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Hedge Funds Similar to GHP Investment Advisors,

13F Portfolio OverlapQ1 2026GHP Investment Advisors, portfolio →
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Most similar hedge funds by 13F overlap

GHP Investment Advisors, Inc. is an institutional investor managing $2.4B across 1,437 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 GHP Investment Advisors, are Running Oak, Marks Group Wealth ,, Cartenna ,, with shared positions in $EME, $TJX, $TDY, $CW, $AME, $STE. The full ranking of 25 similar funds is below.

#1Running Oak Capital LLCPassive
Some overlap · 8 shared positions
$EME$TJX$TDY$CW$AME$STE
$741M
55 positions
#2Marks Group Wealth Management, IncPassive
Some overlap · 7 shared positions
$TJX$EME$CW$AME$TDY$PH
$1.0B
337 positions
#3Cartenna Capital, LPPassive
Some overlap · 7 shared positions
$LECO$AME$ULTA$ADI$PLXS$PH
$2.7B
47 positions
#4Covea FinanceActive
Some overlap · 6 shared positions
$TJX$TDY$AXP$ADI$PH$LHX
$2.9B
146 positions
#5Baker Chad RActive
Some overlap · 6 shared positions
$TJX$ROK$IBM$ADI$SYK$CSX
$530M
56 positions
#6Raub Brock Capital Management LPActive
Some overlap · 6 shared positions
$TJX$AME$MCK$MCO$NDAQ$PH
$395M
43 positions
#7RENAISSANCE GROUP LLCPassive
Some overlap · 5 shared positions
$EME$TJX$ROK$ULTA$MCK
$2.4B
234 positions
#8Birch Hill Investment Advisors LLCActive
Some overlap · 5 shared positions
$TJX$ROK$LECO$IBM$ADI
$2.2B
195 positions
#9Dempze Nancy EPassive
Some overlap · 5 shared positions
$TJX$ROK$IBM$AXP$ADI
$182M
92 positions
#10HALL LAURIE J TRUSTEEPassive
Some overlap · 5 shared positions
$TJX$ROK$IBM$ADI$SYK
$283M
104 positions
#11TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 5 shared positions
$EME$IBM$AXP$MCK$SYK
$182M
115 positions
#12Smith Group Asset Management, LLCActive
Some overlap · 5 shared positions
$TJX$AXP$MCK$ADI$PH
$2.0B
162 positions
#13ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 5 shared positions
$TJX$AME$AXP$NDSN$SYK
$1.7B
86 positions
#14Arjuna CapitalPassive
Some overlap · 5 shared positions
$TJX$IBM$MCK$TRV$EXPD
$393M
109 positions
#15JLB & ASSOCIATES INCPassive
Some overlap · 5 shared positions
$TJX$AME$AXP$EXPD$SYK
$696M
70 positions
#16Union Heritage Capital, LLCPassive
Some overlap · 5 shared positions
$TJX$AME$AXP$EXPD$SYK
$269M
62 positions
#17Palisade Asset Management, LLCActive
Some overlap · 5 shared positions
$TJX$IBM$TRV$LHX$SYK
$996M
195 positions
#18WD RUTHERFORD LLCPassive
Some overlap · 5 shared positions
$TJX$AXP$MCK$URI$SYK
$225M
71 positions
#19PBU - The Pension Fund of Early Childhood & Youth EducatorsActive
Some overlap · 5 shared positions
$TJX$EME$IBM$PH$AXP
$7.7B
190 positions
#20WEIK CAPITAL MANAGEMENTActive
Some overlap · 5 shared positions
$TJX$TDY$IBM$AXP$CW
$251M
90 positions
#21LaFleur & Godfrey LLCActive
Some overlap · 5 shared positions
$IBM$CW$AXP$STE$SYK
$803M
141 positions
#22NOVARE CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$TJX$AME$LHX$SYK$CSX
$1.3B
195 positions
#23BALDWIN WEALTH PARTNERS LLC/MAActive
Some overlap · 5 shared positions
$IBM$ULTA$MCK$ADI$URI
$1.4B
222 positions
#24Michael Brady & Co., LLCActive
Some overlap · 5 shared positions
$TJX$AXP$PH$LHX$CSX
$100M
54 positions
#25RMB Capital Management, LLCPassive
Some overlap · 5 shared positions
$TJX$AME$CW$NDSN$ADI
$5.6B
869 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.