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Hedge Funds Similar to Samara Investment

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

Samara Investment Management, LLC is an institutional investor managing $109M across 71 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 Samara Investment are NZS, Renaissance Investment Group, LYELL WEALTH, with shared positions in $APH, $PWR, $CDNS, $ISRG, $TT, $UBER. The full ranking of 25 similar funds is below.

#1NZS Capital, LLCActive
Notable overlap · 7 shared positions
$APH$PWR$CDNS$ISRG$TT$UBER
$3.9B
61 positions
#2Renaissance Investment Group LLCPassive
Notable overlap · 7 shared positions
$BKNG$TJX$APH$MLM$ISRG$TT
$508M
84 positions
#3LYELL WEALTH MANAGEMENT, LPPassive
Notable overlap · 6 shared positions
$APH$PWR$CDNS$ISRG$UBER$DE
$1.6B
232 positions
#4CARDEROCK CAPITAL MANAGEMENT INCPassive
Notable overlap · 5 shared positions
$APH$PWR$CDNS$TJX$ISRG
$456M
67 positions
#5Pekao Towarzystwo Funduszy Inwestycyjnych S.A.Passive
Some overlap · 6 shared positions
$BKNG$CDNS$APH$TDG$UBER$TT
$157M
85 positions
#6Mawer Investment Management Ltd.Active
Some overlap · 7 shared positions
$APH$UBER$MLM$MCK$BKNG$SO
$14.7B
142 positions
#7Suncoast Equity ManagementActive
Some overlap · 5 shared positions
$MCK$APH$TJX$UBER$TT
$798M
63 positions
#8GKV Capital Management Co., Inc.Passive
Some overlap · 6 shared positions
$PWR$TJX$GLW$TDG$MAR$DE
$310M
83 positions
#9McKinley Carter Wealth Services, Inc.Active
Some overlap · 4 shared positions
$MCK$PWR$APH$TJX
$1.9B
322 positions
#10MOTCOPassive
Some overlap · 5 shared positions
$APH$GLW$TJX$MCK$BKNG
$1.2B
840 positions
#11LYNWOOD PRICE CAPITAL MANAGEMENT LPActive
Some overlap · 5 shared positions
$APH$MCK$TDG$UBER$MAR
$207M
13 positions
#12N10 ASSETS, LLC
Some overlap · 4 shared positions
$MCK$APH$PWR$UBER
$231M
34 positions
#13N10 WEALTH, LLCActive
Some overlap · 4 shared positions
$MCK$PWR$APH$UBER
$282M
43 positions
#14Smith Group Asset Management, LLCActive
Some overlap · 4 shared positions
$MCK$BKNG$CDNS$TJX
$2.5B
166 positions
#15Settian Capital LPActive
Some overlap · 5 shared positions
$MCK$PWR$CDNS$APH$CEG
$156M
23 positions
#16ALKEON CAPITAL MANAGEMENT LLCSmart money
Some overlap · 5 shared positions
$APH$CDNS$BKNG$TJX$MAR
$74.1B
109 positions
#17ALBION FINANCIAL GROUP /UTPassive
Some overlap · 5 shared positions
$PWR$TJX$APH$UBER$SO
$1.7B
652 positions
#18FENIMORE ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$APH$BKNG$MLM$TT$AJG
$4.8B
92 positions
#19SHUTTLEWORTH & CoPassive
Some overlap · 4 shared positions
$APH$MCK$TJX$SO
$125M
51 positions
#20ALTA CAPITAL MANAGEMENT LLC/Active
Some overlap · 5 shared positions
$APH$BKNG$TJX$MCK$CEG
$1.3B
109 positions
#21Robbins FarleyPassive
Some overlap · 5 shared positions
$PWR$TJX$MLM$UBER$SO
$260M
157 positions
#22LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 6 shared positions
$MCK$MLM$CDNS$GLW$SO$MAR
$213M
124 positions
#23DSM CAPITAL PARTNERS LLCActive
Some overlap · 4 shared positions
$APH$CDNS$BKNG$UBER
$5.8B
70 positions
#24HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Some overlap · 5 shared positions
$APH$GLW$TJX$PWR$CEG
$217M
352 positions
#25WealthShield Partners, LLCPassive
Some overlap · 6 shared positions
$TJX$APH$UBER$TT$ISRG$CDNS
$654M
379 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.