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 SMA

13F Portfolio OverlapQ2 2026SMA portfolio →

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Most similar hedge funds by 13F overlap

SMA Capital LLC is an institutional investor managing $238M across 121 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 SMA are SCOPUS ASSET, Cartenna, MOUNTAIN PACIFIC INVESTMENT ADVISERS, with shared positions in $PH, $ITT, $CRH, $AME, $SGI, $SPOT. The full ranking of 25 similar funds is below.

#1SCOPUS ASSET MANAGEMENT, L.P.Passive

Notable overlap · 10 shared positions

$PH $ITT $CRH $AME $SGI $SPOT

$7.1B

265 positions

#2Cartenna Capital, LPActive

Notable overlap · 7 shared positions

$AME $JBHT $APH $WSC $SGI $SPOT

$4.2B

49 positions

#3MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive

Notable overlap · 6 shared positions

$AME $IEX $APH $NDSN $CLH $AIT

$635M

146 positions

#4Port Capital LLCActive

Notable overlap · 6 shared positions

$AME $PH $TDY $APH $ORLY $IEX

$2.5B

108 positions

#5Candelo Capital Management LPActive

Notable overlap · 4 shared positions

$PH $AME $TDY $AIT

$162M

34 positions

#6Tribune Investment Group LPActive

Notable overlap · 3 shared positions

$AME $PH $CSX

$247M

34 positions

#7Albar Capital Partners LLPActive

Notable overlap · 5 shared positions

$JCI $CRH $CTVA $TEX $PKG

$767M

38 positions

#8Select Equity Group, L.P.Active

Notable overlap · 7 shared positions

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

$20.2B

157 positions

#9Maren Capital LLCSmart money

Notable overlap · 3 shared positions

$AME $TDY $APH

$2.2B

17 positions

#10Raub Brock Capital Management LPActive

Notable overlap · 3 shared positions

$PH $AME $APH

$363M

45 positions

#11FENIMORE ASSET MANAGEMENT INCActive

Notable overlap · 4 shared positions

$IEX $APH $TT $AME

$4.8B

92 positions

#12BOWEN HANES & CO INCActive

Notable overlap · 5 shared positions

$TDY $PH $DE $UNP $ITT

$4.1B

151 positions

#13Regents Gate Capital LLPActive

Notable overlap · 5 shared positions

$PH $CRH $JCI $TT $APH

$75M

37 positions

#14Michael Brady & Co., LLCActive

Notable overlap · 4 shared positions

$PH $UNP $TT $CSX

$113M

58 positions

#15HARVEY INVESTMENT CO LLCActive

Notable overlap · 5 shared positions

$IEX $APH $NDSN $ORLY $AME

$918M

99 positions

#16CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 5 shared positions

$APH $AME $PH $IR $ORLY

$456M

67 positions

#17HENDLEY & CO INCActive

Notable overlap · 4 shared positions

$PH $APH $UNP $GNRC

$283M

47 positions

#18Aristotle Capital Management, LLCActive

Notable overlap · 3 shared positions

$PH $CTVA $TDY

$47.7B

212 positions

#19Minneapolis Portfolio Management Group, LLCActive

Notable overlap · 4 shared positions

$PH $TEX $DE $GNRC

$1.1B

34 positions

#20Wilkinson Global Asset Management LLCActive

Notable overlap · 4 shared positions

$PH $UNP $DE $SPOT

$1.3B

62 positions

#21Findlay Park Partners LLPActive

Notable overlap · 3 shared positions

$CRH $ITT $TDY

$7.4B

49 positions

#22M.D. Sass, LLCActive

Notable overlap · 4 shared positions

$AME $SGI $CLH $APH

$1.5B

39 positions

#23Decatur Capital Management, Inc.Active

Notable overlap · 4 shared positions

$AME $APH $TDY $NDSN

$295M

53 positions

#2412th Street Asset Management Company, LLCActive

Notable overlap · 5 shared positions

$CRH $GNRC $SITE $SGI $CLH

$702M

32 positions

#25FINANCIAL ADVISORY PARTNERS, LLCActive

Notable overlap · 3 shared positions

$PH $UNP $PKG

$383M

74 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.