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 Stonehage Fleming Financial Services Ltd

13F Portfolio OverlapQ2 2026Stonehage Fleming Financial Services Ltd portfolio →

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Most similar hedge funds by 13F overlap

Stonehage Fleming Financial Services Holdings Ltd is an institutional investor managing $2.9B across 215 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 Stonehage Fleming Financial Services Ltd are JENSEN INVESTMENT, Local Pensions Partnership Investment Ltd, NZS, with shared positions in $KLAC, $SYK, $CDNS, $APH, $VRSK, $MCD. The full ranking of 25 similar funds is below.

#1JENSEN INVESTMENT MANAGEMENT INCActive

Substantial overlap · 8 shared positions

$KLAC $SYK $CDNS $APH $VRSK $MCD

$4.1B

83 positions

#2Local Pensions Partnership Investment LtdActive

Notable overlap · 5 shared positions

$KLAC $APH $CDNS $WST $BKNG

$4.8B

32 positions

#3NZS Capital, LLCActive

Notable overlap · 6 shared positions

$CDNS $APH $KLAC $AJG $SYK $UBER

$3.9B

61 positions

#4Bristol Gate Capital Partners Inc.Active

Notable overlap · 5 shared positions

$KLAC $APH $CTAS $VRSK $MCK

$1.4B

33 positions

#5Ayrshire Capital Management LLCPassive

Notable overlap · 6 shared positions

$APH $KLAC $AJG $SPGI $UBER $TJX

$214M

50 positions

#6Tandem Investment Advisors, Inc.Passive

Notable overlap · 5 shared positions

$APH $SYK $MCD $VRSK $CTAS

$1.5B

68 positions

#7PROFESSIONAL ADVISORY SERVICES INCActive

Notable overlap · 8 shared positions

$APH $SYK $AJG $SPGI $BKNG $ELV

$836M

93 positions

#8FENIMORE ASSET MANAGEMENT INCActive

Notable overlap · 8 shared positions

$APH $SYK $AJG $SPGI $CTAS $VRSK

$4.8B

92 positions

#9COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 4 shared positions

$APH $SYK $SPGI $CTAS

$1.7B

91 positions

#10PENINSULA ASSET MANAGEMENT INCActive

Notable overlap · 4 shared positions

$SPGI $SYK $CTAS $WST

$209M

54 positions

#11RIT CAPITAL PARTNERS PLCActive

Notable overlap · 4 shared positions

$SPGI $SYK $MCD $BKNG

$621M

13 positions

#12JLB & ASSOCIATES INCPassive

Notable overlap · 4 shared positions

$KLAC $APH $SYK $TJX

$748M

68 positions

#13Navera Investment Management Ltd.Active

Notable overlap · 4 shared positions

$CDNS $APH $VRSK $MCD

$3.7B

56 positions

#14CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 4 shared positions

$KLAC $APH $SYK $ADI

$1.3B

99 positions

#15MinichMacGregor Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$KLAC $CDNS $VRSK $TJX

$659M

150 positions

#16E20 Capital LtdActive

Notable overlap · 3 shared positions

$APH $KLAC $CDNS

$1.2B

22 positions

#17Midway Capital Research & ManagementActive

Notable overlap · 5 shared positions

$APH $SYK $VRSK $MCD $ADI

$126M

114 positions

#18Settian Capital LPActive

Notable overlap · 5 shared positions

$CDNS $CTAS $SPGI $APH $MCK

$156M

23 positions

#19Progressive Investment Management CorpActive

Notable overlap · 6 shared positions

$KLAC $APH $SPGI $CDNS $CTAS $TJX

$454M

56 positions

#20Close Asset Management LtdActive

Notable overlap · 7 shared positions

$KLAC $APH $CDNS $MCD $BKNG $MCK

$3.8B

269 positions

#21DEARBORN PARTNERS LLCPassive

Notable overlap · 7 shared positions

$MCD $APH $AJG $SYK $VRSK $SPGI

$1.8B

269 positions

#22C Partners Holding GmbHActive

Notable overlap · 3 shared positions

$SPGI $SYK $BKNG

$330M

15 positions

#23GuoLine Advisory Pte LtdActive

Notable overlap · 3 shared positions

$KLAC $SPGI $AJG

$1.1B

23 positions

#24WORMSER FRERES GESTIONActive

Notable overlap · 4 shared positions

$CDNS $SYK $KLAC $IAU

$177M

66 positions

#25COMGEST GLOBAL INVESTORS S.A.S.Active

Notable overlap · 7 shared positions

$SPGI $CTAS $VRSK $SYK $BKNG $UBER

$4.5B

55 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.