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Hedge Funds Similar to MOTCO

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

MOTCO is an institutional investor managing $1.1B across 598 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 MOTCO are AVITY INVESTMENT, ALTA /, BRIGHT ROCK ,, with shared positions in $APH, $TJX, $PANW, $ETN, $TMO, $NEE. The full ranking of 25 similar funds is below.

#1AVITY INVESTMENT MANAGEMENT INC.Active
Notable overlap · 7 shared positions
$APH$TJX$PANW$ETN$TMO$NEE
$1.4B
114 positions
#2ALTA CAPITAL MANAGEMENT LLC/Active
Notable overlap · 7 shared positions
$APH$TJX$WM$ETN$TMO$PANW
$1.3B
100 positions
#3BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 7 shared positions
$TJX$SCHW$ICE$TMO$UNP$NEE
$506M
75 positions
#4HFR Wealth Management, LLCActive
Notable overlap · 7 shared positions
$APH$TJX$SCHW$WM$UNP$NEE
$407M
49 positions
#5Haverford Financial Services, Inc.Active
Notable overlap · 7 shared positions
$TJX$MCK$ETN$TMO$WM$NEE
$336M
46 positions
#6SHUTTLEWORTH & CoPassive
Notable overlap · 6 shared positions
$APH$TJX$MCK$WM$ETN$TMUS
$111M
52 positions
#7DAVIS R M INCActive
Notable overlap · 6 shared positions
$APH$TJX$PANW$ETN$TMO$NEE
$5.6B
273 positions
#8ROCKLAND TRUST COActive
Some overlap · 7 shared positions
$TJX$SCHW$TMO$UNP$NEE$ICE
$2.5B
308 positions
#9Blue Chip Partners, LLCActive
Some overlap · 7 shared positions
$TJX$ICE$WM$ETN$NEE$TMUS
$1.4B
170 positions
#10TOWER BRIDGE ADVISORSPassive
Some overlap · 7 shared positions
$ICE$SCHW$ETN$TMO$ACN$TMUS
$1.0B
221 positions
#11Norway Savings BankPassive
Some overlap · 6 shared positions
$APH$ICE$PANW$NEE$TJX$MCHP
$211M
103 positions
#12Haverford Trust CoActive
Some overlap · 7 shared positions
$TJX$ETN$NEE$TMO$ACN$MCK
$10.9B
419 positions
#13BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$TJX$ETN$TMO$NEE$WM$PANW
$7.8B
1,278 positions
#14COMMUNITY TRUST & INVESTMENT COActive
Some overlap · 6 shared positions
$APH$TJX$SCHW$PANW$TMO$ICE
$1.8B
140 positions
#15Brentview Investment Management LLCPassive
Some overlap · 6 shared positions
$TJX$MCK$WM$UNP$NEE$TMUS
$231M
63 positions
#16Mirova US LLCActive
Some overlap · 6 shared positions
$TJX$WM$PANW$TMO$NEE$ACN
$8.8B
42 positions
#17James Hambro & Partners LLPActive
Some overlap · 5 shared positions
$APH$TJX$MCK$ICE$TMO
$2.6B
57 positions
#18Ayrshire Capital Management LLCPassive
Some overlap · 5 shared positions
$APH$TJX$SCHW$ICE$ETN
$193M
50 positions
#19FORBES J M & CO LLPActive
Some overlap · 6 shared positions
$TJX$ICE$ETN$UNP$NEE$APH
$1.2B
150 positions
#20InTrack Investment Management IncPassive
Some overlap · 6 shared positions
$MCK$WM$PANW$ETN$NEE$APO
$175M
108 positions
#21PARK NATIONAL CORP /OH/Passive
Some overlap · 6 shared positions
$TJX$WM$PANW$ACN$SCHW$ICE
$3.3B
381 positions
#22Railway Pension Investments LtdActive
Some overlap · 6 shared positions
$APH$MCK$PANW$TMO$NEE$TJX
$7.0B
103 positions
#23FLOSSBACH VON STORCH SEActive
Some overlap · 5 shared positions
$APH$SCHW$ICE$TMO$ACN
$21.4B
109 positions
#24Carmignac GestionActive
Some overlap · 5 shared positions
$APH$MCK$ICE$TMO$ACN
$6.5B
112 positions
#25Cornerstone Capital, Inc.Active
Some overlap · 5 shared positions
$APH$SCHW$GLW$TMO$ETN
$1.0B
118 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.