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 Haverford

13F Portfolio OverlapQ1 2026Haverford portfolio →

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Most similar hedge funds by 13F overlap

Haverford Trust Co is an institutional investor managing $10.9B across 419 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 Haverford are Haverford Financial Services,, Greystone Financial Group,, Signet Investment Advisory Group,, with shared positions in $TJX, $HON, $LOW, $NEE, $ACN, $ETN. The full ranking of 25 similar funds is below.

#1Haverford Financial Services, Inc.Active

Notable overlap · 16 shared positions

$TJX $HON $LOW $NEE $ACN $ETN

$336M

46 positions

#2Greystone Financial Group, LLCPassive

Notable overlap · 8 shared positions

$TJX $LOW $HON $TMO $MCK $KO

$353M

78 positions

#3Signet Investment Advisory Group, Inc.Passive

Notable overlap · 9 shared positions

$HON $NEE $ACN $ETN $KO $MDT

$218M

69 positions

#4Stokes Capital Advisors, LLCPassive

Notable overlap · 8 shared positions

$TJX $HON $NEE $KO $HUM $SYK

$446M

104 positions

#5Vertrix Wealth Management, LLCPassive

Notable overlap · 9 shared positions

$LOW $TJX $HON $TMO $MCK $KO

$272M

95 positions

#6Argo Wealth Advisory, LLCActive

Notable overlap · 7 shared positions

$HON $LOW $NEE $ACN $MCK $HUM

$170M

48 positions

#7PIONEER TRUST BANK N A/ORPassive

Notable overlap · 7 shared positions

$LOW $NEE $HON $TJX $ACN $ETN

$412M

83 positions

#8BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 9 shared positions

$LOW $TJX $ACN $APD $SYK $MCD

$321M

110 positions

#9Mirova US LLCActive

Notable overlap · 6 shared positions

$TJX $LOW $NEE $ACN $TMO $WM

$8.8B

42 positions

#10Brentview Investment Management LLCPassive

Notable overlap · 7 shared positions

$TJX $LOW $NEE $MCK $MDT $PM

$231M

63 positions

#11CINCINNATI FINANCIAL CORPActive

Notable overlap · 7 shared positions

$TJX $HON $ACN $APD $TMO $MCD

$5.0B

55 positions

#12HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 8 shared positions

$JHG $NEE $HON $TJX $HUM $MCD

$280M

107 positions

#13MCDANIEL TERRY & COActive

Notable overlap · 8 shared positions

$HON $ETN $TMO $KO $APD $SYK

$1.2B

81 positions

#14Two Point Capital Management, Inc.Active

Notable overlap · 7 shared positions

$HON $ACN $ETN $TMO $APD $MDT

$229M

28 positions

#15BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$TJX $NEE $LOW $ETN $TMO $ACN

$7.8B

1,278 positions

#16NORTHEAST INVESTMENT MANAGEMENTActive

Notable overlap · 8 shared positions

$LOW $NEE $TMO $TJX $HON $HUM

$2.4B

189 positions

#17NICHOLAS COMPANY, INC.Active

Notable overlap · 8 shared positions

$TJX $ETN $AON $TMO $KO $SYK

$5.1B

203 positions

#18TOWER BRIDGE ADVISORSPassive

Notable overlap · 8 shared positions

$ETN $ACN $TMO $LOW $AON $KO

$1.0B

221 positions

#19HOWE & RUSLING INCPassive

Notable overlap · 7 shared positions

$HON $NEE $TJX $KO $MCD $SYK

$1.5B

477 positions

#20AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 6 shared positions

$TJX $NEE $ETN $ACN $TMO $TXN

$1.4B

114 positions

#21Paladin Wealth, LLCPassive

Notable overlap · 7 shared positions

$JHG $TMO $ETN $KO $MDT $LOW

$145M

125 positions

#22LYNCH & ASSOCIATES/INPassive

Some overlap · 8 shared positions

$LOW $NEE $HON $TJX $KO $SYK

$533M

126 positions

#23CAMDEN NATIONAL BANKPassive

Some overlap · 6 shared positions

$TJX $NEE $ACN $TMO $MDT $MCD

$739M

164 positions

#24Gradient Investments LLCPassive

Some overlap · 7 shared positions

$JHG $TMO $KO $MDT $ETN $MCD

$6.5B

420 positions

#25Brown Financial AdvisorsPassive

Some overlap · 7 shared positions

$JHG $TMO $KO $MDT $ETN $LOW

$264M

209 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.