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Hedge Funds Similar to Armbruster

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

Armbruster Capital Management, Inc. is an institutional investor managing $671M across 125 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 Armbruster are Seneca Financial Advisors, ALESCO ADVISORS, COOPER/HAIMS ADVISORS, with shared positions in $BNL, $PAYX, $AMGN, $GLW, $MUFG, $NEE. The full ranking of 25 similar funds is below.

#1Seneca Financial Advisors LLCActive
Slight overlap · 4 shared positions
$BNL$PAYX$AMGN$GLW
$385M
66 positions
#2ALESCO ADVISORS LLCActive
Slight overlap · 4 shared positions
$BNL$PAYX$GLW$MUFG
$4.4B
230 positions
#3COOPER/HAIMS ADVISORS, LLCActive
Slight overlap · 3 shared positions
$BNL$PAYX$GLW
$232M
116 positions
#4Post Resch Tallon Group Inc.Passive
Slight overlap · 3 shared positions
$BNL$PAYX$GLW
$145M
138 positions
#5HORAN Wealth, LLCActive
Slight overlap · 5 shared positions
$PAYX$AMGN$NEE$TMO$TJX
$1.2B
217 positions
#6DEAN INVESTMENT ASSOCIATES, LLCPassive
Slight overlap · 3 shared positions
$BNL$PAYX$AMGN
$761M
193 positions
#7Asset Advisors Investment Management, LLCActive
Slight overlap · 5 shared positions
$PAYX$AMGN$NEE$SHW$TJX
$1.1B
102 positions
#8Great Diamond Partners, LLCPassive
Slight overlap · 4 shared positions
$PAYX$AMGN$GLW$NEE
$582M
238 positions
#9Stonebridge Financial Group, LLCPassive
Slight overlap · 4 shared positions
$PAYX$AMGN$GLW$NEE
$1.3B
275 positions
#10Powers Advisory Group, LLCActive
Slight overlap · 4 shared positions
$PAYX$AMGN$GLW$PM
$319M
130 positions
#11Novak & Powell Financial Services, Inc.Passive
Slight overlap · 5 shared positions
$AMGN$GLW$NEE$PM$MMM
$212M
171 positions
#12MATTERN CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 4 shared positions
$PAYX$AMGN$NEE$SHW
$857M
166 positions
#13Pitti Group Wealth Management, LLCActive
Slight overlap · 4 shared positions
$PAYX$GLW$NEE$SHW
$137M
84 positions
#14CANANDAIGUA NATIONAL BANK & TRUST COPassive
Slight overlap · 4 shared positions
$PAYX$GLW$NEE$TJX
$1.2B
305 positions
#15Kentucky Farm Bureau Mutual Insurance CoActive
Slight overlap · 5 shared positions
$AMGN$NEE$TMO$PM$TJX
$360M
69 positions
#16OXFORD ASSET MANAGEMENT LLPPassive
Slight overlap · 5 shared positions
$PAYX$NEE$SHW$TJX$MMM
$203M
364 positions
#17Morton Brown Family Wealth, LLCActive
Slight overlap · 5 shared positions
$AMGN$GLW$PAYX$NEE$MUFG
$441M
416 positions
#18First National Advisers, LLCPassive
Slight overlap · 4 shared positions
$AMGN$GLW$NEE$TMO
$712M
251 positions
#19SUMMITRY LLCPassive
Slight overlap · 4 shared positions
$AMGN$GLW$NEE$TMO
$3.0B
340 positions
#20Financial Sense Advisors, Inc.Passive
Slight overlap · 4 shared positions
$AMGN$GLW$NEE$IBIT
$508M
137 positions
#21Hilton Head Capital Partners, LLCPassive
Slight overlap · 4 shared positions
$AMGN$GLW$NEE$PM
$198M
912 positions
#22Cetera Trust Company, N.APassive
Slight overlap · 5 shared positions
$AMGN$NEE$TMO$FLEX$MMM
$199M
345 positions
#23KWMG, LLCPassive
Slight overlap · 4 shared positions
$AMGN$GLW$NFG$TJX
$1.4B
153 positions
#24FLPUTNAM INVESTMENT MANAGEMENT COActive
Slight overlap · 5 shared positions
$GLW$NEE$TMO$TJX$MUFG
$8.4B
655 positions
#25Sanibel Captiva Trust Company, Inc.Active
Slight overlap · 4 shared positions
$AMGN$GLW$NEE$TJX
$4.0B
461 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.