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Hedge Funds Similar to KLINGENSTEIN FIELDS &

13F Portfolio OverlapQ1 2026KLINGENSTEIN FIELDS & portfolio →
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Most similar hedge funds by 13F overlap

KLINGENSTEIN FIELDS & CO LP is an institutional investor managing $2.5B across 186 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 KLINGENSTEIN FIELDS & are BOURGEON, RE ADVISERS, Providence Advisors,, with shared positions in $UNP, $PANW, $NXPI, $ETN, $PLD, $DIS. The full ranking of 25 similar funds is below.

#1BOURGEON CAPITAL MANAGEMENT LLCPassive
Notable overlap · 5 shared positions
$UNP$PANW$NXPI$ETN$PLD
$578M
108 positions
#2RE ADVISERS CORPActive
Notable overlap · 6 shared positions
$DIS$HON$CB$NXPI$ETN$NOC
$3.7B
111 positions
#3Providence Capital Advisors, LLCPassive
Notable overlap · 7 shared positions
$TMO$PLD$PANW$UNP$ETN$DIS
$613M
200 positions
#4SCHARF INVESTMENTS, LLCActive
Some overlap · 4 shared positions
$UNP$DIS$TMO$CB
$3.2B
70 positions
#5Wallington Asset Management, LLCActive
Some overlap · 5 shared positions
$UNP$PANW$HON$CL$DIS
$752M
61 positions
#6NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 6 shared positions
$UNP$ISRG$TMO$PANW$HON$DIS
$2.4B
189 positions
#7Legal Advantage Investments, Inc.Passive
Some overlap · 4 shared positions
$PANW$DIS$TMO$NOC
$194M
79 positions
#8Stokes Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$HON$UNP$CB$CL$SYK$NOC
$446M
104 positions
#9Estabrook Capital ManagementPassive
Some overlap · 5 shared positions
$UNP$HON$CB$ETN$NOC
$685M
380 positions
#10Alley Investment Management Company, LLCActive
Some overlap · 5 shared positions
$UNP$ETN$PLD$SYK$SBUX
$821M
85 positions
#11J. Stern & Co. LLPActive
Some overlap · 6 shared positions
$DIS$HON$TMO$ETN$ISRG$NOC
$1.0B
49 positions
#12Talbot Financial, LLCActive
Some overlap · 6 shared positions
$HON$CB$TMO$PANW$SYK$NOC
$1.2B
66 positions
#13DB Fitzpatrick & Co, IncActive
Some overlap · 6 shared positions
$TMO$CB$ETN$PANW$SYK$SBUX
$117M
106 positions
#14BOWEN HANES & CO INCActive
Some overlap · 4 shared positions
$PANW$UNP$ISRG$ETN
$4.1B
151 positions
#15Quilter PlcActive
Some overlap · 5 shared positions
$PANW$TMO$HON$UNP$SYK
$5.7B
124 positions
#16WORMSER FRERES GESTIONActive
Some overlap · 4 shared positions
$PANW$ISRG$TMO$SYK
$139M
42 positions
#17COMMONS CAPITAL, LLCPassive
Some overlap · 4 shared positions
$PANW$HON$ETN$TMO
$120M
85 positions
#18BROADWATER CAPITAL MANAGEMENT LLC
Some overlap · 7 shared positions
$ISRG$DIS$SYK$HON$NOC$MMM
$134M
211 positions
#19MARCO INVESTMENT MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$PANW$NXPI$UNP$SYK$HON$NOC
$1.3B
232 positions
#20NICHOLAS COMPANY, INC.Active
Some overlap · 6 shared positions
$TMO$ETN$VMC$PANW$SYK$SBUX
$5.1B
203 positions
#21MCDANIEL TERRY & COActive
Some overlap · 5 shared positions
$HON$ISRG$TMO$ETN$SYK
$1.2B
81 positions
#22OMERS ADMINISTRATION CorpActive
Some overlap · 6 shared positions
$TMO$PLD$UNP$ETN$PANW$ISRG
$15.6B
1,096 positions
#23BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$UNP$HON$TMO$CL
$506M
75 positions
#24BEARING POINT CAPITAL, LLCPassive
Some overlap · 5 shared positions
$PANW$CB$ETN$SYK$NOC
$638M
166 positions
#25Perennial Advisors, LLCPassive
Some overlap · 5 shared positions
$UNP$HON$TMO$DIS$SBUX
$587M
122 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.