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 Navera Investment Ltd.

13F Portfolio OverlapQ2 2026Navera Investment Ltd. portfolio →

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Most similar hedge funds by 13F overlap

Navera Investment Management Ltd. is an institutional investor managing $3.7B across 56 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 Navera Investment Ltd. are James Hambro & Partners LLP, MOUNTAIN PACIFIC INVESTMENT ADVISERS, Local Pensions Partnership Investment Ltd, with shared positions in $APH, $AME, $TMO, $ISRG, $MRSH, $XYL. The full ranking of 25 similar funds is below.

#1James Hambro & Partners LLPActive

Substantial overlap · 5 shared positions

$APH $AME $TMO $ISRG $MRSH

$2.8B

68 positions

#2MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive

Substantial overlap · 5 shared positions

$APH $AME $TMO $XYL $VRSK

$635M

146 positions

#3Local Pensions Partnership Investment LtdActive

Substantial overlap · 5 shared positions

$APH $CDNS $TMO $ADP $HEI

$4.8B

32 positions

#4DUDLEY & SHANLEY, INC.Active

Notable overlap · 5 shared positions

$APH $AME $XYL $HEI $WPM

$662M

37 positions

#5CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 8 shared positions

$APH $AME $TMO $CDNS $HEI $ISRG

$456M

67 positions

#6Maren Capital LLCSmart money

Notable overlap · 3 shared positions

$APH $AME $HEI

$2.2B

17 positions

#7Dundas Partners LLPActive

Notable overlap · 5 shared positions

$APH $TMO $AME $ADP $AXP

$1.4B

31 positions

#8Ravenstone Capital Management Inc.Active

Notable overlap · 4 shared positions

$APH $TMO $ISRG $PWR

$244M

54 positions

#9COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 5 shared positions

$APH $TMO $ADP $BSX $ACN

$1.7B

91 positions

#10WORMSER FRERES GESTIONActive

Notable overlap · 5 shared positions

$CDNS $TMO $ISRG $XYL $BSX

$177M

66 positions

#11J. Stern & Co. LLPActive

Notable overlap · 6 shared positions

$APH $XYL $TMO $CDNS $ISRG $MCD

$1.1B

51 positions

#12EdgePoint Investment Group Inc.Active

Notable overlap · 4 shared positions

$TMO $MRSH $AME $FNV

$13.2B

39 positions

#13NZS Capital, LLCActive

Notable overlap · 5 shared positions

$CDNS $APH $ISRG $HEI $PWR

$3.9B

61 positions

#14FLOSSBACH VON STORCH SEActive

Notable overlap · 5 shared positions

$APH $TMO $AME $ACN $MCD

$22.1B

106 positions

#15MCDANIEL TERRY & COActive

Notable overlap · 5 shared positions

$APH $ADP $ISRG $TMO $ACN

$1.3B

81 positions

#16Baer Investment Advisory LLCPassive

Notable overlap · 3 shared positions

$APH $CDNS $TMO

$119M

43 positions

#17Stonehage Fleming Financial Services Holdings LtdActive

Notable overlap · 4 shared positions

$CDNS $APH $VRSK $MCD

$2.9B

215 positions

#18America First Investment Advisors, LLCActive

Notable overlap · 4 shared positions

$TMO $ADP $VRSK $FNV

$539M

45 positions

#19JENSEN INVESTMENT MANAGEMENT INCActive

Notable overlap · 8 shared positions

$MRSH $CDNS $APH $VRSK $ADP $ACN

$4.1B

83 positions

#20Regency Capital Management Inc.\DEPassive

Notable overlap · 3 shared positions

$APH $AME $HUBB

$251M

64 positions

#21Port Capital LLCActive

Notable overlap · 4 shared positions

$APH $AME $HEI $AXP

$2.5B

108 positions

#22Mirova US LLCActive

Notable overlap · 6 shared positions

$TMO $XYL $ISRG $HUBB $BSX $ACN

$9.3B

45 positions

#23MCRAE CAPITAL MANAGEMENT INCPassive

Notable overlap · 6 shared positions

$LH $TMO $MRSH $ACN $BR $PWR

$508M

113 positions

#24S.E.E.D. Planning Group LLCPassive

Notable overlap · 3 shared positions

$TMO $ADP $ISRG

$379M

88 positions

#25Union Heritage Capital, LLCPassive

Notable overlap · 3 shared positions

$APH $AME $AXP

$295M

65 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.