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 CONNORS INVESTOR SERVICES

13F Portfolio OverlapQ2 2026CONNORS INVESTOR SERVICES portfolio →

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Most similar hedge funds by 13F overlap

CONNORS INVESTOR SERVICES INC is an institutional investor managing $1.2B across 153 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 CONNORS INVESTOR SERVICES are Stokes Advisors, Providence Advisors, InTrack Investment, with shared positions in $WMB, $CB, $LIN, $MS, $TJX, $PEP. The full ranking of 25 similar funds is below.

#1Stokes Capital Advisors, LLCPassive

Notable overlap · 8 shared positions

$WMB $CB $LIN $MS $TJX $PEP

$455M

118 positions

#2Providence Capital Advisors, LLCPassive

Notable overlap · 9 shared positions

$LIN $PWR $ETN $LOW $WFC $TJX

$660M

385 positions

#3InTrack Investment Management IncPassive

Notable overlap · 7 shared positions

$PLTR $ETN $CB $DUK $SYK $WM

$207M

106 positions

#4BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$LIN $ETN $TJX $LOW $CB $DUK

$8.0B

1,334 positions

#5Van Cleef Asset Management,IncActive

Notable overlap · 6 shared positions

$PLTR $LIN $PEP $SYK $AXP $CB

$1.0B

120 positions

#6Brentview Investment Management LLCActive

Notable overlap · 7 shared positions

$LIN $WELL $MS $TJX $LOW $PEP

$253M

63 positions

#7Vertrix Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$LIN $MS $TJX $LOW $DUK $AXP

$292M

99 positions

#8Blue Chip Partners, LLCActive

Notable overlap · 7 shared positions

$ETN $PWR $TJX $MS $WELL $WM

$1.6B

184 positions

#9Aster Capital Management (DIFC) LtdPassive

Notable overlap · 9 shared positions

$PLTR $LIN $WMB $PEP $CB $WM

$470M

808 positions

#10CAMDEN NATIONAL BANKPassive

Notable overlap · 6 shared positions

$CB $LIN $PWR $TJX $DUK $PEP

$767M

184 positions

#11ABNER HERRMAN & BROCK LLCActive

Notable overlap · 7 shared positions

$CB $MS $PWR $WFC $VZ $AXP

$1.0B

121 positions

#12CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

$ETN $WMB $PEP $LOW $WFC $SYK

$1.3B

99 positions

#13Richwood Investment Advisors, LLCActive

Notable overlap · 8 shared positions

$WELL $LOW $WFC $AXP $MS $ETN

$142M

106 positions

#14Haverford Financial Services, Inc.Active

Notable overlap · 7 shared positions

$ETN $TJX $PEP $LOW $SYK $WM

$339M

49 positions

#15Cunning Capital Partners, LPActive

Notable overlap · 7 shared positions

$PWR $MS $TPR $WFC $AXP $CB

$248M

55 positions

#16River Wealth Advisors LLCPassive

Notable overlap · 6 shared positions

$ETN $CB $TJX $SYK $PEP $WM

$956M

217 positions

#17HENDLEY & CO INCActive

Notable overlap · 6 shared positions

$ETN $LIN $PEP $SYK $TJX $AXP

$283M

47 positions

#18GREAT LAKES ADVISORS, LLCPassive

Notable overlap · 7 shared positions

$LIN $PWR $WFC $TJX $PEP $LOW

$13.1B

825 positions

#19BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 6 shared positions

$CB $TJX $LOW $PEP $SYK $ETN

$346M

113 positions

#20AlphaStar Capital Management, LLCActive

Notable overlap · 6 shared positions

$PLTR $CB $DUK $PWR $ETN $LIN

$1.7B

276 positions

#21Haverford Trust CoActive

Notable overlap · 6 shared positions

$ETN $TJX $PEP $LOW $SYK $WM

$11.6B

424 positions

#22McKinley Carter Wealth Services, Inc.Active

Notable overlap · 6 shared positions

$LIN $PWR $TJX $WM $PEP $MS

$2.0B

323 positions

#23TRUST CO OF VIRGINIA /VAPassive

Notable overlap · 6 shared positions

$CB $TJX $WMB $PEP $WM $LOW

$1.3B

220 positions

#24Greystone Financial Group, LLCPassive

Notable overlap · 6 shared positions

$LIN $MS $TJX $DUK $WM $AXP

$360M

73 positions

#25Bradyco, Inc.Active

Notable overlap · 7 shared positions

$MS $PEP $ETN $AXP $LIN $LOW

$87M

33 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.