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 Patten Group,

13F Portfolio OverlapQ1 2026Patten Group, portfolio →

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Most similar hedge funds by 13F overlap

Patten Group, Inc. is an institutional investor managing $575M across 296 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 Patten Group, are BROOKS, MOORE & ASSOCIATES,, FORBES J M & LLP, Stonebridge Advisors, with shared positions in $KO, $COP, $CB, $WT, $NEE, $ETN. The full ranking of 25 similar funds is below.

#1BROOKS, MOORE & ASSOCIATES, INC.Passive

Some overlap · 5 shared positions

$KO $COP $CB $WT $NEE

$199M

110 positions

#2FORBES J M & CO LLPActive

Some overlap · 6 shared positions

$KO $ETN $LIN $XYL $EMR $NEE

$1.2B

150 positions

#3Stonebridge Capital Advisors LLCPassive

Some overlap · 6 shared positions

$KO $ETN $COP $GLW $MKL $KKR

$1.4B

211 positions

#4Evelyn Partners Investment Management LLPActive

Some overlap · 5 shared positions

$KO $AZN $CB $LIN $NEE

$3.7B

410 positions

#5ROWLANDMILLER & PARTNERS.ADVPassive

Some overlap · 4 shared positions

$KO $COP $CB $EMR

$493M

189 positions

#6FAYEZ SAROFIM & COActive

Some overlap · 4 shared positions

$KO $ETN $CB $MAR

$39.1B

294 positions

#7Meadow Creek Wealth Advisors LLCPassive

Some overlap · 4 shared positions

$KO $ETN $CB $EMR

$155M

135 positions

#8Signet Investment Advisory Group, Inc.Passive

Some overlap · 4 shared positions

$KO $ETN $COP $NEE

$218M

69 positions

#9Kinloch Capital, LLCPassive

Some overlap · 4 shared positions

$KO $KMB $EMR $NEE

$245M

83 positions

#10LAWOOD & COPassive

Some overlap · 5 shared positions

$KO $GLW $COP $NEM $NEE

$108M

90 positions

#11Papamarkou Wellner Asset Management inc.Passive

Some overlap · 4 shared positions

$KO $ETN $MAR $NEM

$164M

86 positions

#12O'Domhnaill Enterprises, Inc.Passive

Some overlap · 3 shared positions

$KO $KMB $NEM

$124M

55 positions

#13Ridge Creek Global, IncActive

Some overlap · 6 shared positions

$ETN $NEM $WT $LIN $MAR $NEE

$118M

85 positions

#14Stonebridge Financial Group, LLCPassive

Some overlap · 7 shared positions

$GLW $LIN $WT $CB $EMR $NEE

$1.2B

262 positions

#15ZWJ INVESTMENT COUNSEL INCPassive

Some overlap · 3 shared positions

$KO $AZN $CB

$2.8B

241 positions

#16Groupe la FrancaisePassive

Some overlap · 5 shared positions

$AZN $ETN $KO $LIN $NEM

$7.3B

455 positions

#17Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 4 shared positions

$KO $NEM $WT $NEE

$477M

70 positions

#18OMERS ADMINISTRATION CorpActive

Some overlap · 4 shared positions

$KO $AZN $ETN $LIN

$15.6B

1,096 positions

#19AMJ Financial Wealth ManagementPassive

Some overlap · 5 shared positions

$ETN $NEM $GLDM $GLW $EMR

$424M

86 positions

#20Bank Julius Baer & Co. Ltd, ZurichActive

Some overlap · 5 shared positions

$AZN $COP $KO $LIN $EMR

$33.2B

678 positions

#21BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 5 shared positions

$ETN $COP $KO $CB $LIN

$1.6B

435 positions

#22Quilter PlcActive

Some overlap · 5 shared positions

$KO $EMR $MKL $MAR $NEE

$5.7B

124 positions

#23Hudson Canyon Capital ManagementPassive

Some overlap · 4 shared positions

$KO $ETN $NEM $COP

$163M

52 positions

#24FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 4 shared positions

$KO $ETN $COP $NEE

$5.0B

201 positions

#25LGT Fund Management Co Ltd.Passive

Some overlap · 4 shared positions

$KO $AZN $CB $NEE

$2.3B

242 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.