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Hedge Funds Similar to HFR Wealth

13F Portfolio OverlapQ2 2026HFR Wealth portfolio →
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Most similar hedge funds by 13F overlap

HFR Wealth Management, LLC is an institutional investor managing $410M across 53 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 HFR Wealth are JLB & ASSOCIATES, MCDANIEL TERRY, Asset Advisors Investment, with shared positions in $APH, $TJX, $AMGN, $PKG, $ROL, $DOV. The full ranking of 25 similar funds is below.

#1JLB & ASSOCIATES INCPassive
Notable overlap · 5 shared positions
$APH$TJX$AMGN$PKG$ROL
$748M
68 positions
#2MCDANIEL TERRY & COActive
Notable overlap · 7 shared positions
$APH$DOV$ADP$CTAS$APD$INTU
$1.3B
81 positions
#3Asset Advisors Investment Management, LLCActive
Notable overlap · 8 shared positions
$CTAS$DOV$SCHW$AMGN$WM$INTU
$1.1B
108 positions
#4CINCINNATI CASUALTY COSmart money
Notable overlap · 6 shared positions
$DOV$DUK$APD$ADP$TJX$WEC
$188M
24 positions
#5Tandem Investment Advisors, Inc.Passive
Notable overlap · 6 shared positions
$APH$NEE$INTU$ROL$WEC$CTAS
$1.5B
68 positions
#6O'Brien Greene & Co. IncPassive
Notable overlap · 7 shared positions
$AMGN$UNP$NEE$DHR$VLTO$ADP
$362M
141 positions
#7Bath Savings Trust CoActive
Notable overlap · 6 shared positions
$TJX$NEE$ADP$INTU$APH$DHR
$966M
178 positions
#8BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 7 shared positions
$UNP$SCHW$TJX$NEE$INTU$APH
$529M
72 positions
#9Baker Chad RActive
Notable overlap · 6 shared positions
$APH$WM$DHR$ADP$TJX$VLTO
$612M
52 positions
#10DUDLEY & SHANLEY, INC.Active
Notable overlap · 4 shared positions
$APH$SCHW$ROL$DHR
$629M
36 positions
#11NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Notable overlap · 5 shared positions
$APH$DOV$DHR$RPM$ROL
$595M
264 positions
#12SHUTTLEWORTH & CoPassive
Notable overlap · 6 shared positions
$APH$PKG$TJX$WM$CTAS$ETN
$125M
51 positions
#13WENDELL DAVID ASSOCIATES INCActive
Notable overlap · 6 shared positions
$TJX$ADP$NEE$APH$INTU$DHR
$947M
155 positions
#14Bull Street Advisors, LLCPassive
Notable overlap · 6 shared positions
$TJX$AMGN$DHR$ADP$DUK$UNP
$221M
92 positions
#15HALL CAPITAL MANAGEMENT CO INCPassive
Notable overlap · 6 shared positions
$WM$UNP$ADP$DUK$NEE$TJX
$321M
107 positions
#16Mirova US LLCActive
Notable overlap · 5 shared positions
$TJX$WM$NEE$DHR$VLTO
$9.3B
45 positions
#17AVITY INVESTMENT MANAGEMENT INC.Active
Notable overlap · 5 shared positions
$APH$TJX$NEE$AMGN$ETN
$1.6B
120 positions
#18Hemenway Trust Co LLCActive
Notable overlap · 8 shared positions
$TJX$ADP$DHR$SCHW$NEE$WM
$1.4B
135 positions
#19DB Fitzpatrick & Co, IncActive
Notable overlap · 7 shared positions
$WM$APD$AMGN$DHR$DOV$INTU
$121M
100 positions
#20RESOURCES MANAGEMENT CORP /CT/ /ADVPassive
Notable overlap · 5 shared positions
$APH$NEE$TJX$WM$ADP
$794M
188 positions
#21Brentview Investment Management LLCActive
Notable overlap · 5 shared positions
$NEE$UNP$TJX$WEC$WM
$253M
63 positions
#22Nova R Wealth, Inc.Active
Notable overlap · 7 shared positions
$APH$AMGN$NEE$TJX$SCHW$ADP
$341M
90 positions
#23Tudor Financial Inc.Passive
Notable overlap · 5 shared positions
$CTAS$AMGN$APH$APD$DOV
$222M
152 positions
#24Elefante Mark BActive
Notable overlap · 6 shared positions
$TJX$ADP$DHR$SCHW$NEE$APH
$232M
60 positions
#25South Street Advisors LLCActive
Notable overlap · 4 shared positions
$APH$TJX$WEC$ETN
$769M
84 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.