What hedge funds are most similar to Smith, Salley & Associates?

The funds with the most similar 13F portfolios to Smith, Salley & Associates are BARTLETT & WEALTH, SOROS, BRIGHT ROCK ,, based on overlapping conviction holdings in the latest SEC filings.

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 Smith, Salley & Associates

13F Portfolio OverlapQ1 2026Smith, Salley & Associates portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Smith, Salley & Associates is an institutional investor managing $2.0B across 267 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 Smith, Salley & Associates are BARTLETT & WEALTH, SOROS, BRIGHT ROCK ,, with shared positions in $TJX, $ADI, $NEE, $LOW, $LIN, $ASML. The full ranking of 25 similar funds is below.

#1BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$TJX $ADI $NEE $LOW $LIN $ASML

$7.8B

1,278 positions

#2SOROS CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$ADI $ASML $LOW $TJX $CASY $UNP

$230M

47 positions

#3BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$TJX $NEE $TMO $LIN $ANET $UNP

$506M

75 positions

#4Somerset Trust CoPassive

Notable overlap · 6 shared positions

$ADI $NEE $LOW $LIN $ABT $MU

$326M

174 positions

#5NORTHEAST INVESTMENT MANAGEMENTActive

Notable overlap · 6 shared positions

$ASML $LOW $TMO $NEE $TJX $UNP

$2.4B

189 positions

#6BCV Asset Management Inc.Active

Notable overlap · 6 shared positions

$ASML $NEE $MRVL $BN $UNP $TJX

$2.9B

120 positions

#7Avalon Trust CoActive

Notable overlap · 7 shared positions

$LOW $LIN $TMO $TJX $ADI $PNC

$1.5B

460 positions

#8Minot DeBlois Advisors LLCPassive

Notable overlap · 7 shared positions

$ADI $ASML $TJX $NEE $ABT $MKL

$110M

226 positions

#9ZEVIN ASSET MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$TJX $ADI $ASML $LIN $PNC

$723M

93 positions

#10Live Oak Private Wealth LLCPassive

Notable overlap · 6 shared positions

$LOW $TJX $ADI $BN $ABT $MKL

$717M

207 positions

#11Mendel Money ManagementPassive

Notable overlap · 6 shared positions

$LOW $TMO $MRVL $LIN $AME $NXPI

$239M

137 positions

#12DAVIS R M INCActive

Notable overlap · 6 shared positions

$TJX $LIN $ASML $AME $NEE $TMO

$5.6B

273 positions

#13Brentview Investment Management LLCPassive

Notable overlap · 5 shared positions

$TJX $NEE $LOW $LIN $UNP

$231M

63 positions

#14NORTH STAR ASSET MANAGEMENT INCPassive

Some overlap · 6 shared positions

$ASML $ADI $TMO $AME $ABT $LOW

$2.3B

356 positions

#15LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Some overlap · 7 shared positions

$TJX $TMO $ABT $NXPI $ASML $LOW

$10.0B

560 positions

#16FORBES J M & CO LLPActive

Some overlap · 6 shared positions

$TJX $NEE $LIN $ABT $UNP $ANET

$1.2B

150 positions

#17Haverford Financial Services, Inc.Active

Some overlap · 5 shared positions

$TJX $NEE $LOW $TMO $LIN

$336M

46 positions

#18Greystone Financial Group, LLCPassive

Some overlap · 5 shared positions

$TJX $LOW $LIN $TMO $ABT

$353M

78 positions

#19Freedom Day Solutions, LLCActive

Some overlap · 6 shared positions

$ASML $LIN $LOW $AME $CASY $MKL

$373M

96 positions

#20CAPITAL MANAGEMENT ASSOCIATES /NY/Passive

Some overlap · 5 shared positions

$ASML $NEE $TMO $LIN $CW

$60M

36 positions

#21Providence Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$TMO $LIN $BN $TJX $ABT $UNP

$613M

200 positions

#22Elefante Mark BPassive

Some overlap · 5 shared positions

$TJX $ADI $NEE $ABT $ASML

$182M

58 positions

#23Boomfish Wealth Group, LLCPassive

Some overlap · 5 shared positions

$ASML $LOW $TMO $ANET $NEE

$187M

87 positions

#24Stokes Capital Advisors, LLCPassive

Some overlap · 5 shared positions

$TJX $NEE $LIN $ABT $UNP

$446M

104 positions

#25Baugh & Associates, LLCActive

Some overlap · 5 shared positions

$NEE $ASML $LOW $ANET $ABT

$232M

44 positions

Compare Smith, Salley & Associates’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Smith, Salley & Associates’s holdings

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.