What hedge funds are most similar to PEAPACK GLADSTONE FINANCIAL CORP?

The funds with the most similar 13F portfolios to PEAPACK GLADSTONE FINANCIAL CORP are HOWE & RUSLING, JMAC ENTERPRISES, Smith, Salley & Associates, 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 PEAPACK GLADSTONE FINANCIAL

13F Portfolio OverlapQ2 2026PEAPACK GLADSTONE FINANCIAL portfolio →

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Most similar hedge funds by 13F overlap

PEAPACK GLADSTONE FINANCIAL CORP is an institutional investor managing $8.7B across 679 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 PEAPACK GLADSTONE FINANCIAL are HOWE & RUSLING, JMAC ENTERPRISES, Smith, Salley & Associates, with shared positions in $TJX, $UNP, $ASML, $NEE, $PEP, $GD. The full ranking of 25 similar funds is below.

#1HOWE & RUSLING INCPassive

Some overlap · 8 shared positions

$TJX $UNP $ASML $NEE $PEP $GD

$1.7B

479 positions

#2JMAC ENTERPRISES LLCActive

Some overlap · 8 shared positions

$UNP $BLK $NEE $PNC $GD $QCOM

$593M

122 positions

#3Smith, Salley & AssociatesPassive

Some overlap · 7 shared positions

$TJX $UNP $ASML $NEE $CMI $PEP

$2.3B

275 positions

#4SevenBridge Financial Group, LLCPassive

Some overlap · 7 shared positions

$UNP $BLK $NEE $CMI $PNC $QCOM

$674M

211 positions

#5Banco de Sabadell, S.APassive

Some overlap · 6 shared positions

$TJX $UNP $BLK $ASML $NEE $QCOM

$170M

61 positions

#6Mechanics Financial CorpPassive

Some overlap · 7 shared positions

$BLK $NEE $CMI $PEP $PNC $GD

$280M

296 positions

#7BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$TJX $UNP $BLK $NEE $PEP $MS

$529M

72 positions

#8Brentview Investment Management LLCActive

Some overlap · 6 shared positions

$TJX $UNP $BLK $NEE $PEP $MS

$253M

63 positions

#9ROCKLAND TRUST COPassive

Some overlap · 6 shared positions

$TJX $UNP $BLK $NEE $PEP $MS

$2.6B

320 positions

#10WINDWARD CAPITAL MANAGEMENT CO /CAActive

Some overlap · 6 shared positions

$TJX $BLK $NEE $ASML $CMI $PEP

$1.3B

73 positions

#11Blue Chip Partners, LLCActive

Some overlap · 6 shared positions

$TJX $BLK $ASML $NEE $PEP $MS

$1.6B

184 positions

#12NIXON PEABODY TRUST COActive

Some overlap · 6 shared positions

$TJX $BLK $ASML $NEE $GD $MS

$1.5B

191 positions

#13ST GERMAIN D J CO INCPassive

Some overlap · 6 shared positions

$BLK $ASML $TJX $NEE $CMI $QCOM

$2.8B

914 positions

#14Stokes Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$TJX $UNP $NEE $PEP $QCOM $MS

$455M

118 positions

#15ALBION FINANCIAL GROUP /UTPassive

Some overlap · 6 shared positions

$TJX $BLK $UNP $PEP $QCOM $MS

$1.8B

792 positions

#16FourThought Financial Partners, LLCPassive

Some overlap · 6 shared positions

$BLK $ASML $NEE $PEP $PNC $QCOM

$1.3B

393 positions

#17CONNING INC.Passive

Some overlap · 6 shared positions

$UNP $BLK $CMI $PNC $GD $MS

$3.3B

327 positions

#18Umpqua BankPassive

Some overlap · 6 shared positions

$BLK $ASML $CMI $PEP $PNC $MS

$446M

165 positions

#19CAPE ANN SAVINGS BANKActive

Some overlap · 6 shared positions

$BLK $NEE $CMI $PEP $GD $MS

$212M

113 positions

#20NORTH DALLAS BANK & TRUST COPassive

Some overlap · 6 shared positions

$BLK $NEE $CMI $PEP $GD $MS

$169M

113 positions

#21River Street Advisors LLCPassive

Some overlap · 6 shared positions

$BLK $NEE $CMI $PEP $QCOM $MS

$324M

176 positions

#22NBH BankPassive

Some overlap · 6 shared positions

$BLK $NEE $CMI $PEP $GD $MS

$237M

552 positions

#23Insight Inv LLCPassive

Some overlap · 6 shared positions

$TJX $PEP $PNC $GD $QCOM $MS

$210M

108 positions

#24RWA WEALTH PARTNERS, LLCActive

Some overlap · 5 shared positions

$TJX $UNP $ASML $NEE $BLK

$10.4B

645 positions

#25Severin Investments, LLCPassive

Some overlap · 6 shared positions

$ASML $UNP $BLK $PNC $NEE $MS

$133M

174 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.