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Hedge Funds Similar to Glen Eagle Advisors

13F Portfolio OverlapQ2 2026Glen Eagle Advisors portfolio →
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Most similar hedge funds by 13F overlap

Glen Eagle Advisors, LLC is an institutional investor managing $793M across 1,087 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 Glen Eagle Advisors are BARTLETT & WEALTH, WINDWARD, Brentview Investment, with shared positions in $NEE, $TJX, $WM, $MDY, $CRM, $DE. The full ranking of 25 similar funds is below.

#1BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$NEE$TJX$WM$MDY$CRM$DE
$8.0B
1,334 positions
#2WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 7 shared positions
$NEE$TJX$WM$CRM$LMT$DE
$1.3B
73 positions
#3Brentview Investment Management LLCActive
Some overlap · 5 shared positions
$NEE$TJX$WM$CEG$BLK
$253M
63 positions
#4Core Alternative CapitalPassive
Some overlap · 5 shared positions
$NEE$TJX$WM$SHW$LMT
$334M
201 positions
#5Harbour Trust & Investment Management CoActive
Some overlap · 5 shared positions
$NEE$TJX$MDY$DE$BLK
$1.0B
160 positions
#6Mirova US LLCActive
Some overlap · 4 shared positions
$NEE$TJX$WM$CRM
$9.3B
45 positions
#7NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 5 shared positions
$NEE$WM$TJX$DE$BLK
$2.7B
200 positions
#8HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 4 shared positions
$NEE$TJX$WM$LMT
$321M
107 positions
#9Henderson Brothers Financial Partners, LLCActive
Some overlap · 5 shared positions
$TJX$WM$MDY$NEE$LMT
$211M
77 positions
#10RESOURCES MANAGEMENT CORP /CT/ /ADVPassive
Some overlap · 4 shared positions
$NEE$TJX$WM$BLK
$794M
188 positions
#11Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$TJX$NEE$WM$BLK
$1.6B
184 positions
#12Haverford Financial Services, Inc.Active
Some overlap · 4 shared positions
$NEE$TJX$WM$BLK
$339M
49 positions
#13Tandem Investment Partners LLCPassive
Some overlap · 4 shared positions
$NEE$TJX$MDY$BLK
$130M
76 positions
#14Hamilton Point Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$NEE$TJX$WM$DE
$710M
193 positions
#15WHALEROCK POINT PARTNERS, LLCPassive
Some overlap · 6 shared positions
$TJX$NEE$MDY$CRM$LMT$DE
$587M
207 positions
#16REGIONS FINANCIAL CORPActive
Some overlap · 4 shared positions
$TJX$NEE$WM$BLK
$16.8B
856 positions
#17BURLING WEALTH PARTNERS, LLCPassive
Some overlap · 3 shared positions
$NEE$TJX$WM
$683M
180 positions
#18ARWA LLCPassive
Some overlap · 3 shared positions
$NEE$TJX$WM
$241M
139 positions
#19HFR Wealth Management, LLCActive
Some overlap · 3 shared positions
$NEE$TJX$WM
$410M
53 positions
#20Asset Advisors Investment Management, LLCActive
Some overlap · 6 shared positions
$WM$NEE$TJX$SHW$DE$BLK
$1.1B
102 positions
#21WASHINGTON TRUST CoPassive
Some overlap · 4 shared positions
$TJX$NEE$MDY$BLK
$3.2B
296 positions
#22Anchor Bay Capital, Inc.Passive
Some overlap · 5 shared positions
$NEE$WM$CEG$CRM$BLK
$185M
341 positions
#23Haverford Trust CoActive
Some overlap · 4 shared positions
$NEE$TJX$WM$BLK
$11.6B
424 positions
#24PITTENGER & ANDERSON INCPassive
Some overlap · 4 shared positions
$TJX$WM$MDY$BLK
$2.8B
507 positions
#25Stillwater Wealth Management Group
Some overlap · 4 shared positions
$TJX$WM$NEE$LMT
$162M
77 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.