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Hedge Funds Similar to PRENTISS SMITH &

13F Portfolio OverlapQ1 2026PRENTISS SMITH & portfolio →
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Most similar hedge funds by 13F overlap

PRENTISS SMITH & CO INC is an institutional investor managing $172M across 65 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 PRENTISS SMITH & are Pacific Partners Ltd, Triodos Investment BV, Foresight Group Ltd Liability Partnership, with shared positions in $SCHW, $UNP, $PGR, $COO, $WMS, $XYL. The full ranking of 25 similar funds is below.

#1Pacific Capital Partners LtdPassive
Notable overlap · 4 shared positions
$SCHW$UNP$PGR$COO
$101M
38 positions
#2Triodos Investment Management BVActive
Notable overlap · 5 shared positions
$WMS$XYL$MSA$COO$HOLX
$1.3B
49 positions
#3Foresight Group Ltd Liability PartnershipPassive
Notable overlap · 4 shared positions
$A$XYL$MSA$BSY
$566M
59 positions
#4SCHARF INVESTMENTS, LLCActive
Notable overlap · 3 shared positions
$UNP$A$NVS
$3.2B
70 positions
#5WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Notable overlap · 4 shared positions
$PGR$ABT$NVS$ADP
$2.1B
122 positions
#6Hemenway Trust Co LLCActive
Notable overlap · 6 shared positions
$ABT$XYL$SCHW$ADP$UNP$UBER
$1.2B
135 positions
#7DUDLEY & SHANLEY, INC.Active
Notable overlap · 4 shared positions
$SCHW$PGR$XYL$A
$611M
37 positions
#8Elefante Mark BPassive
Notable overlap · 5 shared positions
$ABT$XYL$SCHW$ADP$UBER
$182M
58 positions
#9Delaney Dennis RPassive
Notable overlap · 5 shared positions
$ABT$XYL$SCHW$ADP$UBER
$282M
60 positions
#10SOMERVILLE KURT FPassive
Notable overlap · 6 shared positions
$ABT$XYL$SCHW$ADP$UBER$NVS
$379M
91 positions
#11PUZO MICHAEL JPassive
Some overlap · 5 shared positions
$ABT$XYL$SCHW$ADP$UBER
$343M
67 positions
#12CENTRAL SECURITIES CORPActive
Some overlap · 3 shared positions
$SCHW$PGR$BRC
$1.2B
30 positions
#13Dempze Nancy EPassive
Some overlap · 5 shared positions
$ABT$XYL$SCHW$ADP$UBER
$182M
92 positions
#14HFR Wealth Management, LLCActive
Some overlap · 3 shared positions
$SCHW$UNP$ADP
$407M
49 positions
#15Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$UNP$ABT$NVS$ADP
$98M
50 positions
#16Giverny Capital Inc.Active
Some overlap · 3 shared positions
$SCHW$PGR$ADP
$2.7B
51 positions
#17Notis-McConarty EdwardActive
Some overlap · 5 shared positions
$ABT$XYL$SCHW$ADP$UBER
$219M
68 positions
#18Live Oak Private Wealth LLCPassive
Some overlap · 4 shared positions
$SCHW$NVS$ABT$A
$717M
207 positions
#19Impax Asset Management Group plcActive
Some overlap · 4 shared positions
$XYL$WMS$A$UNP
$14.3B
287 positions
#20Broderick Brian CActive
Some overlap · 6 shared positions
$ABT$XYL$ADP$SCHW$UNP$UBER
$542M
95 positions
#21EDENTREE ASSET MANAGEMENT LtdActive
Some overlap · 3 shared positions
$XYL$WMS$MSA
$332M
65 positions
#22HALL LAURIE J TRUSTEEPassive
Some overlap · 5 shared positions
$ABT$NYT$XYL$NVS$GE
$283M
104 positions
#23PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 3 shared positions
$SCHW$UNP$GE
$166M
72 positions
#24Kidder Stephen WPassive
Some overlap · 5 shared positions
$ABT$XYL$ADP$SCHW$UBER
$340M
76 positions
#25MCDONALD CAPITAL INVESTORS INC/CASmart money
Some overlap · 3 shared positions
$UNP$PGR$REGN
$1.5B
21 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.