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Hedge Funds Similar to Brown Shipley& Ltd

13F Portfolio OverlapQ1 2026Brown Shipley& Ltd portfolio →
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Most similar hedge funds by 13F overlap

Brown Shipley& Co Ltd is an institutional investor managing $193M across 75 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 Brown Shipley& Ltd are Quintet Private Bank (Europe) S.A., Iyo Bank, Ltd., Employees Provident Fund Board, with shared positions in $DIS, $NEE, $SNPS, $WM, $T, $AMT. The full ranking of 25 similar funds is below.

#1Quintet Private Bank (Europe) S.A.Active
Notable overlap · 12 shared positions
$DIS$NEE$SNPS$WM$T$AMT
$1.5B
187 positions
#2Iyo Bank, Ltd.Active
Notable overlap · 5 shared positions
$DIS$NOW$NEE$KEYS$KO
$281M
35 positions
#3Employees Provident Fund BoardActive
Some overlap · 7 shared positions
$NOW$NEE$SNPS$DIS$UNH$NKE
$13.2B
70 positions
#4Socorro Asset Management LPPassive
Some overlap · 7 shared positions
$DIS$NEE$AMT$KO$PFE$FERG
$221M
32 positions
#5Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$SNPS$WM$NOW$KO
$353M
78 positions
#6Grace & Mercy Foundation, Inc.Smart money
Some overlap · 3 shared positions
$DIS$NOW$NKE
$410M
21 positions
#7ACCOUNT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$SNPS$NEE$AMT
$91M
23 positions
#8MIROVAPassive
Some overlap · 4 shared positions
$NOW$SNPS$WM$PANW
$2.5B
179 positions
#9J. Stern & Co. LLPActive
Some overlap · 6 shared positions
$DIS$AMT$OTIS$NKE$EL$ICE
$1.0B
49 positions
#10LFA - Lugano Financial Advisors SAActive
Some overlap · 3 shared positions
$SNPS$NOW$KO
$197M
223 positions
#11Balanced Rock Investment Advisors LLCPassive
Some overlap · 3 shared positions
$SNPS$NOW$TD
$143M
96 positions
#12Robocap Asset Management LtdActive
Some overlap · 3 shared positions
$SNPS$NOW$PANW
$94M
23 positions
#13Intesa Sanpaolo Wealth ManagementPassive
Some overlap · 6 shared positions
$DIS$WM$T$PANW$PFE$ICE
$410M
299 positions
#14Sustainable Growth Advisers, LPActive
Some overlap · 4 shared positions
$SNPS$WM$NOW$NKE
$10.6B
51 positions
#15Midway Capital Research & ManagementPassive
Some overlap · 5 shared positions
$SNPS$NEE$DIS$WM$PFE
$106M
117 positions
#16GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Some overlap · 4 shared positions
$SNPS$DIS$OTIS$NOW
$328M
83 positions
#17EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$NEE$T$AMT$UNH$KO$PFE
$1.4B
56 positions
#18DAVIS-REA LTD.Passive
Some overlap · 5 shared positions
$SNPS$OTIS$RY$DIS$TD
$384M
54 positions
#19RIVERPARK CAPITAL MANAGEMENT LLC
Some overlap · 4 shared positions
$DIS$NOW$UNH$NKE
$52M
36 positions
#20Kazazian Asset Management, LLCActive
Some overlap · 3 shared positions
$DIS$NOW$PYPL
$92M
43 positions
#21NICOLA WEALTH MANAGEMENT LTD.Passive
Some overlap · 5 shared positions
$SNPS$NOW$T$KO$TD
$833M
62 positions
#22Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 6 shared positions
$NEE$T$OTIS$DIS$KO$PFE
$974M
782 positions
#23AMI ASSET MANAGEMENT CORPActive
Some overlap · 4 shared positions
$NOW$WM$SNPS$PANW
$1.6B
96 positions
#24Capstone Capital Management LtdActive
Some overlap · 6 shared positions
$SNPS$INTC$T$NKE$PANW$PFE
$99M
51 positions
#25M3 Wealth Management, LLCPassive
Some overlap · 4 shared positions
$DIS$NEE$WM$PANW
$130M
35 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.