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Hedge Funds Similar to OSTERWEIS

13F Portfolio OverlapQ2 2026OSTERWEIS portfolio →
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Most similar hedge funds by 13F overlap

OSTERWEIS CAPITAL MANAGEMENT INC is an institutional investor managing $2.1B across 231 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 OSTERWEIS are DUDLEY & SHANLEY, FENIMORE ASSET, Canoe Financial, with shared positions in $ADI, $DHR, $AWK, $PGR, $AME, $FERG. The full ranking of 25 similar funds is below.

#1DUDLEY & SHANLEY, INC.Active
Notable overlap · 6 shared positions
$ADI$DHR$AWK$PGR$AME$FERG
$662M
37 positions
#2FENIMORE ASSET MANAGEMENT INCActive
Notable overlap · 5 shared positions
$ADI$AZO$PGR$AME$AJG
$4.8B
92 positions
#3Canoe Financial LPActive
Notable overlap · 6 shared positions
$ADI$AZO$DE$DHR$CP$SLB
$8.1B
110 positions
#4Avalon Trust CoActive
Some overlap · 6 shared positions
$USFD$PGR$AWK$AZO$ADI$DHR
$1.6B
462 positions
#5SYCOMORE ASSET MANAGEMENTActive
Some overlap · 5 shared positions
$WCN$ADI$SNPS$PGR$DE
$932M
72 positions
#6PARNASSUS INVESTMENTS, LLCActive
Some overlap · 5 shared positions
$DHR$AZO$SNPS$FERG$DE
$37.4B
135 positions
#7Phraction Management LLCActive
Some overlap · 5 shared positions
$ADI$DHR$SNPS$FERG$BSX
$596M
66 positions
#8DB Fitzpatrick & Co, IncActive
Some overlap · 5 shared positions
$DHR$BA$SNPS$DE$APD
$124M
100 positions
#9EDENTREE ASSET MANAGEMENT LtdActive
Some overlap · 4 shared positions
$ADI$WCN$BSX$FERG
$328M
66 positions
#10NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Some overlap · 5 shared positions
$DHR$BA$SNPS$AJG$BSX
$606M
79 positions
#11BCV Asset Management Inc.Active
Some overlap · 4 shared positions
$WCN$DHR$DE$CP
$3.3B
116 positions
#12ANCHOR CAPITAL ADVISORS LLCPassive
Some overlap · 4 shared positions
$ADI$LAMR$FERG$APD
$3.6B
244 positions
#13First Pacific Advisors, LPActive
Some overlap · 4 shared positions
$ADI$FERG$DHR$AJG
$8.1B
75 positions
#14CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$ADI$AWK$PGR$APD
$6.4B
290 positions
#15NICOLA WEALTH MANAGEMENT LTD.Passive
Some overlap · 4 shared positions
$WCN$SNPS$DE$AJG
$868M
61 positions
#16Vancity Investment Management LtdPassive
Some overlap · 4 shared positions
$AZO$DHR$FERG$LAMR
$666M
92 positions
#17BRANT POINT INVESTMENT MANAGEMENT LLCActive
Some overlap · 5 shared positions
$USFD$ADI$WCN$AJG$CDNL
$813M
120 positions
#18Cartenna Capital, LPActive
Some overlap · 3 shared positions
$ADI$AZO$AME
$4.2B
49 positions
#19Telemark Asset Management, LLCActive
Some overlap · 4 shared positions
$WCN$ADI$NOVT$SLB
$1.4B
57 positions
#20Kidder Stephen WActive
Some overlap · 4 shared positions
$ADI$DHR$DE$WCN
$396M
75 positions
#21Saranac Partners LtdPassive
Some overlap · 4 shared positions
$DHR$BSX$AME$CP
$343M
117 positions
#22NORTH STAR ASSET MANAGEMENT INCPassive
Some overlap · 4 shared positions
$ADI$SNPS$AME$DHR
$2.5B
372 positions
#23Giverny Capital Inc.Active
Some overlap · 5 shared positions
$PGR$AME$NVR$ADI$FERG
$3.0B
51 positions
#24MAR VISTA INVESTMENT PARTNERS LLCActive
Some overlap · 3 shared positions
$ADI$DHR$AME
$1.0B
33 positions
#25Manchester Global Management (UK) LtdActive
Some overlap · 3 shared positions
$ADI$DHR$FERG
$906M
23 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.