What hedge funds are most similar to Osprey Private Wealth LLC?

The funds with the most similar 13F portfolios to Osprey Private Wealth LLC are Mirova US, AlpenGlobal, HOWLAND, based on overlapping conviction holdings in the latest SEC filings.

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 Osprey Private Wealth

13F Portfolio OverlapQ1 2026Osprey Private Wealth portfolio →

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Most similar hedge funds by 13F overlap

Osprey Private Wealth LLC is an institutional investor managing $345M across 77 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 Osprey Private Wealth are Mirova US, AlpenGlobal, HOWLAND, with shared positions in $TJX, $TMO, $ECL, $ACN, $DHR, $NEE. The full ranking of 25 similar funds is below.

#1Mirova US LLCActive

Notable overlap · 6 shared positions

$TJX $TMO $ECL $ACN $DHR $NEE

$8.8B

42 positions

#2AlpenGlobal Capital LLCActive

Notable overlap · 5 shared positions

$TTEK $ECL $MCD $DIS $SYK

$157M

36 positions

#3HOWLAND CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$TJX $ECL $TMO $REGN $DHR $SYK

$2.5B

262 positions

#4Renaissance Investment Group LLCActive

Notable overlap · 5 shared positions

$TJX $TMO $TTEK $DHR $NEE

$465M

81 positions

#5AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 5 shared positions

$TJX $ECL $TMO $ACN $NEE

$1.4B

114 positions

#6Stillwater Wealth Management GroupPassive

Notable overlap · 6 shared positions

$TJX $REGN $MCD $SYK $VZ $NEE

$162M

77 positions

#7Bath Savings Trust CoActive

Notable overlap · 6 shared positions

$TJX $ECL $DHR $MCD $SYK $NEE

$936M

168 positions

#8MARSHFIELD ASSOCIATESActive

Notable overlap · 4 shared positions

$TJX $AZO $PGR $DIS

$5.0B

17 positions

#9Harrington Investments, INCActive

Notable overlap · 6 shared positions

$TJX $TMO $ECL $SYK $VZ $DE

$190M

84 positions

#10Capital Investment Services of America, Inc.Active

Notable overlap · 5 shared positions

$TJX $ECL $DHR $ROP $SYK

$958M

80 positions

#11CINCINNATI FINANCIAL CORPActive

Notable overlap · 7 shared positions

$TJX $MCD $ACN $ARES $TMO $HON

$5.0B

55 positions

#12Gs Investments, Inc.Passive

Notable overlap · 6 shared positions

$TMO $ECL $ACN $SYK $NEE $HON

$175M

134 positions

#13WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 7 shared positions

$PGR $DIS $ACN $DHR $SYK $NEE

$2.1B

122 positions

#14ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 7 shared positions

$MCD $TJX $DIS $TMO $VZ $SYK

$1.7B

86 positions

#15Minot DeBlois Advisors LLCPassive

Notable overlap · 8 shared positions

$ECL $TJX $ACN $DIS $DHR $VZ

$110M

226 positions

#16Haverford Financial Services, Inc.Active

Notable overlap · 6 shared positions

$TJX $TMO $ACN $SYK $NEE $HON

$336M

46 positions

#17BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$TMO $TJX $DHR $VZ $NEE $HON

$506M

75 positions

#18FLOSSBACH VON STORCH SEActive

Notable overlap · 6 shared positions

$TMO $ACN $DHR $ROP $SYK $MCD

$21.4B

109 positions

#19CAMDEN NATIONAL BANKActive

Notable overlap · 6 shared positions

$TJX $MCD $TMO $ACN $NEE $DE

$739M

164 positions

#20WELCH & FORBES LLCActive

Notable overlap · 7 shared positions

$ECL $TJX $MCD $DHR $SYK $ROP

$7.7B

368 positions

#21Hamilton Point Investment Advisors, LLCActive

Notable overlap · 7 shared positions

$TJX $DHR $VZ $ROP $ACN $NEE

$649M

186 positions

#22DIAMANT ASSET MANAGEMENT, INC.Active

Notable overlap · 5 shared positions

$TJX $PGR $MCD $VZ $HON

$137M

76 positions

#23PIONEER TRUST BANK N A/ORActive

Some overlap · 7 shared positions

$TJX $ACN $MCD $DIS $DHR $NEE

$412M

83 positions

#24LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Some overlap · 4 shared positions

$TJX $TMO $DHR $SYK

$10.0B

560 positions

#25BROADWATER CAPITAL MANAGEMENT LLC

Some overlap · 7 shared positions

$MCD $ECL $DIS $SYK $ROP $VZ

$134M

211 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.