What hedge funds are most similar to EADS & HEALD WEALTH MANAGEMENT?

The funds with the most similar 13F portfolios to EADS & HEALD WEALTH MANAGEMENT are CARDEROCK, INVESCO,, Railway Pension Investments Ltd, based on overlapping conviction holdings in the latest SEC filings.

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 EADS & HEALD WEALTH

13F Portfolio OverlapQ1 2026EADS & HEALD WEALTH portfolio →

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Most similar hedge funds by 13F overlap

EADS & HEALD WEALTH MANAGEMENT is an institutional investor managing $201M across 140 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 EADS & HEALD WEALTH are CARDEROCK, INVESCO,, Railway Pension Investments Ltd, with shared positions in $LRCX, $APH, $GWW, $ORLY, $SYK, $ITW. The full ranking of 25 similar funds is below.

#1CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 7 shared positions

$LRCX $APH $GWW $ORLY $SYK $ITW

$405M

73 positions

#2INVESCO, LLCPassive

Notable overlap · 8 shared positions

$APH $ADI $AFL $AXP $AMGN $TMO

$286M

132 positions

#3Railway Pension Investments LtdActive

Notable overlap · 7 shared positions

$LRCX $APH $ORLY $SYK $FAST $TMO

$7.0B

103 positions

#4ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 7 shared positions

$APH $AXP $AFL $SYK $MCD $CHD

$1.7B

86 positions

#5JLB & ASSOCIATES INCPassive

Notable overlap · 7 shared positions

$APH $AMGN $ORLY $EXPD $SYK $NOC

$696M

70 positions

#6COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 7 shared positions

$APH $SYK $EXPD $ITW $FAST $CHD

$1.7B

87 positions

#7Long Road Investment Counsel, LLCActive

Notable overlap · 7 shared positions

$AFL $ORLY $SYK $EXPD $ITW $FAST

$255M

78 positions

#8Dundas Partners LLPActive

Notable overlap · 6 shared positions

$APH $ADI $GWW $AXP $SYK $TMO

$1.3B

49 positions

#9Nicholson Wealth Management Group, LLCPassive

Notable overlap · 7 shared positions

$ADI $GWW $AMGN $COR $AFL $MCD

$172M

114 positions

#10Midway Capital Research & ManagementPassive

Notable overlap · 7 shared positions

$APH $ADI $SYK $EXPD $MCD $ITW

$106M

117 positions

#11ICW Investment Advisors LLCPassive

Notable overlap · 7 shared positions

$COR $ORLY $AMGN $FAST $MCD $NOC

$277M

147 positions

#12ALBERT D MASON INCPassive

Some overlap · 6 shared positions

$LRCX $GWW $HUBB $MCD $SNA $FAST

$154M

129 positions

#13McGuire Investment Group, LLCActive

Some overlap · 6 shared positions

$LRCX $ADI $SYK $ITW $TMO $AMGN

$885M

121 positions

#14Union Heritage Capital, LLCPassive

Some overlap · 6 shared positions

$APH $ORLY $SYK $EXPD $AXP $AMGN

$269M

62 positions

#15Somerset Trust CoPassive

Some overlap · 6 shared positions

$ADI $AFL $AMGN $ITW $EMR $MCD

$326M

174 positions

#16ABSHER WEALTH MANAGEMENT, LLCActive

Some overlap · 6 shared positions

$ADI $AMGN $EMR $FAST $MCD $SNA

$853M

70 positions

#17GREATMARK INVESTMENT PARTNERS, INC.Active

Some overlap · 6 shared positions

$GWW $AXP $AFL $AMGN $ITW $EMR

$854M

145 positions

#18Liberty Capital Management, Inc.

Some overlap · 7 shared positions

$AFL $ITW $MCD $TMO $FAST $SYK

$537M

180 positions

#19Huntleigh Advisors, Inc.Passive

Some overlap · 8 shared positions

$APH $ADI $FAST $AMGN $NOC $LRCX

$585M

282 positions

#20YHB Investment Advisors, Inc.Passive

Some overlap · 6 shared positions

$LRCX $APH $AMGN $SYK $TMO $MCD

$1.4B

298 positions

#21BRADY FAMILY WEALTH, LLCPassive

Some overlap · 6 shared positions

$ADI $AMGN $SYK $ITW $MCD $APH

$321M

110 positions

#22Harrington Investments, INCPassive

Some overlap · 6 shared positions

$AMGN $SYK $EMR $ITW $CHD $TMO

$190M

84 positions

#23LETSON INVESTMENT MANAGEMENT, INC.Active

Some overlap · 6 shared positions

$AXP $AMGN $SYK $MCD $NOC $ITW

$260M

101 positions

#24L. Roy Papp & Associates, LLPActive

Some overlap · 6 shared positions

$ADI $ORLY $SYK $EXPD $TMO $EMR

$867M

184 positions

#25Sky Investment Group LLCPassive

Some overlap · 6 shared positions

$AXP $EMR $ITW $MCD $TMO $SYK

$583M

140 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.