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Hedge Funds Similar to SMITHBRIDGE ASSET /DE

13F Portfolio OverlapQ1 2026SMITHBRIDGE ASSET /DE portfolio →
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Most similar hedge funds by 13F overlap

SMITHBRIDGE ASSET MANAGEMENT INC/DE is an institutional investor managing $674M across 183 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 SMITHBRIDGE ASSET /DE are HALL LAURIE J TRUSTEE, Maple ,, Alexis Investment Partners,, with shared positions in $AMAT, $TJX, $NVS, $SYK, $ABT, $ROK. The full ranking of 25 similar funds is below.

#1HALL LAURIE J TRUSTEEPassive
Notable overlap · 6 shared positions
$AMAT$TJX$NVS$SYK$ABT$ROK
$283M
104 positions
#2Maple Capital Management, Inc.Active
Notable overlap · 6 shared positions
$AMAT$TJX$HON$ACN$ABT$ECL
$1.5B
119 positions
#3Alexis Investment Partners, LLCActive
Some overlap · 3 shared positions
$AMAT$DIA$TJX
$145M
35 positions
#4WD RUTHERFORD LLCPassive
Some overlap · 6 shared positions
$TJX$VRT$HON$SYK$APP$URI
$225M
71 positions
#5NORRIS PERNE & FRENCH LLP/MIActive
Some overlap · 5 shared positions
$AMAT$TJX$SYK$ECL$ABT
$1.5B
139 positions
#6Stanley Capital Management, LLCActive
Some overlap · 3 shared positions
$VRT$AMAT$FISV
$598M
40 positions
#7Talbot Financial, LLCActive
Some overlap · 5 shared positions
$AMAT$HON$SYK$MDT$ROK
$1.2B
66 positions
#8SOMERVILLE KURT FPassive
Some overlap · 7 shared positions
$AMAT$TJX$ABT$ROK$FISV$HON
$379M
91 positions
#9AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 4 shared positions
$AMAT$TJX$ECL$ACN
$1.4B
114 positions
#10Elefante Mark BPassive
Some overlap · 6 shared positions
$AMAT$TJX$ABT$ROK$FISV$HON
$182M
58 positions
#11SHUTTLEWORTH & CoPassive
Some overlap · 4 shared positions
$AMAT$TJX$SYK$ABT
$111M
52 positions
#12Zweig-DiMenna Associates LLCPassive
Some overlap · 3 shared positions
$AMAT$VRT$APP
$722M
61 positions
#13MANAGED ASSET PORTFOLIOS, LLCActive
Some overlap · 4 shared positions
$AMAT$HON$NVS$MDT
$834M
51 positions
#14Blue Whale Capital LLPActive
Some overlap · 4 shared positions
$VRT$HON$APO$APP
$2.1B
26 positions
#15McGuire Investment Group, LLCActive
Some overlap · 5 shared positions
$AMAT$HON$SYK$ROK$LMT
$885M
121 positions
#16PUZO MICHAEL JPassive
Some overlap · 5 shared positions
$AMAT$TJX$ABT$ROK$FISV
$343M
67 positions
#17Mirova US LLCActive
Some overlap · 4 shared positions
$VRT$TJX$ECL$ACN
$8.8B
42 positions
#18BERKSHIRE CAPITAL HOLDINGS INCActive
Some overlap · 3 shared positions
$VRT$AMAT$APP
$277M
114 positions
#19Bill Few Associates, Inc.Passive
Some overlap · 5 shared positions
$AMAT$TJX$HON$ABT$ROK
$417M
212 positions
#20WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 6 shared positions
$HON$NVS$AJG$SYK$ACN$ABT
$2.1B
122 positions
#21Delaney Dennis RPassive
Some overlap · 6 shared positions
$TJX$AMAT$ABT$ROK$HON$FISV
$282M
60 positions
#22Dempze Nancy EPassive
Some overlap · 5 shared positions
$AMAT$TJX$ABT$ROK$FISV
$182M
92 positions
#23CAMBIAR INVESTORS LLCActive
Some overlap · 5 shared positions
$AMAT$HON$TJX$MDT$LH
$2.2B
145 positions
#24Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$TJX$LMT$HON$SYK$ABT
$446M
104 positions
#25Boston Common Asset Management, LLCActive
Some overlap · 5 shared positions
$VRT$TJX$NVS$AMAT$ECL
$1.6B
186 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.