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Hedge Funds Similar to PARSONS /RI

13F Portfolio OverlapQ1 2026PARSONS /RI portfolio →
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Most similar hedge funds by 13F overlap

PARSONS CAPITAL MANAGEMENT INC/RI is an institutional investor managing $2.2B across 488 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 PARSONS /RI are WHITE PINE, Somerset Group, Cohen ,, with shared positions in $MMM, $IBM, $EMR, $HON, $OKTA, $NEE. The full ranking of 25 similar funds is below.

#1WHITE PINE CAPITAL LLCPassive
Some overlap · 5 shared positions
$MMM$IBM$EMR$HON$OKTA
$355M
228 positions
#2Somerset Group LLCActive
Some overlap · 3 shared positions
$MMM$NEE$USB
$135M
59 positions
#3Cohen Capital Management, Inc.Passive
Some overlap · 6 shared positions
$NEE$IBM$MMM$ET$TMO$EPD
$644M
154 positions
#4LYNCH & ASSOCIATES/INPassive
Some overlap · 6 shared positions
$NEE$IBM$EMR$USB$HON$TJX
$533M
126 positions
#5Loudon Investment Management, LLCPassive
Some overlap · 6 shared positions
$NEE$EMR$USB$COP$EPD$OKTA
$186M
95 positions
#6WILKINS INVESTMENT COUNSEL INCActive
Some overlap · 3 shared positions
$MMM$IBM$EMR
$698M
119 positions
#7SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$MMM$IBM$USB$COP
$728M
79 positions
#8HFM Investment Advisors, LLCActive
Some overlap · 3 shared positions
$MMM$IBM$TMO
$260M
1,210 positions
#9BROOKS, MOORE & ASSOCIATES, INC.Passive
Some overlap · 6 shared positions
$IBM$USB$NEE$COP$HON$TJX
$199M
110 positions
#10Cincinnati Specialty Underwriters Insurance COActive
Some overlap · 5 shared positions
$MMM$NEE$USB$TMO$TJX
$412M
46 positions
#11MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 4 shared positions
$NEE$MMM$EMR$USB
$246M
145 positions
#12CHELSEA COUNSEL COPassive
Some overlap · 5 shared positions
$MMM$EMR$ET$TMO$HON
$233M
238 positions
#13LaFleur & Godfrey LLCActive
Some overlap · 5 shared positions
$NEE$IBM$TMO$HON$OKTA
$803M
141 positions
#14MONARCH CAPITAL MANAGEMENT INCPassive
Some overlap · 4 shared positions
$NEE$MMM$EMR$USB
$409M
127 positions
#15JOHN G ULLMAN & ASSOCIATES INCPassive
Some overlap · 4 shared positions
$NEE$IBM$EMR$HON
$754M
174 positions
#16FARMERS TRUST COPassive
Some overlap · 4 shared positions
$NEE$IBM$MMM$HON
$637M
203 positions
#17Summit Financial Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$MMM$IBM$USB
$705M
193 positions
#18HOWE & RUSLING INCPassive
Some overlap · 5 shared positions
$NEE$USB$COP$HON$TJX
$1.5B
477 positions
#19CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 4 shared positions
$NEE$IBM$USB$TMO
$60M
36 positions
#20SFE Investment CounselPassive
Some overlap · 4 shared positions
$NEE$IBM$USB$HON
$635M
143 positions
#21BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$NEE$USB$COP$TMO$TJX
$7.8B
1,278 positions
#22Providence Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$NEE$IBM$EMR$HON
$157M
80 positions
#23DiNuzzo Private Wealth, Inc.Active
Some overlap · 5 shared positions
$NEE$IBM$HON$COP$USB
$928M
1,345 positions
#24Fund Advisors of America Inc/FLPassive
Some overlap · 5 shared positions
$IBM$USB$ET$EPD$FSCO
$99M
118 positions
#25Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$IBM$EMR$TMO$HON$TJX
$353M
78 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.