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Hedge Funds Similar to FLPUTNAM INVESTMENT

13F Portfolio OverlapQ1 2026FLPUTNAM INVESTMENT portfolio →
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Most similar hedge funds by 13F overlap

FLPUTNAM INVESTMENT MANAGEMENT CO is an institutional investor managing $6.7B across 569 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 FLPUTNAM INVESTMENT are NIXON PEABODY, Axecap Investments,, ATALANTA SOSNOFF ,, with shared positions in $NOW, $ADI, $TJX, $MS, $BAC, $NEE. The full ranking of 25 similar funds is below.

#1NIXON PEABODY TRUST COActive
Some overlap · 9 shared positions
$NOW$ADI$TJX$MS$BAC$NEE
$1.3B
161 positions
#2Axecap Investments, LLCPassive
Some overlap · 6 shared positions
$ADI$LRCX$TJX$MU$MCK$MS
$145M
69 positions
#3ATALANTA SOSNOFF CAPITAL, LLCActive
Some overlap · 8 shared positions
$ADI$LRCX$NOW$MU$MCK$MS
$4.7B
104 positions
#4Williams & Novak, LLCPassive
Some overlap · 6 shared positions
$NOW$LRCX$USB$MU$MS$NEE
$134M
143 positions
#5Cincinnati Specialty Underwriters Insurance COActive
Some overlap · 5 shared positions
$ADI$LRCX$USB$TJX$NEE
$412M
46 positions
#6Sava Infond d.o.o.Passive
Some overlap · 5 shared positions
$ADI$NOW$LRCX$MU$AZN
$705M
230 positions
#7FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 9 shared positions
$USB$OKTA$RSG$MS$NEE$SCHW
$354M
66 positions
#8LOM Asset Management LtdPassive
Some overlap · 6 shared positions
$ADI$TJX$LRCX$MU$MS$NEE
$348M
277 positions
#9CMH Wealth Management LLCPassive
Some overlap · 7 shared positions
$NOW$USB$TJX$ETN$SCHW$UNP
$583M
113 positions
#10Smith Group Asset Management, LLCActive
Some overlap · 6 shared positions
$ADI$OKTA$TJX$MCK$SCHW$APP
$2.0B
162 positions
#11HOWE & RUSLING INCPassive
Some overlap · 9 shared positions
$USB$TJX$MS$BAC$NEE$AZN
$1.5B
477 positions
#12Manchester Global Management (UK) LtdActive
Some overlap · 4 shared positions
$ADI$NOW$LRCX$SCHW
$749M
23 positions
#13CINCINNATI INSURANCE COActive
Some overlap · 4 shared positions
$ADI$LRCX$USB$TJX
$6.6B
63 positions
#14TriaGen Wealth Management LLCPassive
Some overlap · 7 shared positions
$OKTA$USB$NOW$MU$MCK$MS
$366M
171 positions
#15CAPE COD FIVE CENTS SAVINGS BANK
Some overlap · 8 shared positions
$USB$OKTA$TJX$NOW$NEE$UNP
$1.1B
189 positions
#16Marion Wealth ManagementPassive
Some overlap · 6 shared positions
$ADI$USB$TJX$MCK$NEE$KO
$451M
146 positions
#17GDS Wealth ManagementActive
Some overlap · 5 shared positions
$LRCX$ADI$USB$TJX$MU
$1.7B
200 positions
#18WD RUTHERFORD LLCPassive
Some overlap · 7 shared positions
$LRCX$USB$TJX$MCK$NEE$SYK
$225M
71 positions
#19Ravenswood Partners LPPassive
Some overlap · 5 shared positions
$NOW$LRCX$TJX$MU$SCHW
$271M
35 positions
#20BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$ADI$USB$TJX$NEE$ETN$LOW
$7.8B
1,278 positions
#21RENAISSANCE GROUP LLCPassive
Some overlap · 6 shared positions
$LRCX$NOW$TJX$MCK$SCHW$LOW
$2.4B
234 positions
#22Worth Asset Management, LLCPassive
Some overlap · 6 shared positions
$LRCX$ADI$OKTA$MU$MS$USB
$268M
182 positions
#23Generali Investments Towarzystwo Funduszy InwestycyjnychPassive
Some overlap · 4 shared positions
$ADI$NOW$MU$BAC
$194M
146 positions
#24Hilton Capital Management, LLCActive
Some overlap · 7 shared positions
$USB$TJX$ADI$RSG$BAC$AZN
$1.3B
129 positions
#25Brentview Investment Management LLCPassive
Some overlap · 7 shared positions
$LRCX$TJX$MCK$MS$NEE$UNP
$231M
63 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.