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 OverlapQ1 2026CONNORS INVESTOR SERVICES portfolio →

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Most similar hedge funds by 13F overlap

CONNORS INVESTOR SERVICES INC is an institutional investor managing $1.1B across 149 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 CONNORS INVESTOR SERVICES are Greystone Financial Group,, Vertrix Wealth ,, Stokes Advisors,, with shared positions in $LIN, $TJX, $LOW, $DUK, $MS, $ABT. The full ranking of 25 similar funds is below.

#1Greystone Financial Group, LLCPassive

Notable overlap · 8 shared positions

$LIN $TJX $LOW $DUK $MS $ABT

$353M

78 positions

#2Vertrix Wealth Management, LLCPassive

Notable overlap · 8 shared positions

$LIN $TJX $LOW $DUK $MS $KO

$272M

95 positions

#3Stokes Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$WMB $CB $LIN $TJX $MS $ABT

$446M

104 positions

#4Van Cleef Asset Management,IncActive

Notable overlap · 4 shared positions

$PLTR $LIN $SCHW $CB

$929M

118 positions

#5InTrack Investment Management IncPassive

Notable overlap · 7 shared positions

$PLTR $CB $ETN $PANW $DUK $WM

$175M

108 positions

#6BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

$TJX $LIN $ETN $LOW $ABT $CB

$7.8B

1,278 positions

#7Blue Chip Partners, LLCActive

Notable overlap · 8 shared positions

$TJX $ETN $PWR $ABT $MS $WM

$1.4B

170 positions

#81776 Wealth LLCActive

Notable overlap · 4 shared positions

$PLTR $TJX $ETN $CB

$254M

146 positions

#9Sun Group Wealth PartnersPassive

Notable overlap · 4 shared positions

$PLTR $ABT $PANW $KO

$127M

73 positions

#10Brentview Investment Management LLCPassive

Notable overlap · 7 shared positions

$LIN $TJX $WELL $LOW $MS $WM

$231M

63 positions

#11DB&C Advisors, LLCPassive

Notable overlap · 5 shared positions

$PLTR $ETN $DUK $KO $VZ

$77M

67 positions

#12ALLEN OPERATIONS LLCSmart money

Notable overlap · 3 shared positions

$PLTR $SCHW $KO

$670M

35 positions

#13Estabrook Capital ManagementPassive

Notable overlap · 7 shared positions

$CB $WMB $WFC $VZ $ETN $DUK

$685M

380 positions

#14Henson-Edgewater Management, LLCPassive

Notable overlap · 3 shared positions

$PLTR $VZ $TJX

$157M

66 positions

#15CAMDEN NATIONAL BANKPassive

Notable overlap · 6 shared positions

$LIN $CB $TJX $PWR $DUK $MDT

$739M

164 positions

#16Hedeker Wealth, LLCPassive

Notable overlap · 3 shared positions

$PLTR $MS $MDT

$474M

87 positions

#17Genesis Financial Group, LLCPassive

Notable overlap · 3 shared positions

$PLTR $LIN $SCHW

$158M

103 positions

#18Bannerstone Capital Management, LLCPassive

Notable overlap · 4 shared positions

$PLTR $PWR $ETN $PANW

$108M

97 positions

#19PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$PLTR $MS $SCHW

$3.0B

77 positions

#20Haverford Financial Services, Inc.Active

Notable overlap · 7 shared positions

$TJX $ETN $LOW $KO $MDT $WM

$336M

46 positions

#21WOLFF WIESE MAGANA LLCPassive

Notable overlap · 8 shared positions

$MS $DUK $KO $ABT $SCHW $MDT

$181M

983 positions

#22TRUST CO OF VIRGINIA /VAPassive

Notable overlap · 7 shared positions

$TJX $CB $WMB $WM $SCHW $ABT

$1.2B

215 positions

#23MOODY LYNN & LIEBERSON, LLCPassive

Notable overlap · 7 shared positions

$LIN $MS $ETN $WM $ABT $KO

$1.8B

250 positions

#24GREAT LAKES ADVISORS, LLCPassive

Notable overlap · 7 shared positions

$LIN $TJX $WFC $PWR $ABT $LOW

$12.1B

792 positions

#25Safe Harbor Wealth Advisors, LLC

Notable overlap · 8 shared positions

$MS $LOW $MDT $ETN $KO $ABT

$103M

96 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.