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Hedge Funds Similar to Atlas Brown,

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

Atlas Brown,Inc. is an institutional investor managing $372M across 237 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 Atlas Brown, are WD RUTHERFORD, MWA Asset, Baird Financial Group,, with shared positions in $TJX, $SNOW, $CMI, $GE, $GEV, $AGQ. The full ranking of 25 similar funds is below.

#1WD RUTHERFORD LLCPassive
Some overlap · 5 shared positions
$TJX$SNOW$CMI$GE$GEV
$225M
71 positions
#2MWA Asset ManagementPassive
Some overlap · 5 shared positions
$AGQ$SNOW$CTVA$GE$BAC
$182M
154 positions
#3Baird Financial Group, Inc.Passive
Some overlap · 6 shared positions
$TJX$SNOW$GE$GEV$DIS$BAC
$64.0B
1,826 positions
#4PBU - The Pension Fund of Early Childhood & Youth EducatorsActive
Some overlap · 6 shared positions
$TJX$AMAT$GE$BAC$CMI$DIS
$7.7B
190 positions
#5Bill Few Associates, Inc.Passive
Some overlap · 5 shared positions
$TJX$AMAT$PFE$ABT$DIS
$417M
212 positions
#6Wynn Capital, LLCPassive
Some overlap · 6 shared positions
$AMAT$GE$CMI$GEV$BAC$DIS
$195M
107 positions
#7Passumpsic Savings Bank
Some overlap · 5 shared positions
$TJX$CMI$GE$GEV$DIS
$183M
90 positions
#8CHATHAM CAPITAL GROUP, INC.Passive
Some overlap · 5 shared positions
$AGQ$AMAT$TJX$GE$GEV
$689M
198 positions
#9Asset Management Group, Inc.Passive
Some overlap · 6 shared positions
$AGQ$SNOW$CTVA$DIS$ABT$PFE
$619M
138 positions
#10Covea FinanceActive
Some overlap · 5 shared positions
$TJX$AMAT$ABT$GEV$BAC
$2.9B
146 positions
#11PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 5 shared positions
$AGQ$CMI$GE$BAC$GEV
$166M
72 positions
#12Maxele Advisors, LLC
Some overlap · 5 shared positions
$CTVA$AMAT$SNOW$ABT$BAC
$123M
100 positions
#13RETIREMENT GUYS FORMULA LLCPassive
Some overlap · 4 shared positions
$TJX$AMAT$CMI$GEV
$217M
154 positions
#14True North Advisors, LLCPassive
Some overlap · 5 shared positions
$SNOW$CTVA$GE$GEV$BAC
$877M
245 positions
#15SYNTAX RESEARCH, INC.Passive
Some overlap · 4 shared positions
$AGQ$SNOW$AMAT$ABT
$157M
174 positions
#16McMillan Office, Inc.Active
Some overlap · 6 shared positions
$GE$PFE$ABT$GEV$BAC$CTVA
$782M
500 positions
#17Hartford Financial Management Inc.Passive
Some overlap · 5 shared positions
$TJX$AMAT$ABT$BAC$DIS
$392M
344 positions
#18Maple Capital Management, Inc.Active
Some overlap · 4 shared positions
$TJX$AMAT$GE$ABT
$1.5B
119 positions
#19HALL LAURIE J TRUSTEEPassive
Some overlap · 4 shared positions
$TJX$AMAT$GE$ABT
$283M
104 positions
#20Hudson Canyon Capital ManagementPassive
Some overlap · 4 shared positions
$TJX$AMAT$GE$BAC
$163M
52 positions
#21ANDERSON HOAGLAND & COPassive
Some overlap · 5 shared positions
$CMI$SNOW$GE$GEV$BAC
$1.2B
136 positions
#22GENERAL AMERICAN INVESTORS CO INCActive
Some overlap · 4 shared positions
$TJX$AMAT$PFE$GEV
$1.5B
69 positions
#23Meiji Yasuda America IncActive
Some overlap · 4 shared positions
$CTVA$AMAT$TJX$GE
$404M
57 positions
#24D.A. DAVIDSON & CO.Passive
Some overlap · 4 shared positions
$CTVA$SNOW$CMI$PFE
$16.5B
1,567 positions
#25Broderick Brian CActive
Some overlap · 4 shared positions
$TJX$AMAT$ABT$GEV
$542M
95 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.