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 Sand Hill Global Advisors

13F Portfolio OverlapQ2 2026Sand Hill Global Advisors portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Sand Hill Global Advisors, LLC is an institutional investor managing $3.3B across 214 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 Sand Hill Global Advisors are Alley Investment Company, Banco de Sabadell, S.A, Brentview Investment, with shared positions in $PH, $UNP, $ASML, $BLK, $CME, $SYK. The full ranking of 25 similar funds is below.

#1Alley Investment Management Company, LLCActive

Some overlap · 8 shared positions

$PH $UNP $ASML $BLK $CME $SYK

$856M

89 positions

#2Banco de Sabadell, S.APassive

Some overlap · 7 shared positions

$TJX $UNP $ASML $BLK $CME $SYK

$170M

61 positions

#3Brentview Investment Management LLCActive

Some overlap · 6 shared positions

$PH $UNP $TJX $BLK $CME $WM

$253M

63 positions

#4BOSTON FAMILY OFFICE LLCActive

Some overlap · 7 shared positions

$UNP $PH $ASML $ECL $TJX $SYK

$1.6B

314 positions

#5KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$PH $SNOW $UNP $ASML $BLK $WM

$351M

166 positions

#6ALTA CAPITAL MANAGEMENT LLC/Active

Some overlap · 8 shared positions

$TJX $ASML $SYK $CME $ETN $WM

$1.3B

109 positions

#7HENDLEY & CO INCActive

Some overlap · 6 shared positions

$PH $UNP $TJX $AEP $SYK $ETN

$283M

47 positions

#8TRILLIUM ASSET MANAGEMENT, LLCActive

Some overlap · 7 shared positions

$TJX $UNP $ASML $ECL $ETN $CDNS

$3.3B

230 positions

#9NORTHEAST INVESTMENT MANAGEMENTActive

Some overlap · 7 shared positions

$UNP $TJX $ASML $PWR $WM $BLK

$2.7B

200 positions

#10EagleClaw Capital Managment, LLCPassive

Some overlap · 6 shared positions

$PH $TJX $UNP $CME $ETN $BKNG

$745M

145 positions

#11WASHINGTON TRUST CoPassive

Some overlap · 7 shared positions

$TJX $ASML $BLK $PWR $MDY $SYK

$3.2B

296 positions

#12NIXON PEABODY TRUST COActive

Some overlap · 7 shared positions

$TJX $ASML $BLK $PWR $SYK $ETN

$1.4B

177 positions

#13Pegasus Asset Management, Inc.Passive

Some overlap · 7 shared positions

$PH $BLK $PWR $MDY $SYK $ETN

$351M

75 positions

#14Community Financial Services Group, LLCPassive

Some overlap · 7 shared positions

$PH $BLK $AEP $ECL $ETN $WM

$686M

532 positions

#15BEARING POINT CAPITAL, LLCPassive

Some overlap · 7 shared positions

$SNOW $ECL $AEP $MDY $CME $SYK

$740M

203 positions

#16EP Wealth Advisors, LLCPassive

Some overlap · 8 shared positions

$UNP $MDY $BLK $SYK $SNOW $WM

$26.2B

1,713 positions

#17CMH Wealth Management LLCPassive

Some overlap · 6 shared positions

$TJX $SNOW $BLK $UNP $SYK $ETN

$655M

117 positions

#18RWA WEALTH PARTNERS, LLCActive

Some overlap · 6 shared positions

$TJX $ASML $UNP $BLK $ETN $SYK

$10.4B

645 positions

#19Colonial Trust AdvisorsPassive

Some overlap · 6 shared positions

$UNP $ASML $TJX $SYK $ETN $WM

$1.4B

807 positions

#20NORRIS PERNE & FRENCH LLP/MISmart money

Some overlap · 6 shared positions

$UNP $TJX $ECL $SYK $ETN $WM

$1.7B

147 positions

#21Highview Capital Management LLC/DE/Passive

Some overlap · 6 shared positions

$TJX $SNOW $UNP $PWR $MDY $CDNS

$347M

118 positions

#22Piscataqua Savings BankPassive

Some overlap · 6 shared positions

$UNP $TJX $BLK $SYK $WM $DIS

$148M

412 positions

#23Michael Brady & Co., LLCActive

Some overlap · 5 shared positions

$PH $UNP $TJX $ETN $WM

$113M

58 positions

#24Capital Investment Services of America, Inc.Active

Some overlap · 6 shared positions

$TJX $SNOW $ECL $PWR $SYK $BKNG

$1.0B

83 positions

#25Blue Chip Partners, LLCActive

Some overlap · 6 shared positions

$TJX $ASML $BLK $PWR $ETN $WM

$1.6B

184 positions

Compare Sand Hill Global Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Sand Hill Global Advisors’s holdings

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.