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Hedge Funds Similar to AVITY INVESTMENT

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

AVITY INVESTMENT MANAGEMENT INC. is an institutional investor managing $1.6B across 118 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 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
$1.3B
109 positions
#2Raub Brock Capital Management LPActive
Notable overlap · 6 shared positions
$APH$TXN$TJX$ETN$CARR$TMO
$363M
45 positions
#3Birch Hill Investment Advisors LLCActive
Notable overlap · 6 shared positions
$APH$TJX$MRSH$ECL$NEE$UBER
$2.5B
211 positions
#4HOWLAND CAPITAL MANAGEMENT LLCActive
Notable overlap · 7 shared positions
$APH$TJX$ECL$TMO$NOW$MELI
$2.8B
278 positions
#5Ayrshire Capital Management LLCPassive
Notable overlap · 5 shared positions
$APH$TJX$ETN$ECL$UBER
$214M
50 positions
#6Baer Investment Advisory LLCPassive
Notable overlap · 5 shared positions
$APH$TXN$ECL$TMO$NEE
$119M
43 positions
#7James Hambro & Partners LLPActive
Notable overlap · 7 shared positions
$APH$TXN$TMO$BDX$MELI$TJX
$2.8B
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
$499M
73 positions
#10Nova R Wealth, Inc.Active
Notable overlap · 6 shared positions
$APH$TXN$NEE$AMGN$TJX$ETN
$343M
86 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
$836M
93 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
$8.5B
94 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
$965M
177 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.