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Hedge Funds Similar to NewEdge Advisors

13F Portfolio OverlapQ2 2026NewEdge Advisors portfolio →
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Most similar hedge funds by 13F overlap

NewEdge Advisors, LLC is an institutional investor managing $33.6B across 4,198 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 NewEdge Advisors are Gunderson, Slagle Financial, Richard C. Young & , LTD., with shared positions in $AGX, $DELL, $ADI, $TJX, $PLD, $PM. The full ranking of 25 similar funds is below.

#1Gunderson Capital Management Inc.Active
Slight overlap · 3 shared positions
$AGX$DELL$ADI
$359M
54 positions
#2Slagle Financial, LLCPassive
Slight overlap · 4 shared positions
$DELL$TJX$PLD$PM
$334M
127 positions
#3Richard C. Young & CO., LTD.Passive
Slight overlap · 4 shared positions
$DELL$PSX$SO$ADI
$1.4B
101 positions
#4RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Slight overlap · 4 shared positions
$TJX$PSX$SO$ADI
$1.1B
90 positions
#5Robbins FarleyPassive
Slight overlap · 3 shared positions
$DELL$TJX$SO
$262M
158 positions
#6Vectors Research Management, LLCPassive
Slight overlap · 3 shared positions
$DELL$TJX$SO
$383M
148 positions
#7Front Row Advisors LLCPassive
Slight overlap · 3 shared positions
$DELL$TJX$ADI
$345M
576 positions
#8Wilkinson Global Asset Management LLCActive
Slight overlap · 3 shared positions
$DELL$TJX$ADI
$1.3B
62 positions
#9WASHINGTON TRUST CoPassive
Slight overlap · 3 shared positions
$DELL$TJX$ADI
$3.2B
291 positions
#10FLPUTNAM INVESTMENT MANAGEMENT COActive
Slight overlap · 3 shared positions
$DELL$TJX$ADI
$8.4B
655 positions
#11Cumberland Partners LtdPassive
Slight overlap · 3 shared positions
$DELL$TJX$ADI
$1.5B
153 positions
#12Epoch Investment Partners, Inc.Passive
Slight overlap · 3 shared positions
$DELL$AGX$ADI
$17.6B
220 positions
#13BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Slight overlap · 3 shared positions
$DELL$TJX$PM
$1.8B
356 positions
#14ARGUS INVESTORS' COUNSEL, INC.Passive
Slight overlap · 3 shared positions
$DELL$TJX$ADI
$129M
106 positions
#15Cincinnati Specialty Underwriters Insurance COActive
Slight overlap · 4 shared positions
$TJX$ADI$PLD$PM
$449M
45 positions
#16CINCINNATI FINANCIAL CORPActive
Slight overlap · 4 shared positions
$TJX$ADI$PLD$PM
$5.2B
56 positions
#17Verity & Verity, LLCActive
Slight overlap · 3 shared positions
$DELL$PSX$PLD
$1.5B
139 positions
#18Convergence Investment Partners, LLCPassive
Slight overlap · 3 shared positions
$DELL$PSX$ADI
$1.3B
232 positions
#19DCM Advisors, LLCActive
Slight overlap · 3 shared positions
$DELL$PSX$PM
$253M
38 positions
#20PRIMORIS WEALTH ADVISORS, LLCPassive
Slight overlap · 4 shared positions
$TJX$SO$DELL$PM
$215M
126 positions
#21Citizens National Bank Trust DepartmentPassive
Slight overlap · 3 shared positions
$DELL$PSX$PM
$680M
381 positions
#22Miller Capital Partners, Inc.Active
Slight overlap · 3 shared positions
$DELL$TJX$ADI
$257M
258 positions
#23NFJ INVESTMENT GROUP, LLCPassive
Slight overlap · 3 shared positions
$DELL$PSX$PLD
$3.0B
208 positions
#24LORD, ABBETT & CO. LLCPassive
Slight overlap · 4 shared positions
$TJX$DELL$ADI$PM
$34.9B
558 positions
#25ZACKS INVESTMENT MANAGEMENTPassive
Slight overlap · 3 shared positions
$DELL$SO$PM
$14.1B
724 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.