What hedge funds are most similar to HOWE & RUSLING INC?

The funds with the most similar 13F portfolios to HOWE & RUSLING INC are EDGAR LOMAX /VA, Hilton ,, Stokes Advisors,, 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 HOWE & RUSLING

13F Portfolio OverlapQ1 2026HOWE & RUSLING portfolio →

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Most similar hedge funds by 13F overlap

HOWE & RUSLING INC is an institutional investor managing $1.5B across 477 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 HOWE & RUSLING are EDGAR LOMAX /VA, Hilton ,, Stokes Advisors,, with shared positions in $USB, $NEE, $COP, $MS, $KO, $MDLZ. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive

Notable overlap · 9 shared positions

$USB $NEE $COP $MS $KO $MDLZ

$1.4B

56 positions

#2Hilton Capital Management, LLCActive

Notable overlap · 8 shared positions

$USB $COP $TJX $MCD $BAC $AZN

$1.3B

129 positions

#3Stokes Capital Advisors, LLCPassive

Notable overlap · 8 shared positions

$HON $NEE $TJX $MS $KO $MCD

$446M

104 positions

#4BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 8 shared positions

$HON $NEE $TJX $ICE $MS $INTU

$506M

75 positions

#5Signet Investment Advisory Group, Inc.Passive

Notable overlap · 6 shared positions

$USB $HON $NEE $COP $KO $MCD

$218M

69 positions

#6Stonebridge Capital Advisors LLCPassive

Notable overlap · 6 shared positions

$USB $COP $HON $KO $MCD $KKR

$1.4B

211 positions

#7Ballast Financial Advisors LLCActive

Notable overlap · 6 shared positions

$USB $COP $MS $TJX $KKR $BAC

$98M

68 positions

#8FIRST FINANCIAL BANKSHARES INCActive

Notable overlap · 7 shared positions

$COP $NEE $HON $KO $MCD $MDLZ

$5.0B

201 positions

#9Bath Savings Trust CoActive

Notable overlap · 8 shared positions

$COP $NEE $TJX $MCD $INTU $CASY

$936M

168 positions

#10HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 7 shared positions

$USB $NEE $MCD $HON $TJX $UNP

$280M

107 positions

#11Perennial Advisors, LLCPassive

Notable overlap · 8 shared positions

$USB $HON $COP $KKR $MCD $TJX

$587M

122 positions

#12Powers Advisory Group, LLCActive

Notable overlap · 6 shared positions

$USB $COP $MS $MCD $KO $PM

$284M

125 positions

#13Davidson Capital Management Inc.Active

Notable overlap · 5 shared positions

$USB $COP $MS $TJX $NEE

$552M

93 positions

#14R.H. Investment Group, LLCPassive

Notable overlap · 5 shared positions

$USB $COP $PM $MCD $UNP

$130M

45 positions

#15Center for Wealth Management AdvisoryActive

Notable overlap · 7 shared positions

$COP $USB $MS $KO $MDLZ $ELV

$139M

62 positions

#16Blue Chip Partners, LLCActive

Notable overlap · 8 shared positions

$TJX $ICE $NEE $PM $MS $DTB

$1.4B

170 positions

#17BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive

Notable overlap · 8 shared positions

$TJX $COP $PM $MCD $ICE $KO

$1.6B

435 positions

#18TAGStone Capital, Inc.Passive

Notable overlap · 5 shared positions

$USB $COP $TJX $UNP $BAC

$283M

137 positions

#19Global Wealth Management Investment Advisory, Inc.Passive

Notable overlap · 6 shared positions

$USB $MS $KKR $BAC $KO $MCD

$638M

158 positions

#20NIXON PEABODY TRUST COActive

Notable overlap · 8 shared positions

$TJX $MS $ICE $KO $NEE $BAC

$1.3B

161 positions

#21Brookmont Capital ManagementActive

Notable overlap · 6 shared positions

$COP $HON $USB $MCD $BAC $AZN

$179M

59 positions

#22FINANCIAL ADVISORY PARTNERS, LLCActive

Notable overlap · 5 shared positions

$USB $NEE $MS $UNP $SYK

$354M

66 positions

#23BROOKS, MOORE & ASSOCIATES, INC.Passive

Notable overlap · 7 shared positions

$HON $USB $KO $COP $NEE $BAC

$199M

110 positions

#24Gladwyn Financial Advisors, Inc.Active

Notable overlap · 7 shared positions

$USB $COP $NEE $GD $KO $MCD

$160M

82 positions

#25Foundation Wealth Management, LLC\PAActive

Notable overlap · 4 shared positions

$USB $COP $NEE $AZN

$284M

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.