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Hedge Funds Similar to PATTEN & PATTEN /TN

13F Portfolio OverlapQ1 2026PATTEN & PATTEN /TN portfolio →
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Most similar hedge funds by 13F overlap

PATTEN & PATTEN INC/TN is an institutional investor managing $1.7B across 338 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 PATTEN & PATTEN /TN are AMI INVESTMENT, GOULD ASSET /CA/, WEBSTERROGERS FINANCIAL ADVISORS,, with shared positions in $UPST, $COP, $TJX, $UNH, $SCHW, $WT. The full ranking of 25 similar funds is below.

#1AMI INVESTMENT MANAGEMENT INCActive
Notable overlap · 5 shared positions
$UPST$COP$TJX$UNH$SCHW
$445M
77 positions
#2GOULD ASSET MANAGEMENT LLC /CA/Active
Some overlap · 4 shared positions
$UPST$COP$WT$SCHW
$576M
171 positions
#3WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$UPST$COP$NEE$SCHW
$350M
95 positions
#4Disciplined Investments, LLCPassive
Some overlap · 4 shared positions
$UPST$COP$NEE$SCHW
$279M
141 positions
#5ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 6 shared positions
$COP$TJX$WT$ABT$SCHW$KO
$228M
90 positions
#6EDGAR LOMAX CO/VAActive
Some overlap · 7 shared positions
$COP$MDLZ$ABT$KO$NEE$UNH
$1.4B
56 positions
#7FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 5 shared positions
$COP$UPST$MDLZ$KO$NEE
$5.0B
201 positions
#8Marion Wealth ManagementPassive
Some overlap · 6 shared positions
$COP$UPST$WT$TJX$KO$NEE
$451M
146 positions
#9Concord Asset Management, LLC/VAActive
Some overlap · 5 shared positions
$UPST$WT$COP$KO$NEE
$592M
117 positions
#10Cornerstone Financial Management LLCPassive
Some overlap · 4 shared positions
$UPST$COP$KO$UNH
$109M
1,311 positions
#11E&R Wealth Management, LLCSmart money
Some overlap · 4 shared positions
$UPST$COP$SCHW$KO
$100M
12 positions
#12STUDIO INVESTMENT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$UPST$COP$NEE$UNH
$547M
180 positions
#13Strategic Financial Services, Inc.Smart money
Some overlap · 4 shared positions
$UPST$COP$NEE$TJX
$2.1B
152 positions
#14Capital Investment Services of America, Inc.Active
Some overlap · 3 shared positions
$COP$UPST$TJX
$958M
80 positions
#15Concord Wealth PartnersPassive
Some overlap · 5 shared positions
$UPST$WT$KO$COP$NEE
$770M
207 positions
#164WEALTH ADVISORS, INC.Passive
Some overlap · 3 shared positions
$UPST$COP$ABT
$117M
142 positions
#17Bath Savings Trust CoActive
Some overlap · 5 shared positions
$COP$TJX$ABT$NEE$KO
$936M
168 positions
#18Beacon Capital Management, Inc.Active
Some overlap · 3 shared positions
$UPST$COP$SCHW
$1.8B
57 positions
#19Cordant, Inc.Active
Some overlap · 3 shared positions
$UPST$COP$SCHW
$246M
75 positions
#20Kure Advisory, LLCActive
Some overlap · 3 shared positions
$UPST$COP$SCHW
$184M
56 positions
#21Bear Mountain Capital, Inc.Active
Some overlap · 3 shared positions
$UPST$COP$SCHW
$333M
198 positions
#22HOWE & RUSLING INCPassive
Some overlap · 5 shared positions
$COP$TJX$MDLZ$KO$NEE
$1.5B
477 positions
#23Center for Wealth Management AdvisoryActive
Some overlap · 5 shared positions
$COP$MDLZ$ABT$KO$UNH
$139M
62 positions
#24Montecito Bank & TrustPassive
Some overlap · 5 shared positions
$UPST$COP$KO$SCHW$WT
$607M
266 positions
#25Discipline Wealth Solutions, LLCActive
Some overlap · 5 shared positions
$UPST$WT$NEE$SCHW$COP
$950M
192 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.