What hedge funds are most similar to Haverford Financial Services, Inc.?

The funds with the most similar 13F portfolios to Haverford Financial Services, Inc. are Haverford, Two Point ,, Signet Investment Advisory Group,, 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 Haverford Financial Services,

13F Portfolio OverlapQ1 2026Haverford Financial Services, portfolio →

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Most similar hedge funds by 13F overlap

Haverford Financial Services, Inc. is an institutional investor managing $336M across 46 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 Haverford Financial Services, are Haverford, Two Point ,, Signet Investment Advisory Group,, with shared positions in $TJX, $HON, $LOW, $NEE, $ACN, $ETN. The full ranking of 25 similar funds is below.

#1Haverford Trust CoActive

Notable overlap · 16 shared positions

$TJX $HON $LOW $NEE $ACN $ETN

$10.9B

419 positions

#2Two Point Capital Management, Inc.Active

Notable overlap · 7 shared positions

$HON $ETN $ACN $SYK $TMO $MDT

$229M

28 positions

#3Signet Investment Advisory Group, Inc.Passive

Notable overlap · 8 shared positions

$HON $NEE $KO $ACN $MDT $ETN

$218M

69 positions

#4Stokes Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$TJX $HON $KO $NEE $SYK $TXN

$446M

104 positions

#5Greystone Financial Group, LLCPassive

Notable overlap · 8 shared positions

$LOW $TJX $MCK $HON $KO $TMO

$353M

78 positions

#6Mirova US LLCActive

Notable overlap · 6 shared positions

$TJX $NEE $LOW $TMO $ACN $WM

$8.8B

42 positions

#7Brentview Investment Management LLCPassive

Notable overlap · 7 shared positions

$NEE $TJX $LOW $MCK $MDT $WM

$231M

63 positions

#8AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 6 shared positions

$TJX $NEE $ETN $TXN $TMO $ACN

$1.4B

114 positions

#9MCDANIEL TERRY & COActive

Notable overlap · 8 shared positions

$HON $KO $SYK $ETN $TXN $TMO

$1.2B

81 positions

#10Argo Wealth Advisory, LLCActive

Notable overlap · 6 shared positions

$NEE $MCK $LOW $HON $SYK $ACN

$170M

48 positions

#11Vertrix Wealth Management, LLCPassive

Notable overlap · 9 shared positions

$LOW $TJX $MCK $MDT $KO $TMO

$272M

95 positions

#12Rock Point Advisors, LLCPassive

Notable overlap · 5 shared positions

$TJX $NEE $ACN $TXN $SYK

$370M

118 positions

#13BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 8 shared positions

$LOW $TJX $SYK $TXN $ACN $APD

$321M

110 positions

#14WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 5 shared positions

$HON $ACN $NEE $SYK $KO

$2.1B

122 positions

#15Suncoast Equity ManagementActive

Notable overlap · 6 shared positions

$ETN $TJX $MCK $SYK $AON $ACN

$833M

101 positions

#16DELTA ASSET MANAGEMENT LLC/TNActive

Notable overlap · 4 shared positions

$HON $ETN $LOW $ACN

$1.1B

596 positions

#17NICHOLS & PRATT ADVISERS LLP /MAActive

Notable overlap · 8 shared positions

$TJX $KO $TMO $SYK $APD $MDT

$1.5B

105 positions

#18ALTA CAPITAL MANAGEMENT LLC/Active

Notable overlap · 7 shared positions

$TJX $ETN $TMO $WM $MCK $LOW

$1.3B

100 positions

#19VANTAGE WEALTH

Notable overlap · 6 shared positions

$HON $NEE $TXN $MDT $APD $TJX

$463M

30 positions

#20SHUTTLEWORTH & CoPassive

Notable overlap · 5 shared positions

$ETN $TJX $MCK $SYK $WM

$111M

52 positions

#21TILIA FIDUCIARY PARTNERS, INC.Passive

Notable overlap · 6 shared positions

$MCK $NEE $LOW $SYK $TMO $ETN

$182M

115 positions

#22James Hambro & Partners LLPActive

Notable overlap · 5 shared positions

$TJX $MCK $KO $TXN $TMO

$2.6B

57 positions

#23Steigerwald, Gordon & Koch Inc.Passive

Notable overlap · 6 shared positions

$MCK $NEE $KO $SYK $ACN $LIN

$974M

782 positions

#24CINCINNATI CASUALTY COActive

Notable overlap · 5 shared positions

$HON $TJX $ACN $TMO $APD

$191M

24 positions

#25BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$HON $TJX $NEE $TXN $TMO $LIN

$506M

75 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.