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Hedge Funds Similar to BROWN, LISLE/CUMMINGS

13F Portfolio OverlapQ3 2026BROWN, LISLE/CUMMINGS portfolio →
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Most similar hedge funds by 13F overlap

BROWN, LISLE/CUMMINGS, INC. is an institutional investor managing $453M across 1,058 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to BROWN, LISLE/CUMMINGS are DLK Investment, Harrington Investments, COMPASS, with shared positions in $ICE, $AMGN, $ACN, $DE, $TXN, $TMO. The full ranking of 25 similar funds is below.

#1DLK Investment Management, LLCPassive
Notable overlap · 5 shared positions
$ICE$AMGN$ACN$DE$TXN
$275M
99 positions
#2Harrington Investments, INCPassive
Notable overlap · 7 shared positions
$AMGN$TMO$CNI$ECL$DE$MRSH
$209M
80 positions
#3COMPASS CAPITAL MANAGEMENT, INCActive
Notable overlap · 6 shared positions
$ICE$BSX$ACN$TMO$DE$SYK
$1.7B
91 positions
#4Verity & Verity, LLCActive
Some overlap · 5 shared positions
$AMGN$CMI$CNI$ACN$TXN
$1.5B
139 positions
#5DB Fitzpatrick & Co, IncActive
Some overlap · 6 shared positions
$AMGN$TMO$CMI$ECL$DE$SYK
$121M
100 positions
#6Palisade Asset Management, LLCPassive
Some overlap · 6 shared positions
$AMGN$LHX$ECL$DE$TXN$SYK
$1.1B
204 positions
#7ARCADIA INVESTMENT MANAGEMENT CORP/MI
Some overlap · 6 shared positions
$ICE$TMO$ACN$VEEV$ECL$SYK
$584M
366 positions
#8Nordwand Advisors, LLCPassive
Some overlap · 5 shared positions
$VRT$AMGN$CMI$LHX$TMO
$652M
146 positions
#9Peloton Wealth StrategistsPassive
Some overlap · 5 shared positions
$AMGN$VRT$CMI$TMO$NVO
$271M
91 positions
#10TORRAY LLCActive
Some overlap · 6 shared positions
$AMGN$ACN$MRSH$BX$TXN$VEEV
$741M
91 positions
#11Dixon Mitchell Investment Counsel Inc.Active
Some overlap · 4 shared positions
$ICE$CNI$TMO$TXN
$3.1B
144 positions
#12Eldred Rock Partners, LLCActive
Some overlap · 6 shared positions
$CMI$ACN$TMO$DE$TXN$NVO
$451M
29 positions
#13BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$ICE$ACN$TMO$ECL$TXN$VEEV
$529M
72 positions
#14WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 6 shared positions
$CMI$CNI$TMO$ACN$DE$AMGN
$1.3B
73 positions
#15Gs Investments, Inc.Passive
Some overlap · 6 shared positions
$AMGN$TMO$ECL$TXN$HON$SYK
$138M
133 positions
#16Integras Partners LLCPassive
Some overlap · 4 shared positions
$AMGN$CMI$ACN$ARCC
$181M
100 positions
#17Elk River Wealth Management, LLCActive
Some overlap · 6 shared positions
$ICE$LHX$TMO$ECL$TXN$HON
$628M
103 positions
#18Cottage Street Advisors LLCPassive
Some overlap · 6 shared positions
$VRT$ARCC$BX$ACN$TXN$SYK
$261M
148 positions
#19MCDONALD PARTNERS LLCPassive
Some overlap · 6 shared positions
$AMGN$TMO$LHX$TXN$CMI$HON
$412M
621 positions
#20Petros Family Wealth, LLCPassive
Some overlap · 6 shared positions
$AMGN$LHX$TXN$ICE$SYK$DE
$164M
134 positions
#21Birch Capital Management, LLCPassive
Some overlap · 4 shared positions
$AMGN$ICE$ACN$NVO
$205M
79 positions
#22SMITHBRIDGE ASSET MANAGEMENT INC/DEPassive
Some overlap · 7 shared positions
$VRT$ECL$HON$DE$SYK$ACN
$741M
187 positions
#23FLOSSBACH VON STORCH SEActive
Some overlap · 4 shared positions
$ICE$ACN$TMO$SYK
$22.1B
106 positions
#24ELLERSON GROUP INC /ADVPassive
Some overlap · 4 shared positions
$AMGN$LHX$TMO$BX
$169M
64 positions
#25AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 5 shared positions
$AMGN$TMO$ECL$MRSH$TXN
$1.6B
120 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.