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Hedge Funds Similar to Union Heritage

13F Portfolio OverlapQ2 2026Union Heritage portfolio →
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Most similar hedge funds by 13F overlap

Union Heritage Capital, LLC is an institutional investor managing $295M across 65 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 Union Heritage are JLB & ASSOCIATES, Port, HENDLEY, with shared positions in $APH, $KLAC, $SEIC, $ORLY, $EXPD, $GGG. The full ranking of 25 similar funds is below.

#1JLB & ASSOCIATES INCPassive
Substantial overlap · 15 shared positions
$APH$KLAC$SEIC$ORLY$EXPD$GGG
$748M
68 positions
#2Port Capital LLCActive
Notable overlap · 5 shared positions
$APH$AME$ORLY$GGG$AXP
$2.5B
108 positions
#3HENDLEY & CO INCActive
Notable overlap · 6 shared positions
$APH$COP$SYK$PEP$TJX$AXP
$283M
47 positions
#4Ayrshire Capital Management LLCPassive
Notable overlap · 5 shared positions
$APH$AME$KLAC$TJX$MS
$214M
50 positions
#5Maren Capital LLCSmart money
Notable overlap · 3 shared positions
$APH$AME$GGG
$2.2B
17 positions
#6MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive
Notable overlap · 3 shared positions
$APH$AME$GGG
$635M
146 positions
#7Tandem Investment Advisors, Inc.Passive
Notable overlap · 6 shared positions
$APH$EXPD$SYK$PEP$ROL$ORLY
$1.5B
68 positions
#8CARDEROCK CAPITAL MANAGEMENT INCPassive
Notable overlap · 6 shared positions
$APH$AME$ORLY$SYK$AON$TJX
$456M
67 positions
#9DUDLEY & SHANLEY, INC.Active
Notable overlap · 4 shared positions
$APH$AME$ROL$AON
$662M
37 positions
#10Dundas Partners LLPActive
Notable overlap · 4 shared positions
$APH$AME$SYK$AXP
$1.4B
31 positions
#11James Hambro & Partners LLPActive
Notable overlap · 5 shared positions
$APH$AME$TJX$LMT$PEP
$2.8B
68 positions
#12Regency Capital Management Inc.\DEPassive
Notable overlap · 3 shared positions
$APH$AME$GGG
$251M
64 positions
#13CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Notable overlap · 5 shared positions
$APH$KLAC$SYK$WFC$PEP
$1.3B
99 positions
#14Alcosta Capital Management, Inc.Active
Notable overlap · 4 shared positions
$APH$KLAC$MS$TJX
$148M
22 positions
#15RESOURCES MANAGEMENT CORP /CT/ /ADVPassive
Notable overlap · 5 shared positions
$APH$PEP$ORLY$TJX$SYK
$794M
188 positions
#16ROFFMAN MILLER ASSOCIATES INC /PA/Active
Notable overlap · 6 shared positions
$APH$AME$SYK$PEP$AXP$TJX
$1.9B
88 positions
#17Navera Investment Management Ltd.Active
Notable overlap · 3 shared positions
$APH$AME$AXP
$3.7B
56 positions
#18Local Pensions Partnership Investment LtdActive
Notable overlap · 3 shared positions
$APH$KLAC$ROL
$4.8B
32 positions
#19FENIMORE ASSET MANAGEMENT INCActive
Notable overlap · 4 shared positions
$APH$AME$GGG$SYK
$4.8B
92 positions
#20Decatur Capital Management, Inc.Active
Notable overlap · 5 shared positions
$AME$KLAC$APH$MS$TJX
$295M
53 positions
#21FLOSSBACH VON STORCH SEActive
Notable overlap · 4 shared positions
$APH$AME$SYK$PEP
$22.1B
106 positions
#22Raub Brock Capital Management LPActive
Notable overlap · 4 shared positions
$APH$AME$CASY$TJX
$363M
45 positions
#23Guinness Atkinson Asset Management IncPassive
Notable overlap · 3 shared positions
$APH$AME$KLAC
$223M
107 positions
#24PCB Capital LLCPassive
Notable overlap · 5 shared positions
$APH$KLAC$WFC$PEP$AON
$82M
114 positions
#25Midway Capital Research & ManagementActive
Notable overlap · 4 shared positions
$APH$EXPD$SYK$AXP
$126M
114 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.