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Hedge Funds Similar to Hartford Funds

13F Portfolio OverlapQ1 2026Hartford Funds portfolio →
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Most similar hedge funds by 13F overlap

Hartford Funds Management Co LLC is an institutional investor managing $1.2B across 96 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 Hartford Funds are TILIA FIDUCIARY PARTNERS,, Meiji Yasuda America, CONNORS INVESTOR SERVICES, with shared positions in $HCA, $LOW, $GILD, $KLAC, $AXP, $MAR. The full ranking of 25 similar funds is below.

#1TILIA FIDUCIARY PARTNERS, INC.Passive
Notable overlap · 6 shared positions
$HCA$LOW$GILD$KLAC$AXP$MAR
$182M
115 positions
#2Meiji Yasuda America IncActive
Notable overlap · 7 shared positions
$PM$AXP$WELL$WMB$GILD$GE
$404M
57 positions
#3CONNORS INVESTOR SERVICES INCActive
Notable overlap · 7 shared positions
$LOW$WELL$WMB$DUK$WFC$MS
$1.1B
149 positions
#4Oliver Luxxe Assets LLCPassive
Some overlap · 7 shared positions
$PM$NXPI$GILD$WFC$HCA$MS
$668M
200 positions
#5CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 6 shared positions
$LOW$KLAC$WMB$MSI$WFC$ICE
$1.2B
103 positions
#6Vertrix Wealth Management, LLCPassive
Some overlap · 6 shared positions
$LOW$AXP$DUK$LMT$MS$TJX
$272M
95 positions
#7Blue Chip Partners, LLCActive
Some overlap · 6 shared positions
$PM$KLAC$WELL$MS$ICE$TJX
$1.4B
170 positions
#8Brentview Investment Management LLCPassive
Some overlap · 5 shared positions
$PM$LOW$WELL$MS$TJX
$231M
63 positions
#9Kerusso Capital Management LLCPassive
Some overlap · 5 shared positions
$LOW$GILD$AXP$LMT$TJX
$200M
53 positions
#10Longbow Finance SAPassive
Some overlap · 6 shared positions
$KLAC$WELL$GILD$WMB$GE$TJX
$552M
55 positions
#11High Point Wealth Management, LLCPassive
Some overlap · 6 shared positions
$PM$WELL$WFC$DUK$GILD$MAR
$104M
250 positions
#12MORTON COMMUNITY BANKPassive
Some overlap · 6 shared positions
$WMB$PM$AXP$DUK$LMT$MS
$460M
115 positions
#13Union Heritage Capital, LLCPassive
Some overlap · 6 shared positions
$KLAC$AXP$LMT$WFC$MS$TJX
$269M
62 positions
#14Papamarkou Wellner Asset Management inc.Passive
Some overlap · 5 shared positions
$PM$GILD$MAR$LMT$ICE
$164M
86 positions
#15TODD ASSET MANAGEMENT LLCActive
Some overlap · 5 shared positions
$GILD$HCA$KLAC$NXPI$MS
$5.1B
179 positions
#16Focused Investors LLCActive
Some overlap · 5 shared positions
$LOW$AXP$LMT$MS$TJX
$3.1B
22 positions
#17GREAT LAKES ADVISORS, LLCPassive
Some overlap · 6 shared positions
$GILD$LOW$WFC$DUK$ICE$TJX
$12.1B
792 positions
#18Kessler Investment Group, LLCPassive
Some overlap · 5 shared positions
$HCA$GILD$PM$WFC$VRT
$211M
79 positions
#19O'Domhnaill Enterprises, Inc.Passive
Some overlap · 5 shared positions
$PM$GILD$WMB$LMT$DUK
$124M
55 positions
#20OAK ASSOCIATES LTD /OH/Active
Some overlap · 5 shared positions
$LOW$KLAC$NXPI$LMT$GILD
$1.5B
140 positions
#21Alley Investment Management Company, LLCActive
Some overlap · 5 shared positions
$PM$DUK$LMT$MS$GE
$821M
85 positions
#22Norway Savings BankPassive
Some overlap · 6 shared positions
$LOW$KLAC$HCA$MS$ICE$TJX
$211M
103 positions
#23MARCO INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$LOW$AXP$KLAC$NXPI
$1.3B
232 positions
#24EagleClaw Capital Managment, LLCActive
Some overlap · 6 shared positions
$LOW$LMT$WMB$ICE$TJX$MAR
$714M
145 positions
#25Galvin, Gaustad & Stein, LLCPassive
Some overlap · 5 shared positions
$HCA$AXP$WFC$GE$VRTX
$1.2B
252 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.