13F Pro

Hedge Funds Similar to AVITY INVESTMENT

13F Portfolio OverlapQ3 2026AVITY INVESTMENT portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

AVITY INVESTMENT MANAGEMENT INC. is an institutional investor managing $1.6B across 120 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to AVITY INVESTMENT are ALTA, Raub Brock, Birch Hill Investment Advisors, with shared positions in $APH, $ETN, $TXN, $TJX, $TMO, $MELI. The full ranking of 25 similar funds is below.

#1ALTA CAPITAL MANAGEMENT LLC/Active
Notable overlap · 7 shared positions
$APH$ETN$TXN$TJX$TMO$MELI
$1.2B
215 positions
#2Raub Brock Capital Management LPActive
Notable overlap · 6 shared positions
$APH$TXN$TJX$ETN$CARR$TMO
$326M
47 positions
#3Birch Hill Investment Advisors LLCPassive
Notable overlap · 6 shared positions
$APH$TJX$MRSH$ECL$NEE$UBER
$2.4B
219 positions
#4HOWLAND CAPITAL MANAGEMENT LLCActive
Notable overlap · 7 shared positions
$APH$TJX$ECL$TMO$NOW$MELI
$2.9B
286 positions
#5Ayrshire Capital Management LLCPassive
Notable overlap · 5 shared positions
$APH$TJX$ETN$ECL$UBER
$219M
50 positions
#6Baer Investment Advisory LLCActive
Notable overlap · 5 shared positions
$APH$TXN$ECL$TMO$NEE
$126M
65 positions
#7James Hambro & Partners LLPActive
Notable overlap · 7 shared positions
$APH$TXN$TMO$BDX$MELI$TJX
$2.9B
68 positions
#8HFR Wealth Management, LLCActive
Notable overlap · 5 shared positions
$APH$TJX$NEE$AMGN$ETN
$410M
53 positions
#9BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 7 shared positions
$TXN$TJX$TMO$NEE$APH$CL
$529M
72 positions
#10Nova R Wealth, Inc.Active
Notable overlap · 6 shared positions
$APH$TXN$NEE$AMGN$TJX$ETN
$341M
90 positions
#11Haverford Financial Services, Inc.Active
Notable overlap · 5 shared positions
$TJX$ETN$NEE$TXN$TMO
$339M
49 positions
#12MCDANIEL TERRY & COActive
Notable overlap · 5 shared positions
$APH$TXN$ECL$ETN$TMO
$1.3B
81 positions
#13TORRAY LLCActive
Notable overlap · 6 shared positions
$NEE$TXN$MRSH$AMGN$APH$NOW
$741M
91 positions
#14Banco de Sabadell, S.APassive
Notable overlap · 6 shared positions
$ETN$NEE$TJX$TXN$AMGN$TMO
$170M
61 positions
#15PROFESSIONAL ADVISORY SERVICES INCActive
Notable overlap · 5 shared positions
$APH$TJX$TMO$TFC$CARR
$837M
90 positions
#16Wilkinson Global Asset Management LLCActive
Notable overlap · 5 shared positions
$TXN$TJX$AMGN$ODFL$UBER
$1.3B
62 positions
#17Cambridge Financial Group, Inc.Active
Notable overlap · 4 shared positions
$TXN$TJX$ETN$C
$287M
33 positions
#18CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Notable overlap · 3 shared positions
$APH$TXN$ETN
$1.3B
99 positions
#19First Long Island Investors, LLCActive
Notable overlap · 5 shared positions
$APH$ETN$AMGN$NEE$UBER
$1.4B
73 positions
#20JLB & ASSOCIATES INCPassive
Notable overlap · 4 shared positions
$APH$TJX$AMGN$MRSH
$748M
68 positions
#21Sarasin & Partners LLPActive
Notable overlap · 9 shared positions
$CL$TMO$AMGN$MELI$C$ECL
$8.9B
111 positions
#22NZS Capital, LLCActive
Notable overlap · 4 shared positions
$APH$TXN$MELI$UBER
$3.9B
61 positions
#23Mirova US LLCActive
Notable overlap · 4 shared positions
$TJX$NEE$ECL$TMO
$9.3B
45 positions
#24Cornerstone Capital, Inc.Active
Notable overlap · 5 shared positions
$APH$TMO$AMGN$ETN$UBER
$1.1B
120 positions
#25Bath Savings Trust CoActive
Notable overlap · 5 shared positions
$TJX$NEE$ECL$APH$CL
$966M
178 positions

Compare AVITY INVESTMENT’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 AVITY INVESTMENT’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.