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 GARRISON POINT ADVISORS,

13F Portfolio OverlapQ1 2026GARRISON POINT ADVISORS, portfolio →

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Most similar hedge funds by 13F overlap

GARRISON POINT ADVISORS, LLC is an institutional investor managing $219M across 168 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 GARRISON POINT ADVISORS, are O'Brien Greene &, Aull & Monroe Investment, Providence Wealth Advisors,, with shared positions in $DHR, $NEE, $AMGN, $UNP, $CMI, $WM. The full ranking of 25 similar funds is below.

#1O'Brien Greene & Co. IncPassive

Some overlap · 7 shared positions

$DHR $NEE $AMGN $UNP $CMI $WM

$353M

133 positions

#2Aull & Monroe Investment Management CorpPassive

Some overlap · 7 shared positions

$NEE $AMGN $GLW $WM $UNP $IBM

$215M

125 positions

#3Providence Wealth Advisors, LLCPassive

Some overlap · 7 shared positions

$NEE $AMGN $WM $HON $KO $IBM

$157M

80 positions

#4New England Research & Management, Inc.Passive

Some overlap · 7 shared positions

$NEE $AMGN $AWK $UNP $KO $IBM

$237M

143 positions

#5HFR Wealth Management, LLCActive

Some overlap · 5 shared positions

$DHR $NEE $AMGN $WM $UNP

$407M

49 positions

#6Hamilton Point Investment Advisors, LLCPassive

Some overlap · 6 shared positions

$NEE $DHR $AMGN $WM $IBM $CMI

$649M

186 positions

#7UNITED BANKActive

Some overlap · 7 shared positions

$AMGN $AWK $GLW $WM $HON $CMI

$781M

121 positions

#8CapWealth Advisors, LLCActive

Some overlap · 6 shared positions

$NEE $AMGN $GLW $HON $KO $IBM

$1.3B

118 positions

#9Estabrook Capital ManagementPassive

Some overlap · 7 shared positions

$AMGN $GLW $HON $UNP $IBM $WFC

$685M

380 positions

#10DB Fitzpatrick & Co, IncActive

Some overlap · 5 shared positions

$DHR $AMGN $XYZ $GLW $WM

$117M

106 positions

#11GREENWOOD CAPITAL ASSOCIATES LLCPassive

Some overlap · 5 shared positions

$DHR $NEE $AMGN $KO $IBM

$908M

286 positions

#12AssuredPartners Investment Advisors, LLCPassive

Some overlap · 5 shared positions

$DHR $XYZ $GLW $NEE $WT

$919M

402 positions

#13BALDWIN WEALTH PARTNERS LLC/MAActive

Some overlap · 6 shared positions

$NEE $DHR $WM $UNP $IBM $MCK

$1.4B

222 positions

#14Mirova US LLCActive

Some overlap · 4 shared positions

$DHR $NEE $AWK $WM

$8.8B

42 positions

#15BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$DHR $NEE $HON $UNP

$506M

75 positions

#16Steigerwald, Gordon & Koch Inc.Passive

Some overlap · 6 shared positions

$NEE $AMGN $KO $IBM $WFC $MCK

$974M

782 positions

#17InTrack Investment Management IncPassive

Some overlap · 5 shared positions

$DHR $NEE $XYZ $WM $MCK

$175M

108 positions

#18DAVIDSON TRUST COPassive

Some overlap · 5 shared positions

$DHR $NEE $HON $KO $CMI

$232M

176 positions

#19NORTHEAST INVESTMENT MANAGEMENTActive

Some overlap · 5 shared positions

$NEE $DHR $WM $HON $UNP

$2.4B

189 positions

#20COTTONWOOD CAPITAL ADVISORS, LLCPassive

Some overlap · 5 shared positions

$DHR $XYZ $UNP $IBM $WFC

$142M

86 positions

#21Vertrix Wealth Management, LLCPassive

Some overlap · 6 shared positions

$AMGN $WM $HON $KO $IBM $MCK

$272M

95 positions

#22Greystone Financial Group, LLCPassive

Some overlap · 6 shared positions

$AMGN $WM $HON $KO $IBM $MCK

$353M

78 positions

#23Wills Financial Group LLCPassive

Some overlap · 4 shared positions

$DHR $NEE $UNP $HON

$265M

75 positions

#24Cetera Trust Company, N.APassive

Some overlap · 6 shared positions

$AMGN $NEE $HON $KO $WFC $MCK

$177M

351 positions

#25Hemenway Trust Co LLCActive

Some overlap · 4 shared positions

$DHR $NEE $WM $UNP

$1.2B

135 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.