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Hedge Funds Similar to Raub Brock

13F Portfolio OverlapQ1 2026Raub Brock portfolio →
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Most similar hedge funds by 13F overlap

Raub Brock Capital Management LP is an institutional investor managing $363M across 45 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 Raub Brock are Suncoast Equity, Bristol Gate Partners, CARDEROCK, with shared positions in $MCK, $INTU, $ETN, $TJX, $ADP, $SHW. The full ranking of 25 similar funds is below.

#1Suncoast Equity ManagementActive
Notable overlap · 7 shared positions
$MCK$INTU$ETN$TJX$ADP$SHW
$833M
101 positions
#2Bristol Gate Capital Partners Inc.Active
Notable overlap · 6 shared positions
$SHW$MCK$INTU$MCO$ACN$TMO
$1.6B
31 positions
#3CARDEROCK CAPITAL MANAGEMENT INCPassive
Notable overlap · 8 shared positions
$PH$AME$MSI$SHW$MCO$ADP
$405M
73 positions
#4NORTHSTAR ASSET MANAGEMENT INCActive
Notable overlap · 6 shared positions
$TJX$ETN$ADP$INTU$NDAQ$NVO
$326M
86 positions
#5PineStone Asset Management Inc.Smart money
Notable overlap · 4 shared positions
$TJX$SHW$MCO$CARR
$14.2B
44 positions
#6Cartenna Capital, LPPassive
Notable overlap · 4 shared positions
$PH$AME$ETN$MSI
$2.7B
47 positions
#7Wilkinson Global Asset Management LLCActive
Notable overlap · 4 shared positions
$TJX$SHW$PH$INTU
$1.3B
60 positions
#8MARVIN & PALMER ASSOCIATES INCPassive
Notable overlap · 3 shared positions
$TJX$PH$AME
$84M
21 positions
#9Bey-Douglas LLCPassive
Notable overlap · 5 shared positions
$MCK$INTU$ETN$ADP$ACN
$115M
56 positions
#10CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Notable overlap · 5 shared positions
$ETN$MSI$NDAQ$MCO$INTU
$1.2B
103 positions
#11SMA Capital LLCPassive
Notable overlap · 3 shared positions
$PH$ETN$AME
$232M
95 positions
#12Sierra Legacy GroupPassive
Notable overlap · 8 shared positions
$TJX$AME$INTU$ADP$MSI$ACN
$131M
77 positions
#13ALTA CAPITAL MANAGEMENT LLC/Active
Notable overlap · 6 shared positions
$TJX$ETN$INTU$SHW$MCK$TMO
$1.3B
100 positions
#14SHUTTLEWORTH & CoPassive
Notable overlap · 4 shared positions
$ETN$MCK$TJX$SHW
$111M
52 positions
#15Ayrshire Capital Management LLCPassive
Notable overlap · 3 shared positions
$TJX$ETN$AME
$193M
50 positions
#16LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Notable overlap · 5 shared positions
$INTU$TJX$PH$ADP$TMO
$10.0B
560 positions
#17HFR Wealth Management, LLCActive
Notable overlap · 4 shared positions
$TJX$INTU$ADP$ETN
$407M
49 positions
#18Port Capital LLCActive
Notable overlap · 4 shared positions
$PH$AME$ETN$SHW
$2.2B
82 positions
#19Dundas Partners LLPActive
Notable overlap · 7 shared positions
$NDAQ$AME$ADP$INTU$ACN$ZTS
$1.3B
49 positions
#20Running Oak Capital LLCPassive
Notable overlap · 6 shared positions
$TJX$ETN$AME$PH$INTU$ROP
$741M
55 positions
#21Bath Savings Trust CoActive
Notable overlap · 4 shared positions
$TJX$INTU$ADP$SHW
$936M
168 positions
#22James Hambro & Partners LLPActive
Notable overlap · 4 shared positions
$MCK$AME$TJX$TMO
$2.6B
57 positions
#23Haverford Financial Services, Inc.Active
Notable overlap · 5 shared positions
$TJX$ETN$MCK$ACN$TMO
$336M
46 positions
#24COMPASS CAPITAL MANAGEMENT, INCActive
Notable overlap · 7 shared positions
$MSI$SHW$ADP$ACN$TMO$ROP
$1.7B
87 positions
#25Pegasus Asset Management, Inc.Passive
Notable overlap · 4 shared positions
$PH$ETN$CARR$MAR
$313M
67 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.