What hedge funds are most similar to FULTON BREAKEFIELD BROENNIMAN LLC?

The funds with the most similar 13F portfolios to FULTON BREAKEFIELD BROENNIMAN LLC are ROFFMAN MILLER ASSOCIATES, Saturna, Stokes Advisors, 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 FULTON BREAKEFIELD BROENNIMAN

13F Portfolio OverlapQ2 2026FULTON BREAKEFIELD BROENNIMAN portfolio →

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Most similar hedge funds by 13F overlap

FULTON BREAKEFIELD BROENNIMAN LLC is an institutional investor managing $1.7B across 208 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 FULTON BREAKEFIELD BROENNIMAN are ROFFMAN MILLER ASSOCIATES, Saturna, Stokes Advisors, with shared positions in $ASML, $AXP, $GD, $TJX, $SYK, $MCD. The full ranking of 25 similar funds is below.

#1ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 6 shared positions

$ASML $AXP $GD $TJX $SYK $MCD

$1.9B

88 positions

#2Saturna Capital CORPActive

Notable overlap · 6 shared positions

$ASML $TJX $SYK $LOW $GWW $LIN

$8.2B

140 positions

#3Stokes Capital Advisors, LLCPassive

Notable overlap · 6 shared positions

$TJX $LIN $AXP $NEE $SYK $MCD

$467M

118 positions

#4Stonebridge Financial Group, LLCPassive

Notable overlap · 8 shared positions

$LIN $NEE $GD $VRT $LOW $MCD

$1.3B

275 positions

#5Accretive Wealth Partners, LLCPassive

Notable overlap · 6 shared positions

$GLDM $PGR $GD $TJX $MCD $SPOT

$412M

181 positions

#6Destination Wealth ManagementPassive

Notable overlap · 6 shared positions

$ASML $TJX $AXP $MCD $SYK $ISRG

$4.3B

344 positions

#7BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$TJX $LIN $ASML $LOW $NEE

$8.0B

1,334 positions

#8NORTHEAST INVESTMENT MANAGEMENTActive

Notable overlap · 7 shared positions

$ASML $LOW $NEE $TJX $MCD $ISRG

$2.7B

200 positions

#9Smith, Salley & AssociatesPassive

Notable overlap · 5 shared positions

$ASML $TJX $LOW $NEE $LIN

$2.3B

275 positions

#10BKM Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$LIN $ASML $LOW $NEE $GD $GWW

$282M

148 positions

#11NIXON PEABODY TRUST COActive

Notable overlap · 6 shared positions

$ASML $TJX $SYK $VRT $GD $NEE

$1.4B

177 positions

#12Vertrix Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$LIN $TJX $LOW $AXP $MCD

$297M

103 positions

#13Banco de Sabadell, S.APassive

Notable overlap · 5 shared positions

$ASML $TJX $NEE $MCD $SYK

$170M

61 positions

#14RWA WEALTH PARTNERS, LLCActive

Notable overlap · 7 shared positions

$ASML $TJX $AXP $NEE $MCD $LIN

$10.4B

645 positions

#15FIGURE 8 INVESTMENT STRATEGIES LLCPassive

Notable overlap · 4 shared positions

$ASML $LIN $TJX $SYK

$118M

56 positions

#16WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 5 shared positions

$ASML $PGR $NEE $SYK $EOG

$2.1B

131 positions

#17DJE Kapital AGActive

Notable overlap · 4 shared positions

$ASML $LIN $TJX $NEE

$5.3B

124 positions

#18ZEVIN ASSET MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$ASML $LIN $TJX $WCN

$713M

97 positions

#19NOESIS CAPITAL MANGEMENT CORPActive

Some overlap · 5 shared positions

$LIN $LOW $AXP $NEE $SYK

$832M

124 positions

#20GUYASUTA INVESTMENT ADVISORS INCActive

Some overlap · 4 shared positions

$ASML $LIN $LOW $MCD

$1.9B

276 positions

#21Stone Summit Wealth LLCPassive

Some overlap · 5 shared positions

$LIN $LOW $AXP $NEE $SYK

$394M

144 positions

#22Bluebird Wealth Management LLCPassive

Some overlap · 6 shared positions

$TJX $ASML $AXP $LIN $VRT $SPOT

$115M

89 positions

#23STRATEGIC PLANNING GROUP, LLCActive

Some overlap · 5 shared positions

$ASML $LIN $PGR $TJX $ISRG

$918M

75 positions

#24Haverford Trust CoActive

Some overlap · 6 shared positions

$TJX $LOW $NEE $SYK $MCD $ASML

$11.6B

424 positions

#25HOWE & RUSLING INCPassive

Some overlap · 6 shared positions

$TJX $NEE $SYK $MCD $ASML $GD

$1.7B

479 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.