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Hedge Funds Similar to HEADINVEST,

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

HEADINVEST, LLC is an institutional investor managing $488M across 225 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 HEADINVEST, are Quaker Wealth ,, HALL, Sky Investment Group, with shared positions in $KKR, $JHG, $USB, $HUM, $TXN, $HON. The full ranking of 25 similar funds is below.

#1Quaker Wealth Management, LLCActive
Notable overlap · 6 shared positions
$KKR$JHG$USB$HUM$TXN$HON
$320M
972 positions
#2HALL CAPITAL MANAGEMENT CO INCPassive
Notable overlap · 6 shared positions
$JHG$USB$HUM$AXP$EMR$HON
$280M
107 positions
#3Sky Investment Group LLCPassive
Notable overlap · 7 shared positions
$AXP$EMR$LIN$DHR$TXN$ECL
$583M
140 positions
#4Tide Cove Capital Partners LLCSmart money
Notable overlap · 4 shared positions
$KKR$USB$HUM$DHR
$147M
13 positions
#5White Lighthouse Investment Management Inc.Active
Notable overlap · 4 shared positions
$KKR$USB$HUM$DHR
$721M
145 positions
#6SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Notable overlap · 7 shared positions
$AXP$LIN$INTU$USB$WAT$IDXX
$1.3B
158 positions
#7VIAWEALTH, LLCPassive
Notable overlap · 5 shared positions
$JHG$USB$TXN$MDT$HON
$180M
159 positions
#8Perennial Advisors, LLCPassive
Notable overlap · 6 shared positions
$KKR$AXP$USB$MDT$LIN$HON
$587M
122 positions
#9INSPIRION WEALTH ADVISORS, LLCActive
Some overlap · 4 shared positions
$KKR$JHG$TXN$HUM
$803M
181 positions
#10Alliance Wealth Advisors, LLC /UTPassive
Some overlap · 5 shared positions
$KKR$USB$DHR$MDT$TXN
$462M
228 positions
#11Accel Wealth ManagementPassive
Some overlap · 4 shared positions
$JHG$KKR$HUM$KMI
$383M
290 positions
#12Crews Bank & TrustPassive
Some overlap · 4 shared positions
$KKR$USB$HUM$DHR
$690M
673 positions
#13Forum Private Client Group LLCActive
Some overlap · 4 shared positions
$KKR$HUM$DHR$USB
$300M
80 positions
#14CHANNEL WEALTH LLCPassive
Some overlap · 4 shared positions
$JHG$HUM$INTU$LIN
$413M
174 positions
#15Cornerstone Advisory, LLCPassive
Some overlap · 3 shared positions
$KKR$JHG$HUM
$1.1B
262 positions
#16Focused Wealth Management, IncActive
Some overlap · 4 shared positions
$KKR$USB$JHG$KMI
$964M
228 positions
#17WEALTHEDGE INVESTMENT ADVISORS, LLCPassive
Some overlap · 4 shared positions
$JHG$USB$KKR$INTU
$272M
141 positions
#18DAHRING {-} CUSMANO LLCActive
Some overlap · 3 shared positions
$JHG$KKR$HUM
$163M
58 positions
#19Hofer & Associates. IncActive
Some overlap · 4 shared positions
$KKR$USB$HUM$AXP
$186M
64 positions
#20Curran Financial Partners, LLCActive
Some overlap · 4 shared positions
$KKR$USB$HUM$TXN
$559M
127 positions
#21Petix & Botte CoPassive
Some overlap · 4 shared positions
$JHG$USB$KKR$HUM
$449M
137 positions
#22SWAN Capital LLCPassive
Some overlap · 4 shared positions
$KKR$USB$HUM$KMI
$272M
554 positions
#23HOWARD WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$KKR$HUM$JHG$DHR
$238M
142 positions
#24Buska Wealth Management, LLCActive
Some overlap · 3 shared positions
$KKR$USB$HUM
$249M
74 positions
#25Hilton Capital Management, LLCActive
Some overlap · 5 shared positions
$JHG$USB$HON$UL$EMR
$1.3B
129 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.