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 OverlapQ1 2026BURLING WEALTH PARTNERS, portfolio →

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Most similar hedge funds by 13F overlap

BURLING WEALTH PARTNERS, LLC is an institutional investor managing $618M across 177 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 BURLING WEALTH PARTNERS, are PIONEER BANK N A/OR, Blue Chip Partners,, Haverford Financial Services,, with shared positions in $ABT, $NEE, $TJX, $HON, $DHR, $ETN. The full ranking of 25 similar funds is below.

#1PIONEER TRUST BANK N A/ORPassive

Notable overlap · 7 shared positions

$ABT $NEE $TJX $HON $DHR $ETN

$412M

83 positions

#2Blue Chip Partners, LLCActive

Some overlap · 7 shared positions

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

$1.4B

170 positions

#3Haverford Financial Services, Inc.Active

Some overlap · 7 shared positions

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

$336M

46 positions

#4JOHNSON INVESTMENT COUNSEL INCActive

Some overlap · 8 shared positions

$MKL $TJX $WM $ABT $DHR $HON

$12.4B

810 positions

#5FORBES J M & CO LLPActive

Some overlap · 7 shared positions

$NEE $ABT $TJX $ETN $LIN $PLD

$1.2B

150 positions

#6Stokes Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$NEE $ABT $TJX $HON $SYK $LIN

$446M

104 positions

#7NORRIS PERNE & FRENCH LLP/MIActive

Some overlap · 7 shared positions

$ABT $TJX $WM $DHR $SYK $LIN

$1.5B

139 positions

#8Michael Brady & Co., LLCActive

Some overlap · 6 shared positions

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

$100M

54 positions

#9Baker Chad RActive

Some overlap · 6 shared positions

$ABT $TJX $WM $TMUS $DHR $SYK

$530M

56 positions

#10SHUTTLEWORTH & CoPassive

Some overlap · 6 shared positions

$ABT $TJX $WM $TMUS $ETN $SYK

$111M

52 positions

#11BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 6 shared positions

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

$7.8B

1,278 positions

#12Minot DeBlois Advisors LLCPassive

Some overlap · 6 shared positions

$TJX $ABT $MKL $NEE $DHR $HON

$110M

226 positions

#13DLK Investment Management, LLCPassive

Some overlap · 6 shared positions

$ABT $HON $WM $DHR $LIN $ITW

$253M

92 positions

#14HALL CAPITAL MANAGEMENT CO INCPassive

Some overlap · 6 shared positions

$WM $MKL $NEE $HON $TJX $ABT

$280M

107 positions

#15Brentview Investment Management LLCPassive

Some overlap · 6 shared positions

$NEE $TJX $WM $TMUS $LIN $CME

$231M

63 positions

#16Haverford Trust CoActive

Some overlap · 6 shared positions

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

$10.9B

419 positions

#17WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Some overlap · 6 shared positions

$ABT $NEE $HON $DHR $SYK $CME

$2.1B

122 positions

#18Chesley Taft & Associates LLCPassive

Some overlap · 7 shared positions

$ABT $HON $WM $MKL $DHR $SYK

$2.4B

370 positions

#19Greystone Financial Group, LLCPassive

Some overlap · 5 shared positions

$ABT $TJX $HON $WM $LIN

$353M

78 positions

#20DEARBORN PARTNERS LLCActive

Some overlap · 7 shared positions

$ABT $NEE $TMUS $SYK $ITW $CME

$1.8B

269 positions

#21LYNCH & ASSOCIATES/INPassive

Some overlap · 6 shared positions

$NEE $HON $TJX $ABT $SYK $ITW

$533M

126 positions

#22TANDEM CAPITAL MANAGEMENT CORP /ADVPassive

Some overlap · 6 shared positions

$ABT $WM $PLD $DHR $ETN $SYK

$200M

110 positions

#23Saturna Capital CORPActive

Some overlap · 7 shared positions

$TJX $WM $ETN $SYK $LIN $ITW

$7.1B

148 positions

#24River Wealth Advisors LLCPassive

Some overlap · 6 shared positions

$TJX $MKL $WM $TMUS $ETN $SYK

$871M

205 positions

#25Community Financial Services Group, LLCPassive

Some overlap · 6 shared positions

$NEE $PLD $WM $ABT $ETN $LIN

$568M

460 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.