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 Ted Buchan

13F Portfolio OverlapQ3 2026Ted Buchan portfolio →

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Most similar hedge funds by 13F overlap

Ted Buchan & Co is an institutional investor managing $303M across 94 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Ted Buchan are CIM, Gavilan Investment Partners, Saratoga Research & Investment, with shared positions in $ASML, $PGR, $NVO, $INTU, $CLS, $MELI. The full ranking of 25 similar funds is below.

#1CIM, LLCPassive

Notable overlap · 5 shared positions

$ASML $PGR $NVO $INTU $CLS

$773M

171 positions

#2Gavilan Investment Partners LLCActive

Notable overlap · 4 shared positions

$ASML $MELI $SHOP $UBER

$411M

15 positions

#3Saratoga Research & Investment ManagementActive

Notable overlap · 4 shared positions

$ASML $NVO $PEP $SBUX

$1.8B

44 positions

#4GQG Partners LLCActive

Notable overlap · 6 shared positions

$PGR $ENB $PBR $BTI $MO $ABEV

$53.8B

102 positions

#5TrueMark Investments, LLCPassive

Notable overlap · 8 shared positions

$ENB $ASML $PBR $BTI $MO $HSBC

$798M

187 positions

#6DC Investments Management, LLCActive

Notable overlap · 4 shared positions

$ASML $MELI $INTU $UBER

$293M

55 positions

#7MayTech Global Investments, LLCActive

Notable overlap · 3 shared positions

$ASML $MELI $UBER

$900M

22 positions

#8JOHNSTON ASSET MANAGEMENT CORPActive

Notable overlap · 3 shared positions

$ASML $MELI $UBER

$2.9B

77 positions

#9Henry James International Management Inc.Passive

Notable overlap · 4 shared positions

$ASML $SHOP $NVO $HSBC

$330M

90 positions

#10Warther Private Wealth, LLCActive

Notable overlap · 4 shared positions

$ASML $NVO $MELI $UBER

$456M

50 positions

#11Quadrature Capital LtdPassive

Notable overlap · 6 shared positions

$ASML $ENB $INTU $MELI $CLS $LITE

$11.7B

1,542 positions

#12Burkett Asset Management LtdPassive

Notable overlap · 3 shared positions

$ASML $NVO $CNQ

$106M

59 positions

#13OPAL CAPITAL LLCPassive

Notable overlap · 7 shared positions

$ASML $ENB $BTI $MO $PEP $PBR

$560M

136 positions

#14Eldred Rock Partners, LLCActive

Notable overlap · 3 shared positions

$ASML $NVO $PEP

$451M

29 positions

#15Martin Capital Partners, LLCPassive

Notable overlap · 4 shared positions

$ASML $NVO $PFE $PEP

$279M

73 positions

#16Stockman Wealth Management, Inc.Passive

Notable overlap · 4 shared positions

$ASML $PFE $PEP $UPS

$968M

178 positions

#17SANDS CAPITAL MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$ASML $MELI $SHOP $BE

$26.9B

71 positions

#18GENERAL AMERICAN INVESTORS CO INCActive

Notable overlap · 3 shared positions

$ASML $PEP $UBER

$1.7B

73 positions

#19ATLANTIC FAMILY WEALTH, LLCSmart money

Notable overlap · 6 shared positions

$ENB $PNC $BTI $TFC $PFE $PEP

$156M

64 positions

#20Thomasville National BankPassive

Some overlap · 3 shared positions

$ASML $ENB $UBER

$1.8B

241 positions

#21NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive

Some overlap · 3 shared positions

$ASML $PEP $UBER

$595M

264 positions

#22Innovative Asset Advisors Group, LLCPassive

Some overlap · 3 shared positions

$ASML $PFE $BE

$229M

287 positions

#23Ravenswood Partners LPActive

Some overlap · 5 shared positions

$MELI $ASML $SHOP $INTU $BE

$313M

36 positions

#24FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive

Some overlap · 5 shared positions

$ENB $BMY $PNC $HSBC $ASML

$202M

327 positions

#25MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive

Some overlap · 6 shared positions

$ENB $BMY $PFE $MO $ABEV $BE

$112M

100 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.