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 Perennial Advisors

13F Portfolio OverlapQ2 2026Perennial Advisors portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Perennial Advisors, LLC is an institutional investor managing $649M across 136 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 Perennial Advisors are ROFFMAN MILLER ASSOCIATES, PROFESSIONAL ADVISORY SERVICES, HENDLEY, with shared positions in $APH, $AXP, $GD, $MCD, $DIS, $TMO. The full ranking of 25 similar funds is below.

#1ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 9 shared positions

$APH $AXP $GD $MCD $DIS $TMO

$1.9B

88 positions

#2PROFESSIONAL ADVISORY SERVICES INCActive

Notable overlap · 6 shared positions

$APH $GD $TMO $USB $TJX $ASML

$836M

93 positions

#3HENDLEY & CO INCActive

Notable overlap · 6 shared positions

$APH $UNP $LIN $TJX $HONA $AXP

$283M

47 positions

#4Reliant Investment Management, LLCPassive

Notable overlap · 4 shared positions

$APH $AXP $TMO $LIN

$281M

55 positions

#5NOESIS CAPITAL MANGEMENT CORPActive

Notable overlap · 4 shared positions

$APH $AXP $DIS $LIN

$832M

124 positions

#6J. Stern & Co. LLPActive

Notable overlap · 7 shared positions

$APH $TMO $XYL $DIS $HONA $MCD

$1.1B

51 positions

#7FOSTER DYKEMA CABOT & PARTNERS, LLCActive

Notable overlap · 4 shared positions

$APH $AXP $TMO $MCD

$1.7B

324 positions

#8FOUNDERS CAPITAL MANAGEMENT, LLCSmart money

Notable overlap · 6 shared positions

$AXP $UNP $FDX $GD $DIS $AMGN

$670M

79 positions

#9Dundas Partners LLPActive

Notable overlap · 3 shared positions

$APH $AXP $TMO

$1.4B

31 positions

#10Vertrix Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$AXP $MCD $AMGN $LIN $SBUX $TJX

$297M

103 positions

#11Mill Capital Management, LLCActive

Notable overlap · 6 shared positions

$AXP $UNP $TMO $APH $LIN $ASML

$1.5B

128 positions

#12Minot DeBlois Advisors LLCPassive

Notable overlap · 7 shared positions

$AXP $UNP $XYL $DIS $SBUX $TJX

$116M

240 positions

#13CHILTON INVESTMENT CO INC.Active

Notable overlap · 4 shared positions

$APH $AXP $XYL $TMO

$4.2B

299 positions

#14HFR Wealth Management, LLCActive

Notable overlap · 4 shared positions

$APH $UNP $AMGN $TJX

$410M

53 positions

#15CABOT WEALTH MANAGEMENT INCPassive

Notable overlap · 5 shared positions

$APH $FDX $DIS $TJX $ASML

$982M

142 positions

#16JACOBSON & SCHMITT ADVISORS, LLCPassive

Notable overlap · 4 shared positions

$APH $FDX $LIN $ASML

$612M

81 positions

#17CAMBIAR INVESTORS LLCActive

Notable overlap · 6 shared positions

$AXP $UNP $FDX $USB $ASML $HONA

$2.3B

150 positions

#18ALBION FINANCIAL GROUP /UTPassive

Notable overlap · 8 shared positions

$APH $TMO $DIS $SBUX $TJX $AMGN

$1.7B

652 positions

#19DAVIS R M INCActive

Notable overlap · 5 shared positions

$APH $TMO $LIN $TJX $ASML

$6.3B

280 positions

#20First Long Island Investors, LLCActive

Notable overlap · 4 shared positions

$APH $USB $AMGN $MCD

$1.4B

73 positions

#21Stone Summit Wealth LLCPassive

Notable overlap · 5 shared positions

$APH $AXP $LIN $AMGN $DIS

$394M

144 positions

#22Greystone Financial Group, LLCPassive

Notable overlap · 8 shared positions

$TMO $MCD $AMGN $LIN $SBUX $TJX

$358M

74 positions

#23Michael Brady & Co., LLCActive

Notable overlap · 6 shared positions

$AXP $UNP $GD $MCD $TJX $HONA

$113M

58 positions

#24Banco de Sabadell, S.APassive

Notable overlap · 7 shared positions

$TMO $MCD $UNP $USB $AMGN $TJX

$170M

61 positions

#25Midway Capital Research & ManagementActive

Notable overlap · 5 shared positions

$APH $MCD $DIS $AXP $SBUX

$126M

114 positions

Compare Perennial Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Perennial Advisors’s holdings

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.