13F Pro

Hedge Funds Similar to BRADLEY FOSTER & SARGENT /CT

13F Portfolio OverlapQ1 2026BRADLEY FOSTER & SARGENT /CT portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

BRADLEY FOSTER & SARGENT INC/CT is an institutional investor managing $6.4B across 516 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to BRADLEY FOSTER & SARGENT /CT are FLOSSBACH VON STORCH SE, BRANT POINT INVESTMENT, J.P. Marvel Investment Advisors,, with shared positions in $TMO, $APH, $DHR, $ABT, $ADI, $MCD. The full ranking of 25 similar funds is below.

#1FLOSSBACH VON STORCH SEActive
Notable overlap · 7 shared positions
$TMO$APH$DHR$ABT$ADI$MCD
$21.4B
109 positions
#2BRANT POINT INVESTMENT MANAGEMENT LLCActive
Some overlap · 6 shared positions
$TMO$APH$ADI$RBC$SHW$IDXX
$776M
130 positions
#3J.P. Marvel Investment Advisors, LLCActive
Some overlap · 7 shared positions
$TMO$DE$GE$ABT$SHW$DHR
$705M
60 positions
#4INVESCO, LLCPassive
Some overlap · 6 shared positions
$TMO$APH$ADI$NOC$SHW$MCD
$286M
132 positions
#5CHELSEA COUNSEL COPassive
Some overlap · 5 shared positions
$AEM$TMO$GE$ABT$PWR
$233M
238 positions
#6MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive
Some overlap · 5 shared positions
$TMO$APH$COP$RBC$DHR
$584M
141 positions
#711 Capital Partners LPActive
Some overlap · 6 shared positions
$APH$GE$RBC$DHR$SHW$PWR
$348M
20 positions
#8EADS & HEALD WEALTH MANAGEMENTPassive
Some overlap · 6 shared positions
$APH$ADI$TMO$NOC$HUBB$MCD
$201M
140 positions
#9Bath Savings Trust CoActive
Some overlap · 7 shared positions
$COP$DHR$ABT$SHW$IDXX$APH
$936M
168 positions
#10KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive
Some overlap · 5 shared positions
$AEM$COP$ABT$HUBB$AGI
$181M
93 positions
#11Spears Abacus Advisors LLCPassive
Some overlap · 6 shared positions
$AEM$ADI$DHR$ABT$TMO$PWR
$5.0B
398 positions
#12Mendel Money ManagementPassive
Some overlap · 5 shared positions
$TMO$DE$APH$DHR$PWR
$239M
137 positions
#13KP Management LLCPassive
Some overlap · 5 shared positions
$APH$TMO$GE$WWD$SHW
$409M
83 positions
#14PARNASSUS INVESTMENTS, LLCActive
Some overlap · 5 shared positions
$TMO$DE$MRSH$DHR$SHW
$34.1B
135 positions
#15CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 5 shared positions
$TMO$APH$SHW$IDXX$PWR
$405M
73 positions
#16DB Fitzpatrick & Co, IncActive
Some overlap · 6 shared positions
$TMO$DE$DHR$SHW$HUBB$PWR
$117M
106 positions
#17Rathbones Group PLCActive
Some overlap · 5 shared positions
$TMO$APH$MRSH$ABT$DE
$23.4B
643 positions
#18Ironvine Capital Partners, LLCActive
Some overlap · 6 shared positions
$TMO$APH$ADI$DHR$DE$ABT
$910M
56 positions
#19Norway Savings BankPassive
Some overlap · 5 shared positions
$APH$ADI$COP$ABT$IDXX
$211M
103 positions
#20NORTH STAR ASSET MANAGEMENT INCPassive
Some overlap · 5 shared positions
$ADI$TMO$APH$DHR$ABT
$2.3B
356 positions
#21Dundas Partners LLPActive
Some overlap · 4 shared positions
$TMO$APH$ADI$ABT
$1.3B
49 positions
#22Cincinnati Specialty Underwriters Insurance COActive
Some overlap · 5 shared positions
$TMO$ADI$MRSH$MCD$ABT
$412M
46 positions
#23Huntleigh Advisors, Inc.Passive
Some overlap · 6 shared positions
$APH$ADI$WWD$RBC$NOC$MCD
$585M
282 positions
#24Bristol Gate Capital Partners Inc.Active
Some overlap · 4 shared positions
$TMO$APH$GE$SHW
$1.6B
31 positions
#25HALL LAURIE J TRUSTEEPassive
Some overlap · 5 shared positions
$APH$ADI$DHR$ABT$GE
$283M
104 positions

Compare BRADLEY FOSTER & SARGENT /CT’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View BRADLEY FOSTER & SARGENT /CT’s holdings

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.