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Hedge Funds Similar to Great Diamond Partners,

13F Portfolio OverlapQ1 2026Great Diamond Partners, portfolio →
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Most similar hedge funds by 13F overlap

Great Diamond Partners, LLC is an institutional investor managing $582M across 238 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 Great Diamond Partners, are Post Resch Tallon Group, Mosaic Advisors, REXFORD, with shared positions in $EPAM, $GLW, $COP, $SHW, $WMB, $KLAC. The full ranking of 25 similar funds is below.

#1Post Resch Tallon Group Inc.Passive
Notable overlap · 3 shared positions
$EPAM$GLW$COP
$124M
120 positions
#2Mosaic Advisors LLCPassive
Notable overlap · 4 shared positions
$EPAM$COP$SHW$WMB
$67M
42 positions
#3REXFORD CAPITAL INCPassive
Some overlap · 7 shared positions
$KLAC$GLW$AMGN$COP$WM$__PARK_1390777
$140M
316 positions
#4DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 7 shared positions
$KLAC$WSM$AMGN$PH$SHW$NEE
$501M
138 positions
#5Greenspring Advisors, LLCActive
Some overlap · 3 shared positions
$EPAM$COP$AMGN
$1.6B
318 positions
#6Estabrook Capital ManagementPassive
Some overlap · 7 shared positions
$GLW$AMGN$COP$__PARK_1390777$AFL$WMB
$685M
380 positions
#7Elyxium Wealth, LLCPassive
Some overlap · 3 shared positions
$EPAM$IDXX$WSM
$312M
165 positions
#8LCNB CORPPassive
Some overlap · 3 shared positions
$EPAM$GLW$AMGN
$297M
186 positions
#9NORRIS PERNE & FRENCH LLP/MIActive
Some overlap · 4 shared positions
$EPAM$WM$KLAC$SHW
$1.5B
139 positions
#10Meiji Yasuda America IncActive
Some overlap · 6 shared positions
$WM$WELL$COP$AMGN$NEE$WMB
$404M
57 positions
#11KWMG, LLCActive
Some overlap · 6 shared positions
$GLW$CAH$COP$AMGN$SHW$AFL
$1.2B
147 positions
#12DB Fitzpatrick & Co, IncActive
Some overlap · 6 shared positions
$WM$GLW$AMGN$SHW$AFL$GRMN
$117M
106 positions
#13Cornerstone Select Advisors, LLCPassive
Some overlap · 5 shared positions
$KLAC$GLW$CAH$AMGN$SHW
$160M
124 positions
#14TCTC Holdings, LLCActive
Some overlap · 6 shared positions
$WM$COP$LVS$NEE$AFL$WMB
$3.5B
220 positions
#15Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$WM$GLW$AMGN$COP$NEE
$215M
125 positions
#16Railway Pension Investments LtdActive
Some overlap · 4 shared positions
$IDXX$KLAC$PH$NEE
$7.0B
103 positions
#17Exeter Financial, LLCPassive
Some overlap · 5 shared positions
$WM$CAH$AMGN$COP$AFL
$245M
98 positions
#18Community Financial Services Group, LLCPassive
Some overlap · 5 shared positions
$KLAC$WM$GLW$PH$NEE
$568M
460 positions
#19UNITED BANKActive
Some overlap · 5 shared positions
$WM$GLW$AMGN$AFL$KLAC
$781M
121 positions
#20O'Brien Wealth Partners LLC
Some overlap · 3 shared positions
$EPAM$GLW$AMGN
$756M
110 positions
#21Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 5 shared positions
$WM$GLW$__PARK_1390777$NEE$GRMN
$302M
93 positions
#22HAMEL ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$SSL$AMGN$COP$__PARK_1390777$GRMN
$351M
81 positions
#23Provenance Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$EPAM$SSL$SHW
$945M
412 positions
#24BRANT POINT INVESTMENT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$IDXX$GLW$WELL$SHW
$776M
130 positions
#25Columbus Macro, LLCPassive
Some overlap · 5 shared positions
$KLAC$CAH$PH$AFL$WMB
$936M
200 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.