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Hedge Funds Similar to Patten Group

13F Portfolio OverlapQ2 2026Patten Group portfolio →
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Most similar hedge funds by 13F overlap

Patten Group, Inc. is an institutional investor managing $643M across 325 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 Patten Group are Bluebird Wealth, AMJ Financial Wealth, LEDERER & ASSOCIATES INVESTMENT COUNSEL, with shared positions in $GLW, $ETN, $CRWD, $CARR, $LIN, $NEM. The full ranking of 25 similar funds is below.

#1Bluebird Wealth Management LLCPassive
Some overlap · 5 shared positions
$GLW$ETN$CRWD$CARR$LIN
$115M
89 positions
#2AMJ Financial Wealth ManagementActive
Some overlap · 5 shared positions
$GLW$ETN$NEM$GLDM$EMR
$424M
86 positions
#3LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 5 shared positions
$GLW$CRWD$CB$LIN$NEE
$152M
84 positions
#4New England Research & Management, Inc.Passive
Some overlap · 6 shared positions
$AZN$CB$KMB$EMR$NEE$URI
$257M
134 positions
#5Community Financial Services Group, LLCPassive
Some overlap · 5 shared positions
$ETN$GLW$LIN$EMR$NEE
$686M
532 positions
#6Stonebridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$GLW$CB$LIN$EMR$NEE
$1.3B
275 positions
#7Cornerstone Capital, Inc.Active
Some overlap · 4 shared positions
$GLW$KMB$ETN$CRWD
$1.1B
120 positions
#8ZEVIN ASSET MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$AZN$CRWD$CB$LIN$EMR
$713M
97 positions
#9InTrack Investment Management IncPassive
Some overlap · 5 shared positions
$ETN$GLDM$CARR$CB$NEE
$202M
110 positions
#10Winthrop Partners - WNY, LLCPassive
Some overlap · 4 shared positions
$GLW$ETN$CB$NEE
$202M
87 positions
#11Paladin Wealth, LLCPassive
Some overlap · 5 shared positions
$ETN$CRWD$GLDM$NEE$URI
$172M
134 positions
#12Aull & Monroe Investment Management CorpPassive
Some overlap · 4 shared positions
$GLW$ETN$EMR$NEE
$239M
126 positions
#13FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 4 shared positions
$GLW$AZN$LIN$XYL
$118M
56 positions
#14Silver Lake Advisory, LLCPassive
Some overlap · 4 shared positions
$GLW$ETN$EMR$XYL
$280M
109 positions
#15FORBES J M & CO LLPActive
Some overlap · 5 shared positions
$ETN$LIN$EMR$XYL$NEE
$1.3B
159 positions
#16Gradient Investments LLCPassive
Some overlap · 5 shared positions
$ETN$GLDM$CRWD$NEE$URI
$7.2B
448 positions
#17BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 4 shared positions
$GLW$CRWD$CB$EMR
$515M
142 positions
#18Keyes, Stange & Wooten Wealth Management, LLCActive
Some overlap · 4 shared positions
$GLW$ETN$CB$NEE
$251M
74 positions
#19Robbins FarleyPassive
Some overlap · 4 shared positions
$ETN$AZN$CRWD$NEE
$260M
157 positions
#20Tufton Capital ManagementPassive
Some overlap · 4 shared positions
$GLW$CARR$CB$EMR
$596M
127 positions
#21Strategic Wealth Investment Group, LLCPassive
Some overlap · 5 shared positions
$CRWD$LIN$ETN$EMR$NEE
$825M
104 positions
#22MEYER HANDELMAN COPassive
Some overlap · 3 shared positions
$GLW$KMB$ETN
$3.5B
274 positions
#23CFS Investment Advisory Services, LLCPassive
Some overlap · 5 shared positions
$GLDM$CB$LIN$EMR$NEE
$1.5B
357 positions
#24WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 5 shared positions
$AZN$CARR$CB$NEE$ETN
$2.1B
131 positions
#25Fruth Investment ManagementPassive
Some overlap · 4 shared positions
$ETN$GLW$LIN$EMR
$421M
225 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.