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Hedge Funds Similar to Raab & Moskowitz Asset

13F Portfolio OverlapQ2 2026Raab & Moskowitz Asset portfolio →
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Most similar hedge funds by 13F overlap

Raab & Moskowitz Asset Management LLC is an institutional investor managing $497M across 198 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 Raab & Moskowitz Asset are Blue Chip Partners, Orographic Financial Advisors, CAMDEN NATIONAL BANK, with shared positions in $PWR, $TJX, $PM, $PEP, $WM, $PFE. The full ranking of 25 similar funds is below.

#1Blue Chip Partners, LLCActive
Notable overlap · 5 shared positions
$PWR$TJX$PM$PEP$WM
$1.6B
184 positions
#2Orographic Financial Advisors, LLCPassive
Notable overlap · 5 shared positions
$TJX$PFE$PM$MCD$VZ
$151M
105 positions
#3CAMDEN NATIONAL BANKPassive
Notable overlap · 5 shared positions
$PWR$TJX$PEP$MCD$MDLZ
$767M
184 positions
#4Stack Financial Management, IncActive
Notable overlap · 4 shared positions
$PWR$PEP$WM$MDLZ
$1.3B
54 positions
#5Bull Street Advisors, LLCPassive
Some overlap · 4 shared positions
$TJX$PEP$AXP$MDLZ
$219M
95 positions
#6Visionary Wealth AdvisorsPassive
Some overlap · 4 shared positions
$PWR$MCD$PEP$VZ
$2.5B
666 positions
#7Focused Investors LLCActive
Some overlap · 4 shared positions
$TJX$PEP$MCD$AXP
$3.0B
23 positions
#8CONNORS INVESTOR SERVICES INCPassive
Some overlap · 6 shared positions
$PWR$TJX$PEP$WM$VZ$AXP
$1.2B
153 positions
#9WEIK CAPITAL MANAGEMENTActive
Some overlap · 5 shared positions
$TJX$PNC$AXP$MDLZ$MCD
$260M
93 positions
#10Hendershot Investments Inc.Active
Some overlap · 3 shared positions
$TJX$PEP$AXP
$766M
134 positions
#11Westend Capital Management, LLCPassive
Some overlap · 4 shared positions
$PWR$BA$AXP$VIK
$437M
242 positions
#12InvesTrustPassive
Some overlap · 7 shared positions
$PEP$PFE$PM$MCD$BA$VZ
$260M
95 positions
#13Haverford Trust CoActive
Some overlap · 5 shared positions
$TJX$PEP$MCD$PM$WM
$11.6B
424 positions
#14FOSTER DYKEMA CABOT & PARTNERS, LLCActive
Some overlap · 5 shared positions
$PWR$WM$AXP$PEP$MCD
$1.7B
324 positions
#15DIAMANT ASSET MANAGEMENT, INC.Active
Some overlap · 6 shared positions
$TJX$PEP$MCD$BA$VZ$WM
$147M
81 positions
#16McKinley Carter Wealth Services, Inc.Active
Some overlap · 4 shared positions
$PWR$TJX$PEP$WM
$1.9B
322 positions
#17DCM Advisors, LLCActive
Some overlap · 7 shared positions
$PFE$PM$MCD$BA$AXP$VZ
$253M
38 positions
#18GKV Capital Management Co., Inc.Passive
Some overlap · 4 shared positions
$PWR$TJX$STX$VZ
$310M
83 positions
#19HARVEY INVESTMENT CO LLCActive
Some overlap · 3 shared positions
$TJX$PEP$PNC
$918M
99 positions
#20Stockman Wealth Management, Inc.Passive
Some overlap · 6 shared positions
$PFE$PEP$MCD$VZ$AXP$PWR
$968M
178 positions
#21Peregrine Asset Advisers, Inc.Passive
Some overlap · 3 shared positions
$PWR$PEP$BA
$461M
218 positions
#22Patrick Mauro Investment Advisor, INC.Active
Some overlap · 6 shared positions
$PFE$PEP$MCD$WM$VZ$MDLZ
$199M
38 positions
#23WENDELL DAVID ASSOCIATES INCActive
Some overlap · 3 shared positions
$TJX$PEP$MCD
$947M
155 positions
#24Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$TJX$PEP$MCD$AXP
$467M
118 positions
#25Bath Savings Trust CoActive
Some overlap · 3 shared positions
$TJX$MCD$PEP
$965M
177 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.