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Hedge Funds Similar to Connecticut Wealth

13F Portfolio OverlapQ2 2026Connecticut Wealth portfolio →
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Most similar hedge funds by 13F overlap

Connecticut Wealth Management, LLC is an institutional investor managing $2.7B across 340 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 Connecticut Wealth are PineStone Asset, Fiera, Lincoln, with shared positions in $CARR, $OTIS, $MCO, $TJX, $UNP, $CTAS. The full ranking of 25 similar funds is below.

#1PineStone Asset Management Inc.Active
Some overlap · 4 shared positions
$CARR$OTIS$MCO$TJX
$16.2B
44 positions
#2Fiera Capital CorpActive
Some overlap · 4 shared positions
$CARR$OTIS$MCO$TJX
$27.6B
401 positions
#3Lincoln Capital LLCActive
Some overlap · 4 shared positions
$CARR$MCO$OTIS$UNP
$562M
137 positions
#4ARWA LLCPassive
Some overlap · 5 shared positions
$CARR$CTAS$NEE$MCK$TJX
$241M
139 positions
#5Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 4 shared positions
$CARR$OTIS$NEE$MCK
$1.0B
765 positions
#6Raub Brock Capital Management LPActive
Some overlap · 4 shared positions
$CARR$MCO$MCK$TJX
$363M
45 positions
#7WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 4 shared positions
$TER$CARR$NEE$TJX
$1.3B
73 positions
#8Pinion Investment Advisors, LLCActive
Some overlap · 4 shared positions
$TER$MO$UNP$NEE
$527M
205 positions
#9AdviceOne Advisory Services, LLCSmart money
Some overlap · 4 shared positions
$CARR$OTIS$MCK$MO
$177M
45 positions
#10Bluebird Wealth Management LLCPassive
Some overlap · 3 shared positions
$TER$CARR$TJX
$115M
89 positions
#11CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 4 shared positions
$ACGL$MCO$CTAS$TJX
$456M
67 positions
#12Segment Wealth Management, LLCActive
Some overlap · 5 shared positions
$CARR$CTAS$UNP$MCK$TJX
$1.9B
312 positions
#13GoalVest Advisory LLCActive
Some overlap · 3 shared positions
$TER$MO$NEE
$539M
500 positions
#14SUMMITRY LLCPassive
Some overlap · 3 shared positions
$CARR$MCO$NEE
$3.0B
340 positions
#15OPAL CAPITAL LLCPassive
Slight overlap · 4 shared positions
$MO$AIG$UNP$NEE
$560M
136 positions
#16TrueMark Investments, LLCPassive
Slight overlap · 4 shared positions
$MO$AIG$UNP$NEE
$798M
187 positions
#17General Partner, Inc.Active
Slight overlap · 5 shared positions
$MCO$UNP$NEE$MDY$TJX
$186M
167 positions
#18Rock Point Advisors, LLCPassive
Slight overlap · 4 shared positions
$OTIS$AIG$NEE$TJX
$409M
123 positions
#19Midwest Professional Planners, LTD.Passive
Slight overlap · 3 shared positions
$TER$MCO$UNP
$510M
131 positions
#20Financial Advisors Network, Inc.Passive
Slight overlap · 3 shared positions
$OTIS$MO$MCK
$816M
208 positions
#21GENTRY PRIVATE WEALTH, LLCSmart money
Slight overlap · 3 shared positions
$TER$MO$NEE
$194M
108 positions
#22LETSON INVESTMENT MANAGEMENT, INC.Passive
Slight overlap · 3 shared positions
$CARR$OTIS$UNP
$273M
104 positions
#23M. Kraus & CoPassive
Slight overlap · 4 shared positions
$CARR$NEE$OTIS$MDY
$377M
86 positions
#24William Allan CorpActive
Slight overlap · 3 shared positions
$OTIS$MCO$CTAS
$204M
62 positions
#25Qsemble Capital Management, LPPassive
Slight overlap · 4 shared positions
$AIG$OTIS$MCK$TJX
$781M
371 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.