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Hedge Funds Similar to HFR Wealth ,

13F Portfolio OverlapQ1 2026HFR Wealth , portfolio →
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Most similar hedge funds by 13F overlap

HFR Wealth Management, LLC is an institutional investor managing $407M across 49 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 HFR Wealth , are JLB & ASSOCIATES, CINCINNATI CASUALTY, MCDANIEL TERRY &, with shared positions in $TJX, $APH, $AMGN, $ROL, $PKG, $DOV. The full ranking of 25 similar funds is below.

#1JLB & ASSOCIATES INCPassive
Notable overlap · 5 shared positions
$TJX$APH$AMGN$ROL$PKG
$696M
70 positions
#2CINCINNATI CASUALTY COActive
Notable overlap · 6 shared positions
$DOV$DUK$APD$ADP$TJX$WEC
$191M
24 positions
#3MCDANIEL TERRY & COActive
Notable overlap · 7 shared positions
$APH$DOV$CTAS$ADP$APD$INTU
$1.2B
81 positions
#4BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 8 shared positions
$UNP$SCHW$TJX$NEE$DHR$INTU
$506M
75 positions
#5Bath Savings Trust CoActive
Notable overlap · 6 shared positions
$TJX$NEE$INTU$ADP$DHR$APH
$936M
168 positions
#6Mirova US LLCActive
Notable overlap · 5 shared positions
$TJX$WM$NEE$DHR$VLTO
$8.8B
42 positions
#7Baker Chad RActive
Notable overlap · 6 shared positions
$APH$WM$DHR$TJX$ADP$VLTO
$530M
56 positions
#8Ayrshire Capital Management LLCPassive
Notable overlap · 5 shared positions
$TJX$APH$SCHW$DHR$ETN
$193M
50 positions
#9O'Brien Greene & Co. IncPassive
Notable overlap · 7 shared positions
$AMGN$UNP$NEE$DHR$VLTO$ADP
$353M
133 positions
#10DUDLEY & SHANLEY, INC.Active
Notable overlap · 4 shared positions
$APH$SCHW$ROL$DHR
$611M
37 positions
#11Tandem Investment Advisors, Inc.Active
Notable overlap · 5 shared positions
$APH$INTU$NEE$ADP$WEC
$2.0B
83 positions
#12Hemenway Trust Co LLCActive
Notable overlap · 7 shared positions
$TJX$ADP$DHR$SCHW$NEE$WM
$1.2B
135 positions
#13CARDEROCK CAPITAL MANAGEMENT INCPassive
Notable overlap · 6 shared positions
$APH$STE$CTAS$APD$ADP$INTU
$405M
73 positions
#14NORTH POINT PORTFOLIO MANAGERS CORP/OHActive
Notable overlap · 5 shared positions
$APH$ROL$DOV$DHR$RPM
$561M
76 positions
#15Brentview Investment Management LLCPassive
Notable overlap · 5 shared positions
$NEE$TJX$WEC$WM$UNP
$231M
63 positions
#16Wilkinson Global Asset Management LLCActive
Notable overlap · 4 shared positions
$TJX$AMGN$UNP$INTU
$1.3B
60 positions
#17Navera Investment Management Ltd.Active
Notable overlap · 5 shared positions
$APH$INTU$TSCO$ADP$WEC
$3.9B
56 positions
#18Elefante Mark BPassive
Notable overlap · 6 shared positions
$TJX$ADP$DHR$SCHW$NEE$APH
$182M
58 positions
#19AVITY INVESTMENT MANAGEMENT INC.Active
Notable overlap · 5 shared positions
$APH$TJX$NEE$AMGN$ETN
$1.4B
114 positions
#20ALTA CAPITAL MANAGEMENT LLC/Active
Notable overlap · 6 shared positions
$APH$TJX$WM$INTU$CTAS$ETN
$1.3B
100 positions
#21NORTHSTAR ASSET MANAGEMENT INCActive
Notable overlap · 6 shared positions
$TJX$ADP$VLTO$INTU$DHR$ETN
$326M
86 positions
#22Kimelman & Baird, LLCActive
Notable overlap · 5 shared positions
$TJX$WM$UNP$DOV$NEE
$1.2B
263 positions
#23MARVIN & PALMER ASSOCIATES INCPassive
Notable overlap · 3 shared positions
$TJX$APH$NEE
$84M
21 positions
#24PROVIDENT TRUST COSmart money
Notable overlap · 3 shared positions
$TJX$SCHW$TSCO
$4.8B
22 positions
#25Asset Advisors Investment Management, LLCActive
Notable overlap · 7 shared positions
$CTAS$DOV$SCHW$INTU$AMGN$WM
$1.0B
106 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.