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 HEADINVEST

13F Portfolio OverlapQ2 2026HEADINVEST portfolio →

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Most similar hedge funds by 13F overlap

HEADINVEST, LLC is an institutional investor managing $536M across 217 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to HEADINVEST are Sky Investment Group, Eldred Rock Partners, Guinness Asset LTD, with shared positions in $AXP, $LIN, $TXN, $PEP, $EMR, $DHR. The full ranking of 25 similar funds is below.

#1Sky Investment Group LLCPassive

Notable overlap · 7 shared positions

$AXP $LIN $TXN $PEP $EMR $DHR

$637M

146 positions

#2Eldred Rock Partners, LLCActive

Notable overlap · 7 shared positions

$TXN $EMR $PEP $NVO $UL $ACN

$451M

29 positions

#3Guinness Asset Management LTDActive

Notable overlap · 7 shared positions

$TXN $EMR $PEP $MDT $ETN $KLAC

$5.9B

141 positions

#4NORTHSTAR ASSET MANAGEMENT INCActive

Notable overlap · 9 shared positions

$LIN $UL $ETN $IDXX $INTU $KLAC

$341M

91 positions

#5Minot DeBlois Advisors LLCPassive

Notable overlap · 7 shared positions

$AXP $DHR $PEP $ECL $ACN $TJX

$116M

240 positions

#6BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$TXN $LIN $PEP $INTU $ACN $ECL

$529M

72 positions

#7Stokes Capital Advisors, LLCPassive

Notable overlap · 5 shared positions

$TXN $AXP $LIN $PEP $TJX

$455M

118 positions

#8CAMDEN NATIONAL BANKPassive

Notable overlap · 7 shared positions

$LIN $TXN $PEP $KMI $MDT $TJX

$767M

184 positions

#9Strategic Wealth Investment Group, LLCPassive

Notable overlap · 6 shared positions

$LIN $EMR $PEP $AXP $DHR $ETN

$825M

104 positions

#10Michael Brady & Co., LLCActive

Notable overlap · 6 shared positions

$AXP $DHR $EMR $PEP $ETN $TJX

$110M

55 positions

#11CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 5 shared positions

$TXN $EMR $PEP $ETN $KLAC

$1.3B

99 positions

#12Vertrix Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$AXP $EMR $LIN $TJX $KLAC

$292M

99 positions

#13Willis Investment CounselActive

Notable overlap · 6 shared positions

$TXN $PEP $MDT $ETN $AXP $ACN

$2.0B

128 positions

#14SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive

Notable overlap · 5 shared positions

$AXP $WAT $LIN $IDXX $ECL

$1.5B

160 positions

#15Haverford Financial Services, Inc.Active

Notable overlap · 7 shared positions

$TXN $PEP $ETN $ACN $TJX $MDT

$339M

49 positions

#16NICHOLS & PRATT ADVISERS LLP /MAActive

Notable overlap · 7 shared positions

$LIN $PEP $NVO $KMI $TJX $INTU

$1.7B

110 positions

#17DLK Investment Management, LLCPassive

Notable overlap · 6 shared positions

$DHR $PEP $LIN $MDT $TXN $ACN

$275M

99 positions

#18WILKINS INVESTMENT COUNSEL INCActive

Notable overlap · 6 shared positions

$EMR $TXN $PEP $MDT $ACN $NVS

$742M

119 positions

#19Vancity Investment Management LtdPassive

Notable overlap · 5 shared positions

$TXN $LIN $DHR $ETN $EMR

$666M

92 positions

#20ZEVIN ASSET MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$LIN $EMR $UL $ECL $TJX $NVS

$713M

97 positions

#21MCDANIEL TERRY & COActive

Notable overlap · 7 shared positions

$EMR $TXN $ETN $ECL $INTU $ACN

$1.3B

81 positions

#22NORRIS PERNE & FRENCH LLP/MIActive

Notable overlap · 6 shared positions

$LIN $DHR $ETN $ECL $KLAC $TJX

$2.3B

156 positions

#23Martin Capital Partners, LLCPassive

Notable overlap · 5 shared positions

$TXN $PEP $NVO $UL $MDT

$279M

73 positions

#24Carolina Wealth Advisors, LLCPassive

Notable overlap · 5 shared positions

$TXN $PEP $NVO $UL $MDT

$263M

373 positions

#25PRING TURNER CAPITAL GROUP INCPassive

Notable overlap · 4 shared positions

$AXP $TXN $KMI $ETN

$175M

73 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.