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 Atlas Brown

13F Portfolio OverlapQ2 2026Atlas Brown portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Atlas Brown,Inc. is an institutional investor managing $372M across 237 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 Atlas Brown are Minot DeBlois Advisors, Bill Few Associates, DAVIDSON, with shared positions in $TJX, $PEP, $PFE, $DIS, $ABT, $ADP. The full ranking of 25 similar funds is below.

#1Minot DeBlois Advisors LLCPassive

Some overlap · 6 shared positions

$TJX $PEP $PFE $DIS $ABT $ADP

$116M

240 positions

#2Bill Few Associates, Inc.Passive

Some overlap · 5 shared positions

$TJX $PEP $DIS $ABT $ADP

$470M

227 positions

#3DAVIDSON TRUST COPassive

Some overlap · 6 shared positions

$PEP $CMI $DIS $ABT $ADP $PFE

$256M

190 positions

#4WINDWARD CAPITAL MANAGEMENT CO /CAActive

Some overlap · 4 shared positions

$TJX $PEP $CMI $DIS

$1.3B

73 positions

#5CINCINNATI INSURANCE COActive

Some overlap · 4 shared positions

$TJX $PEP $CMI $ABT

$6.9B

64 positions

#6Bull Street Advisors, LLCPassive

Some overlap · 4 shared positions

$TJX $PEP $DIS $ADP

$219M

95 positions

#7Stokes Capital Advisors, LLCPassive

Some overlap · 4 shared positions

$TJX $PEP $ABT $ADP

$467M

118 positions

#8RESOURCES MANAGEMENT CORP /CT/ /ADVPassive

Some overlap · 4 shared positions

$TJX $PEP $ABT $ADP

$794M

188 positions

#9TRUST CO OF VIRGINIA /VAPassive

Some overlap · 4 shared positions

$TJX $PEP $ABT $ADP

$1.3B

226 positions

#10BRADY FAMILY WEALTH, LLCPassive

Some overlap · 4 shared positions

$TJX $PEP $ABT $ADP

$346M

113 positions

#11Michael Brady & Co., LLCActive

Some overlap · 4 shared positions

$TJX $PEP $ABT $ADP

$113M

58 positions

#12DMKC Advisory Services, LLCActive

Some overlap · 5 shared positions

$PEP $CMI $PFE $ABT $ADP

$530M

92 positions

#13Palisade Asset Management, LLCPassive

Some overlap · 4 shared positions

$TJX $PEP $ABT $ADP

$1.1B

204 positions

#14PIONEER TRUST BANK N A/ORPassive

Some overlap · 4 shared positions

$TJX $PEP $DIS $ABT

$441M

87 positions

#15HALL CAPITAL MANAGEMENT CO INCPassive

Some overlap · 4 shared positions

$TJX $PEP $ABT $ADP

$321M

107 positions

#16Marble Harbor Investment Counsel, LLCActive

Some overlap · 5 shared positions

$PEP $PFE $DIS $ABT $ADP

$984M

200 positions

#17WENDELL DAVID ASSOCIATES INCActive

Some overlap · 4 shared positions

$TJX $PEP $ABT $ADP

$947M

155 positions

#18ICW Investment Advisors LLCPassive

Some overlap · 4 shared positions

$TJX $PEP $ABT $ADP

$286M

144 positions

#19ROFFMAN MILLER ASSOCIATES INC /PA/Active

Some overlap · 4 shared positions

$TJX $PEP $DIS $ADP

$1.9B

88 positions

#20Smith, Salley & AssociatesPassive

Some overlap · 4 shared positions

$TJX $PEP $CMI $ABT

$2.3B

275 positions

#21Bath Savings Trust CoActive

Some overlap · 4 shared positions

$TJX $PEP $ABT $ADP

$965M

177 positions

#22Wallington Asset Management, LLCActive

Some overlap · 4 shared positions

$TJX $CMI $PEP $DIS

$814M

61 positions

#23Partnership Wealth Management, LLCActive

Some overlap · 5 shared positions

$PEP $PFE $DIS $ABT $ADP

$148M

67 positions

#24GREAT LAKES ADVISORS, LLCPassive

Some overlap · 4 shared positions

$TJX $PEP $DIS $ABT

$13.1B

825 positions

#25American TrustActive

Some overlap · 4 shared positions

$TJX $CMI $PEP $ABT

$1.3B

334 positions

Compare Atlas Brown’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Atlas Brown’s holdings

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.