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 NOVARE

13F Portfolio OverlapQ1 2026NOVARE portfolio →

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Most similar hedge funds by 13F overlap

NOVARE CAPITAL MANAGEMENT LLC is an institutional investor managing $1.3B across 195 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 NOVARE are Greystone Financial Group,, Vertrix Wealth ,, ROFFMAN MILLER ASSOCIATES /PA/, with shared positions in $EMR, $__PARK_1390777, $TJX, $HON, $TMO, $LOW. The full ranking of 25 similar funds is below.

#1Greystone Financial Group, LLCPassive

Some overlap · 6 shared positions

$EMR $__PARK_1390777 $TJX $HON $TMO $LOW

$353M

78 positions

#2Vertrix Wealth Management, LLCPassive

Some overlap · 6 shared positions

$EMR $__PARK_1390777 $TJX $HON $TMO $LOW

$272M

95 positions

#3ROFFMAN MILLER ASSOCIATES INC /PA/Active

Some overlap · 6 shared positions

$TJX $AME $VZ $HON $SYK $TMO

$1.7B

86 positions

#4Barbara Oil Co.Passive

Some overlap · 5 shared positions

$EMR $__PARK_1390777 $LHX $HON $UNH

$259M

69 positions

#5Petros Family Wealth, LLCPassive

Some overlap · 6 shared positions

$UNH $LHX $EMR $SYK $LOW $TJX

$140M

131 positions

#6LYNCH & ASSOCIATES/INPassive

Some overlap · 5 shared positions

$EMR $TJX $HON $SYK $LOW

$533M

126 positions

#7Richard C. Young & CO., LTD.Active

Some overlap · 5 shared positions

$EMR $CMI $LHX $VZ $LOW

$1.2B

93 positions

#8Osprey Private Wealth LLCActive

Some overlap · 6 shared positions

$TJX $VZ $SYK $TMO $ROP $HON

$345M

77 positions

#9Allen Mooney & Barnes Investment Advisors LLCPassive

Some overlap · 5 shared positions

$CMI $UNH $LHX $HON $LOW

$695M

159 positions

#10Covea FinanceActive

Some overlap · 5 shared positions

$EMR $TJX $LHX $TMO $LOW

$2.9B

146 positions

#11BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Some overlap · 5 shared positions

$CMI $__PARK_1390777 $VZ $CSX $LOW

$380M

98 positions

#12Walsky Investment Management, Inc.Passive

Some overlap · 5 shared positions

$__PARK_1390777 $EMR $HON $CSX $LOW

$98M

50 positions

#13Harrington Investments, INCPassive

Some overlap · 5 shared positions

$EMR $TJX $SYK $TMO $VZ

$190M

84 positions

#14ALPINE WOODS CAPITAL INVESTORS, LLCPassive

Some overlap · 5 shared positions

$CMI $LHX $EMR $TJX $__PARK_1390777

$417M

199 positions

#15James Hambro & Partners LLPActive

Some overlap · 4 shared positions

$EMR $TJX $AME $TMO

$2.6B

57 positions

#16Running Oak Capital LLCPassive

Some overlap · 5 shared positions

$TJX $AME $HON $SYK $ROP

$741M

55 positions

#17Yoffe Investment Management, LLCPassive

Some overlap · 5 shared positions

$__PARK_1390777 $VZ $HON $CSX $UNH

$78M

111 positions

#18Martin Investment Management, LLCActive

Some overlap · 5 shared positions

$LHX $AME $SYK $TMO $ROP

$334M

46 positions

#19Legacy Wealth Management, LLC / MSActive

Some overlap · 6 shared positions

$TJX $LHX $TMO $SYK $HON $LOW

$351M

106 positions

#20Applied Finance Capital Management, LLCPassive

Some overlap · 5 shared positions

$CMI $VZ $ROP $AMP $LOW

$1.3B

218 positions

#21DIVIDEND ASSETS CAPITAL, LLCPassive

Some overlap · 5 shared positions

$UNH $LHX $TJX $AMP $LOW

$501M

138 positions

#22Haverford Financial Services, Inc.Active

Some overlap · 5 shared positions

$TJX $HON $SYK $TMO $LOW

$336M

46 positions

#23Cardinal Capital ManagementPassive

Some overlap · 4 shared positions

$EMR $CMI $__PARK_1390777 $LOW

$776M

136 positions

#24DoubleLine ETF Adviser LPPassive

Some overlap · 5 shared positions

$UNH $TJX $VZ $TMO $LOW

$263M

176 positions

#25Haverford Trust CoActive

Some overlap · 5 shared positions

$TJX $HON $TMO $LOW $SYK

$10.9B

419 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.