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Hedge Funds Similar to GARRISON POINT ADVISORS

13F Portfolio OverlapQ2 2026GARRISON POINT ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

GARRISON POINT ADVISORS, LLC is an institutional investor managing $247M across 176 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 GARRISON POINT ADVISORS are Wilson & Boucher, Aull & Monroe Investment, ST GERMAIN D J, with shared positions in $NEE, $AMGN, $CMI, $UNP, $NVO, $WFC. The full ranking of 25 similar funds is below.

#1Wilson & Boucher Capital Management, LLC
Notable overlap · 9 shared positions
$NEE$AMGN$CMI$UNP$NVO$WFC
$170M
121 positions
#2Aull & Monroe Investment Management CorpPassive
Some overlap · 7 shared positions
$NEE$GLW$AMGN$CMI$UNP$WM
$239M
126 positions
#3ST GERMAIN D J CO INCPassive
Some overlap · 7 shared positions
$NEE$AMGN$GLW$CMI$DHR$WFC
$2.8B
914 positions
#4Hamilton Point Investment Advisors, LLCPassive
Some overlap · 6 shared positions
$DELL$NEE$AMGN$CMI$DHR$WM
$710M
193 positions
#5O'Brien Greene & Co. IncPassive
Some overlap · 7 shared positions
$NEE$AMGN$UNP$DHR$CMI$WM
$362M
141 positions
#6VIKING FUND MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$DELL$NEE$GLW$NVO$QCOM$PEP
$1.1B
146 positions
#7MOTCOPassive
Some overlap · 6 shared positions
$DELL$GLW$UNP$NEE$WM$MCK
$1.2B
840 positions
#8JACOBS & CO/CAPassive
Some overlap · 7 shared positions
$AMGN$CMI$UNP$GLW$CARR$QCOM
$1.2B
134 positions
#9UNITED BANKActive
Some overlap · 6 shared positions
$GLW$AMGN$CMI$AWK$WM$PEP
$853M
130 positions
#10Pathway Financial Advisers, LLCPassive
Some overlap · 6 shared positions
$GLW$CMI$AMGN$UNP$WM$PEP
$397M
167 positions
#11LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 5 shared positions
$NEE$GLW$AMGN$UNP$WM
$152M
84 positions
#12Phoenix Wealth AdvisorsActive
Some overlap · 6 shared positions
$NEE$CMI$UNP$WFC$AMGN$PEP
$297M
129 positions
#13Verity & Verity, LLCActive
Some overlap · 5 shared positions
$DELL$NEE$AMGN$CMI$PEP
$1.5B
138 positions
#14MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$DELL$GLW$CMI$WM$CARR
$140M
63 positions
#15First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 5 shared positions
$NEE$AMGN$UNP$DHR$WM
$529M
75 positions
#16HFR Wealth Management, LLCActive
Some overlap · 5 shared positions
$NEE$AMGN$UNP$DHR$WM
$410M
53 positions
#17Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$DELL$NEE$AMGN$WFC$PEP
$334M
127 positions
#18MEYER HANDELMAN COPassive
Some overlap · 6 shared positions
$GLW$AMGN$DELL$QCOM$MCK$PEP
$3.5B
274 positions
#19Great Diamond Partners, LLCPassive
Some overlap · 5 shared positions
$GLW$AMGN$CMI$WM$NEE
$582M
238 positions
#20ALPINE WOODS CAPITAL INVESTORS, LLCPassive
Some overlap · 6 shared positions
$AMGN$CMI$WM$WFC$QCOM$PEP
$460M
220 positions
#21Financial Sense Advisors, Inc.Passive
Some overlap · 5 shared positions
$NEE$AMGN$GLW$AWK$QCOM
$508M
137 positions
#22FOSTER & MOTLEY INCActive
Some overlap · 5 shared positions
$DELL$CMI$AMGN$GLW$MCK
$2.2B
405 positions
#23AssuredPartners Investment Advisors, LLCPassive
Some overlap · 6 shared positions
$GLW$DELL$NEE$WM$AMGN$PEP
$1.0B
416 positions
#24Cambridge Advisors Inc.Active
Some overlap · 5 shared positions
$GLW$AMGN$UNP$DHR$PEP
$582M
183 positions
#25KCM INVESTMENT ADVISORS LLCActive
Some overlap · 6 shared positions
$NEE$AMGN$WM$WFC$DHR$GLW
$3.4B
400 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.