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 CONNABLE OFFICE

13F Portfolio OverlapQ2 2026CONNABLE OFFICE portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

CONNABLE OFFICE INC is an institutional investor managing $1.1B across 231 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 CONNABLE OFFICE are Community Financial Services Group, EASTERN BANK, KP, with shared positions in $KLAC, $LIN, $ADI, $AXP, $LOW, $NEE. The full ranking of 25 similar funds is below.

#1Community Financial Services Group, LLCPassive

Some overlap · 10 shared positions

$KLAC $LIN $ADI $AXP $LOW $NEE

$686M

532 positions

#2EASTERN BANKPassive

Some overlap · 8 shared positions

$KLAC $LIN $ADI $STX $AXP $NEE

$6.5B

1,038 positions

#3KP Management LLCPassive

Some overlap · 9 shared positions

$KLAC $STX $MCO $ETN $ASML $APH

$532M

86 positions

#4TILIA FIDUCIARY PARTNERS, INC.Passive

Some overlap · 9 shared positions

$KLAC $AXP $LOW $NEE $ETN $MAR

$211M

127 positions

#5MASSACHUSETTS FINANCIAL SERVICES CO /MA/Passive

Some overlap · 8 shared positions

$KLAC $LIN $ADI $STX $ETN $APH

$315.2B

1,005 positions

#6DOVER ADVISORS, LLCPassive

Some overlap · 9 shared positions

$KLAC $AXP $LOW $NEE $ETN $ASML

$244M

153 positions

#7Miller Capital Partners, Inc.Active

Some overlap · 8 shared positions

$KLAC $LIN $ADI $AXP $ETN $ASML

$257M

258 positions

#8ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive

Some overlap · 8 shared positions

$KLAC $LIN $ADI $NEE $WDC $APH

$409M

182 positions

#9NORRIS PERNE & FRENCH LLP/MIActive

Some overlap · 8 shared positions

$KLAC $LIN $MCO $ETN $SHW $SYK

$1.7B

147 positions

#10BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 9 shared positions

$LIN $ADI $LOW $NEE $ETN $ASML

$8.0B

1,334 positions

#11RWA WEALTH PARTNERS, LLCActive

Some overlap · 7 shared positions

$KLAC $LIN $AXP $NEE $ETN $ASML

$10.4B

645 positions

#12RICHARDSON FINANCIAL SERVICES INC.Passive

Some overlap · 7 shared positions

$KLAC $LIN $STX $NEE $ASML $PH

$176M

607 positions

#13CYPRESS ASSET MANAGEMENT INC/TXActive

Some overlap · 7 shared positions

$KLAC $LIN $ADI $LOW $ETN $ASML

$514M

107 positions

#14CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Some overlap · 7 shared positions

$KLAC $ADI $MCO $LOW $ETN $APH

$1.3B

99 positions

#15PARNASSUS INVESTMENTS, LLCActive

Some overlap · 7 shared positions

$KLAC $LIN $MAR $SHW $SYK $WM

$37.4B

135 positions

#16WINDWARD CAPITAL MANAGEMENT CO /CAActive

Some overlap · 8 shared positions

$LIN $STX $NEE $ETN $ASML $MAR

$1.3B

73 positions

#17Keebeck Wealth ManagementPassive

Some overlap · 7 shared positions

$KLAC $ADI $LOW $ETN $APH $SYK

$1.0B

471 positions

#18Clarendon Private LLCPassive

Some overlap · 7 shared positions

$KLAC $LIN $AXP $NEE $ETN $ASML

$156M

124 positions

#19PineStone Asset Management Inc.Active

Some overlap · 6 shared positions

$KLAC $LIN $ADI $MCO $LOW $SHW

$16.2B

44 positions

#20Railway Pension Investments LtdActive

Some overlap · 7 shared positions

$KLAC $ADI $NEE $APH $SYK $PH

$8.0B

102 positions

#21HENDLEY & CO INCActive

Some overlap · 8 shared positions

$LIN $AXP $ETN $APH $SYK $HON

$283M

47 positions

#22Avalon Trust CoActive

Some overlap · 6 shared positions

$KLAC $LIN $ADI $LOW $SYK $TMO

$1.6B

462 positions

#23KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive

Some overlap · 7 shared positions

$KLAC $LIN $MCO $ASML $SHW $WM

$351M

166 positions

#24AMICA MUTUAL INSURANCE COActive

Some overlap · 7 shared positions

$KLAC $AXP $NEE $APH $WM $PH

$1.2B

142 positions

#25Harvest Fund Management Co., LtdActive

Some overlap · 6 shared positions

$KLAC $LIN $ADI $STX $WDC $ASML

$3.0B

455 positions

Compare CONNABLE OFFICE’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 CONNABLE OFFICE’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.