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 RESOURCES /CT

13F Portfolio OverlapQ2 2026RESOURCES /CT portfolio →

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Most similar hedge funds by 13F overlap

RESOURCES MANAGEMENT CORP /CT/ /ADV is an institutional investor managing $794M across 188 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 RESOURCES /CT are Tandem Investment Advisors, First Long Island Investors, Midway Research &amp, with shared positions in $APH, $NEE, $MCD, $BLK, $PEP, $SYK. The full ranking of 25 similar funds is below.

#1Tandem Investment Advisors, Inc.Passive

Notable overlap · 8 shared positions

$APH $NEE $MCD $BLK $PEP $SYK

$1.5B

68 positions

#2First Long Island Investors, LLCActive

Notable overlap · 9 shared positions

$APH $BLK $NEE $PEP $MCD $ITW

$1.4B

73 positions

#3Midway Capital Research & ManagementActive

Notable overlap · 7 shared positions

$APH $NEE $MCD $BLK $SYK $ITW

$118M

50 positions

#4HFR Wealth Management, LLCActive

Notable overlap · 5 shared positions

$APH $NEE $TJX $WM $ADP

$410M

53 positions

#5WENDELL DAVID ASSOCIATES INCActive

Notable overlap · 9 shared positions

$NEE $TJX $MCD $APH $PEP $SYK

$958M

151 positions

#6JLB & ASSOCIATES INCPassive

Notable overlap · 5 shared positions

$APH $TJX $PEP $ORLY $SYK

$740M

68 positions

#7DEARBORN PARTNERS LLCPassive

Notable overlap · 10 shared positions

$MCD $APH $NEE $ITW $SYK $TMUS

$1.8B

269 positions

#8Baker Chad RActive

Notable overlap · 7 shared positions

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

$612M

52 positions

#9Stokes Capital Advisors, LLCPassive

Notable overlap · 8 shared positions

$TJX $MCD $NEE $PEP $SYK $QCOM

$455M

118 positions

#10PIONEER TRUST BANK N A/ORPassive

Notable overlap · 9 shared positions

$NEE $BLK $TJX $PEP $APH $MCD

$441M

87 positions

#11NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive

Notable overlap · 5 shared positions

$APH $BLK $PEP $ACN $ABT

$595M

264 positions

#12BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 9 shared positions

$TJX $BLK $APH $PEP $MCD $ITW

$346M

113 positions

#13HENDLEY & CO INCActive

Notable overlap · 5 shared positions

$APH $PEP $TJX $SYK $ABT

$283M

47 positions

#14Union Heritage Capital, LLCPassive

Notable overlap · 5 shared positions

$APH $PEP $ORLY $TJX $SYK

$295M

65 positions

#15Haverford Trust CoActive

Notable overlap · 8 shared positions

$TJX $NEE $BLK $PEP $SYK $MCD

$11.6B

424 positions

#16Bath Savings Trust CoActive

Notable overlap · 8 shared positions

$NEE $TJX $APH $MCD $SYK $PEP

$966M

178 positions

#17ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 6 shared positions

$APH $MCD $PEP $TJX $SYK $ADP

$2.0B

91 positions

#18Haverford Financial Services, Inc.Active

Notable overlap · 7 shared positions

$NEE $TJX $BLK $PEP $WM $SYK

$339M

49 positions

#19NOESIS CAPITAL MANGEMENT CORPActive

Notable overlap · 5 shared positions

$APH $NEE $SYK $QCOM $BLK

$843M

131 positions

#20HARVEY INVESTMENT CO LLCActive

Notable overlap · 6 shared positions

$APH $TJX $PEP $ORLY $ITW $ABT

$926M

100 positions

#21HOWE & RUSLING INCPassive

Notable overlap · 8 shared positions

$NEE $TJX $CRWD $PEP $MCD $APH

$1.7B

479 positions

#22Blue Chip Partners, LLCActive

Notable overlap · 8 shared positions

$TJX $BLK $CRWD $NEE $WM $PEP

$1.6B

184 positions

#23Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 5 shared positions

$APH $NEE $MCD $PEP $ABT

$513M

70 positions

#24CINCINNATI INSURANCE COActive

Notable overlap · 8 shared positions

$TJX $BLK $MCD $PEP $QCOM $ACN

$6.9B

64 positions

#25SCHMIDT P J INVESTMENT MANAGEMENT INCPassive

Notable overlap · 8 shared positions

$NEE $BLK $MCD $PEP $SYK $ITW

$643M

215 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.