What hedge funds are most similar to Williams Jones Wealth Management, LLC.?

The funds with the most similar 13F portfolios to Williams Jones Wealth Management, LLC. are CARDEROCK, MCDANIEL TERRY &, Bath Savings, based on overlapping conviction holdings in the latest SEC filings.

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 Williams Jones Wealth ,

13F Portfolio OverlapQ1 2026Williams Jones Wealth , portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Williams Jones Wealth Management, LLC. is an institutional investor managing $8.1B across 514 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 Williams Jones Wealth , are CARDEROCK, MCDANIEL TERRY &, Bath Savings, with shared positions in $IDXX, $INTU, $ORLY, $ADP, $APH, $SHW. The full ranking of 25 similar funds is below.

#1CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 11 shared positions

$IDXX $INTU $ORLY $ADP $APH $SHW

$405M

73 positions

#2MCDANIEL TERRY & COActive

Notable overlap · 10 shared positions

$ECL $ETN $INTU $ADP $DOV $APH

$1.2B

81 positions

#3Bath Savings Trust CoActive

Notable overlap · 8 shared positions

$TJX $ECL $INTU $ADP $SHW $DHR

$936M

168 positions

#4HOWLAND CAPITAL MANAGEMENT LLCActive

Notable overlap · 8 shared positions

$TJX $ECL $ORLY $APH $IDXX $DHR

$2.5B

262 positions

#5HFR Wealth Management, LLCActive

Notable overlap · 9 shared positions

$TJX $INTU $ADP $DOV $APH $DHR

$407M

49 positions

#6NORTHSTAR ASSET MANAGEMENT INCActive

Notable overlap · 7 shared positions

$TJX $ETN $IDXX $INTU $ADP $DHR

$326M

86 positions

#7Suncoast Equity ManagementActive

Notable overlap · 8 shared positions

$TJX $ETN $INTU $ADP $APH $UBER

$833M

101 positions

#8Ayrshire Capital Management LLCPassive

Notable overlap · 6 shared positions

$ECL $TJX $ETN $APH $DHR $UBER

$193M

50 positions

#9ALTA CAPITAL MANAGEMENT LLC/Active

Notable overlap · 6 shared positions

$TJX $ETN $INTU $APH $SHW $CTAS

$1.3B

100 positions

#10AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 5 shared positions

$ECL $TJX $ETN $APH $UBER

$1.4B

114 positions

#11Raub Brock Capital Management LPActive

Notable overlap · 5 shared positions

$TJX $ETN $INTU $ADP $SHW

$395M

43 positions

#12Capital Investment Services of America, Inc.Active

Notable overlap · 5 shared positions

$ECL $TJX $IDXX $DHR $PWR

$958M

80 positions

#13LYELL WEALTH MANAGEMENT, LPPassive

Notable overlap · 8 shared positions

$APH $SHW $ISRG $UBER $PWR $IDXX

$1.4B

216 positions

#14Robbins FarleyPassive

Notable overlap · 6 shared positions

$TJX $ETN $SHW $UBER $PWR $ECL

$226M

143 positions

#15Sierra Legacy GroupPassive

Notable overlap · 6 shared positions

$TJX $INTU $ADP $APH $DHR $MTD

$131M

77 positions

#16WELCH & FORBES LLCActive

Notable overlap · 6 shared positions

$ECL $TJX $ORLY $IDXX $DHR $MTD

$7.7B

368 positions

#17SHUTTLEWORTH & CoPassive

Some overlap · 5 shared positions

$TJX $ETN $APH $SHW $CTAS

$111M

52 positions

#18Mirova US LLCActive

Some overlap · 5 shared positions

$ECL $TJX $ISRG $DHR $VRT

$8.8B

42 positions

#19Liontrust Investment Partners LLPActive

Some overlap · 6 shared positions

$ECL $INTU $IDXX $ISRG $CTAS $ALC

$6.7B

204 positions

#20MIDDLETON & CO INC/MAActive

Some overlap · 7 shared positions

$ORLY $INTU $ETN $DHR $STE $ECL

$877M

164 positions

#21YHB Investment Advisors, Inc.Passive

Some overlap · 8 shared positions

$ECL $APH $DHR $TJX $ISRG $INTU

$1.4B

298 positions

#22SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive

Some overlap · 6 shared positions

$IDXX $ADP $ISRG $INTU $UBER $ECL

$1.3B

158 positions

#23SOMERVILLE KURT FPassive

Some overlap · 6 shared positions

$TJX $ADP $DHR $UBER $ATR $ORLY

$379M

91 positions

#24DAVIS R M INCActive

Some overlap · 6 shared positions

$TJX $APH $ETN $INTU $DHR $IDXX

$5.6B

273 positions

#25Running Oak Capital LLCPassive

Some overlap · 5 shared positions

$TJX $ETN $INTU $STE $ALC

$741M

55 positions

Compare Williams Jones Wealth ,’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 Williams Jones Wealth ,’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.