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Hedge Funds Similar to BRADLEY FOSTER & SARGENT

13F Portfolio OverlapQ2 2026BRADLEY FOSTER & SARGENT portfolio →
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Most similar hedge funds by 13F overlap

BRADLEY FOSTER & SARGENT INC/CT is an institutional investor managing $7.1B across 535 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 BRADLEY FOSTER & SARGENT are FLOSSBACH VON STORCH SE, Mendel Money, JOHNSON INVESTMENT COUNSEL, with shared positions in $APH, $TMO, $DHR, $ADI, $PEP, $ABT. The full ranking of 25 similar funds is below.

#1FLOSSBACH VON STORCH SEActive
Notable overlap · 7 shared positions
$APH$TMO$DHR$ADI$PEP$ABT
$22.1B
106 positions
#2Mendel Money ManagementPassive
Notable overlap · 5 shared positions
$APH$TMO$DHR$DE$PWR
$273M
127 positions
#3JOHNSON INVESTMENT COUNSEL INCActive
Notable overlap · 7 shared positions
$APH$ADI$DHR$MRSH$HUBB$PEP
$13.7B
840 positions
#4DB Fitzpatrick & Co, IncActive
Notable overlap · 6 shared positions
$TMO$DE$DHR$PWR$SHW$HUBB
$124M
100 positions
#5PARNASSUS INVESTMENTS, LLCActive
Notable overlap · 6 shared positions
$TMO$DE$DHR$SHW$MRSH$HUBB
$37.4B
135 positions
#6BRANT POINT INVESTMENT MANAGEMENT LLCActive
Notable overlap · 6 shared positions
$APH$TMO$ADI$SHW$IDXX$CR
$813M
120 positions
#7Baer Investment Advisory LLCPassive
Notable overlap · 4 shared positions
$APH$TMO$DE$ADI
$119M
43 positions
#8Ironvine Capital Partners, LLCActive
Some overlap · 6 shared positions
$TMO$ADI$DHR$APH$UNP$DE
$1.1B
57 positions
#9Canoe Financial LPActive
Some overlap · 5 shared positions
$TMO$DE$ADI$DHR$SHW
$8.1B
110 positions
#10Smith, Salley & AssociatesPassive
Some overlap · 6 shared positions
$APH$ADI$TMO$PEP$ABT$UNP
$2.3B
275 positions
#11Spears Abacus Advisors LLCPassive
Some overlap · 7 shared positions
$ADI$AEM$PWR$DHR$TMO$ABT
$5.6B
445 positions
#12HALL LAURIE J TRUSTEEPassive
Some overlap · 5 shared positions
$APH$ADI$DHR$PEP$ABT
$322M
103 positions
#13YHB Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$APH$TMO$DHR$WWD$UNP
$1.6B
314 positions
#14BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$DE$ADI$TMO$PEP$ABT$APH
$8.0B
1,334 positions
#15MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive
Some overlap · 4 shared positions
$APH$TMO$DHR$RBC
$635M
146 positions
#16Reliant Investment Management, LLCPassive
Some overlap · 5 shared positions
$APH$TMO$PWR$COP$HUBB
$281M
55 positions
#17CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 5 shared positions
$APH$TMO$PWR$SHW$IDXX
$456M
67 positions
#18NORTH STAR ASSET MANAGEMENT INCPassive
Some overlap · 5 shared positions
$ADI$TMO$APH$DHR$ABT
$2.5B
372 positions
#19Ravenstone Capital Management Inc.Active
Some overlap · 5 shared positions
$APH$TMO$DHR$SHW$PWR
$244M
54 positions
#20PROFESSIONAL ADVISORY SERVICES INCActive
Some overlap · 4 shared positions
$APH$TMO$ADI$PEP
$836M
93 positions
#21Dundas Partners LLPActive
Some overlap · 4 shared positions
$APH$TMO$ADI$ABT
$1.4B
31 positions
#2211 Capital Partners LPActive
Some overlap · 5 shared positions
$APH$FWONA$RBC$PWR$SHW
$368M
22 positions
#23TRUST CO OF OKLAHOMAActive
Some overlap · 6 shared positions
$DHR$TMO$APH$PEP$UNP$COP
$389M
140 positions
#24Norway Savings BankPassive
Some overlap · 5 shared positions
$APH$ADI$COP$IDXX$ABT
$239M
104 positions
#25INVESCO, LLCActive
Some overlap · 4 shared positions
$APH$ADI$TMO$SHW
$323M
133 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.