What hedge funds are most similar to CONFLUENCE INVESTMENT MANAGEMENT LLC?

The funds with the most similar 13F portfolios to CONFLUENCE INVESTMENT MANAGEMENT LLC are Lantz Financial, GRANDFIELD & DODD, BOSTON RESEARCH, based on overlapping conviction holdings in the latest SEC filings.

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 CONFLUENCE INVESTMENT

13F Portfolio OverlapQ2 2026CONFLUENCE INVESTMENT portfolio →

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Most similar hedge funds by 13F overlap

CONFLUENCE INVESTMENT MANAGEMENT LLC is an institutional investor managing $6.4B across 290 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 CONFLUENCE INVESTMENT are Lantz Financial, GRANDFIELD & DODD, BOSTON RESEARCH, with shared positions in $NTRS, $SO, $WEC, $USB, $CB, $SNA. The full ranking of 25 similar funds is below.

#1Lantz Financial LLCPassive

Notable overlap · 16 shared positions

$NTRS $SO $WEC $USB $CB $SNA

$546M

259 positions

#2GRANDFIELD & DODD, LLCActive

Notable overlap · 7 shared positions

$CB $LIN $ADI $PAYX $SYK $APD

$1.9B

217 positions

#3BOSTON RESEARCH & MANAGEMENT INCPassive

Notable overlap · 6 shared positions

$FAST $LIN $SNA $LMT $USB $CL

$453M

121 positions

#4Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 7 shared positions

$ADI $USB $LMT $HSY $CLX $MAS

$214M

33 positions

#5NICHOLS & PRATT ADVISERS LLP /MAActive

Notable overlap · 7 shared positions

$FAST $LIN $KMI $TJX $SYK $APD

$1.6B

109 positions

#6WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 6 shared positions

$CB $LMT $PGR $SYK $HON $HONA

$2.1B

131 positions

#7VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 5 shared positions

$CB $SO $HSY $KMI $ADI

$201M

57 positions

#8Brindle & Bay Financial Advisors, LLCActive

Notable overlap · 6 shared positions

$PGR $TROW $SNA $CL $GILD $PAYX

$200M

86 positions

#9Harvest Investment Advisors, LLCActive

Notable overlap · 7 shared positions

$NTRS $KMI $CLX $HSY $GILD $LMT

$202M

58 positions

#10Paradiem, LLCPassive

Notable overlap · 5 shared positions

$FAST $LMT $ADI $CL $SYK

$464M

68 positions

#11CINCINNATI FINANCIAL CORPActive

Notable overlap · 7 shared positions

$SNA $ADI $MDLZ $TJX $HON $HONA

$5.2B

56 positions

#12Cincinnati Specialty Underwriters Insurance COActive

Notable overlap · 7 shared positions

$WEC $ADI $MDLZ $SNA $TJX $USB

$449M

45 positions

#13LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$CB $SO $MDLZ $AWK $CL $ETR

$1.0B

154 positions

#14Titan Investment Solutions LtdActive

Notable overlap · 6 shared positions

$LIN $LMT $FAST $SPGI $SYK $GILD

$894M

60 positions

#15Integras Partners LLCPassive

Notable overlap · 6 shared positions

$LMT $CL $GILD $USB $ARCC $SO

$181M

100 positions

#16ZEVIN ASSET MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$LIN $CB $ADI $TJX $CL $SPGI

$713M

97 positions

#17CAMDEN NATIONAL BANKPassive

Notable overlap · 6 shared positions

$LIN $CB $KMI $MDLZ $TJX $SPGI

$767M

184 positions

#18BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 7 shared positions

$CB $ADI $SYK $BR $TJX $APD

$346M

113 positions

#19FENIMORE ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

$FAST $PGR $ADI $SYK $SPGI $BR

$4.8B

92 positions

#20VILLERE ST DENIS J & CO LLCPassive

Notable overlap · 5 shared positions

$LMT $PGR $CL $MDLZ $SYK

$838M

85 positions

#21CINCINNATI CASUALTY COSmart money

Notable overlap · 7 shared positions

$WEC $USB $ADI $TJX $APD $HON

$188M

24 positions

#22MCRAE CAPITAL MANAGEMENT INCPassive

Notable overlap · 6 shared positions

$SNA $CB $BR $HON $HONA $SO

$508M

113 positions

#23Alley Investment Management Company, LLCActive

Notable overlap · 7 shared positions

$LMT $PAYX $HSY $SNA $SYK $WEC

$856M

89 positions

#24BROADWATER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$ADI $SO $WEC $SYK $SPGI $CL

$138M

208 positions

#25MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$WEC $ETR $LMT $SO

$233M

122 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.