13F Pro

Hedge Funds Similar to Hartford Financial

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

Hartford Financial Management Inc. is an institutional investor managing $392M across 344 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 Hartford Financial are OF OKLAHOMA, AMI INVESTMENT, NORRIS PERNE & FRENCH LLP/MI, with shared positions in $MAR, $AMAT, $HON, $UNP, $DHR, $WMB. The full ranking of 25 similar funds is below.

#1TRUST CO OF OKLAHOMAActive
Notable overlap · 6 shared positions
$MAR$AMAT$HON$UNP$DHR$WMB
$343M
139 positions
#2AMI INVESTMENT MANAGEMENT INCActive
Notable overlap · 5 shared positions
$MAR$UNP$BAC$TJX$DIS
$445M
77 positions
#3NORRIS PERNE & FRENCH LLP/MISmart money
Notable overlap · 6 shared positions
$AMAT$KLAC$UNP$TJX$DHR$ABT
$1.5B
139 positions
#4Ridge Creek Global, IncActive
Notable overlap · 4 shared positions
$MAR$HON$ADP$DIS
$118M
85 positions
#5BEACON INVESTMENT ADVISORS LLCPassive
Notable overlap · 4 shared positions
$AMAT$MAR$BAC$ENB
$265M
171 positions
#6Cohen Capital Management, Inc.Active
Notable overlap · 4 shared positions
$AMAT$MAR$CSX$UNP
$644M
154 positions
#7Compass Wealth Management LLCActive
Notable overlap · 6 shared positions
$AMAT$MAR$GLW$TJX$DHR$WMB
$405M
75 positions
#8Fingerlakes Wealth Management, Inc.Active
Notable overlap · 3 shared positions
$MAR$AMAT$CSX
$151M
97 positions
#9Pflug Koory, LLCPassive
Some overlap · 6 shared positions
$AMAT$HON$GLW$UNP$CSX$ABT
$218M
419 positions
#10FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INCActive
Some overlap · 4 shared positions
$MAR$ABT$DIS$UNP
$1.1B
175 positions
#11Junto Capital Management LPPassive
Some overlap · 5 shared positions
$MAR$CSX$AMAT$CME$TJX
$4.7B
87 positions
#12Gold Investment Management Ltd.Passive
Some overlap · 5 shared positions
$AMAT$CSX$UNP$BAC$ENB
$323M
201 positions
#13Glassy Mountain Advisors, Inc.Active
Some overlap · 4 shared positions
$AMAT$CSX$BAC$DIS
$322M
77 positions
#14PARNASSUS INVESTMENTS, LLCActive
Some overlap · 5 shared positions
$AMAT$MAR$KLAC$BAC$DHR
$34.1B
135 positions
#15Applied Finance Capital Management, LLCPassive
Some overlap · 5 shared positions
$AMAT$KLAC$UNP$BAC$DIS
$1.3B
218 positions
#16Retireful, LLCPassive
Some overlap · 4 shared positions
$MAR$AMAT$HON$GLW
$71M
84 positions
#17PeakShares LLCPassive
Some overlap · 4 shared positions
$MAR$GLW$KLAC$TJX
$109M
116 positions
#18Taylor Hoffman Capital Management LLCActive
Some overlap · 4 shared positions
$AMAT$KLAC$UNP$CSX
$325M
116 positions
#19ESG Planning DBA Harper InvestingActive
Some overlap · 4 shared positions
$MAR$HON$UNP$DHR
$229M
75 positions
#20Crestwood Advisors Group, LLCPassive
Some overlap · 7 shared positions
$AMAT$KLAC$TJX$DHR$HON$CME
$5.9B
766 positions
#21Argo Wealth Advisory, LLCActive
Some overlap · 3 shared positions
$MAR$HON$ADP
$170M
48 positions
#22Aull & Monroe Investment Management CorpPassive
Some overlap · 6 shared positions
$CSX$CME$ADP$GLW$BAC$UNP
$215M
125 positions
#23FCA CORP /TXPassive
Some overlap · 3 shared positions
$MAR$CSX$WMB
$354M
191 positions
#24HOLDERNESS INVESTMENTS COPassive
Some overlap · 5 shared positions
$AMAT$GLW$KLAC$TJX$BAC
$498M
252 positions
#25CAMBIAR INVESTORS LLCActive
Some overlap · 5 shared positions
$AMAT$HON$CME$UNP$TJX
$2.2B
145 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.