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 NORRIS PERNE & FRENCH LLP

13F Portfolio OverlapQ2 2026NORRIS PERNE & FRENCH LLP portfolio →

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Most similar hedge funds by 13F overlap

NORRIS PERNE & FRENCH LLP/MI is an institutional investor managing $1.7B across 147 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 NORRIS PERNE & FRENCH LLP are JENSEN INVESTMENT, PARNASSUS INVESTMENTS, DB Fitzpatrick, with shared positions in $KLAC, $WM, $ABT, $VRSK, $MSI, $SHW. The full ranking of 25 similar funds is below.

#1JENSEN INVESTMENT MANAGEMENT INCActive

Notable overlap · 10 shared positions

$KLAC $WM $ABT $VRSK $MSI $SHW

$4.1B

83 positions

#2PARNASSUS INVESTMENTS, LLCActive

Notable overlap · 7 shared positions

$KLAC $LIN $DHR $WM $TMO $SYK

$37.4B

135 positions

#3DB Fitzpatrick & Co, IncActive

Notable overlap · 7 shared positions

$DHR $ECL $WM $SHW $TMO $ETN

$124M

100 positions

#4Ayrshire Capital Management LLCPassive

Notable overlap · 6 shared positions

$KLAC $LIN $ECL $ETN $TJX $DHR

$214M

50 positions

#5Capital Investment Services of America, Inc.Active

Notable overlap · 7 shared positions

$DHR $ECL $TJX $SSNC $ZBRA $SYK

$1.0B

83 positions

#6Mirova US LLCActive

Notable overlap · 6 shared positions

$DHR $ECL $WM $BALL $TMO $TJX

$9.3B

45 positions

#7HENDLEY & CO INCActive

Notable overlap · 6 shared positions

$LIN $UNP $ABT $ETN $TJX $SYK

$283M

47 positions

#8FLOSSBACH VON STORCH SEActive

Notable overlap · 6 shared positions

$DHR $LIN $ABT $TMO $SYK $SHW

$22.1B

106 positions

#9CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 7 shared positions

$LIN $MSI $SHW $MCO $TMO $TJX

$456M

67 positions

#10PineStone Asset Management Inc.Active

Notable overlap · 5 shared positions

$KLAC $LIN $MCO $SHW $TJX

$16.2B

44 positions

#11Michael Brady & Co., LLCActive

Notable overlap · 6 shared positions

$UNP $DHR $WM $ABT $ETN $TJX

$113M

58 positions

#12MOODY LYNN & LIEBERSON, LLCPassive

Notable overlap · 7 shared positions

$LIN $WM $ABT $ETN $TMO $SYK

$1.9B

264 positions

#13KP Management LLCPassive

Notable overlap · 6 shared positions

$KLAC $SHW $COHR $MCO $TMO $ETN

$532M

86 positions

#14BOSTON FAMILY OFFICE LLCPassive

Notable overlap · 7 shared positions

$UNP $ECL $TMO $ETN $SYK $ZBRA

$1.6B

314 positions

#15Minot DeBlois Advisors LLCPassive

Notable overlap · 5 shared positions

$DHR $UNP $ECL $ABT $TJX

$116M

240 positions

#16Providence Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$LIN $TMO $WM $ETN $TJX $ZBRA

$660M

385 positions

#17NZS Capital, LLCActive

Notable overlap · 4 shared positions

$KLAC $LIN $DHR $SYK

$3.9B

61 positions

#18JACKSON SQUARE CAPITAL, LLCActive

Notable overlap · 4 shared positions

$COHR $KLAC $LIN $TJX

$719M

138 positions

#19Blue Chip Partners, LLCActive

Notable overlap · 5 shared positions

$KLAC $WM $ABT $ETN $TJX

$1.6B

184 positions

#20LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 6 shared positions

$DHR $ABT $TMO $TJX $SYK $UNP

$10.3B

565 positions

#21MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive

Notable overlap · 5 shared positions

$DHR $VRSK $ECL $TMO $NDSN

$635M

146 positions

#22SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive

Notable overlap · 7 shared positions

$LIN $UNP $SYK $ABT $ECL $SSNC

$1.5B

160 positions

#23Robinhood Asset Management, LLCActive

Notable overlap · 5 shared positions

$KLAC $ECL $COHR $LIN $ETN

$1.9B

83 positions

#24Sky Investment Group LLCPassive

Notable overlap · 6 shared positions

$LIN $ABT $TMO $DHR $ECL $SYK

$637M

146 positions

#25Decatur Capital Management, Inc.Active

Notable overlap · 6 shared positions

$KLAC $ECL $NDSN $TJX $TMO $SSNC

$295M

53 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.