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 NORTH STAR ASSET

13F Portfolio OverlapQ2 2026NORTH STAR ASSET portfolio →

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Most similar hedge funds by 13F overlap

NORTH STAR ASSET MANAGEMENT INC is an institutional investor managing $2.5B across 372 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 NORTH STAR ASSET are LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP, FLOSSBACH VON STORCH SE, Investment Services of America, with shared positions in $SYK, $TMO, $SNPS, $ABT, $VEEV, $DHR. The full ranking of 25 similar funds is below.

#1LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 11 shared positions

$SYK $TMO $SNPS $ABT $VEEV $DHR

$10.3B

565 positions

#2FLOSSBACH VON STORCH SEActive

Notable overlap · 8 shared positions

$SCHW $AME $ABT $SYK $TMO $APH

$22.1B

106 positions

#3Capital Investment Services of America, Inc.Active

Notable overlap · 11 shared positions

$SSNC $SYK $SNPS $VEEV $ILMN $DHR

$1.0B

83 positions

#4Dundas Partners LLPActive

Notable overlap · 8 shared positions

$AME $ADI $ABT $SYK $TMO $APH

$1.4B

31 positions

#5Advocacy Wealth Management, LLCActive

Notable overlap · 8 shared positions

$SCHW $ASML $ABT $SYK $APH $INTU

$2.8B

151 positions

#6MAR VISTA INVESTMENT PARTNERS LLCActive

Notable overlap · 7 shared positions

$ASML $AME $ADI $SYK $APH $DHR

$1.0B

33 positions

#7DUDLEY & SHANLEY, INC.Active

Notable overlap · 7 shared positions

$SCHW $AME $ADI $APH $DHR $ECL

$662M

37 positions

#8SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive

Notable overlap · 8 shared positions

$ADI $SYK $AME $ABT $ADBE $VEEV

$1.5B

160 positions

#9Smith, Salley & AssociatesPassive

Notable overlap · 7 shared positions

$ASML $ADI $APH $TMO $AME $LOW

$2.3B

275 positions

#10LATHROP INVESTMENT MANAGEMENT COActive

Notable overlap · 6 shared positions

$SCHW $ADI $SYK $TMO $ADBE $DHR

$565M

89 positions

#11PROFESSIONAL ADVISORY SERVICES INCActive

Notable overlap · 6 shared positions

$ADI $SYK $TMO $APH $ADBE $ASML

$836M

93 positions

#12Liberty Capital Management, Inc.Passive

Notable overlap · 7 shared positions

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

$582M

184 positions

#13ARCADIA INVESTMENT MANAGEMENT CORP/MI

Notable overlap · 7 shared positions

$ASML $SYK $TMO $VEEV $ADBE $ECL

$584M

366 positions

#14Bath Savings Trust CoActive

Notable overlap · 7 shared positions

$SYK $ABT $APH $INTU $ECL $DHR

$965M

177 positions

#15Legal Advantage Investments, Inc.Active

Notable overlap · 6 shared positions

$SCHW $ASML $TMO $VEEV $ADI $FISV

$285M

77 positions

#16BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$SCHW $TMO $APH $VEEV $INTU $ECL

$499M

73 positions

#17WEITZ INVESTMENT MANAGEMENT, INC.Active

Notable overlap · 7 shared positions

$ADI $TMO $ACIW $DHR $EFX $GPN

$1.4B

50 positions

#18Baer Investment Advisory LLCPassive

Notable overlap · 6 shared positions

$ADI $TMO $APH $VEEV $INTU $ECL

$119M

43 positions

#19SNYDER CAPITAL MANAGEMENT L PActive

Notable overlap · 5 shared positions

$SSNC $AME $ADI $APH $SCHW

$5.8B

69 positions

#20Intermede Investment Partners LtdActive

Notable overlap · 5 shared positions

$SCHW $AME $ADI $INTU $EFX

$2.4B

30 positions

#21NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive

Notable overlap · 6 shared positions

$ASML $APH $SNPS $ABT $DHR $FISV

$606M

79 positions

#22OAK ASSOCIATES LTD /OH/Active

Notable overlap · 6 shared positions

$SCHW $APH $SNPS $ADBE $ASML $LOW

$1.8B

139 positions

#23Ironvine Capital Partners, LLCActive

Notable overlap · 6 shared positions

$ADI $TMO $APH $ASML $DHR $LOW

$1.1B

57 positions

#24MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive

Notable overlap · 6 shared positions

$AME $TMO $APH $DHR $ECL $FISV

$635M

146 positions

#25Destination Wealth ManagementPassive

Notable overlap · 6 shared positions

$ASML $ADI $ABT $ECL $SYK $TMO

$4.3B

344 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.