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Hedge Funds Similar to NOVARE

13F Portfolio OverlapQ2 2026NOVARE portfolio →
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Most similar hedge funds by 13F overlap

NOVARE CAPITAL MANAGEMENT LLC is an institutional investor managing $1.4B across 210 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 NOVARE are ALPINE WOODS INVESTORS, Greystone Financial Group, LYNCH & ASSOCIATES, with shared positions in $CMI, $TXN, $BNY, $LHX, $EMR, $MDLZ. The full ranking of 25 similar funds is below.

#1ALPINE WOODS CAPITAL INVESTORS, LLCPassive
Notable overlap · 7 shared positions
$CMI$TXN$BNY$LHX$EMR$MDLZ
$460M
220 positions
#2Greystone Financial Group, LLCPassive
Notable overlap · 5 shared positions
$EMR$BNY$TXN$TJX$TMO
$358M
74 positions
#3LYNCH & ASSOCIATES/INPassive
Some overlap · 5 shared positions
$EMR$TXN$TJX$SYK$LOW
$573M
129 positions
#4Petros Family Wealth, LLCPassive
Some overlap · 6 shared positions
$EMR$TJX$TXN$LHX$SYK$LOW
$164M
134 positions
#5James Hambro & Partners LLPActive
Some overlap · 6 shared positions
$EMR$TXN$AME$TMO$TJX$CMI
$2.8B
68 positions
#6Eldred Rock Partners, LLCActive
Some overlap · 4 shared positions
$EMR$CMI$TXN$TMO
$465M
29 positions
#7Walsky Investment Management, Inc.Passive
Some overlap · 5 shared positions
$BNY$TXN$EMR$CSX$LOW
$108M
52 positions
#8Richard C. Young & CO., LTD.Passive
Some overlap · 5 shared positions
$CMI$TXN$EMR$LHX$VZ
$1.4B
101 positions
#9Vertrix Wealth Management, LLCPassive
Some overlap · 4 shared positions
$EMR$BNY$TJX$LOW
$297M
103 positions
#10Guinness Asset Management LTDActive
Some overlap · 5 shared positions
$EMR$TXN$MDLZ$AME$TMO
$5.9B
141 positions
#11ADVOCATE GROUP LLCPassive
Some overlap · 4 shared positions
$EMR$CMI$TXN$VZ
$665M
122 positions
#12ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 5 shared positions
$TXN$AME$TJX$SYK$TMO
$1.9B
88 positions
#13Banco de Sabadell, S.APassive
Some overlap · 5 shared positions
$TXN$TJX$CSX$TMO$SYK
$170M
61 positions
#14FIRST MERCHANTS CORPActive
Some overlap · 6 shared positions
$TJX$SYK$LOW$CMI$TXN$AME
$2.8B
361 positions
#15MCDANIEL TERRY & COActive
Some overlap · 4 shared positions
$EMR$TXN$TMO$SYK
$1.3B
81 positions
#16Cardinal Capital ManagementPassive
Some overlap · 4 shared positions
$CMI$BNY$EMR$LOW
$826M
138 positions
#17Delta Accumulation, LLCActive
Some overlap · 5 shared positions
$CMI$BNY$TJX$CSX$CHRW
$2.5B
156 positions
#18CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$EMR$TXN$SYK$LOW
$1.3B
99 positions
#19CAMDEN NATIONAL BANKPassive
Some overlap · 5 shared positions
$TXN$TJX$LHX$TMO$MDLZ
$767M
184 positions
#20Dixon Mitchell Investment Counsel Inc.Active
Some overlap · 5 shared positions
$TXN$AME$TMO$CSL$LOW
$3.1B
144 positions
#21Kesler, Norman & Wride, LLCPassive
Some overlap · 5 shared positions
$TXN$EMR$LHX$SYK$LOW
$631M
271 positions
#22Barbara Oil Co.Active
Some overlap · 4 shared positions
$EMR$BNY$TXN$LHX
$297M
73 positions
#23Stonebridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$CMI$EMR$LHX$LOW$SYK
$1.3B
275 positions
#24Providence Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$TJX$EMR$TMO$SYK$LOW
$660M
385 positions
#25Haverford Financial Services, Inc.Active
Some overlap · 5 shared positions
$TXN$TJX$LOW$SYK$TMO
$339M
49 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.