13F Pro

Hedge Funds Similar to Howard Group,

13F Portfolio OverlapQ1 2026Howard Group, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Howard Capital Management Group, LLC is an institutional investor managing $1.6B across 150 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 Howard Group, are James Hambro & Partners LLP, Mirova US, Running Oak, with shared positions in $TJX, $AME, $ICE, $KO, $TMO, $PANW. The full ranking of 25 similar funds is below.

#1James Hambro & Partners LLPActive
Notable overlap · 5 shared positions
$TJX$AME$ICE$KO$TMO
$2.6B
57 positions
#2Mirova US LLCActive
Notable overlap · 5 shared positions
$TJX$PANW$TMO$ACN$CRM
$8.8B
42 positions
#3Running Oak Capital LLCPassive
Notable overlap · 5 shared positions
$TJX$ICE$AME$PH$IQV
$741M
55 positions
#4FLOSSBACH VON STORCH SEActive
Notable overlap · 5 shared positions
$AME$ICE$TMO$ACN$CRM
$21.4B
109 positions
#5Quilter PlcActive
Notable overlap · 7 shared positions
$PANW$TMO$KO$ROK$ZTS$AXP
$5.7B
124 positions
#6Guinness Atkinson Asset Management IncPassive
Notable overlap · 6 shared positions
$AME$ICE$TMO$CRM$KO$MDLZ
$200M
123 positions
#7Saranac Partners LtdPassive
Notable overlap · 4 shared positions
$TJX$AME$ICE$COP
$234M
103 positions
#8Mendel Money ManagementPassive
Notable overlap · 5 shared positions
$AME$PANW$TMO$ACN$PH
$239M
137 positions
#9Dash Acquisitions Inc.Active
Notable overlap · 6 shared positions
$ICE$TMO$ACN$CRM$ZTS$PM
$480M
68 positions
#10Dundas Partners LLPActive
Notable overlap · 6 shared positions
$AME$TMO$ACN$CRM$ZTS$AXP
$1.3B
49 positions
#11Decatur Capital Management, Inc.Active
Notable overlap · 5 shared positions
$AME$TJX$KO$VMC$TMO
$219M
33 positions
#12Sierra Legacy GroupPassive
Notable overlap · 5 shared positions
$TJX$AME$ACN$TMO$ZTS
$131M
77 positions
#13Grantham, Mayo, Van Otterloo & Co. LLCActive
Notable overlap · 5 shared positions
$TMO$ACN$CRM$KO$TJX
$39.1B
628 positions
#14NICHOLS & PRATT ADVISERS LLP /MAActive
Notable overlap · 5 shared positions
$TJX$KO$TMO$IQV$ACN
$1.5B
105 positions
#15AVITY INVESTMENT MANAGEMENT INC.Active
Notable overlap · 5 shared positions
$TJX$PANW$TMO$ACN$AMGN
$1.4B
114 positions
#16NICHOLAS COMPANY, INC.Active
Notable overlap · 6 shared positions
$TJX$TMO$VMC$ICE$KO$PANW
$5.1B
203 positions
#17Eukles Asset ManagementPassive
Notable overlap · 5 shared positions
$TJX$COP$ROK$ACN$ZTS
$224M
238 positions
#18WINDWARD CAPITAL MANAGEMENT CO /CAActive
Notable overlap · 6 shared positions
$TJX$ACN$CRM$TMO$ZTS$AMGN
$1.2B
69 positions
#19Haverford Financial Services, Inc.Active
Notable overlap · 4 shared positions
$TJX$KO$ACN$TMO
$336M
46 positions
#20Compagnie Lombard Odier SCmAActive
Some overlap · 6 shared positions
$PANW$AME$TMO$KO$ICE$MDLZ
$8.1B
454 positions
#21ARCADIA INVESTMENT MANAGEMENT CORP/MIPassive
Some overlap · 5 shared positions
$PANW$ICE$TMO$ACN$AXP
$584M
366 positions
#22DIAMOND HILL CAPITAL MANAGEMENT INCActive
Some overlap · 6 shared positions
$COP$CRM$EQT$TMO$ACN$ZTS
$16.0B
187 positions
#23Proactive Wealth Strategies LLCPassive
Some overlap · 5 shared positions
$VMC$PANW$KO$TJX$AMGN
$532M
210 positions
#24Raub Brock Capital Management LPActive
Some overlap · 6 shared positions
$TJX$AME$PH$ACN$ZTS$TMO
$395M
43 positions
#25Ayrshire Capital Management LLCPassive
Some overlap · 4 shared positions
$TJX$AME$ICE$PM
$193M
50 positions

Compare Howard Group,’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 Howard Group,’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.