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Hedge Funds Similar to APPLETON PARTNERS

13F Portfolio OverlapQ2 2026APPLETON PARTNERS portfolio →
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Most similar hedge funds by 13F overlap

APPLETON PARTNERS INC/MA is an institutional investor managing $1.6B across 275 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 APPLETON PARTNERS are NICHOLAS COMPANY, Socorro Asset, NIXON PEABODY, with shared positions in $CDNS, $SHW, $ICE, $VMC, $SYK, $SPGI. The full ranking of 25 similar funds is below.

#1NICHOLAS COMPANY, INC.Active
Some overlap · 7 shared positions
$CDNS$SHW$ICE$VMC$SYK$SPGI
$5.5B
195 positions
#2Socorro Asset Management LPActive
Some overlap · 5 shared positions
$MS$ICE$DHR$SPGI$DIS
$223M
33 positions
#3NIXON PEABODY TRUST COActive
Some overlap · 5 shared positions
$MS$ICE$BKNG$SYK$DHR
$1.5B
191 positions
#4CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 6 shared positions
$CDNS$MNST$SHW$SYK$SPGI$WCN
$435M
70 positions
#5PARNASSUS INVESTMENTS, LLCActive
Some overlap · 6 shared positions
$ICE$SHW$VMC$SYK$DHR$SPGI
$33.8B
123 positions
#6LGT CAPITAL PARTNERS LTD.Active
Some overlap · 5 shared positions
$MS$CDNS$ICE$SYK$RSG
$2.0B
38 positions
#7Skye Global Management LPSmart money
Some overlap · 6 shared positions
$SHW$VMC$DHR$SPGI$WCN$RSG
$5.1B
30 positions
#8BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 4 shared positions
$MS$BKNG$SYK$DHR
$2.7B
804 positions
#9Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$MS$WELL$ICE$MNST
$1.6B
184 positions
#10BRASADA CAPITAL MANAGEMENT, LPPassive
Some overlap · 4 shared positions
$WELL$MS$VMC$WCN
$558M
152 positions
#11Axecap Investments, LLCPassive
Some overlap · 3 shared positions
$MS$CDNS$MNST
$169M
77 positions
#12Cander Asset Management LPActive
Some overlap · 4 shared positions
$WELL$ICE$EVR$SPGI
$540M
48 positions
#13Delta Accumulation, LLCActive
Some overlap · 3 shared positions
$WELL$MS$MNST
$2.5B
156 positions
#14DF DENT & CO INCPassive
Some overlap · 5 shared positions
$CDNS$VMC$DHR$WCN$SPGI
$5.3B
271 positions
#15Summit Place Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$WELL$BX$DHR$DIS
$221M
117 positions
#16Ayrshire Capital Management LLCPassive
Some overlap · 6 shared positions
$ICE$MS$SPGI$RSG$DHR$BX
$219M
50 positions
#17CONNORS INVESTOR SERVICES INCPassive
Some overlap · 3 shared positions
$WELL$MS$SYK
$1.2B
153 positions
#18Oregon Pacific Wealth Management, LLCActive
Some overlap · 5 shared positions
$ICE$BKNG$SYK$SPGI$DIS
$108M
114 positions
#19One Wealth Map LLCActive
Some overlap · 5 shared positions
$ICE$BKNG$SYK$SPGI$DIS
$220M
106 positions
#20MOODY LYNN & LIEBERSON, LLCPassive
Some overlap · 3 shared positions
$MS$BX$SYK
$1.9B
265 positions
#21AAFMAA Wealth Management & Trust LLCActive
Some overlap · 4 shared positions
$MS$SYK$SPGI$RSG
$291M
94 positions
#22Walter Public Investments Inc.Passive
Some overlap · 4 shared positions
$WELL$CDNS$EVR$DIS
$416M
53 positions
#23FENIMORE ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$BKNG$VMC$SYK$SPGI$RSG
$4.6B
93 positions
#24Sculati Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MS$BX$DIS
$306M
120 positions
#25Networth Advisors, LLCActive
Some overlap · 3 shared positions
$MS$SHW$DIS
$172M
383 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.