How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to BARTLETT & WEALTH

13F Portfolio OverlapQ1 2026BARTLETT & WEALTH portfolio →

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Most similar hedge funds by 13F overlap

BARTLETT & CO. WEALTH MANAGEMENT LLC is an institutional investor managing $7.8B across 1,278 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 BARTLETT & WEALTH are Smith, Salley & Associates, CONNORS INVESTOR SERVICES, Greystone Financial Group,, with shared positions in $TJX, $ADI, $NEE, $LOW, $LIN, $ASML. The full ranking of 25 similar funds is below.

#1Smith, Salley & AssociatesPassive

Notable overlap · 8 shared positions

$TJX $ADI $NEE $LOW $LIN $ASML

$2.0B

267 positions

#2CONNORS INVESTOR SERVICES INCActive

Notable overlap · 9 shared positions

$TJX $LIN $ETN $LOW $ABT $CB

$1.1B

149 positions

#3Greystone Financial Group, LLCPassive

Notable overlap · 8 shared positions

$TJX $LIN $LOW $AMGN $ABT $TMO

$353M

78 positions

#4DAVIS R M INCActive

Notable overlap · 9 shared positions

$TJX $LIN $ETN $NEE $ASML $TMO

$5.6B

273 positions

#5WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 11 shared positions

$TJX $LIN $NEE $TMO $DUK $ACN

$1.2B

69 positions

#6CAMDEN NATIONAL BANKPassive

Notable overlap · 8 shared positions

$TJX $LIN $DE $NEE $TMO $CB

$739M

164 positions

#7BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 8 shared positions

$TJX $ADI $LOW $AMGN $ABT $CB

$321M

110 positions

#8Haverford Financial Services, Inc.Active

Notable overlap · 8 shared positions

$TJX $ETN $NEE $LOW $TMO $WM

$336M

46 positions

#9Somerset Trust CoPassive

Notable overlap · 7 shared positions

$ADI $LIN $NEE $LOW $AMGN $ABT

$326M

174 positions

#10MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 9 shared positions

$LIN $NEE $LOW $ABT $CB $WM

$835M

170 positions

#11Hamilton Point Investment Advisors, LLCPassive

Notable overlap · 7 shared positions

$TJX $DE $ETN $NEE $AMGN $WM

$649M

186 positions

#12Marietta Wealth Management, LLCPassive

Notable overlap · 9 shared positions

$LIN $NEE $ASML $TMO $DE $WM

$841M

129 positions

#13First Long Island Investors, LLCActive

Notable overlap · 8 shared positions

$ETN $LOW $NEE $AMGN $ABT $USB

$1.2B

70 positions

#14Vertrix Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$TJX $LIN $LOW $AMGN $TMO $DUK

$272M

95 positions

#15Brown Miller Wealth Management, LLCPassive

Notable overlap · 8 shared positions

$NEE $LIN $LOW $ADI $ABT $CB

$352M

191 positions

#16Wilkinson Global Asset Management LLCActive

Notable overlap · 7 shared positions

$TJX $ADI $LIN $DE $AMGN $INTU

$1.3B

60 positions

#17AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 7 shared positions

$TJX $ETN $NEE $AMGN $TMO $PANW

$1.4B

114 positions

#18DB Fitzpatrick & Co, IncActive

Notable overlap · 9 shared positions

$ETN $AMGN $TMO $DE $CB $WM

$117M

106 positions

#19ALTA CAPITAL MANAGEMENT LLC/Active

Notable overlap · 8 shared positions

$TJX $ETN $ASML $TMO $WM $PANW

$1.3B

100 positions

#20TRUST CO OF VIRGINIA /VAPassive

Notable overlap · 8 shared positions

$TJX $AMGN $ABT $CB $USB $WM

$1.2B

215 positions

#21Blue Chip Partners, LLCActive

Notable overlap · 7 shared positions

$TJX $ETN $NEE $ABT $ASML $WM

$1.4B

170 positions

#22NORTHEAST INVESTMENT MANAGEMENTActive

Notable overlap · 8 shared positions

$NEE $LOW $ASML $TMO $TJX $WM

$2.4B

189 positions

#23Wallington Asset Management, LLCActive

Notable overlap · 6 shared positions

$TJX $LIN $DE $LOW $AMGN $PANW

$752M

61 positions

#24RE ADVISERS CORPActive

Notable overlap · 7 shared positions

$TJX $DE $ETN $ABT $CB $UNH

$3.7B

111 positions

#25Loudon Investment Management, LLCPassive

Notable overlap · 8 shared positions

$NEE $LOW $DE $ABT $USB $AMGN

$186M

95 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.