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 Hartford Funds

13F Portfolio OverlapQ2 2026Hartford Funds portfolio →

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Most similar hedge funds by 13F overlap

Hartford Funds Management Co LLC is an institutional investor managing $1.3B across 98 U.S. equity positions as of Q2 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, CONNORS INVESTOR SERVICES, Richwood Investment Advisors, with shared positions in $LOW, $KLAC, $GILD, $HCA, $ETN, $MAR. The full ranking of 25 similar funds is below.

#1TILIA FIDUCIARY PARTNERS, INC.Passive

Notable overlap · 8 shared positions

$LOW $KLAC $GILD $HCA $ETN $MAR

$211M

127 positions

#2CONNORS INVESTOR SERVICES INCPassive

Notable overlap · 7 shared positions

$LOW $WELL $WMB $ETN $MS $WFC

$1.2B

153 positions

#3Richwood Investment Advisors, LLCActive

Some overlap · 7 shared positions

$LOW $WELL $ETN $MS $WFC $GILD

$142M

106 positions

#4Oliver Luxxe Assets LLCPassive

Some overlap · 6 shared positions

$PM $NXPI $MS $GILD $WFC $PH

$680M

199 positions

#5Blue Chip Partners, LLCActive

Some overlap · 5 shared positions

$PM $KLAC $WELL $ETN $MS

$1.6B

184 positions

#6TOEWS CORP /ADVActive

Some overlap · 6 shared positions

$PM $WMB $ETN $GLW $MAR $QCOM

$686M

151 positions

#7Brentview Investment Management LLCActive

Some overlap · 5 shared positions

$PM $LOW $WELL $MS $PH

$253M

63 positions

#8GLOBALT Investments LLC / GAActive

Some overlap · 8 shared positions

$GLW $MS $DUK $KLAC $ETN $GILD

$3.0B

213 positions

#9Great Diamond Partners, LLCPassive

Some overlap · 6 shared positions

$KLAC $WELL $GLW $MS $WMB $PH

$582M

238 positions

#10EagleClaw Capital Managment, LLCPassive

Some overlap · 7 shared positions

$LOW $ETN $WMB $MAR $PH $AJG

$745M

145 positions

#11TODD ASSET MANAGEMENT LLCActive

Some overlap · 6 shared positions

$KLAC $NXPI $HCA $MS $PH $QCOM

$5.6B

182 positions

#12Verus Financial Partners, Inc.Smart money

Some overlap · 6 shared positions

$PM $HCA $LOW $QCOM $GLW $DUK

$1.2B

127 positions

#13OmniStar Financial Group, Inc.Passive

Some overlap · 6 shared positions

$GILD $PM $GLW $MS $DUK $PH

$217M

118 positions

#14High Point Wealth Management, LLCPassive

Some overlap · 5 shared positions

$PM $WELL $GILD $WFC $DUK

$122M

250 positions

#15Tufton Capital ManagementPassive

Some overlap · 6 shared positions

$NXPI $PM $GLW $WFC $DUK $QCOM

$596M

127 positions

#16First County Bank /CT/Passive

Some overlap · 5 shared positions

$PM $KLAC $GILD $ETN $DUK

$213M

169 positions

#17CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Some overlap · 5 shared positions

$LOW $KLAC $WMB $ETN $WFC

$1.3B

99 positions

#18First Long Island Investors, LLCActive

Some overlap · 5 shared positions

$PM $LOW $ETN $PH $QCOM

$1.4B

73 positions

#19WCM INVESTMENT MANAGEMENT, LLCActive

Some overlap · 5 shared positions

$PM $WELL $GLW $VRTX $AJG

$55.2B

266 positions

#20RED CEDAR INVESTMENT MANAGEMENT, LLCActive

Some overlap · 6 shared positions

$WELL $GLW $ETN $MAR $PH $QCOM

$1.1B

90 positions

#213Chopt Investment Partners, LLCPassive

Some overlap · 5 shared positions

$PM $KLAC $WMB $WFC $GILD

$532M

274 positions

#22Cullen Capital Management, LLCActive

Some overlap · 5 shared positions

$PM $LOW $MS $DUK $QCOM

$10.2B

208 positions

#23Stonebridge Capital Advisors LLCPassive

Some overlap · 6 shared positions

$GLW $GILD $ETN $MAR $DUK $QCOM

$1.6B

215 positions

#24Kessler Investment Group, LLCPassive

Some overlap · 5 shared positions

$KLAC $HCA $GLW $PM $VRT

$234M

81 positions

#25Alley Investment Management Company, LLCActive

Some overlap · 5 shared positions

$PM $ETN $MS $DUK $PH

$856M

89 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.