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 Select Equity Group

13F Portfolio OverlapQ2 2026Select Equity Group portfolio →

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Most similar hedge funds by 13F overlap

Select Equity Group, L.P. is an institutional investor managing $20.2B across 157 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 Select Equity Group are Findlay Park Partners LLP, Third Point, M.D. Sass, with shared positions in $ITT, $LYV, $CRH, $ENTG, $CP, $STE. The full ranking of 25 similar funds is below.

#1Findlay Park Partners LLPActive

Notable overlap · 8 shared positions

$ITT $LYV $CRH $ENTG $CP $STE

$7.4B

49 positions

#2Third Point LLCActive

Notable overlap · 4 shared positions

$LYV $SGI $CRH $TDG

$4.7B

43 positions

#3M.D. Sass, LLCActive

Notable overlap · 7 shared positions

$SGI $MLM $ENTG $CLH $CHRW $APH

$1.5B

39 positions

#4SMA Capital LLCPassive

Notable overlap · 7 shared positions

$ITT $CRH $PKG $SGI $SPOT $APH

$238M

121 positions

#5LATHROP INVESTMENT MANAGEMENT COActive

Notable overlap · 5 shared positions

$MLM $LH $MKL $ALC $TMO

$565M

89 positions

#6SPEECE THORSON CAPITAL GROUP INCActive

Notable overlap · 5 shared positions

$WAB $LH $STE $TRMB $CHRW

$468M

37 positions

#7FENIMORE ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

$MKL $BRO $STE $ENTG $APH $MLM

$4.8B

92 positions

#8SCOPUS ASSET MANAGEMENT, L.P.Passive

Notable overlap · 5 shared positions

$ITT $SGI $CRH $SPOT $PKG

$7.1B

265 positions

#9TREMBLANT CAPITAL GROUPActive

Notable overlap · 5 shared positions

$LYV $WAB $EME $SPOT $BWXT

$3.5B

58 positions

#10Forest Avenue Capital Management LPActive

Notable overlap · 3 shared positions

$VIK $SGI $CNM

$2.4B

24 positions

#11STEADFAST CAPITAL MANAGEMENT LPActive

Notable overlap · 4 shared positions

$LYV $SGI $CLH $CPAY

$3.3B

84 positions

#12BECK MACK & OLIVER LLCActive

Notable overlap · 5 shared positions

$SGI $LH $WAB $ALC $MKL

$5.1B

201 positions

#13Troy Asset Management LtdActive

Notable overlap · 5 shared positions

$MKL $HUBB $ALC $PAYX $CP

$3.6B

29 positions

#14Running Oak Capital LLCPassive

Notable overlap · 5 shared positions

$ITT $EME $STE $ALC $BRO

$587M

59 positions

#15CANTILLON CAPITAL MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$LYV $ENTG $CP $SPOT

$665M

27 positions

#16KIRR MARBACH & CO LLC /IN/Active

Notable overlap · 5 shared positions

$MKL $CP $EME $LYV $CHRW

$594M

57 positions

#17Hudson Way Capital Management LLCActive

Notable overlap · 4 shared positions

$SGI $TDG $SPOT $CHRW

$1.1B

18 positions

#18VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.Active

Notable overlap · 5 shared positions

$MKL $BRO $SPOT $CPAY $TMO

$13.1B

241 positions

#19BRISTOL JOHN W & CO INC /NY/Active

Notable overlap · 5 shared positions

$TDG $ENTG $CP $TMO $WDAY

$6.8B

62 positions

#20HAHN CAPITAL MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$WAB $LH $EME

$165M

31 positions

#21Reliant Investment Management, LLCPassive

Notable overlap · 5 shared positions

$HUBB $CP $CRH $APH $TMO

$281M

55 positions

#22MANE GLOBAL CAPITAL MANAGEMENT LPActive

Some overlap · 3 shared positions

$LYV $VIK $SPOT

$1.2B

54 positions

#23Douglass Winthrop Advisors, LLCActive

Some overlap · 3 shared positions

$MKL $TDG $MLM

$5.8B

308 positions

#24GOODNOW INVESTMENT GROUP, LLCActive

Some overlap · 3 shared positions

$SGI $TDG $CNM

$964M

23 positions

#25Watchman Group, Inc.Active

Some overlap · 3 shared positions

$WAB $MKL $APH

$447M

73 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.