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 GARRISON BRADFORD & ASSOCIATES

13F Portfolio OverlapQ1 2026GARRISON BRADFORD & ASSOCIATES portfolio →

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Most similar hedge funds by 13F overlap

GARRISON BRADFORD & ASSOCIATES INC is an institutional investor managing $88M across 38 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 GARRISON BRADFORD & ASSOCIATES are Route One Investment Company,, Veritas Asset LLP, Focused Investors, with shared positions in $UNH, $TMO, $SCHW, $AON, $TJX, $LOW. The full ranking of 25 similar funds is below.

#1Route One Investment Company, L.P.Active

Notable overlap · 3 shared positions

$UNH $TMO $SCHW

$2.3B

19 positions

#2Veritas Asset Management LLPActive

Notable overlap · 3 shared positions

$UNH $TMO $AON

$5.9B

21 positions

#3Focused Investors LLCActive

Notable overlap · 3 shared positions

$UNH $TJX $LOW

$3.1B

22 positions

#4SUMMITRY LLCPassive

Notable overlap · 4 shared positions

$TMO $SCHW $LOW $ODFL

$2.3B

266 positions

#5MCRAE CAPITAL MANAGEMENT INCActive

Notable overlap · 4 shared positions

$PWR $TMO $LOW $UNH

$482M

106 positions

#6FLYWHEEL PRIVATE WEALTH LLCPassive

Notable overlap · 3 shared positions

$PWR $SCHW $TJX

$176M

104 positions

#7Mirova US LLCActive

Notable overlap · 3 shared positions

$TJX $TMO $LOW

$8.8B

42 positions

#8South Street Advisors LLCActive

Notable overlap · 3 shared positions

$PWR $TJX $LOW

$690M

83 positions

#9Cohen Capital Management, Inc.Passive

Notable overlap · 4 shared positions

$TMO $SCHW $UNH $EPD

$644M

154 positions

#10Ironvine Capital Partners, LLCActive

Notable overlap · 5 shared positions

$TMO $LOW $UNH $AON $HEI

$910M

56 positions

#11Longview Partners (Guernsey) LTDActive

Notable overlap · 3 shared positions

$UNH $TMO $AON

$7.1B

25 positions

#12FARALLON CAPITAL MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$UNH $TMO $SCHW $AON

$17.5B

172 positions

#13Live Oak Private Wealth LLCPassive

Notable overlap · 5 shared positions

$SCHW $LOW $TJX $UNH $AON

$717M

207 positions

#14Candelo Capital Management LPPassive

Notable overlap · 3 shared positions

$PWR $LNG $WWD

$121M

31 positions

#15Haverford Financial Services, Inc.Active

Notable overlap · 4 shared positions

$TJX $LOW $TMO $AON

$336M

46 positions

#16Avalon Trust CoActive

Notable overlap · 6 shared positions

$PWR $LOW $TMO $TJX $AON $TYL

$1.5B

460 positions

#17CAPITAL MANAGEMENT ASSOCIATES /NY/Passive

Notable overlap · 3 shared positions

$PWR $TMO $LNG

$60M

36 positions

#18Lionsbridge Wealth Management LLCPassive

Notable overlap · 3 shared positions

$PWR $WT $DIA

$99M

59 positions

#19AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 3 shared positions

$TJX $ODFL $TMO

$1.4B

114 positions

#20London & Capital Asset Management LtdActive

Notable overlap · 5 shared positions

$TMO $UNH $LNG $PWR $SGOL

$9.2B

223 positions

#21Allen Mooney & Barnes Investment Advisors LLCPassive

Notable overlap · 5 shared positions

$LOW $SCHW $UNH $CG $EPD

$695M

159 positions

#22GUYASUTA INVESTMENT ADVISORS INCActive

Some overlap · 3 shared positions

$TMO $LOW $PWR

$1.7B

268 positions

#23Harrington Investments, INCPassive

Some overlap · 3 shared positions

$SCHW $TJX $TMO

$190M

84 positions

#24Quantum Capital Management, LLC / NJActive

Some overlap · 3 shared positions

$ODFL $TYL $HEI

$781M

34 positions

#25CONNORS INVESTOR SERVICES INCActive

Some overlap · 5 shared positions

$TJX $PWR $WELL $LOW $SCHW

$1.1B

149 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.