What hedge funds are most similar to Tandem Investment Advisors, Inc.?

The funds with the most similar 13F portfolios to Tandem Investment Advisors, Inc. are Dundas Partners LLP, COMPASS, FLOSSBACH VON STORCH SE, based on overlapping conviction holdings in the latest SEC filings.

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 Tandem Investment Advisors

13F Portfolio OverlapQ2 2026Tandem Investment Advisors portfolio →

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Most similar hedge funds by 13F overlap

Tandem Investment Advisors, Inc. is an institutional investor managing $1.5B across 68 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 Tandem Investment Advisors are Dundas Partners LLP, COMPASS, FLOSSBACH VON STORCH SE, with shared positions in $APH, $RMD, $BRO, $ABT, $SYK, $NDAQ. The full ranking of 25 similar funds is below.

#1Dundas Partners LLPActive

Substantial overlap · 8 shared positions

$APH $RMD $BRO $ABT $SYK $NDAQ

$1.4B

31 positions

#2COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 6 shared positions

$APH $CHD $SYK $ROP $ICE $CTAS

$1.7B

91 positions

#3FLOSSBACH VON STORCH SEActive

Notable overlap · 8 shared positions

$APH $ABT $ICE $SYK $ROP $PEP

$22.1B

106 positions

#4Midway Capital Research & ManagementActive

Notable overlap · 7 shared positions

$APH $SYK $EXPD $NEE $VRSK $MCD

$126M

114 positions

#5FENIMORE ASSET MANAGEMENT INCActive

Notable overlap · 8 shared positions

$APH $SYK $BRO $RSG $CTAS $VRSK

$4.8B

92 positions

#6RESOURCES MANAGEMENT CORP /CT/ /ADVPassive

Notable overlap · 8 shared positions

$APH $NEE $MCD $BLK $PEP $SYK

$794M

188 positions

#7Bath Savings Trust CoActive

Notable overlap · 11 shared positions

$SYK $NEE $ABT $INTU $APH $BR

$965M

177 positions

#8WENDELL DAVID ASSOCIATES INCActive

Notable overlap · 10 shared positions

$SYK $NEE $MCD $ABT $CHD $APH

$947M

155 positions

#9DEARBORN PARTNERS LLCActive

Notable overlap · 10 shared positions

$MCD $APH $RSG $WEC $SYK $ABT

$1.8B

269 positions

#10NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive

Notable overlap · 6 shared positions

$APH $BLK $ROL $PEP $ABT $ROP

$606M

79 positions

#11JENSEN INVESTMENT MANAGEMENT INCActive

Notable overlap · 9 shared positions

$SYK $APH $ABT $VRSK $MCD $CTAS

$4.1B

83 positions

#12HFR Wealth Management, LLCActive

Notable overlap · 6 shared positions

$APH $NEE $INTU $ROL $WEC $CTAS

$410M

53 positions

#13Stonehage Fleming Financial Services Holdings Ltd

Notable overlap · 5 shared positions

$APH $SYK $MCD $VRSK $CTAS

$2.9B

215 positions

#14CUTLER INVESTMENT COUNSEL LLCActive

Notable overlap · 6 shared positions

$BLK $NEE $RSG $MCD $PEP $BDX

$1.1B

157 positions

#15Nutshell Asset Management LtdPassive

Notable overlap · 10 shared positions

$APH $ZTS $INTU $ROL $BRO $VRSK

$300M

45 positions

#16PENINSULA ASSET MANAGEMENT INCActive

Notable overlap · 7 shared positions

$SYK $NEE $PEP $CTAS $ABT $BDX

$209M

54 positions

#17J. Stern & Co. LLPActive

Notable overlap · 5 shared positions

$APH $ICE $ABT $MCD $ISRG

$1.1B

51 positions

#18Long Road Investment Counsel, LLCActive

Notable overlap · 9 shared positions

$SYK $ICE $EXPD $PEP $BDX $CTAS

$271M

80 positions

#19HARVEY INVESTMENT CO LLCActive

Notable overlap · 7 shared positions

$APH $WCN $ABT $VRSK $PEP $IDXX

$918M

99 positions

#20HENDLEY & CO INCActive

Notable overlap · 4 shared positions

$APH $ABT $PEP $SYK

$283M

47 positions

#21WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 5 shared positions

$SYK $NEE $ICE $ABT $CHD

$2.1B

131 positions

#22JLB & ASSOCIATES INCPassive

Notable overlap · 6 shared positions

$APH $EXPD $ROL $PEP $SYK $ORLY

$748M

68 positions

#23Union Heritage Capital, LLCPassive

Notable overlap · 6 shared positions

$APH $EXPD $SYK $PEP $ROL $ORLY

$295M

65 positions

#24Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 5 shared positions

$NEE $APH $MCD $PEP $ABT

$513M

70 positions

#25NOESIS CAPITAL MANGEMENT CORPActive

Notable overlap · 4 shared positions

$APH $SYK $NEE $BLK

$832M

124 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.