, LLCPassive

Notable overlap · 4 shared positions

$LIN $PWR $APH $TMO

$281M

55 positions

#15GUYASUTA INVESTMENT ADVISORS INCActive

Notable overlap · 4 shared positions

$TMO $LIN $PWR $LOW

$1.9B

276 positions

#16DB Fitzpatrick & Co, IncActive

Notable overlap · 4 shared positions

$TMO $PWR $DHR $DE

$124M

100 positions

#17MERIDIAN MANAGEMENT COActive

Notable overlap · 5 shared positions

$TMO $PWR $KEYS $DE $UBER

$446M

84 positions

#18Watchman Group, Inc.Active

Notable overlap · 6 shared positions

$APH $NXPI $NOW $LOW $UBER $ACN

$447M

73 positions

#19MCRAE CAPITAL MANAGEMENT INCPassive

Notable overlap · 5 shared positions

$TMO $PWR $KEYS $LOW $ACN

$508M

113 positions

#20Lord & Richards Wealth Management, LLCActive

Notable overlap · 6 shared positions

$PWR $APH $NOW $UBER $CHE $FANG

$128M

49 positions

#21Dixon Mitchell Investment Counsel Inc.Active

Notable overlap · 5 shared positions

$TMO $AME $UBER $DHR $LOW

$3.1B

144 positions

#22Retail Employees Superannuation Pty Ltd as trustee for RetaiActive

Notable overlap · 4 shared positions

$TMO $LIN $APH $UBER

$373M

28 positions

#23DUNCKER STREETT & CO INCPassive

Notable overlap · 7 shared positions

$TMO $DHR $PWR $APH $LOW $LIN

$591M

521 positions

#24Port Capital LLCActive

Notable overlap · 4 shared positions

$AME $LIN $APH $ULS

$2.5B

108 positions

#25Saranac Partners LtdPassive

Notable overlap · 5 shared positions

$AME $DHR $KEYS $NOW $ANET

$343M

117 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.