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Hedge Funds Similar to Brown Shipley& Ltd

13F Portfolio OverlapQ3 2026Brown Shipley& Ltd portfolio →
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Most similar hedge funds by 13F overlap

Brown Shipley& Co Ltd is an institutional investor managing $208M across 77 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Brown Shipley& Ltd are Quintet Private Bank (Europe) S.A., Greystone Financial Group, Iyo Bank, Ltd., with shared positions in $TMO, $DIS, $SNPS, $NEE, $WM, $AMT. The full ranking of 25 similar funds is below.

#1Quintet Private Bank (Europe) S.A.Active
Notable overlap · 10 shared positions
$TMO$DIS$SNPS$NEE$WM$AMT
$2.3B
192 positions
#2Greystone Financial Group, LLCPassive
Notable overlap · 4 shared positions
$SNPS$NOW$TMO$WM
$360M
73 positions
#3Iyo Bank, Ltd.Active
Notable overlap · 5 shared positions
$TMO$DIS$NOW$NEE$KEYS
$329M
32 positions
#4GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Notable overlap · 5 shared positions
$SNPS$TMO$NOW$DIS$OTIS
$372M
82 positions
#5DAVIS-REA LTD.Active
Notable overlap · 5 shared positions
$SNPS$TMO$OTIS$DIS$PYPL
$379M
41 positions
#6J. Stern & Co. LLPActive
Some overlap · 6 shared positions
$TMO$DIS$AMT$OTIS$EL$NKE
$1.1B
51 positions
#7Employees Provident Fund BoardActive
Some overlap · 5 shared positions
$NOW$SNPS$NEE$DIS$NKE
$17.4B
68 positions
#8LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 4 shared positions
$TMO$NOW$SNPS$AMT
$10.8B
564 positions
#9Foresight Group Ltd Liability PartnershipPassive
Some overlap · 4 shared positions
$TMO$SNPS$AMT$A
$556M
62 positions
#10Roberts Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$DIS$TMO$NEE$AMT$NKE
$445M
108 positions
#11MIROVAActive
Some overlap · 5 shared positions
$SNPS$WM$TMO$NOW$KEYS
$2.7B
185 positions
#12Sustainable Growth Advisers, LPActive
Some overlap · 4 shared positions
$SNPS$WM$NOW$NKE
$9.9B
49 positions
#13Parkside Investments, LLCActive
Some overlap · 3 shared positions
$TMO$DIS$NEE
$879M
95 positions
#14PGGM InvestmentsActive
Some overlap · 3 shared positions
$TMO$SNPS$NEE
$4.1B
59 positions
#15DB Fitzpatrick & Co, IncActive
Some overlap · 3 shared positions
$TMO$SNPS$WM
$121M
100 positions
#16Encore Global Management, LPPassive
Some overlap · 3 shared positions
$TMO$NOW$T
$102M
53 positions
#17ACCOUNT MANAGEMENT LLCSmart money
Some overlap · 3 shared positions
$SNPS$NEE$AMT
$99M
22 positions
#18London & Capital Asset Management LtdActive
Some overlap · 3 shared positions
$SNPS$TMO$FERG
$10.9B
203 positions
#19WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTDPassive
Some overlap · 3 shared positions
$SNPS$TMO$FERG
$350M
39 positions
#20NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 5 shared positions
$TMO$NEE$WM$AMT$DIS
$2.7B
200 positions
#21SCHARF INVESTMENTS, LLCActive
Some overlap · 4 shared positions
$DIS$TMO$OTIS$A
$3.0B
79 positions
#22Cohen Investment Advisors LLCPassive
Some overlap · 5 shared positions
$TMO$NEE$DIS$NOW$PFE
$233M
81 positions
#23Strong Retirement Solutions LLCPassive
Some overlap · 4 shared positions
$NOW$AMT$TMO$NEE
$178M
84 positions
#24Mirova US LLCActive
Some overlap · 3 shared positions
$TMO$NEE$WM
$9.3B
45 positions
#25Sunstone Asset Management, L.P.Active
Some overlap · 3 shared positions
$SNPS$AMT$NOW
$92M
57 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.