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Hedge Funds Similar to Henshaw

13F Portfolio OverlapQ2 2026Henshaw portfolio →
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Most similar hedge funds by 13F overlap

Henshaw Capital LLC is an institutional investor managing $3.1B across 160 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 Henshaw are MeadowBrook Investment Advisors, HERITAGE INVESTORS, LEDERER & ASSOCIATES INVESTMENT COUNSEL, with shared positions in $MRVL, $ADP, $TMO, $BLK, $AXP, $DOV. The full ranking of 25 similar funds is below.

#1MeadowBrook Investment Advisors LLCPassive
Notable overlap · 7 shared positions
$MRVL$ADP$TMO$BLK$AXP$DOV
$126M
196 positions
#2HERITAGE INVESTORS MANAGEMENT CORPActive
Notable overlap · 10 shared positions
$MAR$AXP$BLK$MDY$CRM$C
$3.6B
257 positions
#3LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 6 shared positions
$BLK$ADP$UNP$MCD$VRT$BA
$152M
84 positions
#4Nordwand Advisors, LLCPassive
Some overlap · 5 shared positions
$MRVL$UNP$VRT$AXP$TMO
$652M
146 positions
#5CDM FINANCIAL COUNSELING SERVICES, INC.Active
Some overlap · 6 shared positions
$UNP$MAR$MDY$MCD$AXP$TMO
$116M
77 positions
#6Stonebridge Capital Advisors LLCPassive
Some overlap · 6 shared positions
$BLK$MRVL$MCD$TMO$MAR$BA
$1.6B
215 positions
#7SOUTH PLAINS FINANCIAL, INC.Passive
Some overlap · 6 shared positions
$MRVL$TMO$BLK$CDNS$MAR$CRM
$186M
209 positions
#8HARTLINE INVESTMENT CORP/Active
Some overlap · 6 shared positions
$MRVL$VRT$MAR$C$AXP$UNP
$1.1B
115 positions
#9FRANKLIN STREET ADVISORS INC /NCActive
Some overlap · 5 shared positions
$BLK$TMO$AFL$AXP$BA
$1.8B
176 positions
#10WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 5 shared positions
$BLK$MAR$TMO$CRM$BA
$1.3B
73 positions
#11L. Roy Papp & Associates, LLPPassive
Some overlap · 4 shared positions
$MRVL$BLK$TMO$MCD
$951M
193 positions
#12Mendel Capital Management LLCActive
Some overlap · 6 shared positions
$ADP$AFL$BLK$UNP$FDX$AXP
$222M
99 positions
#13Kimelman & Baird, LLCActive
Some overlap · 5 shared positions
$MRVL$UNP$DOV$BA$MCD
$1.3B
261 positions
#14SECURITY NATIONAL BANK OF SO DAK
Some overlap · 5 shared positions
$UNP$TMO$AFL$ADP$DOV
$207M
119 positions
#15CMH Wealth Management LLCPassive
Some overlap · 5 shared positions
$BLK$VRT$CRM$BA$UNP
$655M
117 positions
#16BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$MRVL$UNP$BA$C$BLK
$679M
104 positions
#17CONNING INC.Passive
Some overlap · 5 shared positions
$UNP$AFL$ADP$BLK$MCD
$3.3B
327 positions
#18First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$BLK$UNP$MAR$MCD
$529M
75 positions
#19Yoffe Investment Management, LLCPassive
Some overlap · 6 shared positions
$UNP$MCD$AXP$AFL$BA$C
$87M
113 positions
#20Pegasus Asset Management, Inc.Passive
Some overlap · 5 shared positions
$BLK$MAR$MDY$BA$CRM
$351M
75 positions
#21ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 5 shared positions
$ADP$AFL$MCD$AXP$TMO
$1.9B
88 positions
#22KFA Private Wealth Group, LLCActive
Some overlap · 6 shared positions
$ADP$MCD$MAR$DOV$C$AXP
$415M
150 positions
#23CAPITAL CITY TRUST CO/FLPassive
Some overlap · 5 shared positions
$BLK$UNP$TMO$AFL$MCD
$482M
129 positions
#24Beaumont Asset Management, L.L.C.Smart money
Some overlap · 5 shared positions
$BLK$CRM$MCD$AXP$ADP
$257M
79 positions
#25Perennial Advisors, LLCPassive
Some overlap · 5 shared positions
$UNP$TMO$MCD$AXP$FDX
$649M
136 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.