What hedge funds are most similar to BURLING WEALTH PARTNERS, LLC?

The funds with the most similar 13F portfolios to BURLING WEALTH PARTNERS, LLC are PIONEER BANK N A, BARTLETT & WEALTH, RESOURCES /CT, 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 BURLING WEALTH PARTNERS

13F Portfolio OverlapQ2 2026BURLING WEALTH PARTNERS portfolio →

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Most similar hedge funds by 13F overlap

BURLING WEALTH PARTNERS, LLC is an institutional investor managing $683M across 180 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 BURLING WEALTH PARTNERS are PIONEER BANK N A, BARTLETT & WEALTH, RESOURCES /CT, with shared positions in $NEE, $TJX, $ABT, $ETN, $APH, $ITW. The full ranking of 25 similar funds is below.

#1PIONEER TRUST BANK N A/ORPassive

Notable overlap · 9 shared positions

$NEE $TJX $ABT $ETN $APH $ITW

$441M

87 positions

#2BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$NEE $TJX $ABT $ETN $WM $LIN

$8.0B

1,334 positions

#3RESOURCES MANAGEMENT CORP /CT/ /ADVPassive

Notable overlap · 9 shared positions

$NEE $TJX $WM $SYK $APH $ABT

$794M

188 positions

#4FORBES J M & CO LLPActive

Notable overlap · 8 shared positions

$NEE $TJX $ABT $ETN $LIN $APH

$1.3B

159 positions

#5Haverford Financial Services, Inc.Active

Notable overlap · 8 shared positions

$NEE $TJX $ETN $WM $SYK $HON

$339M

49 positions

#6HENDLEY & CO INCActive

Notable overlap · 8 shared positions

$ABT $TJX $ETN $LIN $SYK $APH

$283M

47 positions

#7NORRIS PERNE & FRENCH LLP/MISmart money

Some overlap · 7 shared positions

$ABT $WM $ETN $TJX $LIN $SYK

$1.7B

147 positions

#8Strategic Wealth Investment Group, LLCPassive

Some overlap · 7 shared positions

$BX $NEE $LIN $WM $ETN $DHR

$825M

104 positions

#9Baker Chad RActive

Some overlap · 7 shared positions

$TJX $ABT $WM $SYK $APH $TMUS

$620M

51 positions

#10Reynders McVeigh Capital Management, LLC

Some overlap · 7 shared positions

$TJX $ABT $WM $SYK $APH $TMUS

$2.0B

195 positions

#11ARWA LLCPassive

Some overlap · 6 shared positions

$NEE $TJX $WM $PLD $SYK $APH

$241M

139 positions

#12Blue Chip Partners, LLCActive

Some overlap · 6 shared positions

$TJX $ABT $WM $NEE $ETN $TMUS

$1.6B

184 positions

#13Community Financial Services Group, LLCPassive

Some overlap · 7 shared positions

$NEE $PLD $ETN $LIN $APH $WM

$686M

532 positions

#14Haverford Trust CoActive

Some overlap · 7 shared positions

$NEE $TJX $ETN $SYK $HON $HONA

$11.6B

424 positions

#15Michael Brady & Co., LLCActive

Some overlap · 7 shared positions

$TJX $WM $ABT $ETN $DHR $HON

$113M

58 positions

#16CARDEROCK CAPITAL MANAGEMENT INCPassive

Some overlap · 8 shared positions

$TJX $LIN $SYK $CDNS $APH $ITW

$456M

67 positions

#17MOODY LYNN & LIEBERSON, LLCActive

Some overlap · 6 shared positions

$BX $WM $ABT $ETN $LIN $SYK

$1.9B

264 positions

#18JOHNSON INVESTMENT COUNSEL INCActive

Some overlap · 7 shared positions

$TJX $WM $ABT $SYK $APH $ITW

$13.7B

840 positions

#19HALL CAPITAL MANAGEMENT CO INCPassive

Some overlap · 6 shared positions

$NEE $TJX $ABT $WM $HON $HONA

$321M

107 positions

#20Kimelman & Baird, LLCActive

Some overlap · 6 shared positions

$BX $TJX $WM $LIN $HON $HONA

$1.3B

261 positions

#21WENDELL DAVID ASSOCIATES INCActive

Some overlap · 6 shared positions

$NEE $TJX $ABT $SYK $APH $DHR

$947M

155 positions

#22Bath Savings Trust CoActive

Some overlap · 6 shared positions

$NEE $TJX $ABT $SYK $APH $DHR

$965M

177 positions

#23JENSEN INVESTMENT MANAGEMENT INCActive

Some overlap · 6 shared positions

$TJX $ABT $WM $SYK $CDNS $APH

$4.1B

83 positions

#24Providence Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$TJX $WM $PLD $ETN $LIN $SYK

$660M

385 positions

#25TORRAY LLCActive

Some overlap · 6 shared positions

$BX $NEE $PLD $APH $MPWR $ORLY

$741M

91 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.