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Hedge Funds Similar to LOWE BROCKENBROUGH &

13F Portfolio OverlapQ1 2026LOWE BROCKENBROUGH & portfolio →
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Most similar hedge funds by 13F overlap

LOWE BROCKENBROUGH & CO INC is an institutional investor managing $2.0B across 329 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 LOWE BROCKENBROUGH & are Phraction, Ayrshire, First American Bank, with shared positions in $DHR, $AMAT, $TMO, $PM, $ETN, $TJX. The full ranking of 25 similar funds is below.

#1Phraction Management LLCActive
Some overlap · 5 shared positions
$DHR$AMAT$TMO$PM$ETN
$483M
65 positions
#2Ayrshire Capital Management LLCPassive
Some overlap · 5 shared positions
$DHR$ETN$TJX$MS$PM
$193M
50 positions
#3First American BankActive
Some overlap · 7 shared positions
$MAR$DHR$ETN$TJX$AMAT$TMO
$1.6B
188 positions
#4Global X Japan Co., Ltd.Active
Some overlap · 5 shared positions
$DHR$AMAT$BKNG$PM$AMGN
$1.9B
378 positions
#5BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$DHR$TJX$TMO$MS
$506M
75 positions
#6GREENWOOD CAPITAL ASSOCIATES LLCPassive
Some overlap · 6 shared positions
$DHR$UPST$TJX$ETN$MS$AMGN
$908M
286 positions
#7Guinness Atkinson Asset Management IncPassive
Some overlap · 4 shared positions
$DHR$AMAT$ETN$TMO
$200M
123 positions
#8Pacific Park Financial, Inc.Active
Some overlap · 4 shared positions
$DHR$UPST$MS$MAR
$153M
73 positions
#9Capital Investment Services of America, Inc.Active
Some overlap · 4 shared positions
$DHR$UPST$TJX$BKNG
$958M
80 positions
#10Carl P. Sherr & Co., LLCPassive
Some overlap · 4 shared positions
$DHR$TJX$MAR$AMGN
$213M
124 positions
#11GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money
Some overlap · 4 shared positions
$DHR$UPST$MAR$PM
$128M
42 positions
#12Alpha Financial Partners, LLCActive
Some overlap · 5 shared positions
$DHR$TMO$MAR$TJX$ETN
$169M
103 positions
#13Palmer Knight CoPassive
Some overlap · 4 shared positions
$DHR$AMAT$TT$MAR
$205M
32 positions
#14LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 4 shared positions
$DHR$TJX$TMO$PM
$10.0B
560 positions
#15NORRIS PERNE & FRENCH LLP/MIActive
Some overlap · 5 shared positions
$DHR$AMAT$TJX$TMO$ETN
$1.5B
139 positions
#16Compass Wealth Management LLCPassive
Some overlap · 4 shared positions
$DHR$MAR$AMAT$TJX
$405M
75 positions
#17Compass Ion Advisors, LLCActive
Some overlap · 4 shared positions
$DHR$MS$DUK$MAR
$1.0B
279 positions
#18Aristotle Atlantic Partners, LLCActive
Some overlap · 6 shared positions
$MAR$AMAT$NSC$TMO$AMP$TT
$2.1B
119 positions
#19APS Management Group, Inc.Passive
Some overlap · 3 shared positions
$DHR$MAR$MS
$117M
72 positions
#20Alley Investment Management Company, LLCActive
Some overlap · 7 shared positions
$DHR$ETN$AMP$MS$DUK$PM
$821M
85 positions
#21PARNASSUS INVESTMENTS, LLCActive
Some overlap · 4 shared positions
$DHR$MAR$AMAT$TMO
$34.1B
135 positions
#22Edge Financial Advisors LLC
Some overlap · 3 shared positions
$DHR$UPST$DUK
$238M
135 positions
#23White Lighthouse Investment Management Inc.Active
Some overlap · 4 shared positions
$DHR$MAR$UPST$PM
$721M
145 positions
#24Tranquilli Financial Advisor LLCPassive
Some overlap · 6 shared positions
$UPST$MAR$AMAT$MS$BKNG$PM
$171M
132 positions
#25Riverstone Advisors, LLCActive
Some overlap · 4 shared positions
$DHR$AMAT$AMGN$PM
$203M
74 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.