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 OSBORNE PARTNERS

13F Portfolio OverlapQ2 2026OSBORNE PARTNERS portfolio →

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Most similar hedge funds by 13F overlap

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC is an institutional investor managing $1.8B across 203 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 OSBORNE PARTNERS are DB Fitzpatrick, LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP, LATHROP INVESTMENT, with shared positions in $TMO, $XYZ, $MELI, $DHR, $APD, $CRM. The full ranking of 25 similar funds is below.

#1DB Fitzpatrick & Co, IncActive

Notable overlap · 6 shared positions

$TMO $XYZ $MELI $DHR $APD $CRM

$121M

100 positions

#2LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Some overlap · 6 shared positions

$TMO $DHR $ASML $NXPI $ABT $LOW

$10.8B

564 positions

#3LATHROP INVESTMENT MANAGEMENT COActive

Some overlap · 6 shared positions

$TMO $CVS $DIS $KMI $DHR $MRSH

$565M

89 positions

#4Ramsay, Stattman, Vela & Price, Inc.Passive

Some overlap · 6 shared positions

$TMO $ASML $DHR $ABT $DIS $APD

$583M

82 positions

#5ELLERSON GROUP INC /ADVPassive

Some overlap · 5 shared positions

$TMO $ASML $DHR $KMI $PSX

$169M

64 positions

#6NORTHEAST INVESTMENT MANAGEMENTActive

Some overlap · 6 shared positions

$TMO $ASML $DHR $URI $LOW $DIS

$2.7B

200 positions

#7ACIMA PRIVATE WEALTH, LLCActive

Some overlap · 5 shared positions

$DJP $MELI $BKNG $LOW $APD

$344M

174 positions

#8Gibraltar Capital Management, Inc.Active

Some overlap · 5 shared positions

$TMO $ASML $NXPI $CRM $BKNG

$664M

130 positions

#9FinArc Investments, Inc.Active

Some overlap · 5 shared positions

$TMO $DHR $DIS $CRM $LOW

$113M

58 positions

#10GRAYBILL WEALTH MANAGEMENT, LTD.Passive

Some overlap · 5 shared positions

$TMO $ASML $DIS $ABT $URI

$372M

82 positions

#11Renaissance Investment Group LLCPassive

Some overlap · 5 shared positions

$TMO $DHR $NXPI $BKNG $URI

$508M

84 positions

#12Ally Financial Inc.Active

Some overlap · 6 shared positions

$DHR $TMO $DIS $APD $ABT $CRM

$775M

131 positions

#13Boomfish Wealth Group, LLCPassive

Some overlap · 5 shared positions

$TMO $MELI $ASML $BKNG $LOW

$231M

102 positions

#14FIRST MANHATTAN CO. LLC.Active

Some overlap · 7 shared positions

$ASML $DHR $TMO $LOW $CRM $TTWO

$39.2B

742 positions

#15GLENVIEW CAPITAL MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$TMO $XYZ $DHR $CVS

$5.5B

45 positions

#16Aurdan Capital Management, LLCActive

Some overlap · 7 shared positions

$APD $MRSH $ABT $LOW $CVS $KMI

$394M

99 positions

#17Ironvine Capital Partners, LLCActive

Some overlap · 5 shared positions

$TMO $ASML $DHR $LOW $DIS

$1.1B

57 positions

#18NORTH STAR ASSET MANAGEMENT INCPassive

Some overlap · 5 shared positions

$TMO $ASML $DHR $ABT $LOW

$2.5B

372 positions

#19NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive

Some overlap · 5 shared positions

$TTWO $ASML $DHR $ABT $URI

$595M

264 positions

#20ATWOOD & PALMER INCPassive

Some overlap · 5 shared positions

$TMO $MELI $URI $LOW $BABA

$1.9B

496 positions

#21FIGURE 8 INVESTMENT STRATEGIES LLCPassive

Some overlap · 5 shared positions

$ASML $NXPI $MELI $DIS $DHR

$118M

56 positions

#22CapitalatWork S.A.Active

Some overlap · 5 shared positions

$TTWO $MELI $BABA $CRM $DIS

$4.0B

93 positions

#23J. Stern & Co. LLPActive

Some overlap · 7 shared positions

$TMO $DIS $CRM $ABT $XYZ $BKNG

$1.1B

51 positions

#24Minot DeBlois Advisors LLCPassive

Some overlap · 5 shared positions

$ASML $DHR $DIS $CRM $ABT

$116M

240 positions

#25MCRAE CAPITAL MANAGEMENT INCPassive

Some overlap · 5 shared positions

$TMO $CRM $MRSH $URI $LOW

$540M

113 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.