13F Pro

Hedge Funds Similar to Hartford Financial

13F Portfolio OverlapQ3 2026Hartford Financial portfolio →
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Most similar hedge funds by 13F overlap

Hartford Financial Management Inc. is an institutional investor managing $448M across 346 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Hartford Financial are Aull & Monroe Investment, OF VIRGINIA, Piscataqua Savings Bank, with shared positions in $CSX, $GLW, $ADP, $CME, $UNP, $TJX. The full ranking of 25 similar funds is below.

#1Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$CSX$GLW$ADP$CME$UNP
$231M
125 positions
#2TRUST CO OF VIRGINIA /VAPassive
Some overlap · 5 shared positions
$GLW$CSX$ADP$TJX$WMB
$1.3B
220 positions
#3Piscataqua Savings BankPassive
Some overlap · 6 shared positions
$GLW$UNP$TJX$TXN$MPC$DIS
$146M
410 positions
#4GLOBALT Investments LLC / GAActive
Some overlap · 6 shared positions
$GLW$TJX$TXN$UNP$KLAC$ENB
$2.9B
212 positions
#5Town & Country Bank & Trust CO dba First Bankers Trust COPassive
Some overlap · 6 shared positions
$GLW$ADP$TJX$UNP$MPC$MDLZ
$321M
153 positions
#6Stokes Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$UNP$ADP$TJX$WMB$TXN$ENB
$455M
118 positions
#7Great Diamond Partners, LLCPassive
Some overlap · 4 shared positions
$GLW$KLAC$ADP$WMB
$596M
238 positions
#8CGN Advisors LLCPassive
Some overlap · 5 shared positions
$KLAC$GLW$TJX$CSX$ENB
$1.3B
297 positions
#9STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive
Some overlap · 4 shared positions
$GLW$KLAC$DIS$TXN
$146.1B
107 positions
#10Banco de Sabadell, S.APassive
Some overlap · 5 shared positions
$CSX$UNP$CME$TJX$TXN
$170M
61 positions
#11Sompo Asset Management Co., Ltd.Active
Some overlap · 5 shared positions
$KLAC$UNP$DIS$TXN$ADP
$609M
177 positions
#12Keyes, Stange & Wooten Wealth Management, LLCActive
Some overlap · 5 shared positions
$GLW$UNP$CME$DIS$MPC
$251M
74 positions
#13BLI - Banque de Luxembourg InvestmentsPassive
Some overlap · 5 shared positions
$KLAC$UNP$TJX$ENB$MDLZ
$2.8B
195 positions
#14Cottage Street Advisors LLCPassive
Some overlap · 4 shared positions
$CSX$GLW$UNP$TXN
$261M
148 positions
#15UNITED BANKActive
Some overlap · 4 shared positions
$GLW$KLAC$CME$TXN
$853M
130 positions
#16Winthrop Partners - WNY, LLCPassive
Some overlap · 4 shared positions
$GLW$UNP$CME$MPC
$202M
87 positions
#17DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 5 shared positions
$KLAC$WMB$TJX$TXN$ENB
$517M
137 positions
#18BNB Wealth Management, LLCPassive
Some overlap · 5 shared positions
$KLAC$CSX$GLW$MPC$TJX
$183M
94 positions
#19Godshalk Welsh Capital Management, Inc.Passive
Some overlap · 4 shared positions
$GLW$ADP$TJX$CSX
$186M
137 positions
#20Accretive Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$ADP$UNP$TJX$CME$MPC
$412M
181 positions
#21Deseret Mutual Benefit AdministratorsPassive
Some overlap · 5 shared positions
$KLAC$GLW$UNP$TXN$MPC
$306M
518 positions
#22Legacy Advisory Services, LLCActive
Some overlap · 4 shared positions
$GLW$UNP$DIS$PLD
$139M
80 positions
#23SAWGRASS ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$KLAC$UNP$CME$DIS
$757M
193 positions
#24Miller Capital Partners, Inc.Active
Some overlap · 5 shared positions
$KLAC$CSX$ENB$MPC$TJX
$257M
258 positions
#25Partners Group Holding AGActive
Some overlap · 4 shared positions
$CSX$UNP$WMB$ENB
$1.5B
52 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.