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Hedge Funds Similar to INVESCO,

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

INVESCO, LLC is an institutional investor managing $286M across 132 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 INVESCO, are JLB & ASSOCIATES, EADS & HEALD WEALTH, ROFFMAN MILLER ASSOCIATES /PA/, with shared positions in $APH, $SHW, $NOC, $KLAC, $AMGN, $AXP. The full ranking of 25 similar funds is below.

#1JLB & ASSOCIATES INCPassive
Notable overlap · 6 shared positions
$APH$SHW$NOC$KLAC$AMGN$AXP
$696M
70 positions
#2EADS & HEALD WEALTH MANAGEMENTPassive
Notable overlap · 8 shared positions
$APH$ADI$AFL$AXP$AMGN$TMO
$201M
140 positions
#3ROFFMAN MILLER ASSOCIATES INC /PA/Active
Notable overlap · 8 shared positions
$APH$AFL$AXP$TMO$ICE$HON
$1.7B
86 positions
#4Guinness Atkinson Asset Management IncPassive
Notable overlap · 6 shared positions
$APH$TMO$KLAC$AFL$ICE$TXN
$200M
123 positions
#5Bristol Gate Capital Partners Inc.Active
Notable overlap · 4 shared positions
$APH$MCK$SHW$TMO
$1.6B
31 positions
#6James Hambro & Partners LLPActive
Notable overlap · 6 shared positions
$APH$MCK$TMO$ICE$TXN$NOC
$2.6B
57 positions
#7Perennial Advisors, LLCPassive
Notable overlap · 6 shared positions
$APH$TMO$AXP$AMGN$HON$MCD
$587M
122 positions
#8CARDEROCK CAPITAL MANAGEMENT INCPassive
Notable overlap · 4 shared positions
$APH$SHW$TMO$MNST
$405M
73 positions
#9CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$APH$KLAC$ADI$ICE$TXN
$1.2B
103 positions
#10FLOSSBACH VON STORCH SEActive
Some overlap · 6 shared positions
$APH$TMO$ADI$ICE$MCD$SHW
$21.4B
109 positions
#11IAM Advisory, LLCActive
Some overlap · 7 shared positions
$SHW$MCK$NOC$AMGN$PNC$HON
$446M
95 positions
#12BRADLEY FOSTER & SARGENT INC/CTActive
Some overlap · 6 shared positions
$TMO$APH$ADI$NOC$SHW$MCD
$6.4B
516 positions
#13ALTA CAPITAL MANAGEMENT LLC/Active
Some overlap · 5 shared positions
$APH$TMO$SHW$MCK$TXN
$1.3B
100 positions
#14FOSTER DYKEMA CABOT & PARTNERS, LLCActive
Some overlap · 5 shared positions
$APH$NOC$TMO$AXP$MCD
$1.6B
323 positions
#15Dundas Partners LLPActive
Some overlap · 4 shared positions
$APH$TMO$ADI$AXP
$1.3B
49 positions
#16KP Management LLCPassive
Some overlap · 4 shared positions
$APH$SHW$KLAC$TMO
$409M
83 positions
#17Alecta Tjanstepension OmsesidigtActive
Some overlap · 6 shared positions
$APH$ADI$KLAC$PNC$TMO$TXN
$20.5B
78 positions
#18JGP Wealth Management, LLCPassive
Some overlap · 6 shared positions
$KLAC$ADI$AMGN$PNC$AFL$ICE
$961M
223 positions
#19Argyle Capital Management, LLCPassive
Some overlap · 6 shared positions
$MCK$PSX$AMGN$PNC$ALL$GPC
$308M
137 positions
#20COMPASS CAPITAL MANAGEMENT, INCActive
Some overlap · 4 shared positions
$APH$SHW$TMO$ICE
$1.7B
87 positions
#21BRANT POINT INVESTMENT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$APH$TMO$SHW$ADI
$776M
130 positions
#22Norway Savings BankPassive
Some overlap · 5 shared positions
$APH$ADI$KLAC$ICE$HON
$211M
103 positions
#23Local Pensions Partnership Investment LtdActive
Some overlap · 4 shared positions
$APH$TMO$KLAC$TXN
$4.6B
32 positions
#24Railway Pension Investments LtdActive
Some overlap · 5 shared positions
$TMO$KLAC$APH$MCK$TXN
$7.0B
103 positions
#25Nicholson Wealth Management Group, LLCPassive
Some overlap · 7 shared positions
$PSX$ADI$AMGN$AFL$MCD$TXN
$172M
114 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.