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Hedge Funds Similar to VAUGHAN NELSON INVESTMENT

13F Portfolio OverlapQ2 2026VAUGHAN NELSON INVESTMENT portfolio →
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Most similar hedge funds by 13F overlap

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. is an institutional investor managing $11.3B across 208 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 VAUGHAN NELSON INVESTMENT are OSTRUM ASSET, Avalon Global Asset, Nordwand Advisors, with shared positions in $MPWR, $CMI, $NUE, $ETN, $URI, $SCHW. The full ranking of 25 similar funds is below.

#1OSTRUM ASSET MANAGEMENTPassive
Notable overlap · 12 shared positions
$MPWR$CMI$NUE$ETN$URI$SCHW
$2.1B
549 positions
#2Avalon Global Asset Management LLCActive
Some overlap · 5 shared positions
$MPWR$ETN$URI$SNPS$MRVL
$917M
38 positions
#3Nordwand Advisors, LLCPassive
Some overlap · 5 shared positions
$CMI$ETN$URI$MRVL$HUBB
$652M
146 positions
#4SFE Investment CounselPassive
Some overlap · 4 shared positions
$CMI$URI$ETN$MRVL
$742M
152 positions
#5Greenfield Seitz Capital Management, LLCPassive
Some overlap · 4 shared positions
$CMI$ETN$CSL$ROST
$336M
107 positions
#6Oak Harvest Investment ServicesPassive
Some overlap · 4 shared positions
$NUE$ETN$SCHW$MRVL
$1.1B
166 positions
#7NORTH DALLAS BANK & TRUST COPassive
Some overlap · 4 shared positions
$CMI$ETN$MRVL$URI
$169M
113 positions
#8TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Some overlap · 4 shared positions
$ETN$SCHW$CSL$MRVL
$226M
113 positions
#9JACOBS & CO/CAPassive
Some overlap · 4 shared positions
$CMI$SCHW$SNPS$HUBB
$1.2B
132 positions
#10Rithm Capital Corp.Active
Some overlap · 4 shared positions
$ETN$VMI$CLH$HUBB
$81M
38 positions
#11DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$ETN$CMI$SNPS$HUBB
$121M
100 positions
#12SGL Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$CMI$ETN$SCHW
$290M
131 positions
#13PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 3 shared positions
$CMI$ETN$SCHW
$175M
73 positions
#14Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 3 shared positions
$CMI$ETN$URI
$487M
628 positions
#15Clean Yield GroupPassive
Some overlap · 4 shared positions
$VMI$SCHW$ROST$HUBB
$403M
395 positions
#16Leelyn Smith, LLCActive
Some overlap · 4 shared positions
$ETN$SCHW$MPWR$MRVL
$822M
157 positions
#17BRASADA CAPITAL MANAGEMENT, LPPassive
Some overlap · 3 shared positions
$MPWR$ETN$VMC
$558M
152 positions
#18Columbus Macro, LLCPassive
Some overlap · 3 shared positions
$CMI$NUE$SNPS
$1.0B
208 positions
#19Myriad Asset Management US LPActive
Some overlap · 4 shared positions
$ETN$MRVL$NUE$VMC
$72M
52 positions
#20Myriad Asset Management Advisors LLCActive
Some overlap · 4 shared positions
$ETN$MRVL$NUE$VMC
$424M
49 positions
#21Arosa Capital Management LPActive
Some overlap · 3 shared positions
$MPWR$ETN$Q
$561M
52 positions
#22CALIBER WEALTH MANAGEMENT, LLC / KSActive
Some overlap · 3 shared positions
$ETN$CMI$URI
$1.0B
300 positions
#23RFG - Bristol Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$ETN$CMI$SCHW
$420M
172 positions
#24Hamilton Point Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$CMI$ETN$HUBB
$710M
193 positions
#25OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 3 shared positions
$CMI$ETN$HUBB
$2.2B
70 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.